Meetings

Track customer engagements in your organization
and increase the productivity of your field teams.

Record your meetings

Select attendees from your CRM, then track what you present, and which content you share.

Take note of any questions or action-items during the meeting.

Track follow-up engagement

Follow up meetings via email with links to branded microsites.

Use meeting microsites to share content and track activity.

Reduced admin burden

Auto-generate meeting summaries—no more manual write-ups.

Review and log meeting summaries to your device or CRM with one click.

Personalized Leave Behinds

Personalized Leave Behinds

Dynamically generate personalized PDF leave behinds and send them from within your presentation.

Reference Manager

Reference Manager

Cite references from an in-app database and provide links to full-text PDFs or sources.

Content Management

Content Management

Modify content at any time, and distribute updates to your field teams with a few clicks, and without delay.

Knowledge Base

Knowledge Base

Grow your internal capabilities using the wealth of learning resources in our knowledge base.

Data Manager

Data Manager

Leverage real-world data sources to engage customers with data from their own setting.

Success

Success

Use real-time global analytics to quantify your success, optimize ROI and create global synergies.

Launch

Launch

Efficiently manage your legal review and validation processes, cut time-to-market, and reduce compliance risk.

Data Capture

Data Capture

Capture data during engagements to better understand your customers, your field teams, and your market.

Insights

Insights

Gain new insights into how field teams use your content and maximize impact with informed design decisions.