Mobilize, Manage & Measure
Your Sales Content

“The programs we manage within the utility sector are highly-regulated within a fast-track, data-driven environment. One key utility customer metric includes trackable lead-generation metrics to achieve transparency and accountability. UpSync makes this easy.
Duane Baldwin


Total Content Control

Secure your brand and message
Centralize Approved Assets
Control Access and Versions
Deploy Content

Unite your organization’s most relevant and up-to-date sales materials in one secure library and eliminate the need to dig through email archives and content silos. Mobilizing new or existing content allows reps to utilize important and approved assets in the field.

Tag content based on format type, keywords or purpose to allow for easy searching. UpSync supports all file formats from PowerPoint to dynamic HTML5 applications which ensures that your content library is seamless, comprehensive and interactive.

Advanced User and Content Permissions

Ensure the security of sensitive materials and protect against unauthorized sharing or editing by establishing clear access and sharing permissions for your entire content portfolio. Select which reps can access particular assets based on division or region and limit what pieces can be shared with customers.

Retire Content Anytime

Set expiration dates on content to retire time-sensitive offers and remove assets from rep’s libraries. Remotely decommission devices to ensure corporate security.

Version Control

Ensure reps are using the most current materials with instant network-wide updates.

Effortlessly distribute new and approved content including PowerPoints, PDFs and multi-format presentations to all of your sales teams’ mobile devices from homebase.

All new and updated content is automatically added and highlighted on your reps’ home screen.

Broadcast mission critical communications to the field with instant push notifications sent directly to reps’ iPads and add external links to the reps’ dashboards to provide them with easily accessible and relevant resources.

Showcase and Share

Tailor responsive sales presentations in minutes.
Powerful Presentations

Create custom presentations online or offline with drag-and-drop ease. All file formats flow together seamlessly for an unparalleled customer experience.

Instant Follow Up

Share assets or presentations with customers easily. Shared content is sent via a unique secure link so you can revise or update content after it is in the client’s hands.

Online or Offline Access

Securely access sales materials anytime and build custom presentations on-the-fly regardless of internet connection.

More Time Selling

Accelerate the sales process and avoid wasted time by pulling contacts directly from CRM, utilizing custom-built forms to easily capture customer data and getting signatures on the spot.

Responsive Reps

Adapt in real-time by creating multi-format presentations on-the-go and instantly answer customer questions and concerns by locating content through intelligent filters.

Leverage Content that Closes

Track the materials that move the needle in the field
Track Customer Touchpoints

Gain insight into what presentations or pieces of content move prospects through the sales pipeline by tracking how they interact with sales materials throughout their lifecycle.

Understand Rep Activity

View rep usage data to understand what content is actually presented in the field and use this insight to educate underperforming reps on what assets top sellers are utilizing.

Get Started

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