Building a self-service partner portal for a custom manufacturer's sales network

The challenge

Following a successful Salesforce Sales Cloud implementation, PTR Group set its sights on a new challenge: giving its external sales reps a faster, more convenient way to work. Before this phase of the engagement, PTR's independent sales reps had no access to the company's Salesforce org. To submit a new lead or share an update, reps had to call PTR's headquarters directly.

That reliance on phone calls created a heavy manual burden for PTR's internal team. Head office staff had to manually enter and update leads, opportunities and activities in Salesforce on behalf of every external rep. The process was slow and prone to error, leading to miscommunication, missed information and general inefficiency. Just as important, PTR's sales managers had no reliable way to track what their external reps were doing day to day, leaving them without the visibility they needed to measure and manage performance.

PTR wanted to build a partner portal with Salesforce Experience Cloud that would let independent reps log their own leads, opportunities and activities directly; give sales managers insight into their teams' work; and establish a unified system for tracking and measuring rep performance.

The TELUS Digital solution

TELUS Digital worked closely with PTR Group to design and build an intuitive, accessible partner portal for the company's full sales network.

The team created a platform where sales agents — both internal and external — could collaborate on leads, accounts and contacts in one place, eliminating the need for external reps to route everything through headquarters by phone.

TELUS Digital then configured automations to help sales managers and reps communicate throughout the sales process, and built reports and dashboards for tracking sales rep activity and performance directly within Salesforce.

The results

The partner portal changed how PTR Group's sales organization functions day to day. External reps who once had to call headquarters to log a lead can now do it themselves, freeing the internal team from manual data entry and the errors that came with it. Sales managers, who previously had no reliable way to see what their reps were doing, now have that visibility built into their existing reporting.

PTR Group and TELUS Digital are moving into a future phase together, focused on a Manufacturing Cloud implementation.