Sales Assist: Get started as a Sales User

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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.

 

Navigating the app

In this section, we'll look at how to navigate the app.

Basic navigation

Sales Assist has three main sections: Search, My Streams, and My Shares

  • To navigate between these three sections, use the navigation menu at the top:
    Untitled_design__8_.png

Note: If you're a Sales Assist administrator, you'll also see an Admin section. See Sales Assist: User Guide for Admins for more information.

  • Click your name in the top right to open the user menu, where you can edit your profile, access Sales Assist help and documentation, or sign out of the app:
    image.png

 

Section overview

Here's a quick overview of what you'll find in each section:

Search section My Streams section My Shares section

Click on Search button in the navigation menu to open the Search section:1.png

This section contains:

  1. The search tools, which allow you to find pieces of content ("Items"). You can search by keywords, tags, and content type, or just content within predefined content collections (Marketing Streams). You can also view the most shared Items in your organization, Items you've created yourself, or your favorited Items.
  2. The results panel, which lists all of the available content Items that match your search criteria. Here you can Add Items to your basket, see Items' preview or stats, or share Items directly. 
  3. The basket, which is where you "save" Items (even across different searches) to include in a personalized destination ("Stream").

Sales Assist Quick Start Guide

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

Step 1: Log in to Sales Assist

Because Sales Assist is a web app, there are multiple ways to access it. Simply choose the option(s) that best fit your outreach workflow:

Browser (desktop and mobile) Chrome extension Outlook Add-in
  • Works with any browser, on any desktop or mobile device.
  • Choose this option if want to use Sales Assist on a phone or tablet, or if you prefer to use a larger version of the Sales Assist interface on your desktop.

To access Sales Assist in a browser:

No matter which option you choose to access Sales Assist, the login process is the same:

  1. Click on Login with Uberflip.
  2. Enter your Uberflip username (email) and click Next.
  3. Enter your password and click Log In.
    • If your organization uses a Single Sign-On service (like Okta) to log in to Uberflip, click on the Log in with... button instead of entering your password, then sign in as normal. After you sign in, you'll be redirected back to Sales Assist.

That's it! You're logged in to Sales Assist, and can begin using the app.

Step 2: Gather content to share

Step 2.1: Search for content

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

View the most shared content Search the content library Search Marketing Streams

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

SA14.png

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

 

Step 2.2: 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:SA18.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 step 3.

      2. Your basket is shown at the bottom or right of the page (depending on where you're using Sales Assist).
        Here you'll also see how many items you've already added:
        SA11.png

Tip

Not sure if a piece of content is exactly what you're looking for? Hover your mouse over it, click Details, then click the Preview tab to view it:
SA17.png

Step 3: 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:

SA16.png

  1. With content items in your basket, click on the New Stream button:
    SA12.png
    • You can also create a new Stream by clicking on Streams at the top, then clicking on the +New button:
      SA7.png
      (This option is especially useful if you couldn't add content to your basket in Step 2.)
  2. Fill out the Create a New Sales Stream form to personalize the destination for your prospect:
    image.png
    • 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.
    • 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.
    • 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 necessary tweaks, add a welcome video, and preview the Stream you just made:
    SA1.png

When you're happy with how everything looks, your destination is ready to be shared!

For a more in-depth look at creating and managing Streams, check out: Sales Assist: Create, manage, and share Streams.

 

Step 4: Share the destination with your prospect

Now that you've set up the destination, you'll 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:
    SA2.png
  2. Choose the embed option you want to use. There are five options, with previews:
    gfds1.png
    1. Banner Image with Logos*: Your logo and your prospect’s logo over your Stream's banner.
      *This option is only available when:
      • A logo has been uploaded to the Hub Thumbnail field in your Uberflip account  (Appearance > Branding > Images (photo icon) > Hub Thumbnail)
      • You have set a prospect logo on the Manage Stream page
      • The Stream has a banner image set
    2. Image and Text: Link preview, with logos and Stream heading. 
      Note: If a prospect logo or Hub Thumbnail is not set, logos will be replaced by Stream description.
    3. Tile Image: A compact image that functions as a clickable link to the content.
    4. Just Text: Just a text link, no image.
    5. Just the Link: No embed, just the underlying URL (including its share tracking code) that you can link to.
  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):
    SA8.png
  5. Now, just hit Send and wait for your prospect to start engaging with your content!

Step 5: 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:
    SA10.png
  2. And if you miss a notification, you can always click on Shares to catch up on historical engagement and stats:
    SA19.png

For more information on tracking engagement and stats, check out Sales Assist: Track Stream engagement. 

 

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:

If you want to learn more about these features and more, check out the Sales Assist section of the Uberflip Help Center.

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