Documents: gain sales efficiency
and marketing alignment
(responses to calls for tender, contracts)
Take a look at the 1 minute preview below (here on the Word aspect) 👇
Let's make an appointment if you want to dig into your specific case!
A simple, fast and intuitive experience
* Content consumers:
1. connect to an online platform;
2. find the content organized by the creators in the form of bricks (checkboxes);
3. check the bricks that are relevant to their client. Click on “Generate”;
4. fill in a personalization form that is then displayed (e.g.: Client name – “Coca Cola”; Logo – “Coca-Cola.png”; Salesperson – “Mr. Doe”). Validate ;
5. obtain a personalized and harmonized document in a few moments, which they can open in Microsoft Office (Word, PowerPoint) or Google directly, and edit if necessary before sending to their client.
* Content creators:
1. connect to an online platform;
2. upload their most up-to-date Office documents (Word, PowerPoint) or Google Slides, which are transformed into actionable bricks;
3. integrate personalization variables (e.g., {{Customer name}}, [[Customer logo]], salesperson contact information) into these bricks;
4. preconnect variable information (e.g., vendor contact details, sectors, etc.) to be offered to consumers for their choice;
5. open access to consumers and track adoption statistics (users, content).
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The same principle applies to Presentations or connecting Data 😉