Sales Presentation and Pitchbook Automation

Automate your presentations and empower your sales team

Empower your sales team

In order to provide investment marketers with a powerful content management and sales enablement tool, Synthesis Technology created a robust pitchbook automation solution. Marketing and compliance teams control and manage sales presentation materials.  In doing so, they provide the highest quality and most accurate materials. Empower your sales team by providing them with the right content, right when they need it.

Protect your brand

Pitchbook automation allows your sales team to create highly personalized and effective presentations.  With the right tool, they can choose from content that is already approved by marketing. As a result, you never have to worry about a pitchbook going out that doesn’t properly reflect your brand.

Ensure compliance

Customized pitchbooks don’t have to be a compliance nightmare. Pitchbook automation provides investment firms with an effective way to manage content so that your presentations are always compliant.

Improve sales numbers

An automated pitchbook solution is one of the most powerful ways to improve your sales and marketing alignment. Thus, by implementing one, you can effectively leverage your internal teams, CRM data, and business rules to enable your salespeople to create highly customer-focused presentations that sell.

Related Resources:

Automate your presentations and empower your sales team

8 Pitchbook Pain Points for Marketers

Best Pitchbook Automation Features

5 Key Aspects of a Great Pitchbook Automation Tool

Why Salespeople Fight Presentation Automation

Why Salespeople Fight Presentation Automation

Read about the importance of enabling investment management sales teams to create their own pitchbooks and presentations. Here’s our Fund Fire article “Why Pitch Decks Should be Created by Sales, Not Marketing”

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