Ready to Take Your Team from Good to Great?
Train the trainer or build a team of professionals. We don’t believe in being complacent and neither should you. PortfolioU creates teams that OWN their results. Practice together or collaborate from a distance. On-going training is proven to improve job satisfaction, boost morale and increase productivity. Never miss an opportunity because of a bad presentation again.
Master your Craft
Practice makes perfect. Repetition breeds mastery. Every professional understands the importance of improving sales performance through deliberate training. Create a culture of constant improvement in initial training or perfect the pitch in collaborative on-going workshops.
Analyze the Past. Improve the Future.
Review past interactions to see where improvements can be made to the presentation. Manage and examine individual or team metrics like appointment duration, time per topic, presentation flow, and collateral sent. Gain visibility into what the best are doing and scale successful practices to the rest of the team. Receive customer and rep analytics with Portfolio Analytics and Portfolio GuestPass.
Scale with Scripting
Unleash the advantage of speaking with one voice. Become a scalable and replicable sales system. Managers can input scripting in PortfolioU to coincide with each piece of content optimizing every interaction and improving the experience. When a team knows what to say, they can focus their attention on personalizing the experience.
Write it Down
Study after study shows you will remember things better when you write them down. That’s why we included a notes section for all the magical one-liners, golden nuggets of information and recipes for success.
