Pitch view

The intuitive view that supports a fast paced face-to-face or remote sales pitch.

Intuitive navigation through sales content and tools

We know what it takes to do a fast paced sales pitch: our pitch view is opened more than 5M times per month. Our user interface, designed with the sales rep in mind, makes sure your story is delivered professionally.

Clear conversation flows with branded pitch cards

The story’s pitch card will be the first view to open when a conversation was started. From there the rep can open presentations, forms and calculations, supporting the interaction flow.

Smooth navigation through sales content

All company branded presentations, videos and forms of a story can be accessed from the pitch view. Swipe back that have been opened already, enabling a fast pace pitch.

Cross- and upsell

Access any additional collateral that might be needed to up- and cross sell different products. All content for all available campaigns and stories is grouped and can be entered via the dropdown menu.

Digital signatures, on any device

Your customer can sign on you agent’s screen, or your agent can share a ‘ready to sign’ document via sms or email, enabling them to sign on their own screen.

Screen share the pitch

Pitch the sales deck remotely! A screen share session can be scheduled upfront or initiated on the spot. No special software needs to be installed by your prospect, it will run right from their browser.

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