Selling Investments Can Be a Great Experience for Sellers and Customers Alike

Automate PitchBooks and Enable Sales to Bring Relevant Materials to Every Single Sales Conversation

• Improve your close rate with presentations that out-sell the competition
• Enable Sales to create customer-centric, personalized and polished pitchbooks for every client
• Eliminate bottlenecks from data issues and automate updates by integrating native data sources
• Integrate a thorough compliance review right into the process

Read: Why Pitch Decks Should be Created by Sales, Not Marketing

Create Custom Sales Presentations — at Scale

• Automate updates to data-heavy slides
• Update an entire slide library with intelligent slide matching
• Get instant access to everything — fact sheets, presentations, videos, audio files — on any device
• Enable Sales to create custom pitchbooks from pre-approved dynamic and static slides

Read: Obstacles Salespeople Face When Trying to be Customer-Centric

Keep Your PitchBooks On-Brand and Accessible Across Teams, Territories, and Time Zones

• Enable Sales with access to approved content for their distribution channel
• Use repositories to segment content for territories and teams
• Manage content access by team, territory, and user
• Automate language translations

White Paper: Perfecting The Pitchbook

Use Real-Time Data to Enable Sales

• Track the ROI of your marketing content
• Provide real-time insight to Sales to help them focus their meetings where clients are showing interest
• Observe pitchbook activity and usage to understand sales team needs
• Access full audit trails to see version history and user activity

Read: How to Illustrate ROI on a Content Automation Solution

Configurable to your Sales and Marketing User’s Needs

• Configure permissions, groups, roles, and approval workflows
• Customize forms, keywords and meta data for flexible content management
• Provide custom pitchbook presentation builders for each sales team
• Integrate CRM, ECM, and compliance systems

White paper: Should you Build or Buy Pitchbook Technology?

White Paper: Perfecting The Pitchbook

An agile approach for creating custom and compliant presentations

Complete the form below to download, “Perfecting The Pitchbook”