Consider utilizing a portal site for agents

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In addition, SFA and CRM are often used in conjunction with MA (Marketing Automation), which automates marketing activities. MA is a tool that plays a role in "acquiring new customers, nurturing potential customers, extracting potential customers who are more likely to close a deal, and connecting them to an effective approach." Linking SFA, CRM, and MA makes it possible to verify the effectiveness with high accuracy, which will lead to more efficient sales activities.


If you have contracts with dealers or agents , why overseas chinese in europe data not consider using a dedicated portal site for them? In today's digitalized world, agents play the most important role of "delivering the information customers want at the optimal time." In this regard, it is very effective to organize your company's products on a portal site and share it with agents.

By referencing the information on the portal site, agents will be able to provide accurate and prompt information to each customer. They will also be able to more efficiently create proposal plans for potential customers.


No matter how professional an agency is in sales, if they are chronically lacking in information, they will not achieve results. When using a portal site, make sure you always provide new information. Increasing the agency's operational efficiency will also lead to increased customer satisfaction.