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 the iPad app
Go to the Apple App Store and download the app using this link. When you've downloaded the app, log in using your Paperflite credentials.
Below is the screenshot of Paperflite's homepage on iPad.
The homepage
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., Search, Content Hub, Collections, and Compose.
Content Hub
Next, click on Content Hub to access your Streams and Assets that have been published by your company.
Collections
Click on '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 before your meeting.
Adding content to the iPad app
You can add content to your Collections on iPad seamlessly. Click on a Collection and click on the '+' sign to add more content to it from your existing Streams/Collections.
Generate Link
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 can in the Paperflite web app.
Share Collections
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.
Viewing Analytics
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.
Navigate to 'Conversation' to View Analytics.
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.
Search
Discover Content through the 'Search' section on the top left corner of the Content Hub.
Click on the icon in the top-right corner to select Custom Fields set up in your account.
Compose
Use Compose to share content with your recipients via Email.
Let us know if you have any queries at Support@Paperflite.com.
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