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Sales Assist
Uberflip Sales Assist enables your reps to leverage relevant, brand-approved content—from thought leadership to copies of sales presentations, price sheets and anything in between—to increase the effectiveness of sales outreach.
Key Benefits:
- Find high-value content effortlessly using tag groups that resonate with sales (topic, buying stage, use case, etc.)
- Share content right from within the applications sales reps use day-to-day (Salesloft, Outreach, Gmail, etc.)
- Create content items from any source, such as Google Docs, PowerPoint and PDFs
- Receive instant desktop notifications when content is accessed by prospects
- Share experiences securely using password authentication
- Leverage brand-approved templates for a specific persona, industry, vertical and more
Sales Assist gives users a lot of flexibility in how to use (or even create) content by default. After installation review and adjust the permissions based on the needs of your organization.
Note: Sales Assist requires Uberflip API access in order to function. For more information, please contact your CSM.
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Before You Begin
If your Hub uses Front End V2, you must also install the Compatibility Pack to use Sales Assist. If you are not sure if your Hub uses Front End V2, see this article for help.
Setup & Configuration
You can find complete documentation on Sales Assist, including instructions on how to set up and use the app for both admins and Sales users, on Uberflip Help.