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.
- 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.
Before You Begin
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.