Field sales
Prepare for a visit in minutes and show the customer's range live, on a laptop or tablet.
PORTALS · SALES2026
The right catalog for every customer. In minutes.
Your reps see their customers, and for each customer exactly the products in that customer's agreement. They export a tailored PDF or XLSX in one click and send the customer a read-only link to browse on their own — always from current, governed product data.
REP → CUSTOMER → AGREEMENTPDF · XLSX · LINKREPS · UNLIMITED
messara.pimgate.ai / p / sales / customers / haustechnik-muellerSales portal
Customer
Haustechnik Müller AG
Agreement 2026-BActiverep:m.oertli · since 2024-03-01
Scoped catalog312of 20'418 SKUs
Assets1'864
Views · 30 d247
Downloads · 30 d38
Activity loglast 30 d
- 2026-09-24 15:02user:k.brennerdownload6 assets · Flowline FL-40
- 2026-09-24 14:41user:k.brennerviewMS-13402
- 2026-09-23 09:18user:m.oertliexportPDF · 312 SKUs
- 2026-09-22 16:55user:k.brennersharelink · expires 2026-10-06
- 2026-09-21 11:30user:m.oertliviewMS-12011
The Sales Portal ships in 2026.
The meeting is on Thursday. Marketing needs two days for the customer's catalog. The rep takes last year's PDF.
01 · Who uses it
For everyone who puts products in front of customers.
Key account managers
Keep exclusive ranges and agreement-specific catalogs for their accounts in one place.
Inside sales & customer service
Send a customer the right product sheet while they are still on the phone.
The customer
Receives a tailored catalog or a read-only link to their own range — no login needed to read it.
02 · The journey
From "I'll send you something next week" to "It's in your inbox."
Five moments in a customer relationship where reps need product data — and what changes when the catalog follows the agreement.
01 · PREPARE
Gather product information for an upcoming customer meeting.
Before
Shared drives, outdated PDFs, asking colleagues for current specs.
2026With PIM Gate
A customer-scoped view: only the products in that customer's agreement, in their language and market.
02 · PRESENT
Show products live during the meeting.
Before
A static PDF deck, out of date before the meeting starts.
2026With PIM Gate
The customer's range browsable live on laptop or tablet. Planned: a presentation mode for full-screen use in front of the customer.
03 · EXPORT
Send a tailored product sheet or catalog after the meeting.
Before
Marketing produces a bespoke PDF on request — two days later.
2026With PIM Gate
One-click customer-specific PDF or XLSX from the customer's view or a selection.
04 · SHARE
Let the customer browse their range on their own.
Before
Only possible with a full portal login — and no scoping.
2026With PIM Gate
A read-only link scoped to the customer's agreement.
05 · FOLLOW UP
See what the customer looked at or downloaded.
Before
No visibility; follow-up is a guess.
ROADMAPWith PIM Gate
Planned: an activity log per customer link — views and downloads.
03 · How scoping works
Entitlement follows the relationship, not just the role.
In most portals, a role decides what a user sees. In the Sales Portal, the commercial relationship does: which rep looks after which customer, and which agreement applies. Change the agreement, and every view, export and link follows.
Rep → customer
Each rep is mapped to the customers they look after. They never see accounts outside their remit.
Customer → agreement
Each customer is linked to an agreement that defines their range: product groups, exclusive items, market and language.
One definition, everywhere
The same scope drives the customer view, the PDF / XLSX export and the read-only link.
Map your sales organisation once.
Assign reps to customers and customers to agreements. Each agreement defines a range — product groups, exclusive items, market and language — built from the same catalog selections and rules used across PIM Gate.
- Reps mapped to their customers.
- Customers linked to agreements with their own range.
- Exclusive items for key accounts.
- Ranges built from catalog selections and rules — no duplicate catalogs.
2026
Switch customer. The catalog follows.
A rep picks a customer and sees that customer's range — nothing outside it, in the customer's language and market. Search, filters and product pages work as in every PIM Gate portal.
- Customer switcher for each rep's accounts.
- Search, filters and product detail within the customer's scope.
- Specifications in the customer's language and market.
2026
A tailored catalog in one click.
From the customer's view or from a selection, a rep exports a branded PDF product sheet or an XLSX list — generated from current data, scoped to the customer's agreement, in the customer's language. Marketing designs the template once; sales uses it every day.
- Branded PDF product sheets and catalogs.
- XLSX lists for the customer's own systems.
- Customer name, date and scope on every export.
- Templates maintained centrally by marketing.
2026
Let the customer browse their own range.
Send a read-only link scoped to the customer's agreement. The customer searches and browses their range on their own time — without a full portal account and without seeing anything outside their agreement.
- Scoped to the customer's agreement.
- Read-only: browse, search, view.
- Expiry date per link.
2026
Planned: know what landed, present full-screen.
Two additions are on the roadmap. An activity log per customer link is planned to show reps which products the customer viewed and which files they downloaded. A presentation mode is planned for showing the customer's range full-screen on a tablet during the meeting. Today, reps present from the responsive portal.
ROADMAP
Live and customer-specific prices — coming soon.
With PIM Gate Commerce, prices, customer-specific prices and availability from SAP / ERP are planned to appear next to the product data — in the Sales Portal as well as in your shop.
Join the Commerce waitlist04 · Capabilities
What ships, and when.
| Capability | Status |
|---|---|
| Rep → customer → agreement mapping | 2026 |
| Customer-scoped catalog views (search, filters, product detail) | 2026 |
| Customer-specific PDF export | 2026 |
| Customer-specific XLSX export | 2026 |
| Read-only customer link, scoped to agreement | 2026 |
| Exports and links recorded in the audit log | 2026 |
| Responsive portal on laptop and tablet | 2026 |
| Activity log per customer link (views, downloads) | ROADMAP |
| Presentation mode | ROADMAP |
| Live and customer-specific prices, availability (PIM Gate Commerce) | COMING SOON |
| Single sign-on (OIDC / SAML) | ROADMAP |
05 · Roles
Who can do what.
| Role | Own customers' views | All customers' views | Export PDF / XLSX | Create customer link | Manage mapping & agreements | Manage export templates |
|---|---|---|---|---|---|---|
| Sales rep | — | — | — | |||
| Sales manager | team | team | — | |||
| Sales admin | ||||||
| Customer (via link) | own range, read-only | — | — | — | — | — |
INDUSTRIAL COMPONENTS · DEALERS & FIELD SALES
One gate for the rep, the dealer shop and the search engine.
Sales PortalCustomer PortalEntitlements
One gate for the rep, the dealer shop and the search engine.BUILDING TECHNOLOGY · MANUFACTURER
A portal, ETIM and translation — next to the PIM you already run.
Sales PortalTranslationETIM
A portal, ETIM and translation — next to the PIM you already run.MULTI-BRAND GROUP · COUNTRY SUBSIDIARIES
Each country sales team, its own brand and range.
Sales PortalTenantsMigration bridge
Each country sales team, its own brand and range.ILLUSTRATIVE SCENARIO
The Sales Portal is a portal module. Version S includes one portal module, M two, L and XL all three. Additional modules €2,400 / year. Portal users are unlimited in every version.
06 · FAQ
Questions about the Sales Portal.
- It ships in 2026. The activity log and a presentation mode are on the roadmap.
- The Customer Portal is used by the customer. The Sales Portal is used by your reps, who work across many customers — so scope follows the rep → customer → agreement relationship, and exports are made for a named customer.
- You define each customer's range from catalog selections and rules in PIM Gate. We will walk you through the options for your setup in the demo.
- Live and customer-specific prices from SAP / ERP are planned with PIM Gate Commerce, which is coming soon. Join the waitlist to be part of early access.
- Yes, the portal is responsive and works in the browser on laptop and tablet. A dedicated presentation mode is on the roadmap.
- Portal users are unlimited in every version.
- An activity log per customer link is on the roadmap. Exports and link creation are recorded in the audit log when the Sales Portal ships.