- Access and assemble content on the fly during a presentation.
- Define the sales process and specific steps.
- Deliver persona-based messaging and content.
- Deliver recommended actions based on best practices for your sales process.
- Hold instant online meetings.
- Know optimal number of touch points.
- Know when buyers engage with sellers’ emails and content.
- Know which content progresses deals.
- Plan account-specific strategies.
Content management, user administration with import of user data from various sources, multiple instances.
- Views of internal usage and engagement with content.
- Map usage by sales stage, time and frequency.
- Buyer/Account and user/team level views of engagement.
- View when content used outside of recommended stage.
- Opens, time spent, on which slides/pages, video time-marks, forwards and more for engagement.
Content – Augmented and Virtual Reality Content
Advanced rendering engine, and HTLM5 content.
Content Customization and Creation
Import outputs from CPQ, CLM, ROI and RFI/RFP apps. PDFs/PPTs separated by page/slide for assembly. User-edited/created versioning for review and approval. Native support for O365.
- Scan all text-based content for indexing and searching.
- Publish/expire dates and review/approval workflows.
Content Tagging / Metadata
- Tag at file or across files, including CRM metadata.
- Inherit tagging from other systems such as Kapost or SharePoint.
- Tagging used as a basis for search and recommendations.
- With scanning, admin can select keywords to use for tagging.
- Updates to contact automatically entered to CRM.
- Mass emails with engagement/tracking data.
Demos and Apps
Supports HTML5 content. Bigtincan Studio (added fee) for demos and apps. Engagement analytics, and offline versions for buyers.
Email, List Management, and Scheduling
- Support for mass emails., scheduling, videos, and video reply.
- Email templates and user registration for links if needed.
- Import contacts from CRM or local address book.
- Support for drag-and-drop and HTLM email builders.
- Calendaring and scheduling of emails and campaigns.
Feedback / Comments
User comments, connect with SMEs, ratings, and reviews.
Forms, Polling, Surveys
Full support with templates, question formats (multiple-choice, free-form, select-all-that apply, etc.). All customizable and scorable.
- In solution screen sharing, track time spent on slides.
- Users can assemble on the fly seeing available slides.
- Integrate with 3rd party conferencing. (i.e., Zoom, GoToMeeting)
- Sellers can update scoring with review/approval.
- Dashboards and heatmaps shown based on scoring.
- Scores can be imported from CRM or marketing automation.
Brandable and customizable with engagement and forward tracking. Can have different views of buying team and buyer team actions. Automatic alerts to buyers of new content.
Notifications and Distribution
Via email, solution portal, filtered by job role, user group, type of opportunity, etc.
Download content to device, interactions tracked and uploaded.
Recommendations / Guided Selling
Based on CRM fields including contact. User demographics and gating to direct to other content. Shows description of content, including ratings, history of usage and reviews.
Track links in Facebook, LinkedIn, YouTube, and Twitter.
Videos / Presentations
Videos can be incorporated into content. User-created videos can be created and incorporated.