Omnichannel Sales Engagement Solution and  Platform for Total Revenue Team Collaboration

Sales

A single interface to plan, engage, order, report, next action, search automatic selling and coaching

Sales Management

Guided selling, comprehensive analytics, AI-powered automated coaching

Sales Operations

AI-assisted forecasting and more complete data through improved seller adoption controls

Commercial Excellence

Seamless customer experience via Pitcher

Compliance

Locked content, permission controls, omni-channel keyword/key phrase controls

IT

Integration with backend systems: CRM, ERP, Marketing Automation, Email, File Repositories

Marketing

AI-assisted, closed-loop content management, AI-powered “next action” content recommendations, automatic updates, rapid conversion to animated HTML 5 media

Single Interface for All Sales Engagement Tasks

We check all the capability boxes needed to ensure successful adoption configured to your unique sales enablement challenges.

Readiness Analytics/Insight Engagement (or Execution) Process Automation Integration & Security
Planning
  • Key account
  • Route & Event
Customer Data (CRM)
  • Insights for engagement
Content Presentation (any type)
  • Inside (digital)
  • Inside (digital), In-person or hybrid
  • Tradeshow/conference
  • Offline access (content & data)
CRM Activity Logging
  • Meeting notes
  • Content utilization
  • Conversation capture
  • Consent management
Backoffice Systems
  • CRM
  • Email
  • SMS
  • Marketing Automation
  • CPQ & RFP
  • File & Content repositories

Content & Sales Tools
  • Publishing, distribution, access
  • Configuration & customization

Recommendation Engine
  • Most relevant content
  • Conversation Intelligence
  • Sentiment analysis
  • Next best actions
  • Rep training/recommendation
  • Cross-sell & upsell

Guided Selling
  • Dynamic/non-linear
  • Solution configuration
  • Pricing/ROI calculators
  • Survey forms

Follow Up Tasks
  • Set up meetings/calendar app
  • Pricing/quotes & RFP
  • Sample & order management

Security
  • SSO support
  • Content governance controls
  • MDM
  • 256-bit encryption

Knowledge
  • Training
  • Coaching (video & in-person)
  • Process embedded microlearning

Reporting
  • OOB dashboards & reports
  • Content utilization
  • Sales stage attribution
  • Opportunity pipeline impact

Meeting Engagement
  • Connect remote participants (realtime)
  • Invite company experts (live video)
  • Content sharing (omnichannel)

H&LS Retail Activities
  • Instore auditing
  • Sample & order management

Standards Certification
  • ISO 27001
  • SOC 2/Type
  • Privacy
  • GDPR
  • HIPAA
  • TRUSTe
Planning
  • Key account
  • Route & Event
Content & Sales Tools
  • Publishing, distribution, access
  • Configuration & customization
Knowledge
  • Training
  • Coaching (video & in-person)
  • Process embedded microlearning
Customer Data (CRM)
  • Insights for engagement
Recommendation Engine
  • Most relevant content
  • Conversation Intelligence
  • Sentiment analysis
  • Next best actions
  • Rep training/recommendation
  • Cross-sell & upsell
Reporting
  • OOB dashboards & reports
  • Content utilization
  • Sales stage attribution
  • Opportunity pipeline impact
  • Process embedded microlearning
Content Presentation (any type)
  • Inside (digital)
  • Inside (digital), In-person or hybrid
  • Tradeshow/conference
  • Offline access (content & data)
Guided Selling
  • Dynamic/non-linear
  • Solution configuration
  • Pricing/ROI calculators
  • Survey forms
Meeting Engagement
  • Connect remote participants (realtime)
  • Invite company experts (live video)
  • Content sharing (omnichannel)
CRM Activity Logging
  • Meeting notes
  • Content utilization
  • Conversation capture
  • Consent management
Follow Up Tasks
  • Set up meetings/calendar app
  • Pricing/quotes & RFP
  • Sample & order management
  • Survey forms
H&LS Retail Activities
  • Instore auditing
  • Sample & order management
Backoffice Systems
  • CRM
  • Email
  • SMS
  • Marketing Automation
  • CPQ & RFP
  • File & Content repositories
Security
  • SSO support
  • Content governance controls
  • MDM
  • 256-bit encryption
Standards Certification
  • ISO 27001
  • SOC 2/Type
  • Privacy
  • GDPR
  • HIPAA
  • TRUSTe