RELAYTO AI Features

Define fields to pull in dynamic information.

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

How well the platform supports images, audio, and video in proposals.

Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals.

Brand proposals and the application's portal with your company's logos and branding.

Easily search for and add elements to a proposal.

Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval.

Track who is looking at proposals and how often or for how long.

Find out which pieces of content are performing best.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l

Sends a notification when a prospect engages or interacts with content.

Tracks the level of engagement for a specific account based on the presented content.

Tracks how frequently a particular piece of content is being used and monitors its effectiveness.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Program in-app and email notifications for approval milestones or actions.

Push and pull data from CRM to build proposals and update statuses with clients.

Couple accepting proposals and signing contracts together in one workflow.

Push and pull data from quote applications to build proposals.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Ability to import sales and marketing collateral built outside of the solution

Provides capabilities for building unique sales and marketing content within the product.

Provides pre-built templates for fast and simple content creation.

Able to easily search, locate, and retrieve relevant content.

Provides the ability to store and organize content.

Gives users the ability to subscribe to unique content or otherwise share contact information.

Helps users understand audience demographics and evaluate visitor behavior

Adds intelligent social share buttons to your campaigns and content. Tracks who is sharing your content and driving conversions.

Accurately determine your websites most common entry and exit points, while displaying data elegantly.

Accurately measure total web traffic and display data logically.

Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.

Track user return rates and related metrics.

Track what proportion of users convert to customers via specific actions.

Software is able to convert PDFs into flipbooks.

Software is able to convert slideshow presentations into flipbooks.

Flipbooks can be presented on a digital bookcase on a website.

Flipbooks can be made in HTML5 format.

Product is compatible with Mac products.

Product is compatible with Windows products.

Software provides additional metrics such as page views, time spent on page, etc.

Software provides additional lead capture tools like a triggered lead form.

Product is available as in-browser software offering hosted in the cloud.

Product is available as a downloadable software offering.

Provides a variety of slide design tools, such as animations, icons and transitions.

Provides tools to help the presentation experience for both user and audience, including voice over narration and a presenter-only view with notes and annotations.

Provides an autosave option to prevent file loss.

Provides analytics tools that reveal important business metrics and track progress.

Connects to external systems and applications as needed to complete team workflows.

Is consistently available (uptime) and allows users to complete tasks reliably.

Ability to deliver unique content for each account that visits a company's website.

Allows companies to create and distribute personalized content within an account-based marketing strategy.

Gives users a variety of chart and graph options that can be editied within the presentation.

Provides users with a pre-built library of useable slide templates.

Allows users to customize their own templates.

Provides robust sharing options.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

Has a centralized dashboard for users to interact with

Provides educational materials to help employees make informed decisions about their benefits.

Track and manage employee benefits information and eligibility information within a centralized database.

Contains in-application messaging abilities.

Is accessible from a mobile device and by users on the go.

Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go.

Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.

Provides pre-built or customizable performance reports

Contains application performance monitoring capabilities

Ability to monitor page views and conversions per account as they engage with a personalized website and content.

Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing.

Allows users to identify topics and build search queries to find relevant content

Curates content from multiple channels and sources

Suggests relevant content and adapts to user's preferences

Supports various content formats, such as text, images, video, and audio.

Offers tools for team collaboration such as shared feeds, annotations, or approvals

Provides features for organizing, tagging, and filtering content

Enables users to personalize curated content (e.g. captions, calls-to-action)

Provides insights into content performance and tracks effectiveness of content curation efforts.

Provides features for sharing curated content on social media

Provides features for distributing curated content through newsletters

Provides features for sharing curated content on blogs on websites

Integrates with other marketing tools to facilitate curation, collaboration, or distribution of content

Offers tools to optimize curated content for search enginges.

Ability to centralize, organize, and store content in a holistic way for easy and timely retrieval throughout the consumer's journey.

Ability to measure the revenue influence and ROI of every piece of content.

Track who is looking at proposals and how often or for how long.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Find out which pieces of content are performing best.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Program in-app and email notifications for approval milestones or actions.

Meets required regulartory compliances.

Allows the signor to easily and intuitively sign documents.

Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Provides users with configure, price and quote capabilties.

Allows users to attach video proposals within the virtual sales room.

Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.

Provides users with a repoistory of relevant content to share with clients.

Allows users to run video calls within the browser.

Allows users to chat with prospects within the virtual sales room.

Provides features to intregate with CRM software.

Provides features to integrate with internal messaging systems.

Provides features to integrate with vidoe conferencing software.

Ability to share demo with prospect on live demonstration

Guide prospects through demo with walkthrough demo

Ability to analyze and track a prospect's level of engagement with a demo

Ability to demonstrate multiple use cases or personas to prospect.

Ability to provide prospect with interactive product tour asychronously

Ability to provide a trial experience of a product through a pre-configured, or cloned, environment

Ability to create or use pre-built templates to expedite demo creation.

Overall functionality to build demos within the product.

Ability to store and organize demo content.

Ability to customize content to ensure brand consistency.

Ability to integrate to push demo analytics to CRM or Marketing Automation platforms

Ability to edit or modify data and demo elements to tailor to prospect

Ensure environment meets security and compliance requirements

Create content plans or calendars for multiple users and schedule content in advance.

Ability to publish content either from the source it was created or through a third party.

Create and publication of content for social media platforms.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Converts images into a textual description, identifying key elements.

Provides the ability to generate video from a text prompt.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Provides the ability to generate video from a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Offers photo editing tools for photo content.

Offers video editing tools for video content.

Provides tools to track, manage, or improve SEO performance.

Offers ability for multiple users to collaborate on content through sharing, commenting, or chat functionality.

Allows users to highlight and annotate feedback on content.

Enables users to take static content and make it interactive or dynamic.

Enables users to schedule the publishing and unpublishing of content at specific dates and times.

Allows users to import content drafts from exterma; storage sources in a way that doesn't alter format or layout.

Produces finished or near-finished content with minimal human intervention beyond templating and prompting.

Generates high-quality content that adheres to brand guidelines.

Provides content generation at scale with efficient response times and quick turnaround.

Acts as a central hub for teams to collaborate and coordinate on large-scale content efforts.

Maintains regulatory compliance to ensure company data privacy and protection.

Features guardrails to prevent harmful or offensive content generation.

Maintain brand consistency by customizing presentations with company logos, colors and fonts.

Search and locate specific slides or presentations easily with a powerful search function.

Control user access with secure permissions for viewing, editing, and sharing presentations.

Analyze presentations performance with built-in analytics on usage and engagement.

Utilize a template library for quick creation of presentations with customizeable designs.

Centralize storage for all presentations and slide decks in one secure location.

Enable real-time collaboration for teams to work on presentations simultaneously.

Track and manage versions of presentations with version control features.

Integrate with other productivity software tools such as PowerPoint, Google Slides, and cloud storage products for smoother workflow.

Access presentations across multiple devices, ensuring seamless viewing on mobile, tablet and desktop.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.

Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.

Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.

Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way

Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments

Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth