Paperflite

Select relevant case studies and pricing sheets within Paperflite.

Generate a personalized CleverStory microsite link.

Send the link via the Paperflite Gmail extension.

Receive real-time notification when the prospect opens the link.

Analyze which page of the pricing sheet the prospect spent the most time on.

Marketing tags assets by industry and account size.

Sales accesses the 'Recommended Content' tab within their CRM.

Paperflite surfaces specific assets based on the 'Account Phase'.

Sales shares a curated collection with the decision-maker.

Marketing reviews the ROI of specific assets across the entire target account list.

Create a 'Partner Hub' in Paperflite with controlled access.

Marketing updates a master asset in the hub.

System automatically replaces all instances of the old asset in shared partner links.

Track which partners are most active in downloading sales collateral.

Upload event-specific presentation deck to Paperflite.

Scan attendee badges and sync with the Paperflite mobile app.

Instant-send a personalized content hub to the attendee during the conversation.

Monitor if the attendee reviews the content within 24 hours.

Trigger a follow-up call once the 'engagement threshold' is reached.

Structure internal 'Playbooks' using Paperflite Collections.

Assign collections to specific sales teams.

Track completion rates and engagement with training videos.

Update playbooks in real-time as market conditions change.

Host all launch videos and technical specs in a dedicated Paperflite stream.

Push a notification to all reps via Slack/Teams integration.

Set 'expiry dates' on pre-launch materials.

Measure which launch assets are being shared most frequently by the top-performing reps.

Create an 'Onboarding Collection' containing setup guides and FAQs.

Share a permanent link with the new customer.

Track if the customer is actually consuming the onboarding materials.

Proactively reach out if the customer hasn't viewed the 'Quick Start' guide within 3 days.