So Reps Can Engage Customers with Interactive Tools

Enhance the customer experience by providing your sales teams with interactive tools. Turn your sales teams into storytellers that lead customers toward better decisions.

Produce selling experiences that reps utilize when they are with customers

  • Prepare graphics and messaging in your design tool of choice
  • Use our browser-based drag-and-drop interface to quickly assemble sales tools
  • Share links to preview content in browsers to speed up the approval process
  • Extend platform capabilities through HTML and custom elements

 

Turn meetings into sales conversations with interactive content

  • Deliver relevant content to your users and groups
  • Bring stories to life with videos, animations, and interactivity
  • Use surveys and forms to prompt communication and gather information
  • Access your content offline so you don’t have to worry about connectivity

 

Make complicated tasks easier with sales tools

  • Tailor your messaging to customers based on segment or in-meeting behavior
  • Add calculators and quoting systems to configure real-time solutions for customers
  • Integrate with external data sources to complete additional job tasks
  • Associate customers with meetings automatically through Salesforce integration

 

Monitor usage to make everyone a top performer

  • Evaluate how your teams are using your content and tools
  • Subscribe to automated reports based on your needs
  • Compare sales people and teams to identify the behaviors of your top performers
  • Identify what content and tools need to be updated based on performance data

 

Produce selling experiences that reps utilize when they are with customers

 
  • Prepare graphics and messaging in your design tool of choice
  • Use our browser-based drag-and-drop interface to quickly assemble sales tools
  • Share links to preview content in browsers to speed up the approval process
  • Extend platform capabilities through HTML and custom elements

Turn meetings into sales conversations with interactive content

 
  • Deliver relevant content to your users and groups
  • Bring stories to life with videos, animations, and interactivity
  • Use surveys and forms to prompt communication and gather information
  • Access your content offline so you don’t have to worry about connectivity

Make complicated tasks easier with sales tools

 
  • Tailor your messaging to customers based on segment or in-meeting behavior
  • Add calculators and quoting systems to configure real-time solutions for customers
  • Integrate with external data sources to complete additional job tasks
  • Associate customers with meetings automatically through Salesforce integration

Monitor usage to make everyone a top performer

 
  • Evaluate how your teams are using your content and tools
  • Subscribe to automated reports based on your needs
  • Compare sales people and teams to identify the behaviors of your top performers
  • Identify what content and tools need to be updated based on performance data

Want to see how Create works?

How does Create impact customer interactions?

Create can be used at any point in the selling process. Salespeople typically use Create during customer meetings to engage with customers, and present information with supporting visual tools. Create increases the quality of a salesperson’s customer interactions and their level of engagement.

Its companion solution, Organize, is the salesperson solution of choice before and after their customer meetings.