Let XiDocs organize and automate your entire pitch book assembly process. XiDocs will store, organize, and categorize all marketing presentations (sliced at the individual slide level) in a single location, making it easier for the sales professional to find the right materials.
XiDocs will create a single PowerPoint template that will be used across the entire sales force, ensuring consistent branding and messaging. XiDocs will employ its award-winning document workflow system, to ensure that the pitch book is approved by all the necessary teams, across the organization. A fully-integrated wizard-type interface will be created to your specifications, to allow your sales professionals the ability to customize every pitch book to meet the prospects’ needs. Specific prospect or client data entered through this interface, will seamlessly will added to the final output.
The case study below describes just one instance of how we have been able to help reinvent how an Institutional Asset Management division communicates with clients and prospects with our pitch book software.
