Set Your Investment Sales Teams Up for Success
Give sales reps instant access to compliant and engaging marketing content that can be personalized and shared anytime, from any device.
To raise and retain assets, you must give your team the tools they need to succeed. Our sales enablement solution helps streamline marketing, sales, and compliance processes so you can go-to-market faster with updated and engaging marketing content.
Cut-out time consuming tasks like collecting data, replacing old slides with new ones, and updating data points in hundreds or thousands of places. Dynamic information gets updated automatically with live data feeds to ensure your content is always up-to-date. Make master updates to your slide library and update that content everywhere it appears.
Deliver up-to-date marketing materials to sales reps on-demand. Your sales force can instantly access all of your approved multimedia content (presentations, individual slides, collateral, videos, and interactive content) on any device — from iPads to Surface tablets to laptops. It’s a level of sales enablement and brand-control like you’ve never had before.
Want to know which slides are used most? Least? Not at all? Usage analytics give marketing and sales managers the insight to measure and improve their content and sales presentation strategies. Analyze how salespeople are using your content and get insight into how your clients and prospects are engaging with it. Provide version history and user activity reports to put compliance and legal teams at ease.
Create a seamless process that is efficient, compliant, and effective. Our solution was built specifically for investment companies to help you improve efficiency and minimize risk. Our software can be deployed out-of-the-box or configured to suit your specific needs. Let us help you enable your teams across the globe and win more business!
Get immediate access to compliant marketing content and personalize pitchbooks in minutes:
Tired of waiting weeks for your factsheets and pitchbooks to arrive or hunting around for the right content? Get immediate access to marketing materials as soon as they’re approved, on any device. No matter if you’re using an iPad, Windows Surface tablet, laptop, or other device, you can access mobile-ready content online or offline. Broadcast engaging presentations from your device to a conference room TV via AirPlay or other streaming service. Share content with customers and prospects in the click of a button and get analytic reports to see how they engage with it.
With the easy-to-use interface, you can create compliant and engaging presentations in minutes. Easily find relevant content and mix and match slides to create a personalized pitch. Compliance controls enforce business rules like slide groupings and disclosure inclusion. This speeds-up the approval process and ensures you’re giving the most personalized and engaging presentation possible in every sales interaction.
The direction of a sales meeting can change in a heartbeat. It’s hard to adapt when you’re pitching with a standard PowerPoint deck. With interactive presentation capabilities, you can instantly tailor your sales pitch so that it resonates with your audience’s specific needs and goals — even when you don’t know them in advance.
Do you ever wish you knew if your customer opened and read your email? Do you wonder what they’re really thinking after the meeting? Usage reports give you insight into how clients and prospects are engaging with your content. When you share full presentations, individual slides, videos, and other collateral, you’ll get real-time data on how they interact with it.
By integrating your CRM, you can increase adoption rate, ensure that presentations are highly personalized and compliant, and automatically record sales activity.