Features

Your On-Demand Content Repository

Have your on-demand content repository updated with the latest sales and marketing content accessible from any device so your sales reps get updated information they need to close a sale no matter where they are in a safe and secure manner.

  • Flexibility to upload and use your sales collateral in almost any file format you would need including PDF, PPT, PPTX, DOC, DOCX, CSV, JPEG, PNG
  • Storing and sharing large files is never an issue with allowed file sizes upto 100MB. Forget clunky attachments and uploading your critical files to random non-secure file-sharing services.
  • Never worry about running out of storage space or deleting files ever again with our insane storage of 100GB (starting with our basic plan) to unlimited (in our enterprise plan)
  • Ensure everyone in your team gets access to a particular file at once by allowing global upload or let people upload their files individually if access needs to be restricted
  • Have a document attachment somewhere in your inbox which you want to send to a client using Salespatron? Simply forward that email or send that attachment to upload@salespatron.com to remotely upload that file into your account.

On demand repository

Share presentations with prospects and clients effortlessly

Share a presentation, pitch or any other file from your sales collateral with clients or prospects with an easy to use interface without fiddling with attachments or worrying about losing control over sensitive information.
Share presentation with prospects and client

  • Flexibility to upload and use your sales collateral in almost any file format you would need including PDF, PPT, PPTX, DOC, DOCX, CSV, JPEG, PNG
  • Storing and sharing large files is never an issue with allowed file sizes upto 100MB. Forget clunky attachments and uploading your critical files to random non-secure file-sharing services.
  • Never worry about running out of storage space or deleting files ever again with our insane storage of 100GB (starting with our basic plan) to unlimited (in our enterprise plan)
  • Ensure everyone in your team gets access to a particular file at once by allowing global upload or let people upload their files individually if access needs to be restricted

Know how your prospects are engaging with your sales presentations

Don’t just sit and wonder if your prospect even read your sales presentation or even received it and if they read it, is it a good time to follow-up? Prospect engagement stats in application dashboard tell you which clients are reading your sales documents and helps you prioritise and intelligently customize your follow-ups

  • Get an open alert notification in your inbox the moment a prospect opens your shared document link. You now have a choice to either follow-up instantly to help the prospect navigate through your document while they’re still reading it or call them later once the prospect has had time to go through the document completely
  • Know how much time did the prospect spend in reading your overall document to know if they actually read through the document properly or just glanced through it
  • Have your company’s competitive advantage listed on slide 7? With our page-level analytics, you don’t just get to know the overall time spent by the prospect but also which pages did the prospect read and how much time was spent reading them conveying you the client’s digital body language just like you would observe in a face-to-face scenario allowing you to intelligently customise and time your follow-ups
  • You can also know how active a client really is by knowing when were they last seen viewing your sales collateral. Maybe an old client is still considering buying from your company but it may not be apparent if not for knowing their recent engagement.

Engagement with sales presentation

Auto-popup client feedback form

Never miss out on a potential client feedback no matter how many clients you interact with at any given point or if your document gets shared around within an organization. All Salespatron links come with an auto-popup contact form which pops up automatically once a prospect finishes reading a document or alternatively by clicking on the feedback icon
Auto popup client feedback form

  • Prospects can ask questions regarding the slides or schedule a meeting by selecting a date and a time and sending you a meeting request right from the document link saving the back and forth on email
  • All feedback and form submits get collected and organised neatly in a downloadable CSV file which can then be downloaded anytime from the application dashboard
  • Want to know which documents are inviting a lot of feedbacks? No problem. Our analytics dashboard captures which document has how many feedback and by whom making it easier for you to follow-up

Hassle-free live meetings

Have hassle-free one-click meetings, whether in-person or online, using our in-built live document presentation feature and walk through the slides remotely without needing a screensharing solution, and thus, no technical glitches.

  • Live present any document to multiple prospects with a single click and control their slides remotely
  • Write and record mutually agreed upon meeting notes which all live pitch attendees can see. These can later be sent to all live pitch attendees
  • Live present to multiple prospects with no additional setup hassles by adding upto 20 prospects at once. Just add their email and send invitation. You can even add multiple invitees by copy-pasting email IDs in bulk
  • Live pitch works on all devices and browsers including mobile browsers meaning your prospects don’t need to download any plugins or widgets to make it work ultimately meaning lower percentage of lost time in non-productive meetings

Hassle free live meeting

Engagement Analytics for Sales & Marketing

Get detailed analytics on all aspects of client engagement, sales rep activity and content effectiveness updated real-time. Give a clear picture to sales reps on their clients’ engagement/interest level, sales managers on how their reps are performing and which rep is getting the best results and finally aligning sales and marketing by letting marketing know which content is working out the best for salespeople in the field.
For sales executives: Know which prospects are opening your collaterals and how are they engaging with respect to: average time spent (overall and per slide), number of visits, total feedbacks given and most engaged clients on a particular collateral. Get critical insight into which client is ready to buy and is actively reading and giving feedback than the ones who just sit on your collaterals. If a client has read through important parts of your presentation, you know they are a good candidate to follow-up with with on phone or email.
For sales managers: Find out which reps are outperforming the rest and by what margin through metrics like which rep sent out the most pitches, which collaterals are giving the best results for your sales reps, are your prospects really responding to your sales reps’ activity, how is your sales pipeline progressing and which opportunities can result into potential sales. Reward your best performers and shorten your training schedules by knowing what’s working in the field for your existing reps instead of relying on reported data.
For marketing managers: Did you know that more than 70% of the sales collaterals made by the marketing teams are never used by sales? Understand the actual market feedback on your collaterals’ effectiveness and usage rather than relying on reported data by sales executives which maybe biased or inaccurate. Know which slides or pages in your collaterals result in most engagement or on the other hand, which collaterals are not used during the sales process at all.

Integrations

Chrome & Gmail
Do your everyday selling without ever opening the application. Browse through your decks, share pitches and insert links inside Gmail. If you need to see detailed analytics on any deck, click on the deck name to open the application dashboard.
API
Our authentication and authorisation APIs allow developers to authorize 3rd party applications using OAuth protocol to obtain limited access to user accounts and our streaming API allows developers to listen all the activities related to application accounts to build powerful applications on top of our existing platform. For more information on our API capabilities and how to use it, please write to tech@salespatron.com.
CRM
Using our API, we can connect and integrate with most CRM softwares today. Write to us at tech@salespatron.com to discuss your custom CRM integration needs.
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