Sales Assist: Get started as a Sales User


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 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 sales engagement tool for creating Digital Sales Rooms (DSRs). 

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 create your own)
  • Personalize content in seconds
  • Deliver content to prospects through personalized destinations (DSRs)
  • Track engagement on content you've shared in real time

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: SearchRooms, and Activity.

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

  • To navigate between these three sections, use the navigation menu
  • Click your name in the top right to open the user menu, where you can edit your profile and access Sales Assist help and documentation.

Section overview

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

Search Rooms Activity

Select Search (magnifying glass icon) in the navigation menu to open the Search section1.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 prebuilt content collections. 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.


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:

Search the content library Search Marketing collections

If you're looking for something specific, use the search tools.

  1. In the All Items tab, type one or more keywords into the search box (1).
    Optional: add tag (2) or content type (3) filters.SA3.png
  2. Browse the list of search results to find the content you want:SA13.png
    Tip: By default, the search results will be sorted by Most Shared. Use the sort buttons in the results area to sort the search results by Newest or Alphabetical instead.


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 content to your basket, hover over an Item and click AddSA18.png

        Note: If you want to preview the Item before adding it, hover the Item and click Details, then choose the Preview tab.

        Don'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 content collections 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:

Step 3: Create a Digital Sales Room (DSR)

Use the content in your basket to create a personalized destination for your prospect. We call this destination a "Digital Sales Room" or "DSR" — a custom microsite that you can set up in seconds.

  1. With content items in your basket, click + New Room

    Note: You can also create a new DSR by clicking + New in the main navigation (not available to admins) or in the Rooms section.

    (This option is especially useful if you couldn't add content to your basket in Step 2.)
  2. Fill out the Create a Digital Sales Room form to personalize the destination for your prospect
    • 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. Click Create Room when you're done
  4. Your DSR will be created, and you'll be taken to the Manage Room page. Here you can personalize and preview the DSR you just made.
    For a more in-depth look at creating and personalizing DSRs, check out: Sales Assist: Create and share DSRs.

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


Step 4: Share the DSR with your prospect

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

  1. On the Manage Room page, click Share
  2. Choose the embed option you want to use. There are five options, with previews:
    1. Banner Image with Logos*: Your logo and your prospect’s logo over your DSR'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 Room page
      • The DSR has a banner image set
    2. Image and Text: Link preview, with logos and DSR heading. 
      Note: If a prospect logo or Hub Thumbnail is not set, logos will be replaced by DSR 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):
  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.

As long as you're still logged in to Sales Assist in at least one browser tab (or the Chrome extension is open), you'll get a notification:
And if you miss a notification, you can always click Activity > Events Log to catch up on historical engagement and stats:

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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