SalesPreso App
For salespeople and advisorsCloud-connected, business-controlled software; not individually controlled documents. Deployed as a native app to any laptop or tablet device.
- The latest and most accurate content whenever, wherever from a single source to create and share 'presos'.
- Presos delivered face-to-face, over the phone, or via email: LivePreso, TelePreso, EmailPreso
- Content editing, centrally controlled
- Content collaboration: multiple users, one preso
- Content sharing: online and PDF
- Multilingual app and content
- Content tracking at the slide-level
- Customer engagement notifications
- Automated activity reporting to CRM
PresoManager App
For marketing teamsCMS for internal marketing teams, agencies or SalesPreso partners to create, test and publish data-driven, interactive content for the SalesPreso App.
PresoDashboard and APIs
Sales, advice and marketing managersDashboard to view detailed reporting on sales and advice presentation activity. Reporting includes preparation and presentations, customer sharing and engagement. APIs provides dashboard data and more, for use in CRM and BI reporting applications.
PresoConfig App
For administratorsSelf-service controls to assign, revoke and order new licences, and the configuration of access and permissions to content and functionality.
SalesPreso platform
and capabilities
Cloud scalability
The SalesPreso platform’s cloud-based architecture makes it fast and easy to set up, manage and maintain; no hardware needed. Deploy with enterprise scale and performance.
Data security
SalesPreso protects your data, hosted on a secure architecture with industry-leading security features. SalesPreso can be hosted on your tenancy as required.
Data from anywhere
SalesPreso is data agnostic and capable of connecting to a multitude of sources. Leverage direct integration into CRM, ERP, business intelligence systems, databases and more.
Easy deployment
The SalesPreso application set is downloaded from our custom app deployment site—and integrated with premium MDM/MAM software, such as Airwatch and Mobile Iron.
Global reach
SalesPreso hosting supports critical data-sovereignty requirements. SalesPreso apps and content have been localised for 5 global regions, enabling mobile sales and advice tools all over the world.
Admin control
SalesPreso delivers a full set of built-in administrative tools. SalesPreso cloud analytics and reporting apps enable total visibility and control over users, content and accounts.
SalesPreso cloud security and scalability
The SalesPreso platform was designed to support deployments that match the scale and requirements of the largest enterprise organisations.
Private cloud architecture makes it easy for you to get up and running with no hardware to buy, software to install or updates to maintain, all while providing enterprise-grade security and management features.
Each customer instance of SalesPreso has its own virtual private cloud (VPC).
Your instance is hosted, based on your preference, with either Amazon Web Services
(AWS) or Microsoft Azure. SalesPreso is also available as an install on your AWS
or Azure private cloud tenancy.
SalesPreso integrates with your existing systems and processes
CRM/ERP (Two-way integration)
Salesforce Sales Cloud
Microsoft Dynamics 365
IRESS XPLAN
SAP Business Suite
Prosperworks
Box+Dice
+your solution
Data warehouse
Informatica
AWS Amazon Redshift
+your solution
Ad-hoc data sources
Microsoft Excel
Microsoft Office 365
CSV
Google Spreadsheets
Salesforce Reports
+your solution
Messaging
Slack
Microsoft Yammer
Microsoft Teams
Salesforce Chatter
Email
SMS
+your solution
Asset management
Adobe Experience Manager
+your solution
Business intelligence systems (BI)
Microstrategy
Tableau
Good Data
Microsoft Power BI
+your solution
File storage systems
Microsoft SharePoint
Dropbox
Box
Google Drive
+your solution
Single sign-on (SSO)
Okta
Microsoft Azure Active Directory
OAuth 2
+your solution
Industry Analytics
Google Analytics
Adobe Omniture
CoreLogic
Neilsen
Gartner
+your solution
DocuSign
eSignLive