For sales teams
Sales Engage brings sales focused content and digital fund reporting all in one place.
Sales teams can stay current and improve product knowledge, reduce preparation time and allow for changing conversations.
Central repository
Provides sales team with access to a structured source of sales collateral and product information, at any time and on any device.
Slash prep time
Reduces sales preparation time with easily accessible sales materials and product information that can be quickly curated in advance of any client meetings.
Information Sharing
Supports the secure sharing of content and product information with peers and clients.
Alignment
Allows firms to align sales activities to business objectives through targeted messaging, training and content.
Changing conversations
Facilitates change in direction during sales conversations and the exploration of alternative products and strategies.
Focused conversations
Have better informed sales conversations by filtering content and products specific to an individual client’s needs, including country/client segment and language.
Search and find
Search and find products and relative materials through comprehensive search and filtering capabilities.
Curated content
Access sales specific curated content including Insights, Research, Client Presentations, Training and Competitor analysis.
Custom collections
Prepare for sales meetings by creating custom collections of product and content into user defined lists.
Private mode
Filter content and sales collateral to display only materials for an internal sales audience, using Private mode. The application is displayed in a dark colour scheme reinforcing that the material is for internal purposes only.
Frequently asked questions
What is Sales Engage?
What does Sales Engage do?
Who is Sales Engaged aimed at?
How do Sales teams access Sales Engage?
What type of Sales Collateral can be accessed via Sales Engage?
Previous
Fund Explorer
Next
Client Connect
About
London office
UNITED KINGDOM
20 Little Britain
London EC1A 7DH
Copyright © 2023 Instinct Digital Limited. All rights reserved.