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Description
The most effective approach to collaborating with individuals beyond your organization involves utilizing shared workspaces designed for prospects, clients, investors, and collaborators. Elevate the customer journey from initial demonstrations to onboarding and further stages. Oversee the entire customer lifecycle while gathering engagement data throughout the process. Clients will always have a reliable go-to resource for their needs. It serves as a centralized hub that consolidates all your links, PDFs, meeting notes, project timelines, proposals, and much more. Integrate your preferred tools, from Figma to Google Slides and Vimeo, to streamline operations. Navigate intricate deals and facilitate smooth customer onboarding. Transition away from spreadsheets; instead, develop a collaborative mutual action plan with clients, track progress, synchronize deadlines, delegate tasks, and provide a platform for comments and file uploads. Achieve personalization on a large scale by crafting branded environments filled with tailored content. Encourage customers to share their insights and propel projects forward, allowing them to comment on ongoing work and upload essential resources. This fosters a more engaged and productive relationship between you and your customers.
Description
Paperflite is a platform for managing sales collateral and marketing content. Paperflite allows marketing teams to organize, curate and distribute their content to customers success teams, channel partners, and sales teams.
Paperflite provides real time engagement analytics on both internal and external user interaction with content. This allows sales reps to prioritize leads and know when to follow-up. Paperflite is compatible with leading CRMs and Marketing tools, and is available across all devices.
API Access
Has API
API Access
Has API
Integrations
HubSpot CRM
HubSpot Customer Platform
Salesforce Sales Cloud
Box
Caliza
Cleverstory
Dropbox
Figma
Freshsales
Google Drive
Integrations
HubSpot CRM
HubSpot Customer Platform
Salesforce Sales Cloud
Box
Caliza
Cleverstory
Dropbox
Figma
Freshsales
Google Drive
Pricing Details
$29 per month
Free Trial
Free Version
Pricing Details
$30 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Dock
Country
United States
Website
www.dock.us
Vendor Details
Company Name
Paperflite
Founded
2016
Country
India
Website
www.paperflite.com
Product Features
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Product Features
Digital Asset Management
Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management
Document Collaboration
Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process
MRM
Activity Planning
Analytics / ROI Tracking
Approval Workflow
Brand Management
Budgeting & Forecasting
Content Management
Digital Asset Management
Expense Management
Marketing Calendar
Strategic Planning
Sales Content Management
Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management