Product Tour Call Center Executives

SalesPortal is a complete partnership marketing platform that supports the mission of both sales and customer care centers. Generate revenue by monetizing your incoming calls while at the same time improve the value and experience you deliver to customers. Quickly establish multi-partner networks built around a simple notion – relevancy of partner products and services to your customers. You control the partner relationship to align with your quality standards and brand.

Collect revenue on call transfers to partners. Your agents seamlessly present partner product and service offers to your customers at the conclusion of a call. Callers interested in the offer are transferred to the sales center of the partner to handle the rest. Think of it as an extended cross-sell program that works as a call or lead referral program for partners.

SalesPortal provides all the tools to build and execute expanded cross-sell programs that include a broad set of partners at no up-front investment on your part.

How it Works:

1 Create a Sell Campaign

Create multiple lead referral campaigns on SalesPortal by partner or product relevance. Build a company profile to define your customer demographics, description of products and services, quality practices, etc. Potential partners will refer to this to determine relevancy and fit for their products.

SalesPortal allows users to create lead referral campaigns by type of product, set time durations for campaigns, review status of bids, and compare Opt-in rates and revenue by campaign.

2Invite Partner Buyers to Bid on Call Transfers

Start by running a search for partner matches based on relevant products and services or customer demographics. Relevance can be based on complementary products, or customer demographics, or event triggers such as someone buying a home. You can select from a set of relevant partners already registered on SalesPortal. Or invite potential partners to register on SalesPortal and join your partner network.

SalesPortal provides a powerful partner matching and recommendation engine to help match up relevant partners. Matching parameters include product and service categories, customer demographics such as household income, language, age, gender, etc.

3Review and Accept Bids from Partners

Decisions on which campaigns to accept are completely in your control. Campaign duration is also in your control. Campaigns from multiple partners can be implemented to compare performance and maximize revenue generated by call transfers.

Users can approve or decline a campaign request. Even rate the relevancy of a lead referral campaign for the benefit of the partner. And review daily budget and price per lead.

4Present Partner Offers to Your Customers

Once a lead referral campaign is kicked off, partner scripts are presented to agents at the conclusion of a call. Callers interested in the offer (opt-in callers) are transferred to the partner sales center. No product training required for your agents. They simply read a script written by your partner and pre-approved by you. SalesPortal tracks and reports on call activity and revenue per call generated for your center.

Scripts are presented to call center agent desktops in a pop up window. No changes required to the agent desktop. No integration required with CRM applications.

5Comprehensive Campaign Management Analytics and Dashboards

SalesPortal provides contact center professionals with a wide range of reports to track campaign performance including revenue by campaign and timeframe, revenue per offer read, calls not connected to buyer, and more.

SalesPortal includes a standard set of dashboard metrics for managing campaign effectiveness. Data can be exported to preferred performance management tools.