8. Sales Materials

Article Overview

Two of the most critical challenges as a sales representative is simply getting in a pitch and closing the deal quickly. Many people are prepared to slam the door in a sales rep face (literally or figuratively), or take time to "sit and think on it" because they don't have enough information at that point to make something final. When they wait, the sale is not a priority to the potential customer and may easily be lost at that point.

Sales Materials combats both issues.

When a sales representative approaches the door with an iPad or Tablet out and information on their screen displayed and facing the person, the person pauses and looks at what is being shown to them. People want an out, but, they are also curious by nature. Curiosity wins over outs almost every time. As the representative is showing them images on the screen, they have bought the time and may seize the opportunity to get their pitch in conversation. Suddenly, they are ahead of curve.

To close the deal quickly, it's critical to be able to answer all the questions a potential customer asks. Having all the information, in writing, gives credibility to the rep's words and allows the potential customer to make an educated decision without having to do "research" by themselves and de-prioritize the sale being made.

TIP: Maximum file size is 200mb. If you are experiencing issues uploading your sales material, please reach out to our support team.

Part 1: Accessing Sales Materials on Web

This part will cover how to access the Sales Materials section in SalesRabbit. From here, admins are able to manage their Sales Materials.

• Log in to your account by going to app.SalesRabbit.com.
• Click "SalesHub" on the left-hand menu.
• Select "Sales Materials".

Part 2: Uploading/Managing Sales Materials

This part will cover how to upload/add a new Sales Material.

• Manage Your Folders (optional)
  • Folders are optional, but a great tool to keep your Sales Materials organized.
    • You can have files in folders and folders inside of folders.
  • Select "Add Folder" in the upper right hand corner
  • Options to name a folder, place it under a parent folder and Save the folder will appear.

•  Upload a Sales Material
  • Select "Add" in the upper right hand corner to add a new file to your Sales Materials.
  • Options to name the file, assign it to a folder, and to select the file from your device will appear. 
  • Select "Save Material" to add the file to your list of Sales Materials.

• • Options to "Download", "Edit", or "Delete" your uploaded materials will appear on the Sales Materials main page.

• Note: Sales Materials will be accessible to all users.

Part 3: Accessing Sales Materials on Mobile

This part will show where to access Sales Materials on the SalesRabbit Mobile App.

• From the SalesRabbit Mobile App (iOS), navigate to "Tools" -> "Sales Materials".

Pro Tips

• Deleting a folder will also delete all of its contents. Best practice would be to "Edit" any files you want to keep and move them to a different folder or no folder at all.
• Folder are completely optional however, they will help keep you Sales Materials organized.
• Delete this section if we have no pro tips.
• If you're wanting to add videos, we suggest you check out our Connectors feature as a way to add long form videos for easy accessibility.

If needed, link to the next section: Help Center Section