Make a central location where all sales materials, such as case studies, pamphlets, and presentations, may be kept. When documents are ready to release, notify sales reps and keep track of fresh content production.
What advantages does utilizing this template offer?
- Organize all sales support resources in one place.
All supporting sales papers may be uploaded, shared, and managed in one location. Create a comprehensive archive of anything that can be used to facilitate the closing of further agreements.
- Give sales teams access to a single source of truth
A list of sales materials that have been approved will keep everyone on the same page. Avert sending prospects outdated documents and several versions of the same document.
- Monitor the process of creating fresh material
Follow the development of new sales materials to provide your sales staff with an understanding of process statuses and the date when fresh documents are ready for usage.
Why do we adore this design?
It has never been simpler to meet your sales funnel and potential customer goals. Manage the requirements of your current clients and streamline the procedures of your sales team by using our user-friendly supporting sales materials template. Bring together all of your sales enablement assets for your project team or external stakeholders—whether they be case studies, sales scripts, sales presentations, or email templates—in one unified workflow.
Keep up with the most recent developments in the sales dialogue, as well as meeting conclusions, follow-up tasks, and significant client or customer comments. Create an information bank that both new and seasoned sales reps can access to save time and streamline communication with all parties involved while making it simple to onboard new employees and acclimate them to your company’s products and services. Instantly share any type of content, such as white papers, images, and generate reports.
This template was created to elegantly store any marketing materials that would aid in client acquisition and business growth for your sales force. You may also utilize Tracup Docs to immediately amend papers generated in the platform as everything is in real-time. You may choose how to visualize your data, from high-level dashboards to battery progress gauges and eye-catching pie charts.
No one has to wonder if they have the most recent materials since it is simple to watch the development of the creation and final approval of sales materials. To keep everyone on the same page whenever and wherever possible, swiftly notify different teams when materials are ready or when significant modifications have been made.
You may continue using the tools you already use and adore while working with our numerous integrations. Keep track of all of your customer-centric information so that it is accessible to different departments inside your company.
Use a variety of automation tools to handle repetitive activities so you can concentrate on creating content that has a meaningful effect. Automate deadline reminders so that everyone has access to the necessary materials on time.
So that your business and sales marketing writers don’t have to start from beginning or look up previous dialogues and modifications, keep an updated collection of valuable information. To visualize content planning, use timelines.
The Client Directory Template Default
| Task Status: |
☹[Sales docs]👌[Security and privacy]❎[Ready] [Not ready] |
|---|
| Task Type: |
[Legal Doc] [Sales Tool] [Security] [Finance Doc] [Case Study] |
| Custom Field: |
Last Updated(text), Qs(text), logo(text), logo(text), Photo(text), Industry(text), Title(text), Company size(text), Link(URL), Creation Log(date), Last Updated(date) |
| Task View: |
List, Board. File, Wiki |
“Marketing Collateral - Wikipedia.” Marketing Collateral - Wikipedia, 1 Nov. 2021, en.wikipedia.org/wiki/Marketing_collateral.
