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 content. Users can now seamlessly move from finding, presenting and sharing sales presentations and collateral to logging activities in Salesforce, all in one personalized mobile experience.

InsitePortfolio for Sales
• Find, search, present and share materials from a branded repository of collateral and education content, all while offline
• Create playlists of content tailored to the needs of specific customers or presentations
• Receive notifications when customers interact with any shared information
• Easily update Salesforce activities, opportunities or other relevant Salesforce fields

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 digital assets and information