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How to empower your sales team with Sales Assist

Uberflip Blog - How to empower your sales team with Sales Assist

Each customer or prospect interaction is an opportunity to provide value. As marketers and sales professionals, if we aren’t making the most of those opportunities, that’s revenue we’ve left on the table.

Uberflip’s Sales Assist is a game-changing tool. It allows marketing and sales to team up in order to capitalize on revenue opportunities.


Table of Contents

What is Sales Assist?
Why do I need it?
How do I know it’s working?
Try Sales Assist today 


What is Sales Assist?

Sales Assist is a sales engagement tool that allows your team to access your marketing-approved library and easily share content through the applications they are already using, like SalesLoft and Gmail. It lets them quickly find the high-value content they need, sprinkle in some of their own like sales presentations and pricing quotes, and send it to their prospect or customer through a personalized experience.

Why do I need Sales Assist?

If you, like many marketers, are hearing from sales how hard it is to find content, or are being asked for the same pieces over and over again, then this tool is for you. It’s designed specifically to increase sales engagement by surfacing relevant content in two ways: through specific searches using tags, and by showing the most shared content from your library. This lets reps see what’s working for their peers.

No spreadsheets to search through. No content databases to navigate. Just great content, fed right into the tool, ready for the sales team to use immediately.

Jocelyn Lo is the Associate Marketing Director, Sales Enablement, at TripleLift. Before implementing Uberflip and Sales Assist, her team was struggling to manage their content and make it accessible to the sales team.

"Uberflip has been the answer to our content experience prayers,” said Lo. “We had long struggled to find a platform that could help us easily manage all types of content in one centralized location with sophisticated searching capabilities, and customizable content experiences. Now, with Uberflip’s Sales Assist our sales team is able to easily locate any material they need within seconds—right in their email—and create beautifully designed, customized content experiences for any client in just a few clicks."

It gets better.

The days of sitting at a desk behind a computer are gone. Your sales team is mobile; either working remotely, or getting back on the road after the long pandemic lockdowns. But that shouldn’t change how they work. Sales Assist can be used on mobile devices, giving your reps access to your library on the go, allowing them to respond instantly to prospects and customers who need valuable content to move along their buyer journey.

How do I know it’s working?

Apart from increasing your sales team’s performance, you’ll know through real-time notifications that prospects are viewing your content. These notifications, which can also be delivered through Slack, give your sales team immediate insight into the intent of prospects or customers who view the content. The path forward becomes clear once you know what content has been consumed, and your team can be highly targeted with their next engagement. 

Try Sales Assist today

Sydney Sloan, CMO at SalesLoft, agrees that Sales Assist is the tool marketing and sales teams have been asking for.

“At SalesLoft, we’re dedicated to helping sales teams build pipeline and close more deals,” said Sloan. “Compelling content continues to be one of the top priorities in supporting sales efforts to be relevant and add value to each customer interaction. With Sales Assist, Uberflip has built the solution to this challenge.”

You can learn more about Sales Assist here, or read how Sales Assist fits into your sales team’s content personalization strategy to engage their prospects.