Portfolio Manager 360: The platform for managing your sales channel and partners
Centralize operations, unify your brand, and give your team the autonomy they need to sell more—without you having to do any extra work.
Boost your sales channel with centralized management and streamlined proposals.
Portfolio Manager 360 is the centralized platform for managing your services and products, enabling you to create professional and scalable sales proposals in a unified environment.
Your best sales tool
Showcase your portfolio of products and services to end customers through your channel in a compelling, professional, and intuitive way.
Grow your business from the very first interaction
Now your partners can identify opportunities and generate quotes directly from the platform.
Reduce costs by eliminating manual processes
Track each proposal and monitor its status.
The 4 problems that Portfolio Manager 360 solves right away.
Are your partners using outdated logos or presentations that have nothing to do with your current brand identity, resulting in a poor brand image and undermining customer trust?
Unify your visual identity and messaging in a single source of truth. Any changes to services or rates are instantly updated across your entire network.
Does your sales or technical team waste time answering basic questions or reviewing every small proposal a partner wants to send, resulting in lost opportunities?
Your partners create agile, professional proposals on their own, following your business rules without the need for constant supervision.
Do you have no idea what’s reallygoing on until a sale is closed (or lost)? Do reports arrive late and in different formats?
Track every proposal and action taken by your partners from a centralized dashboard, with exportable reports that let you make decisions based on data, not intuition.
Is your business stagnating because your current structure can't keep up with growth?
The platform is designed for global deployment and includes its own ticketing system, ensuring that growth doesn't overwhelm your ability to respond.
Why choose Portfolio Manager 360 to manage your partner network.
Full control and autonomy for your partners
Unified Business Communications
A consistent visual identity and narrative across all markets.
Centralized Management
Complete control over users, partners, and services from a single location.
Operational Autonomy
Quick and easy proposal setup without constant reliance on technical or sales support.
A platform designed to grow and adapt
Global Scalability
Multilingual platform (full localization of documents and interface).
Modular Ecosystem
A tool that grows with your business
Real-time visibility, tracking, and support
Real-Time Reports
Complete overview of business activity, exportable to Excel.
Technical Support
A ticketing system is included to handle any usage or maintenance issues.
Portfolio Manager 360 features for your partner channel.
Development of proposals
Create visually appealing offers that align with your brand strategy automatically and consistently.
Development of services
Dynamically configure your catalog in one place so that your entire network can work from the same foundation.
Partner and Sales Representative Registration
Register new companies and business profiles in seconds, allowing them to start operating immediately without time-consuming manual processes.
Permission Assignment
Control exactly who has access to what information.
Quote
Automate the application of prices and discounts based on each partner's profile, eliminating the need for constant verification.
Tracking and monitoring
View the status of each open opportunity in real time and identify where to take action to ensure sales are closed.
Choose the Portfolio Manager 360 plan for your business.
Starter
National platform (1 country)
Partner Registration
Registration of sales representatives
Create an unlimited number of proposals
Tracking and monitoring
Technical support via a ticketing system
Contribution Module
Unlimited Products and Services
(limited to 5 services)
Premium
International platform (5 countries)
Partner Registration
Registration of sales representatives
Create an unlimited number of proposals
Tracking and monitoring
Technical support via a ticketing system
Contribution Module
Unlimited Products and Services
(limited to 5 services)
Professional
International platform with no country restrictions
Partner Registration
Registration of sales representatives
Create an unlimited number of proposals
Tracking and monitoring
Technical support via a ticketing system
Contribution Module
Unlimited Products and Services
Frequently Asked Questions About Our Portfolio Manager
What is Portfolio Manager 360 and what is it used for?
Portfolio Manager 360 is an Omnitel platform designed to manage sales channels and partner networks from a single interface. It enables the centralization of products and services, the unification of sales communications, the creation of professional proposals, and the monitoring of sales activity in real time.
How does Portfolio Manager 360 help improve partner management?
The platform helps distributors, partners, and sales teams work with the same information, the same brand image, and the same business rules. This reduces errors, eliminates manual processes, streamlines the creation of proposals, and gives the channel greater autonomy without the manufacturer or supplier losing control.
Can you create sales proposals and quotes from the platform?
Yes, Portfolio Manager 360 allows you to create sales proposals quickly and in a standardized manner, while maintaining consistency with the company’s brand and product catalog. It also includes features for generating quotes and applying prices or discounts based on the partner’s profile, which speeds up the sales process.
Is Portfolio Manager 360 a scalable solution for international channels?
Yes, the website presents Portfolio Manager 360 as a scalable solution, offering the ability to operate in multiple countries and featuring localized documentation and user interfaces. It also includes tracking, monitoring, and technical support via a ticketing system, which makes it easier to scale channel operations without losing visibility.
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