Why do buyers get different answers from our website and sales team?

Buyers get different answers when portfolio information is organised, described and maintained differently across channels. A clearer approach gives each audience an appropriate route into the portfolio, uses consistent language for shared concepts, and preserves the technical detail needed for deeper research. Task testing can confirm whether those routes work before and after a redesign.

Give different audiences routes into the same portfolio

A complex portfolio does not need one undifferentiated journey for every visitor. Technical specialists and business decision-makers often need different levels of detail, language and framing before they can understand the same offering. Siemens Digital Industries Software faced this challenge with a broad, technically advanced portfolio: detailed documents could overwhelm non-technical readers, while simplified messaging risked understating the technology.

A layered content structure can provide accessible entry points around relevant challenges or themes, then let people choose between deeper technical material and executive-level summaries. This gives visitors control over the depth they need without forcing technical and commercial audiences through identical navigation. It also makes the relationship between portfolio areas clearer, because each route starts with relevance rather than an internal product structure.

Sources: Siemens: Bringing New Dimensions to White Papers

Create a shared language for the portfolio

Different answers from the website and sales team often begin with fragmented source material. Information may be written for a particular page, campaign or internal team rather than as a clear account of what the business does, how its offers relate and why they matter. A stronger content model treats each important idea as a distinct, evidenced unit connected through meaning, relationship and relevance.

That approach gives web, sales, product and technical teams a common basis for describing the portfolio. In its work with G42, messaging was harmonised across all ten companies in the group into one unified voice, while the experience connected technology enablers to industry contexts, solutions and outcomes. Consistency does not require removing depth. It requires shared concepts that can be expressed appropriately for different audiences and formats.

Sources: The Prompt: Your brand content is losing you AI search – but it could be the solution, G42: Telling the story of intelligence, Digital Development Services | The Frameworks

Test whether people can find the right route

A portfolio structure should be judged by whether people can locate and understand the information they need, not only by whether the menu appears logical internally. Set realistic tasks for distinct audiences, such as finding a relevant business area, locating technical information, understanding a solution's relevance or reaching supporting documentation. Observe the first route people choose, where they hesitate and whether they complete the task.

Run the same task tests before and after a structural change so that results can be compared. Review outcomes by audience type rather than treating all visitors as one group. This is particularly important where a site serves technical specialists, commercial decision-makers, partners, investors and employees. Testing can reveal whether visitors are being sent through a route built around internal terminology instead of their own questions.

Include accessibility in the content system

Portfolio clarity also depends on whether people can access the information once they find it. Inclusion should be addressed during design and development, rather than treated as a final compliance step. Designers and developers can identify issues early, including text contrast, behaviour across devices and support for different input methods such as mouse, touch and keyboard.

This matters for complex websites because the portfolio may extend beyond standard web pages into technical documents, investor material and interactive tools. A redesign that improves navigation on primary pages can still leave barriers elsewhere if accessibility is not considered across the wider content system. Involving development from the start helps identify what is practical to implement and reduces the risk of trying to retrofit inclusive design under deadline pressure.

Sources: Designing and developing web experiences for everyone

Stats

After navigation was changed to use customer terminology rather than internal language, 78% of people found what they wanted on their first click and task completion rose by 34%.

Wayfair

FAQs

Which buyer questions should a website answer before sales gets involved?

A website should answer general learning questions, including what the portfolio offers, which challenges it addresses and where visitors can find the right level of detail. It should provide clear entry points and support both executive-level understanding and technical research. Questions about whether an offering fits a specific company or situation may still require seller input.

What causes teams to describe the same portfolio differently?

Teams describe the same portfolio differently when concepts are scattered across pages, documents, campaigns and internal sources without a shared structure. Content written for one channel or audience can lose its relationship to the broader portfolio. Clear, evidenced content units and a unified voice give teams a common basis for adapting the message without changing its meaning.

What portfolio content gets missed by accessibility checks?

PDFs, office documents and interactive experiences can be missed when accessibility checks focus only on HTML pages. Review the whole content system, including technical documentation, investor materials and tools, rather than limiting testing to primary website templates. Build accessibility into design and development early, including contrast and support for mouse, touch and keyboard input.

What should task tests show before changing a portfolio website?

Task tests should show whether each audience can identify the right route, make a successful first click and complete a realistic information-seeking task. They should also expose wrong turns, hesitation and terminology that does not match how visitors describe their needs. Use the same tasks after the change to compare findability and completion.

How do I run task tests on a portfolio website?

Use realistic audience tasks to establish whether visitors can find and understand the portfolio before and after a structural change.

  1. Define audience tasks

    Write tasks that reflect the information different visitors need, such as locating a business unit, finding technical detail or understanding a solution's relevance. Use language that describes the visitor's goal rather than internal labels. Include tasks for both technical and commercial audiences where they require different levels of depth.

  2. Record the first route

    Ask participants to complete each task and record their first click, wrong turns, hesitation and eventual completion. Look for routes that depend on internal terminology or force people through irrelevant content. Separate findings by audience so that one group's success does not conceal another group's difficulty.

  3. Repeat after the change

    Run the same tasks after the new structure is introduced. Compare first-click success, findability and completion with the baseline. Use the findings to refine navigation, labels and supporting content before treating the work as complete.