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Your Valuecase journey

Jan Niklas Wick avatar
Written by Jan Niklas Wick
Updated over 6 months ago

Are you ready to take your sales & onboarding process to the next level? πŸ“ˆ

It's time to start your Valuecase journey. To get started, simply create a Valuecase account and familiarise yourself with the platform using the help center articles. With the help of the next chapter, you'll learn to navigate our platform in 5 minutes. Afterward, you can create your first template and build your first space using the template. Learn how to customise the spaces for your leads and customers by reading the corresponding help center articles.

Share your space with a buyer πŸ“¨

Once created, simply share a link with your customers and they can kick-off their onboarding journey. With the ability to access all relevant assets in one place, your customers have all the information they need to take informed decisions and make progress. They have access to demo recordings and all relevant onboarding materials with ease.

Collaborate with your buyer πŸ«±πŸ½β€πŸ«²πŸΌ

To collaborate with your buyer during the sales process, you can use interactive mutual action planning, flexible sharing features, and integrated commenting. It allows all your stakeholders to ask questions, book meetings, assign tasks, and collaborate with you, ensuring a smooth and seamless experience.

Get insights πŸ“

An additional benefit of Valuecase is the ability to understand your buyers' journey through analytics and deep insights. You can track engagement, identify improvement areas, and ensure that your sales process is always aligned with your buyers' needs.

By creating a Valuecase account and familiarizing yourself with the platform, you'll be able to take your sales process to the next level and close more business πŸš€

So why wait? Start your Valuecase journey today and take your sales process to the next level.

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