Sales Assist

Learn how to get the most out of Uberflip's sales engagement app.

Sales Assist for Admins

Sales Assist + Salesforce: Set up the Sales Assist app in Salesforce as an admin

Sales Assist works best when integrated into your current sales workflows. And since so many of our users are working in Salesforce.com (SFDC) daily, we want to meet your team where they’re...

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about 2 months ago

Sales Assist: Change the environment labels used to describe page types in the Sale Assist UI

Depending on your audience, content experience pages you create in Sales Assist may have different purposes, and your teams may refer to them differently. To align Sales Assist with your team's...

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about 2 months ago

Sales Assist: Auto-archive inactive DSRs and Items

Want to declutter your Uberflip account by archiving old, dead Digital Sales Rooms (DSRs) and Items your reps have created? Sales Assist can do that for you automatically! This article will...

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about 2 months ago

Sales Assist: Team stats for admins

If you're a Sales Assist admin, you can view stats on how your team and their Sales Assist generated Digital Sales Rooms (DSRs) are doing. This article will show you how. Before you begin The...

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about 2 months ago

Sales Assist: Weekly performance email for admins

Sales Assist admins receive an email summary of their team’s Sales Assist performance each week. This article outlines the details of this performance summary, and how to opt-in or out of the...

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about 2 months ago

Sales Assist: Create separate environments for different user groups

Learn how you can create additional environments in Sales Assist to customize the Sales Assist experience for different user groups. Before you begin To add Sales Assist environments, you need...

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9 days ago

Sales Assist: Configure permissions to control access to app features

Learn how to configure Sales Assist user permissions to determine which app features your users can access. Before you begin To configure app permissions, you need to be a member of the...

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about 2 months ago

Sales Assist: Admin Guide

Learn how to install, set up, and administer Sales Assist in your Uberflip account. Before you begin Anyone can use Sales Assist to share Digital Sales Rooms (DSRs). But only users with a Sales...

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4 months ago

Can you prevent content from being shared with Sales Assist?

Question Can I set up a Stream so that its content doesn't appear in Sales Assist, such as a hidden Stream that I don't want to be shared? Answer Yes, you can prevent any Stream (and the content...

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Sales Assist for Sales Reps

about 2 months ago

Sales Assist + Salesforce: Using the Sales Assist app in SFDC

Sales Assist works best when integrated into your current sales workflows. And since so many of our users are working in Salesforce.com (SFDC) daily, we want to meet you where you’re at. This...

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about 2 months ago

Sales Assist: Manage your existing DSRs

In this article, we'll look at how to manage your existing Digital Sales Rooms (DSRs). This is also applicable for Portals, Streams, and Modules made with Sales Assist. Manage your DSRs In Sales...

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about 2 months ago

Sales Assist: Auto-fill contact domains from Gmail and Salesloft in the Sales Assist Chrome extension

When crafting emails in Gmail, or perusing accounts in Salesloft, the Sales Assist Chrome extension will automatically search for Digital Sales Rooms (DSR) created for that company. No DSR for...

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about 2 months ago

Sales Assist: Create an Item from a file

Want to take a file from your device or the web, and put it directly into a Digital Sales Rooms (DSRs)? You can! In Sales Assist, you can upload: PDFs PPT/PPTXs DOC/DOCXs XLS/XLSXs Each file...

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about 2 months ago

Sales Assist: Add a gate CTA or passphrase to a DSR

Want to gather information on a visitor before they dive into your content? Looking to ensure your Digital Sales Rooms (DSR) are only seen by prospects at the company you created them for? Gate...

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about 2 months ago

Sales Assist: Create your own content and templates

In this article, we'll look at how you can create your own content Items and templates in Sales Assist. Create and manage your own Items You can create your own content Items directly within Sales...

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about 2 months ago

Sales Assist: Track DSR engagement

In this article, we'll look at how you can keep track of how prospects are engaging with content you've shared through Sales Assist. There are two ways to do this: Track engagement in real-time...

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about 2 months ago

Sales Assist: Create, customize, and share Digital Sales Rooms (DSRs)

Using Sales Assist, you can create and customize your own personalized Digital Sales Rooms (DSRs) and share them with your prospects. This article will show you how. Create a DSR Sales Assist...

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about 2 months ago

Sales Assist: Configure engagement notifications

Learn how to configure Sales Assist engagement notifications to enable enriched notifications, and how to disable tracking and notifications on Hubs where you don't use Sales Assist. Before...

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about 2 months ago

Sales Assist: Install the Outlook Add-in

If you primarily use Outlook for your email outreach, you can use the Sales Assist Add-in to easily share personalized content right inside Outlook. Before you begin This guide is intended...

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4 months ago

Sales Assist: Frequently Asked Questions

Got a question about Sales Assist? Here are some answers to the most commonly asked questions about Sales Assist. When I create my own content Items, how does Sales Assist set the thumbnail...

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