Overview
Designed and built for sales teams and their customers, InsitePortfolio delivers product catalogs, marketing and sales collateral in a branded, personalized platform. Designed and built for B2B, InsitePortfolio users will never again have to struggle to find the right content. Users can now seamlessly move from finding, presenting and sharing sales presentations and collateral to logging activities in Salesforce, all in one personalized mobile experience.
InsitePortfolio for Sales
• Find, search, present and share materials from a branded repository of collateral and education content, all while offline
• Create playlists of content tailored to the needs of specific customers or presentations
• Receive notifications when customers interact with any shared information
• Easily update Salesforce activities, opportunities or other relevant Salesforce fields
InsitePortfolio for Marketing
• Manage, organize and package all sales, marketing and education content in one place
• Ensure users have access to the right content, tailored to their needs
• Measure how users are viewing and sharing digital assets and information
Features
Access content offlineIncrease consistency in the fieldConnect with business technologies you already useMobile technology that works like you doInteractive add-ons help you demonstrate value
What's new
Storyworks1 is now InsitePortfolio! Enjoy the same great features along with new branding capabilities to personalize your account.
New Features:
• Account Branding
• Switching portfolios is now a lot easier with an icon in the top bar that is always visible
• Links in PDFs can be opened when viewing the PDF
• Fixed a few more bugs
Additional Information
- Developed by Insite Software Solutions
- Version 2025.03.24
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Requires
Available on: PC, Surface Hub
OS: Windows 10 version 14393.0 or higher
- Published 2015-07-20
- Size 44.57 MB
- File Type appx/msix
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Language
English (United States)
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Permissions
Use your webcam
Access your Internet connection
- Microsoft Store ID 9nblggh35kf1
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