- Access and assemble content on the fly during a presentation.
- Create, share, and customize email templates.
- Define sales process and specific steps.
- Deliver persona-based messaging.
- Deliver recommended actions using best practices.
- Facilitate online selection of content/product with search and browse of internal and external content.
- Provide buyers with personalized portals for content and collaboration.
- Hold instant online meetings.
- Know optimal number of touchpoints through reporting.
- Send emails to a full list of prospects.
Content management, import and/or create user profiles. Supports multiple instances.
- View usage and engagement with seller-facing content.
- Shows content usage by sales stage, time and frequency.
- History of all contact-level engagement with content.
- User, group and organization use of content and engagement.
- Shows when content used in and out of recommended stage.
- Opens, time spent, on which slides/pages, video time-marks, forwards and more for engagement.
Content – Augmented and Virtual Reality Content
Content Customization and Creation
- Support for over 40 file types, including videos.
- Content broken down by page/slides for assembly.
- In-solution editing, including videos with tracking, review, and approvals. Organize content in folders.
- Include links to polls and surveys.
- Create and customize form templates for scoring.
- Scan all content, including transcription of audio tracks, for indexing and searching.
- Publish/expire dates and review/approval workflows.
- Automatically and manually tag files based on scanning, including relevant CRM fields.
- Batch updates to all metadata when needed.
- Tagging used as a basis for search and recommendations.
- With scanning, admin can select keywords to use for tagging.
Demos and Apps
Build demos/apps with full tracking capabilities.
Email, List Management, and Engagement Tracking
- Import lists, manage at account level, sort based on any field.
- Mass emails., scheduling, videos, and video reply.
- Email templates and user registration for links if needed.
- See when emails/content opened, time and pages, where in video viewed, alerts to sellers.
Comments, ask SMEs, track for reporting and at SME levels.
- Track time spent on slides.
- Assemble slides on the fly.
- Integrate with 3rd party conferencing (i.e., Zoom, GoToMeeting).
Templates for branded, customizable portals with alerts for new content, views of sales and buyer comments/action, and all engagement activities.
Notifications and Distribution
Via email, solution portal, filtered by user role and metadata.
News and RSS Feeds
Support for Google Alerts, RSS feeds and other 3rd party sources.
Sync content to devices, interactions tracked and uploaded.
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 in Facebook, Instagram, LinkedIn, YouTube, and Twitter.
Texting / SMS
Trackable links in texts (FB Messenger, Google, Apple, etc.) and video messages/replies.