Overview
Slides help revenue teams organize customer presentations in one place. Common use cases include sales pitch decks or quarterly business reviews.
How Slides works
1) Admin sets up template
Admins create pre-approved templates using existing slide decks. For slides that need to be personalized customers, setup slides using AI slides or dynamic variables.
2) Reps create customer presentations
Reps create presentations based on templates or upload external presentations directly to Dock.
3) Reps personalize slides with AI
Most presentations have a couple slides that are personalized to the customer. Reps can update these slides based on a customer source (i.e customer call) with AI. The rest of the slides are marketing approved.
4) Share with customers
Create a share link, add to workspace, or download the files directly.
5) Get insight into customer engagement with presentations
When using the presentation share links, reps get insight into how customers interact with the presentation
