Valuecase Features

As reported in 11 Valuecase reviews. Ability to import sales and marketing collateral built outside of the solution

As reported in 13 Valuecase reviews. Provides capabilities for building unique sales and marketing content within the product.

Provides pre-built templates for fast and simple content creation. 12 reviewers of Valuecase have provided feedback on this feature.

Based on 10 Valuecase reviews. Able to easily search, locate, and retrieve relevant content.

Provides the ability to store and organize content. 12 reviewers of Valuecase have provided feedback on this feature.

Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l 11 reviewers of Valuecase have provided feedback on this feature.

As reported in 11 Valuecase reviews. Sends a notification when a prospect engages or interacts with content.

As reported in 12 Valuecase reviews. 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. 11 reviewers of Valuecase have provided feedback on this feature.

Provide customizable workflows for onboarding activities and tasks.

Include templates for onboarding project plans and documents.

Generate checklists to monitor the prograss of onboarding projects.

Track tasks, project, and dependencies using timeline views or GANTT charts.

Allocate resources to tasks and projects, and track their costs.

Manage onboarding documents, training materials, and other content.

Assign and track onboarding tasks to internal and external stakeholders.

Identify trends and analysis that can be used to optimize onboarding.

Provider a portal for customers and external users to collaborate and share documents.

Include features to keep customers engaged such as internal communications.

Create white-label portals by customer, product, or project.

Provide multiple levels of visibility accrosss all onboarding stages.

Allow internal and external users to collaborate without loging into the system.

Track who is looking at proposals and how often or for how long. This feature was mentioned in 13 Valuecase reviews.

Access pre-built and custom reports and dashboards on proposal volume and acceptance. This feature was mentioned in 13 Valuecase reviews.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 13 Valuecase reviews.

As reported in 12 Valuecase reviews. Program in-app and email notifications for approval milestones or actions.

Based on 12 Valuecase reviews. Meets required regulartory compliances.

As reported in 11 Valuecase reviews. 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.

As reported in 13 Valuecase reviews. Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.

As reported in 11 Valuecase reviews. Provides users with a repoistory of relevant content to share with clients.

Based on 10 Valuecase reviews. Allows users to chat with prospects within the virtual sales room.

Provides features to intregate with CRM software. 12 reviewers of Valuecase have provided feedback on this feature.

As reported in 13 Valuecase reviews. Provides features to integrate with internal messaging systems.

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

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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