A KNVEY Sales Portal Experience
Trane, a top HVAC systems company, faced challenges in accessing their scattered sales resources. They centralized their sales materials using KNVEY Portals, revolutionizing their team's lead engagement and deal-closing process.
Inspiring Customer Confidence with KNVEY Portals
Trane implemented a sales enablement application with KNVEY Portals to help their sales teams educate leads and win new projects. This app improves collaboration among sales teams and breaks down silos. Sales personnel, both new and experienced, are now equipped with a streamlined, self-service source of historical project wins.
What Challenge Did Trane Face?
Siloed Data
Trane had data scattered across paper trails, leading to isolated information and inefficient access for sales teams.
Stunted Sales
Trane's sales were hindered by the lack of a central spot for managing and using project information.
Slow Onboarding
Trane needed a quick-start solution for new sales hires, who were slowed down by the lack of a project reference database.
Better Data-Driven Insights and Customer Engagement
Make Sales Easier Than Ever with KNVEY Portals
KNVEY Portals provided Trane a hassle-free way to manage projects and connect with clients, thanks to its easy-to-use features.
Favoriting
KNVEY Portals help Trane's sales teams easily find and save important project records, making their work faster and better during talks with clients.
Filtering
Powerful filtering helps Trane's sales teams quickly pinpoint relevant projects and resources, tailored to each client's specific needs.
Sharing
KNVEY Portals lets Trane easily make and share project reports, helping teams and stakeholders work together and make smarter decisions.
Mapping
KNVEY Portals offers Trane's sales teams a visual map of project locations, helping them with market strategies, understanding competitors, connecting with clients, and tracking performance.
Single Sign-On Integration
KNVEY Portals works smoothly with Trane's single sign-on system, making logins secure and easy for sales reps by removing the need for multiple passwords and boosting security.
Video Training
The Trane portal includes a special tab with custom video training to help users learn how to use the tool and add projects. These videos make it easier to understand and fully use the portal for a smoother experience.
It was easy to adapt to new product requirements as they became apparent through market research. KNVEY allowed for the easy outsourcing of product/platform development to connect internal stakeholders with project references in a streamlined, self-service manner.
