Sales Enablement Instructions

Flippingbook Salespal Sales Enablement Instructions

Getting started with Salespal

What is Salespal?

Salespal is a sales enablement mobile platform for field sales agents and dealers.

How to use Salespal?

Once you're all set up and ready to go, see how you can use Salespal for your everyday work.

Table of contents

1. Content management

First of all, you'll want to upload your first document. Read how to do it here: How to create documents. After you've uploaded your documents, you can distribute them between channels to provide teams with the content they need. Learn more about Private channels.

2. User management

Now it's time to see what roles you can assign to your sales people, Invite new users, Create groups for your sales teams and dealers. This way you give them access only to the documents they need.

3. Working with documents

Your sales team can use Salespal as a powerful presentation tool. They will be able to work face to face with their clients already equipped with the up-to-date info they need. When it comes to working with documents effortlessly, we've got all sorts of ways to help!

• Search • Sharing • Updating • Push notifications • Offline access • Table of contents

• Thumbnails • Bookmarks • Highlights • Notes

4. Reporting

Once you've got your documents up and running, you can start evaluating your sales team and content performance. Salespal reporting will give you the right data to better understand the sales figures and help make your team's work even more efficient. Read more about how you can measure User performance.

1.1 How to Create Documents To get started using Salespal, you have to upload a document. Here are the main steps to follow: 1. Open your admin panel. 2. Click on the Create documents button in the Documents section.

3. Click on the Select PDF files button and select PDFs on your computer. You can choose up to 10 files at a time, and you can watch the upload progress in the window.

When uploading is finished, you will see all the documents that you've created so far in the documents table. After that, you can do any of the following. Edit your document 1. Hover over the document you want to edit and choose Edit .

2. Edit the name and description of your document. 3. Click Save .

Preview your document 1. Hover over the document you want to preview and choose Preview . 2. The document will be opened in a new window and you'll be able to see how it looks.

Update your document

If you want to make any changes in your document, you can easily upload a new version of your PDF. The current URL, name, and settings won't change. To update your document, follow the steps below:

1. Hover over the document you want to update, click on the More options menu and choose Update document .

2. Click on the Select new PDF button and upload the new version of your file.

Move your document to the trash 1. Hover over the document you want to move to the trash, click on the More options menu and choose Move to trash . 2. Make sure that you want to delete this document and then click on the Move to trash button.

1.2 Private Channels When your documents are ready, you have to set up a library for your document – private channels. Private space is available to authorized users. To make your document available in Salespal you have to create channels and collections in the space you've chosen and add your document to a collection.

How to create a Private channel? To create a Private channel , follow the steps below:

1. Open your Private space section. 2. Click on the Add button on the right side of the page.

1 Enter the name of the channel. 2 Choose an image for the channel. 3 Choose the user groups that you want to give access to the channel. You can read more about user groups here. 4 Click on the Create button.

2.1 Invitations After you set up your library, you can invite your sales team and dealers to Salespal. They will get an email from you with an invitation to join Salespal. After they accept the invitation, they will have access to the documents you share with them.

To invite a new user , follow the steps below: 1. Open the User management section in your admin panel.

2. Click on the Invite user button in the upper right corner of the page. 3. Choose a role for your user – Administrator, Sales. (See below.) 4. Enter the user's email address. 5. Click on the Invite button.

Administrator – has access to the admin panel, and can manage users and documents. Sales – has access to the documents in the app, can share them, and get notifications and statistics on them. To invite multiple new users, follow the steps below: 1. Open the User management section in your admin panel. 2. Click on the Invite users button in the upper right corner of the page. 3. Choose roles for each of your users – Administrator, Sales. 4. Enter the email addresses of the new users, separated by commas. 5. Click on the Invite button.

After that, the invitation links will be sent to the provided email addresses. You can see all pending invitations in the Invitations section. If you want to revoke a user's access, you can do it by hovering over the user's email address and clicking on Exclude . If you want to revoke an invitation, you can do it by hovering over the user's email address and clicking on Revoke .

2.2 User Groups User groups allow you to give access to the channels your sales team or dealers need to see, to make working with documents in Salespal fast and easy. How to create a user group? To create a user group, please do the following: 1. Open the Groups section in your admin panel. 2. Click on the Add button in the upper right corner of the page. 3. Enter the group name.

4. Enter a group description. 5. Click on the Create button.

If you want to edit the name and description of a user group, you can do it by hovering over the group's name and clicking on Edit . If you want to delete a user group, you can do it by hovering over the group's name and clicking on Delete . How to add a user to a group? After creating a new group, you'll need to add users. To add a user to a group, please do the following: 1. Open the Groups section in your admin panel. 2. Choose the group and click on it. 3. Click on the Add button in the upper right corner of the page. 4. Choose a user's email address or search by email and click on the plus sign to add that user to the group. If you want to remove a user from a group, you can do it by hovering over the user's email address and clicking on Exclude

3.1 Search Salespal allows you to search for information through channels, by title and description of a document or the keywords. Here's how you can do it: 1. Open your app and go to the Content channels section. 2. Tap on the Search icon in the upper right corner of the screen.

3. Type in at least 3 characters. 4. See your search results.

3.2 Sharing Salespal allows you to share one or several documents, or a single page of a document in a fast and easy way. See how you can do it: 1. Open the document you want to share in your app. 2. Tap on the Share icon in the bottom menu. 3. Choose what you want to share - the document or the current page.

To share a document or several documents , follow these steps:

1. You can enter one or several emails. 2. Enter the Reply to email. 3. Choose if you want to send a copy to yourself. 4. If you want to send several documents, tap on the Plus sign and add the documents you need. 5. Type the message of the email. 6. Click Send in the upper right corner of the screen.

To share a page of a document , follow these steps: 1. You can enter one or several emails. 2. Enter the Reply to email. 3. Choose if you want to send a copy to yourself. 4. Type the message of the email. 5. Click Send in the upper right corner of the screen.

3.3 Updating If you want to make any changes in your document, you can easily upload a new version of your PDF. The current URL, name, and settings won't change. To update your document, follow the steps below: 1. Hover over the document you want to update, click on the More options menu and choose Update document.

2. Click on the Select new PDF button and upload the new version of your file.

3.4 Push Notifications When you want to inform your clients and sales reps about the updated documents or the new features in the app, the best way is to send a push notification. There are two options - you can send a push notification when you update a document and all users with access to this document will see it. Or you can send a text push notification to a certain group of users. To send a push notification with a document , follow these steps: 1. Open the Push Notifications section in your admin panel. 2. Enter the message of your notification in the New push notification section. 3. Select the document you want to notify your clients or sales reps about. 4. Click on the Send notification button.

To send a text push notification , follow these steps:

1. Open the Push Notifications section in your admin panel. 2. Enter the message of your notification in the New push notification section. 3. Choose the users you want to send the notification to. The options are: everyone, authenticated users, anonymous users. 4. Click on the Send notification button.

You can set an automatic notification when the publication is updated. You can also see info about the sent notifications – message, date sent and the document that was updated.

3.5 Offline Access Salespal allows you to access your documents offline even when you don't have an internet connection. To use a document offline, just open it once, while online, and wait for it to be automatically downloaded to your app. You'll see a green line that indicates the download process.

Then you can go to the Recently downloaded section and open any document you need offline. If you want to remove documents from the Recently downloaded section, tap on the Edit icon in the upper right corner and remove all downloads or select and remove several documents.

3.6 Table of Contents Table of contents helps you to navigate through any document with ease. A table of contents in your Salespal document is based on PDF bookmarks. If you upload your PDF to Salespal, its bookmarks are recognized and automatically converted to a table of contents.

Here's where you can find it:

1. Open a document in your app. 2. Tap on the ToC icon in the lower left corner of the screen.

3. You'll see the Contents and will be able to navigate to any of the sections by tapping on it.

3.7 Thumbnails Thumbnails show miniature preview pages of your publication. This gives your users a visual aid to navigate through your publication. To see Thumbnails, please do the following:

1. Open a document in your app. 2. Tap on the Thumbnails icon in the bottom menu.

3. You'll see the previews and will be able to navigate to any of the pages by tapping on it.

3.8 Bookmarks If you want to bookmark certain pages for quick access in the future, here's how you can do it: 1. Open a document in your app. 2. To add a bookmark to a page tap on the Bookmarks icon in the lower right corner of the screen.

3. To see your bookmarks tap on the Thumbnails icon in the bottom menu.

4. Then tap on the Bookmarks icon in the upper right corner of the screen. 5. You'll see the bookmarked pages and will be able to navigate to any of the pages by tapping on it.

If you're an authorized user, then the bookmarks are synchronized across all of your devices. So if you install Salespal on a new device, your bookmarks will automatically appear there.

3.9 Highlights Salespal allows you to highlight specific parts in a document and use them for quick reference during a meeting with a client. Here's how you can make highlights:

1. Open a document in your app. 2. Tap on the screen and choose the Select text option. 3. Select a fragment and tap on Save .

4. Tap on the Thumbnails icon in the lower left corner of the screen. 5. Tap on Highlights . 6. In this section you'll be able to find all of your highlights. If you want to open a highlight, just tap on it.

If you're an authorized user, then the highlights are synchronized across all of your devices. So if you install Salespal on a new device, your highlights will automatically appear there.

3.10 Notes With Salespal you can add your own text notes anywhere in the document. Such notes are private and can be great for writing memos, highlighting important points, or sketching ideas. Here's how you can add notes: 1. Open a document in your app. 2. Tap on the screen and choose the Make note option. 3. Write the text of your note and tap on Done 4. You'll see the edit panel for your note where you can edit the text, choose a color, or delete the note.

5. Tap on the Thumbnails icon in the lower left corner of the screen. 6. Tap on Notes . 7. In this section you'll be able to find all of your notes. If you want to open a note, just tap on it.

If you're an authorized user, then the notes are synchronized across all of your devices. So if you install Salespal on a new device, your notes will automatically appear there.

4.1 User Performance Salespal allows you to measure how your sales team works with the collateral on a daily basis. This way, you get the right data to understand the reasons behind sales numbers and can act on this data to make your sales processes more efficient. To analyze the user's performance, open the Statistics section in your admin panel. On the User Statistics page, you can see the following information: 1. Email – the user's email. 2. Invited by – email of the user who sent the invitation. 3. Sessions – number of times the user has used the application. 4. Docs shared – number of times the user has shared documents. 5. Docs opened – number of unique documents the user has opened. 6. App shared – number of times the user has shared the application. 7. Docs viewed – number of times the user has viewed documents. You can always hover over the question mark on the right side of the page to see hints.

To make searching through users easier, you can filter and search them by the following parameters:

1. Authorized users 2. Identified users 3. Date interval 4. Email address

You can also see the activity of a particular user – who is the most active, how many sessions they have completed, which documents are the most popular, and more.

To do this, just hover over the user and click on them. This will take you to a page where you can see User statistics and User timeline .

User statistics includes the following data.

User statistics: 1. Sessions – number of times the user has used the application. 2. Docs shared – number of times the user has shared documents. 3. Docs opened – number of unique documents the user has opened. 4. App shared – number of times the user has shared the application. 5. Docs viewed – number of times the user has viewed documents. Document statistics: 1. Views – number of times the user has viewed the document. 2. Reading time –user's total document reading time. 3. Open document – preview of the document. You can always hover over the question mark on the right side of the page to see hints.

If you want to see statistics for a particular document , hover over the document and click on it. This will take you to a page where you can see the following data: Document statistics: 1. Views – number of times the user has viewed the document. 2. Reading time – user's total document reading time.

Page statistics:

1. Page – number of the page that was read. 2. Views – number of times the user has viewed the page. 3. Reading time – user's total page reading time. 4. Open page – preview of the document.

User timeline shows you the following:

• Date when the application was installed. • Date when the application was shared. • Name of the document the user read. • Date the document was read. • Amount of time the document was read. • Date the document was shared. • Email of the user the document was shared with. • On what page the document was shared. • The links in the document that were clicked.

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