InsitePortfolio

Designed and built for sales teams and their customers, InsitePortfolio delivers product catalogs, marketing and sales collateral in a branded, personalized platform. Designed and built for B2B, InsitePortfolio users will never again have to struggle to find the right price or description of a product or to place an order from their catalog. Users can now seamlessly move from finding, presenting and sharing sales presentations and collateral to searching, filtering and sharing product details in their catalog to pricing and completing an order, all in one personalized mobile experience.

InsitePortfolio for Sales
• Search, browse and filter a personalized digital product catalog, then share product price and details with a customer
• Search, present and share materials from a branded repository of collateral and education content, all while offline
• Receive notifications when customers interact with any shared information
• Easily update Salesforce activities, opportunities or other relevant Salesforce fields

InsitePortfolio for Customers
• Access a communication channel containing product, marketing and education materials provided directly from your suppliers and vendors
• Search, browse, filter and sort product information and seamlessly access additional commerce capabilities such as ordering, payment and shipping details

InsitePortfolio for Marketing
• Manage, organize and package all sales, marketing and education content in one place
• Ensure users have access to the right content, tailored to their needs
• Measure how users are viewing and sharing collateral and catalog information