Connecting Customers and Businesses: Sales Journey Customer Portal

January 8, 2024

Introducing the Sales Journey Customer Portal

In the ever-evolving world of business, companies must continuously adapt to meet the demands of an increasingly dynamic market. In this context, Sales Journey is launching a new feature: the Customer Portal. This new tool will facilitate interaction between companies and their customers, providing a unique and personalized online shopping experience.

In this article, we will explore the functions of the Customer Portal and how it can drive the growth of your business.

What is the Customer Portal?

The Customer Portal is an exclusive and customizable space with restricted access for selected customers. They can access the products and services offered and experience a complete and personalized online shopping journey. Integrated with all the functionalities of the Sales Journey platform, the Customer Portal can be configured and personalized according to each customer's needs, allowing the freedom to provide special conditions for each one.

The Customer Portal is more than just a feature; it is a powerful tool to strengthen the bond between companies and customers, driving growth and excellence in business.

Benefits of the Sales Journey Customer Portal:

  1. Personalized Shopping Experience

The Customer Portal ushers in a new era of interaction between company and consumer. By offering restricted access to an exclusive virtual space, companies can tailor offers, discounts, and product recommendations. This results in a personalized shopping experience, increasing customer loyalty and engagement with the brand.

  1. Controlled and Secure Access

Data security is a non-negotiable priority. With the Customer Portal, companies can ensure that only authorized customers have access to the online environment. This creates a controlled and secure environment, protecting sensitive information and maintaining mutual trust between company and customer.

  1. Transform Your Sales Team into Consultants

With the use of the Customer Portal, sales representatives move beyond simply placing orders to become active consultants. By providing access to the platform, the customer gains autonomy to place orders directly, freeing up the seller to act more strategically. The seller can use the extra time to develop deeper relationships with customers, better understanding their needs and offering even more accurate solutions.

  1. Integration with Sales Journey Solutions

The Customer Portal is integrated with all Sales Journey solutions, making it easier to configure and manage the portal. With the order entry and opportunity management solution, for example, it is possible to quickly and robustly replicate the available commercial policies for sellers directly to customers.

  1. Ease of Relationship Management

One of the greatest advantages of this new feature is the simplification of customer relationship management. The Customer Portal centralizes all interactions and transactions, allowing sales and marketing teams to have a broad view of each customer's behavior and preferences. This facilitates the personalization of sales strategies and the creation of targeted campaigns, increasing the chances of success.

  1. Increased Sales and Customer Loyalty

By offering an online shopping platform, companies can significantly boost their sales thanks to convenience and ease, enabling a greater reach of potential customers and expanding the reach of their brand.


As we move towards an increasingly digital future, companies that invest in innovative solutions to improve the customer experience are one step ahead of the competition. With the Customer Portal, Sales Journey not only launches a new feature but also inaugurates a new era of connection and efficiency in sales management, providing companies with the necessary tools to drive success and customer satisfaction.

Mariana Bacci

Product Owner - Sales Journey

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