May 2014 Tool Tip: Customizing Sales Conversations

by | May 1, 2014 | User Content

Q: How can we customize the interface for use in front of customers in sales conversations?

A: You can use custom templates to bring your value proposition to life. Completely customize the look and feel of your sales interface to reflect your corporate branding, and use multiple templates for any number of product lines.
Drop in your own custom text, graphics, PDFs, and even video to create a virtual sales brochure, which includes — but isn’t simply limited to — the key value and financial data and charts to help close every deal!And now, we’ve brought our iPad optimization and customization to the next level, too, so you can communicate your value story more easily than ever before.

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