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Sales portals are becoming a B2B sales essential, helping companies organise, simplify, and enhance the overall customer experience. A well-designed B2B sales portal acts as a central hub for order processing, customer data management, and will real-time updates. It gives businesses the ability to provide clients with quick and easy access to product information, communication tools, and engagement tracking capabilities.

Selecting the right platform for your sales portal

Choosing the right B2B sales portal platform is critical for improving sales processes and improving customer relationships.

When evaluating platforms, consider factors like scalability, customisation options, and integration capabilities.

A good portal should manage complex organisational structures, support multiple channels, and handle different currencies.

Look for platforms that offer automated workflows to simplify buyer and seller interactions.

API integration is essential for seamless connections with existing systems such as CRM and ERP. Prioritise platforms that provide real-time updates, self-service options, and personalisation features to drive customer satisfaction and boost business growth. Trumpet does all of these.

Building a B2B sales portal with trumpet: In this guide, we’ll break it down into four simple steps, so businesses of all sizes can benefit.

We’ll cover how to choose the right platform, customise your portal, enhance user experience with personalisation, and optimise it for sales and customer retention.

By the end, you’ll have the tools to create a sales portal or also known as a Pod at trumpet that strengthens B2B relationships and fuels business growth.
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Step 1: Pick a template

To get started quickly, choose from 30+ ready-made, customisable templates in trumpet. Whether for post-discovery, onboarding, or renewals, there’s a template for every stage of the customer journey. Your marketing team can ensure consistent branding with locked template designs, while you have the flexibility to create your own, add custom variables, and even incorporate the buyer’s branding.

Step 2: Pull in buyer data from CRM

Connect your CRM to pull in buyer and company data directly into the sales portal (Pod). This step helps populate the portal with essential details, like the buyer’s name and company information, for a more personalised experience.

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Step 3: Add the buyer’s URL for custom branding

Customising your B2B sales portal ensures a seamless and personalised experience.

Consistent branding, including logos, colours, and fonts, reinforces your brand identity while building trust with users. With trumpet, simply enter the prospect’s URL and watch as the portal updates with their brand colours and logo automatically.

Offering personalisation options like language preferences or tailored dashboards empowers users to adapt the portal to their specific needs. Whether it’s logos, colours, or dynamic fields, trumpet makes it easy to customise the sales room with just one click, speeding up follow-up tasks from 1.5 hours to just 10 minutes.

Step 4: Record a personalised video or voice note

Personalisation is more than just adding a name – it’s about shaping the entire experience. With trumpet, you can easily record a personalised video or voice note for each client. Whether it's for a demo recap or onboarding, this human touch can help deepen the connection and drive engagement.

Personalised videos are a game-changer in B2B sales, yielding 16 times higher click-to-open rates and five times more click-throughs compared to generic content.

This approach creates a strong bond with clients, addressing their specific needs and making the communication feel genuine and valuable.

Enhancing user experience

Personalisation is key to delivering an engaging B2B sales portal experience.

By tailoring the portal to each user, businesses can significantly boost engagement and satisfaction.

Customising features based on user data, such as frequently accessed tools or previous interactions, improves usability and relevance.

Adding personalised welcome messages, relevant updates, and even custom video messages can strengthen the client experience further. These touches make the platform feel more intuitive and user-centric. Trumpet’s seamless integration of personalisation features, such as real-time updates and custom branding, helps you offer a truly engaging and bespoke portal.

Final thoughts

Building a B2B sales portal has a huge impact on sales processes and customer relationships.

By following these four simple steps, businesses can create an effective  sales portal or Digital Sales Room that strengthens B2B connections and drives growth.

Ultimately, a well-designed B2B sales portal isn’t just a tool – it’s a competitive advantage.

By offering personalised, real-time experiences, businesses can improve long-term success. With platforms like trumpet, creating a personalised, efficient, and engaging portal has never been easier.