Data: gain sales efficiency
and marketing alignment
(performance reviews, reporting)
Take a look at the 1 minute preview below (here on the Data aspect) 👇
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A simple, fast and intuitive experience
* To create a customized document with (live) data, users (and admins) are able to:
1. Connect to an online interface;
2. Select the presentation/document template they want + the data criteria (e.g.: from month X to Y, client Z);
3. Click a “Generate” button, that would generate the personalized document through Bricks.ai’s technology;
4. Get the personalized and editable document with (live) data directly in their internal system (e.g.: CRM) or their desktop, in a few seconds, with a perfect harmonization (tables, figures, charts…).