Sales Assist: Quick Start Guide for Sales Users

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As a Sales User, you can use Sales Assist by Uberflip to easily find and share your organization's content with prospects. Get up and running in under ten minutes with this handy quick start guide.


 

Before you begin

  • To use Sales Assist, you will need your Uberflip username and password. If you're not sure what they are, contact your Uberflip administrator for help.
  • If you use Chrome, we recommend downloading the Sales Assist Chrome extension, which makes it really easy to share content by email or in the sales tool(s) you use. Click here to get the Sales Assist extension from the Chrome web store.
    • Sales Assist is also fully responsive, so it works great on your mobile devices too!

 

What is Sales Assist?

Sales Assist is Uberflip's next-generation sales engagement tool. Marketing teams use Uberflip to create content, and Sales Assist empowers sales representatives with that content by making it easy to find and use at any point during the sales cycle.

With Sales Assist, you can:

  • Easily find content your prospects will love (or even create your own)
  • Personalize content in seconds
  • Deliver content to prospects through personalized destinations
  • Track engagement on content you've shared in real time with desktop notifications

Sales Assist works within your existing sales workflows and tools, so it seamlessly integrates into your day-to-day and won't slow you down.

 

Sales Assist Quick Start Guide

Ready to get started with Sales Assist? Let's dive right in.

Step 1: Log in to Sales Assist

To get started, just log in to Sales Assist with your Uberflip username and password.

  1. First, open Sales Assist:
    • Using the web app: Go to https://sa.uberflip.com/ in any browser:
      image.png
    • Using the Chrome extension: Click on the Extensions button in Chrome's menu bar, then click on Sales Assist by Uberflip:
      image.png
  2. Click on Login with Uberflip.
  3. Enter your Uberflip username (email) and click Next.
  4. Enter your password and click Log In.
  5. You're now logged in to Sales Assist! You should be on the Search page, where you can start finding some content to share.

Info: Log in with Single Sign-On

If your organization uses a Single Sign-On (SSO) service like Okta or OneLogin to access Uberflip, you can use that instead. Just follow the instructions above, then on Step 4 where you're asked for a password, click on the Log in with... button below.

 

Step 2: Find content to share

Next, use Search to find some content to share with your prospects. First, choose how you want to find content:

Option 1: View the most shared content Option 2: Search the content library

If you just need some content fast, click on the See Most Shared button:

Search___Sales_Assist.png

This will show you the top content that's been shared the most often by other Sales Users in your organization.

Then, just browse the list of search results to find the content you want:

Search___Sales_Assist_and_Sales_Assist__Quick_start_guide_for_sales_reps.png

By default, the list of search results will be sorted by Most Shared. Use the dropdown menu in the top right to sort the search results by Newest or Alphabetical instead:

image.png

 

Step 3: Add content to your basket

When you find some content that you want to share, add it to your basket. Content in the basket will be included in the custom, personalized destination you'll share with your prospect.

  1. To add some content to your basket, hover your mouse over that content, then click on Add:
    image.png
  2. Your basket is shown at the bottom of the page, where you'll also see a count of how many items you've already added:
    Search___Sales_Assist.png

Tip

Not sure if a piece of content is exactly what you're looking for? Hover your mouse over it and then click the Preview button to open it up in a new tab:

image.png

Can't see the Add button?

If you don't see the Add button, this means that your Sales Assist admin has disabled the ability to create Streams from scratch. Don't worry — just skip to the next step.

 

Step 4: Create a personalized destination

Use the content in your basket to create a personalized destination for your prospect. We call this destination a "Stream" — a custom microsite that you can set up in seconds:

stream.png

  1. With content items in your basket, click on the New Stream button:
    Search___Sales_Assist.png
    • You can also create a new Stream by clicking on Streams at the top, then clicking on the +New button:
      image.png
      (This option is especially useful if you couldn't add content to your basket in Step 3.)
  2. Fill out the Create a New Sales Stream form to personalize the destination for your prospect:
    stream_creation.png
    • Heading: This is your destination's headline, shown in large text across the top.
    • Message: Use this to enter a brief personalized message for your prospect. It's shown immediately below the heading.
    • Prospect: Enter the email or just the domain (the part of the email after the @ symbol) of your prospect. Don't worry, nothing will be sent to them yet! Sales Assist just uses this information to find the prospect's company logo.
    • Template: Select a premade template to style your destination (i.e. the banner, colors, etc.).
  3.  When you're done, click Create Stream.
  4. Your destination will now be created, and you'll be taken to the Manage Stream page. Here you can make any necessary tweaks, or preview the Stream you just made:
    image.png
  5. When you're happy with how everything looks, your destination is ready to be shared!

 

Step 5: Share the destination with your prospect

Now that you've set up the destination, just create a trackable embed link to it that you can share with your prospect.

  1. On the Manage Stream page, click on the Share button:
    image.png
  2. There are four ways you can display the link to your prospect, but all of them go to the same place (the destination home page you created):
    image.png
    1. Tile Image: Like an Uberflip Item tile, compact and eye-catching.
    2. Image and Text: Like a Facebook or Twitter link preview, with a large image.
    3. Just Text: Just a clickable link, no image.
    4. Just the Link: Just the link URL including the tracking code, no embed.
  3. Click on Copy to Clipboard under the option you want to use...
  4. ...then just paste the link into an email (or anywhere else you want to share it):
    image.png
  5. Now, just hit Send and wait for your prospect to start engaging with your content!

 

Step 6: Track engagement and follow up

Every link you share through Sales Assist has tracking built in. Sales Assist will notify you anytime someone is checking out the content you've shared, so that you can follow up with the right people at just the right time.

  1. As long as you're still logged in to Sales Assist in at least one browser tab (or if the extension is open), you'll get a notification:
    notification.png
  2. And if you miss a notification, you can always click on Shares to catch up:
    image.png

 

What's next?

Great job, you're up and running with Sales Assist!

We only covered the basics in this quick start guide, and there's a lot more you can do with Sales Assist:

  • Create your own content
  • Create your own templates
  • Edit and duplicate previously created destinations
  • Protect destinations with a passphrase
  • ...and more!

If you want to learn more about these features and how to use them, check out the full Sales Assist user guide for Sales Users.

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