Document Assembly Technology

The Challenge

The sales team needs the ability to quickly create tailored presentations, proposals and brochures for clients and prospects without having to reinvent the wheel each time. Marketing wants to ensure sales is using the most current, accurate materials.

The Solution

Document Assembly Technology let team members browse and search their web-based library to select individual slides, pages and files in a simple, shopping cart experience. Team members can quickly build new documents on the fly from their selections.

It also gives you the power to build custom wizards quickly — streamlining the creation of presentations, brochures and sales proposals. Sales reps simply answer relevant questions about their customer and the appropriate content is assembled automatically.

Another feature allows sales team members to select from a list of biographies for inclusion in the sales presentation or proposal. Marketing can add or change biographies and they become immediately available to the sales team. Document Assembly Technology assures your sales team is using the most current data.