Discover Content & Build Presentations
Discover Content
Salesframe enables the usage of all types of content & files in one place. We have designed a few different content locations so that users can access, use, and customize the content as they need.
Dashboard
On the Dashboard, which is the Salesframe starting page, users will immediately find information on what content is relevant for them.
Admins can set Featured Folders, which are shown on the top of the Dashboard. These can be seasonal folders or topics that team members should remember when having customer meetings, such as campaigns, sustainability, new products, etc.
When users scroll down on the Dashboard, they will find the most recently updated folders. So, they are automatically updated on what new content is available. Also, they will see what the most popular content in their team is to get ideas on what content can be useful.
Watch here a quick video introducing the key features on Dashboard:
Library
The most frequently used location in Salesframe is the Library. Here, users can navigate the admin-created structure to access the materials they need.
Watch here for a 40-second quick video guide about how the Library works:
The folders and content in Library are controlled by admins. It ensures that team members stay unified on how and what materials are used and that the content is always up to date.
There are a few options available when users have selected certain content:
Preview is designed for quickly checking what the content is or presenting on the fly in customer meetings.
Edit enables users to edit the selected content. They cannot replace the original content/template in the Library, but they can open an editor and save own version of the content to My Files. This editing feature is available for PowerPoint, Excel, and Word files, and the admins control which content is available for editing.
Download lets users download the content onto their device.
Flag is a feature to notify errors or give feedback about the content to admins.
Star adds the content to the user’s ‘Starred’ folder where they can access their own favorites and other content they frequently need.
My Files
Another location for content is My Files, where users can manage, add, and edit user-specific folders. Other users cannot access these folders unless the owner has explicitly shared them with others.
In My Files, users will find default folders, which they cannot remove: Added files, Video Greetings, and Edited slides. Besides these, users can freely create and manage folders as they need. For example, in account management, it is common to create customer-specific folders for managing offers, project materials, confidential content, etc.
Watch here a quick introduction video about My Files:
Building Presentations
Salesframe is designed to give users lots of flexibility to build customized presentations based on what they need in their unique customer situations.
When navigating in Library folders, users can select and add the needed content to the Presentation Deck. Content can be added and combined from any Folder the user has access to while they build presentations.
If the presentations are needed later with customers or a template is created, the user can save it. It will then be available in ‘My Presentations’ where users will find a list of all presentations they have saved.
In the Presentation Deck, there are also options for sharing presentations with colleagues or saving a PDF version of it when the ‘Share’ button is clicked.