SalesPreso AppFor salespeople and advisors
Cloud-connected, business-controlled software; not individually controlled documents. Deployed as a native app to any laptop or tablet device.
- The latest and most accurate content whenever, wherever from a single source to create and share 'presos'.
- Presos delivered face-to-face, over the phone, or via email: LivePreso, TelePreso, EmailPreso
- Content editing, centrally controlled
- Content collaboration: multiple users, one preso
- Content sharing: online and PDF
- Multilingual app and content
- Content tracking at the slide-level
- Customer engagement notifications
- Automated activity reporting to CRM
PresoManager AppFor marketing teams
CMS for internal marketing teams, agencies or SalesPreso partners to create, test and publish data-driven, interactive content for the SalesPreso App.
PresoDashboard and APIsSales, advice and marketing managers
Dashboard to view detailed reporting on sales and advice presentation activity. Reporting includes preparation and presentations, customer sharing and engagement. APIs provides dashboard data and more, for use in CRM and BI reporting applications.
PresoConfig AppFor administrators
Self-service controls to assign, revoke and order new licences, and the configuration of access and permissions to content and functionality.
The SalesPreso platform’s cloud-based architecture makes it fast and easy to set up, manage and maintain; no hardware needed. Deploy with enterprise scale and performance.
SalesPreso protects your data, hosted on a secure architecture with industry-leading security features. SalesPreso can be hosted on your tenancy as required.
Data from anywhere
SalesPreso is data agnostic and capable of connecting to a multitude of sources. Leverage direct integration into CRM, ERP, business intelligence systems, databases and more.
The SalesPreso application set is downloaded from our custom app deployment site—and integrated with premium MDM/MAM software, such as Airwatch and Mobile Iron.
SalesPreso hosting supports critical data-sovereignty requirements. SalesPreso apps and content have been localised for five global regions, enabling mobile sales and advice tools all over the world.
SalesPreso delivers a full set of built-in administrative tools. SalesPreso cloud analytics and reporting apps enable total visibility and control over users, content and accounts.
SalesPreso cloud security and scalability
The SalesPreso platform was designed to support deployments that match the scale and requirements of the largest enterprise organisations.
Private cloud architecture makes it easy for you to get up and running with no hardware to buy, software to install or updates to maintain, all while providing enterprise-grade security and management features.
Each customer instance of SalesPreso has its own virtual private cloud (VPC).
Your instance is hosted, based on your preference, with either Amazon Web Services
(AWS) or Microsoft Azure. SalesPreso is also available as an install on your AWS
or Azure private cloud tenancy.
SalesPreso can integrate with your existing systems and processes
CRM/ERP (Two-way integration)
- Salesforce Sales Cloud
- Microsoft Dynamics 365
- IRESS XPLAN
- SAP Business Suite
- +your solution
Ad-hoc data sources
- Microsoft Excel
- Microsoft Office 365
- Google Spreadsheets
- Salesforce Reports
- +your solution
Business intelligence systems (BI)
- Good Data
- Microsoft Power BI
- +your solution