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Prospect Portal

Prospect Portal

Collaborate and communicate
with prospects online

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Prospect Management

The Prospect Management Portal in CampaignerSPM™ is a centralized, online hub for you to organize, share and track communications with your prospects and clients. The customizable microsite effectively aligns buyer-seller conversations through collaboration and sharing of critical information to efficiently move the deal forward.

Measure prospect engagement in an accurate and secure way

CampaignerSPM's Prospect Management Portal gives salespeople an easy-to-use, secure, online microsite designed for communicating and collaborating with their prospects and clients.

  • Secure document and information sharing
    Protected by a secure log-in, salespeople can easily upload and securely share collateral, whitepapers, spec sheets, sales proposals, contracts, pictures, and website links with their prospects and clients. Your buyers can even upload their relevant documents to the portal to collaborate during the process.
  • Collaborate and track prospect activity
    Promote two-way communication and collaboration with prospects and clients when they post documents, feedback and comments about what's been reviewed on the site.
  • Automatic activity notification
    Stay alert to activity with automatic notification whenever a contact uploads or downloads a document, making salespeople better prepared to close the deal at the right time.
  • Track and measure buyer activity
    Using a custom dashboard, salespeople can track and measure buyer activity at the portal to stay alert to when prospects are ready to move the deal ahead.
  • Effectively identify and manage key selling and follow up efforts
    Focuse time spent developing and maximizing your most productive opportunities based on objective information regarding prospect and client engagements and interest levels rather than guesswork.
Secure Document Sharing Securely share relevant documents, collateral and whitepapers with prospects and buyers
Online Collaboration Collaborate with prospects and buyers, helping to increase communication and move the deal forward
Automatic Notifications Get automatically notified whenever a contact downloads, views or comments on information posted to the mini-site
Track and Measure Activity Custom dashboards give you updated activity information at a glance, keeping you alert to opportunities


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