The Sandler Portal is built entirely with Partner feedback in mind to make selling simpler for them. In Turning Your Portal Sales Tools into Revenue-Generating Results, Eric Beller, SVP of Sales and Complex Solutions; Michele Johnson, Director, Channel – SoCal; Cesar Navarro, VP of Technology & Innovation; and Denise Navarro, Director of Portal Experience walked Partners through examples of how tools in the Portal, including SCOUT, Solutions Finder, and more, streamline workflows, boost efficiency, and can directly lead to more revenue. By combining automation, research, and personalization, Partners can move faster, present with confidence, and create stronger relationships built on expertise and credibility.
Highlights from the Session:
- Work Smarter with SCOUT: Denise Navarro showed how SCOUT centralizes research, pricing, and contracting across 70+ Providers, giving Partners real-time data and multi-address lookups—all in one place.
- Streamline the Buying Process: SCOUT’s quoting and contract tools let Partners create proposals, apply promotions, and deliver accurate pricing in minutes.
- Simplify Complex Solutions: Eric Beller demonstrated how Solutions Finder matches Providers to customer needs using mapped keywords and guided discovery.
- Build Credibility with Your Brand: Michele Johnson highlighted SCOUT for Solutions—a Partner-branded, customer-facing site that builds trust and positions Partners as experts.
- Stay Informed and Supported: Cesar Navarro noted how Partner feedback drives Portal updates, with monthly trainings helping Partners master new features and tools.
The Sandler Partners National Summit
The annual Sandler Partners National Summit is the largest independent technology community channel event held each year. It brings together Partners from across the US and Canada – influential leaders, and Providers – sharing information on solutions, selling approaches, and personal development. The atmosphere is always energetic, reinforcing the family “safe home” reputation Sandler Partners has developed over two decades. While other TSDs may focus on private equity plays, Sandler Partners continues to help solve problems that encourage trust, deeper long-term customer relationships, and ultimately success.