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Synced Sales Material in Microsoft Office 365 Enables Organizations to Retain Control of Files
“We’re excited to make Yooba Slides sync directly within SharePoint Online for Office 365. Our customers can now be certain that their sales reps are neither presenting nor sharing old sales material.” – David Nordin, CEO, Yooba
SITUATION
Microsoft Office 365 with SharePoint Online is a natural choice for businesses that want to retain control over documents and files. Yooba’s goal was to leverage this control to prevent files circulating outside of a business’ intended user group, while at the same time making updated sales material easily accessible. Yooba also wanted its Office Add-in to offer easy installation with a single setting.
OFFICE 365 ISV:
Yooba
WEB SITE:
LOCATION: Stockholm, Sweden
ORG SIZE: 16 employees
OFFICE 365 ISV PROFILE:
Yooba enables sales organizations to create, distribute and package all necessary material into interactive sales presentations. These dynamic presentations helps sales reps to have more customer-centric conversations. From sales presentations to internal sales instructions, Yooba provides objective data about sales rep usage and customer interaction, bringing insights into the sales process.
SOLUTION
Updated sales material is easily accessible inside the Yooba Interactive Sales Presentations, managed by the “Yooba Slides” Windows Store app. Microsoft Office 365 provides an easy way for Yooba to sync a specific folder containing documents and files on SharePoint Online with “Yooba Slides” via the Add-in “Yooba – File Sync.” The Add-in will automatically connect SharePoint Online with Yooba Slides. Organizations that use Microsoft Power BI also have the opportunity to visualize and analyze analytics regarding consumption of the synced files.
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BENEFITS
Syncing with SharePoint Online prevents sales reps from using outdated material during physical meetings or when sharing online presentations.
The Office 365 API allows Yooba’s analytics to provide powerful insights into the documents that are most read or used in SharePoint Online.