Inception CRM makes it easy to outfit field users with high-impact promotional content. A powerful publishing engine lets you share content securely with your users. And it lets them share approved content with customers compliantly with approved emails. Out-of-the-box dashboards and reports provide granular insights into the effectiveness of each presentation.
HTML5 CLM presentations can be great. They make content interactive. They hoover up data every time they’re used, letting you track how each piece of content is used.
But they are also expensive.
Wouldn’t it be great if a PDF could do all of that instead?
Inception CRM audits all content, even static files like PDFs. This lets managers track how reps use the content they’re assigned, from training materials to sales collateral. This lets you transform any PDF into a goldmine of data.
Our on-demand reports will show you where, when, and to whom users present sales content. You’ll see the duration of each presentation, the order of presented content, and how much time reps spend on a given page or topic.
Pivot-friendly exports let you dive deeper into the complete data for territory-level patterns and trends. Analyse content usage by key segments and specialties.
Inception CRM makes it easy to assess the impact of your media. It gives you valuable insights on both content performance as well rep performance.
For most companies, the most valuable part of a CRM system is the data it provides. Inception CRM takes this a step further. It tracks the performance of all media, from PDFs to interactive presentations. This lets you see how reps use the media they’re assigned. And how well your content and messaging resonate with your customers.
Inception CRM supports all major file types, from interactive presentations to PDFs and videos. It ensures secure and compliant distribution and use of all approved content.
And so much more. File versioning ensures users always access the latest version. This supports both compliant content use and prevents reps from using outdated content. Distribution rules make sure that reps always present relevant content to their customers. Built-in audits track file use by user, customer, and app location.
Approved Email gives reps an easy way to share content without breaking any rules. Since the content of the email is already defined, users can send it without having to change it.
Whenever a user sends an approved email, the system adds an event to their Planner. There, users can see which links or attachments a customer clicked or downloaded.
CLM presentations use navigation controls to make their content interactive. The presentation flows according to user inputs, allowing for a personalized experience. The result is a relevant presentation that gives insights into your customer’s needs.
Inception CRM can integrate CLM presentations with other app features. This lets users capture data for call reports and even create orders while presenting. Marketing should never be siloed. Integrate promotional processes across your sales organization.
CLM makes it easy for reps to capture customer insights during every presentation. Marketers can use these insights to craft messages that resonate with customers based on their individual interests and needs and reps can tailor presentations that hit home.
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Inception CRM saves sales teams time while increasing their productivity, effectiveness, and efficiency.