Sales Simplicity is a customer portal that helps sales reps track and manage their customersβ interactions with their business. If you want to learn how to login to Sales Simplicity, read on!
What is Sales Simplicity?
Sales Simplicity is a customer portal that allows you to manage your accounts, orders, and interactions with Salesforce.com. It is designed for small businesses that use Salesforce.com as their primary sales tool.","content":"Sales Simplicity Customer Portal how to login
How to login to Sales Simplicity
Sales Simplicity is a Customer Portal that helps you manage your interactions with sales and support. To login, follow these steps:
1. Go to https://app.salessimplicity.com/.
2. Click the βLoginβ link in the top right corner of the page.
3. Enter your username and password, and click βLoginβ.
4. On the left side of the screen, under βUsersβ, you will see your profile name and email address. Click on this information to view your account details.
5. If you have multiple accounts with Sales Simplicity, select the account you want to use from the dropdown list on the top left corner of the screen.
6. Under βAccount Settingsβ, click on βAccess Levelsβ.
7. In the βAccess Levelsβ window, set the level of access for which you want to access your account (for example, if you only want to view your account data, click on the βView My Account Dataβ option).
8. Click on βSave Access Levelβ to save your changes
How to use the Sales Simplicity Customer Portal
Sales Simplicity's Customer Portal is a great way to manage your customer relationships. The portal can be accessed from any computer using the web browser, and it is free. To login, follow these steps:
1. Go to www.sales-simplicity.com.
2. Enter your username and password in the login box on the homepage.
3. Click on My Account in the left-hand column of the page.
4. In the My Account area, click on Customer Portal in the list of sections on the right side of the page.
5. Click on Login in the lower part of the page. You will be prompted to enter your username and password again. Once you have logged in, you will see a list of your customer accounts on the left side of the page, as shown in Figure 1 below:
6. In each customer account, you will see a list of all of your customers and their contact information, as shown in Figure 2 below:
7. You can also use this screen to add new customers, change or update customer contact information, view sales history for each customer, or close customer accounts (
Conclusion
If you're looking to increase sales and improve customer service, then a customer portal might be the solution you're looking for. Sales Simplicity's customer portal allows customers to access their account, order products, and more. In this guide, we'll show you how to login and set up your customer portal account.