SalesBuddy Pro can be setup in minutes with our pre-designed themes to fit your company brand, or use your own designers to create a custom look and feel within our flexible architecture. All you need to do is organize your sales materials inside Salesforce Content, apply a theme or your custom branded design, sync, and you’re ready to start presenting with consistent, accurate content! Moving forward, your sales team can maintain SalesBuddy Pro as your sales track evolves.
Find SalesBuddy Pro on the Salesforce.com AppExchange and follow the instruction after clicking the “Get It Now” button. Completing this process may require basic salesforce admin skills.
DESIGN & LOAD CONTENT
There are two ways you can make SalesBuddy Pro reflect your brand. You can use your own design team to create and apply custom branded graphics, or you can use our easy-to-apply themes with a few clicks, and without a designer. Either way your version of SalesBuddy Pro will look clean, professional, and represent your brand.
No designer or design team, no problem! We take the pain out of needing a design team to create a brand consistent sales presentation. Take a look at some of our pre-designed themes you can apply to the interface of SalesBuddy Pro. These Themes take minutes to apply, and you can tweak interface colors to match your brand. Here are some themes you can apply to SalesBuddy Pro.
CUSTOM BRANDED GRAPHICS
We’ve created a flexible, logical architecture so that any design team can implement brand consistent graphics for the interface of SalesBuddy Pro. We have easy-to-understand wireframes to show the sizing and requirements for creating and slicing your custom graphics. Any Jr. designer can handle the task, or you can utilize our Creative Services at an hourly rate.
All the sales materials that are presented from SalesBuddy Pro can be managed through Salesforce Content. Simply place the docs, images, videos, and other sales materials in the respective folders of Content as they will appear in SalesBuddy Pro. Managing these assets within Salesforce Content may require basic Salesforce administrative skills.
SYNC & SELL
Your sales materials are organized in Salesforce Content, your interface is designed and reflects your brand, and now all you have to do is deploy SalesBuddy Pro to the sales team. Each sales rep would open their app on their device, hit the “sync” button, and go sell with consistency. Because SalesBuddy Pro is designed to run offline, any changes made within Salesforce Content are reflected on the app upon each time the device is synced.
All the sales materials that are presented from SalesBuddy Pro can be managed through the SalesBuddy Pro admin dashboard. Simply browse and select your docs, images, videos, and more and after syncing, they appear in SalesBuddy Pro. Building and maintaining SalesBuddy Pro requires basic skills similar to sending an email with attachments.