Salespeople spend a lot of time speaking with customers either on the phone or in the field.
They need content to back their pitches and show their clients what their solutions can do.
Paperflite's iPad app enables sales folks to reach for their content as and when they need it.
In this post, we'll see how our iPad app can help you make you more efficient while you're out there in the field.
One quick prerequisite though: You need to have a registered account in Paperflite before you access the iPad/iPhone app.
Setting up on the iPad app
Go to Apple App Store and download the app using this link. When you've downloaded the app, log in it using your Paperflite credentials.
Below is the screenshot of Paperflite's homepage in iPad. This is similar to
the homepage on the web app that shows your most recent conversations.
Click on the bell icon on the top right of your screen. Notice how the notifications from your audience's engagement with content load up. It shows how your leads/prospects have interacted with content that you've sent them.
Then, click on the menu at the far top-left of your screen to open the menu-bar. You'll notice all the features that you have in the web app, i.e., My Collections, The Hub, Rolodex and Search.
Click on 'My Collections' to view and edit the awesome pieces of content that you've assembled.
Where is this most useful?
Imagine you're at a client's place and want to showcase your content to him using your Collections at Paperflite. You can do it even if you don't have internet connectivity. Don't forget to ensure you view the content pieces that you wish to showcase prior to your meeting.
Adding content in iPad app
You can add content to your Collections in iPad seamlessly. Click on a Collection and click on the '+' sign to add more content to it.
Remember the awesome 'Generate Link' feature? Click here if you'd like a refresher. The best thing is you have the same feature in the iPad app as well.
Click on the link sign at the top of the Collection to generate a link for your prospect. You can create personalized links and anonymous links as you could in the Paperflite web app.
You can share Collections from the iPad app by clicking on the share icon at the top of the screen. Feel free to customize your email message.
Sharing content when you're out in the field
Now, imagine you're attending an event or a conference and you'd like to use the Paperflite iPad app to display content to your audience and share it with them.
Or, imagine manning a booth at an event and you'd like to keep your content in a 'kiosk' mode and display it? You're mindful that your audience can browse through the content that is meant for them, yet they don't have access to the rest of your stuff on Paperflite.
Well, we've thought about that too. :) Read our blog on this topic.
On a Collection that you've assembled, click on the lock icon at the far right corner.
You have two options to line up your content: one in Pinterest mode and the other in Carousel mode.
You need to create a numeric passcode irrespective of the modes you select.
On the Pinterest mode, here's how the content will be displayed to your audience.
On the Carousel mode, here's how your content gets displayed one after the other.
To exit the 'kiosk' mode, click on the unlock icon and re-enter the passcode that you've provided earlier. This way, your content remains safe and secure.
Next, click on the Hub to access your streams and assets that have been published by your company. Notice the buttons at the bottom of your screen to access your content.
You can follow a stream using the button at the top right of the screen. Click on an asset to to share it with a lead/prospect directly from your streams.
Now, it's to view analytics for your amazing content and engage your leads in insightful conversations. Let us see how we get this done.
The first is obviously on the homepage. When your homepage loads, notice the open rate, click rate, time spent on each of your recent conversation.
Click on a recent conversation to get deeper analytics for your content. Notice how get the time spent by your lead on an asset that you've recently shared.
Then, go to to Rolodex on the menu and search for a contact with whom you've recently engaged with your content. Notice how the contact details load with analytics of content.
Now, imagine yourself working on an offline mode on the iPad app. You've made some changes to Collections, Streams and Rolodex. Don't worry about losing your changes because you were offline.
On the left-hand pane of the iPad, notice the 'Synchronise' button at the bottom. Click on it to synchronize all the changes that you made while you were offline. Cool, isn't it?