Blog tagged as Personalization

Mapping User Profile Fields to Template Fields

11.18.21 01:08 PM By Gregory Salzman - Comment(s)

We recently added the ability to assign user profile fields to data points within a template. This saves time and reduces error, which results in less friction for the salesperson personalizing the template.

Personalization provides an advantage

09.01.21 06:10 PM By Jason Kammes - Comment(s)

Two competing sales representatives are presenting a proposal for the same type of product to the same prospect.

“Rep A” is presenting the prospect with a generic proposal. Her supplier provided her with a locked-down PDF that cannot be edited or personalized. Why?

Many (most?)...

Blog tagged as Personalization

Mapping User Profile Fields to Template Fields

Personalization provides an advantage

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