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Valuecase

Valuecase

Overview

What is Valuecase?

Valuecase enables B2B sales teams to systemise a buyer-centric digital sales process. Sales teams can create and share digital spaces with their prospects that span the entire buyer-seller relationship from first call to customer success. Every space is automatically personalised…

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Recent Reviews

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Valuecase has proven to be a valuable tool for businesses, helping to solve a range of pressing problems. Users have reported that …
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Pricing

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What is Valuecase?

Valuecase enables B2B sales teams to systemise a buyer-centric digital sales process. Sales teams can create and share digital spaces with their prospects that span the entire buyer-seller relationship from first call to customer success. Every space is automatically personalised through the CRM…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Attach (acquired by Cirrus Insight in 2017) is a sales enablement platform that is designed to help sales and marketing teams manage, track and control documents across the whole buyer journey. According to the vendor, Attach allows both marketers and salespeople to understand, in real-time, the…

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Product Details

What is Valuecase?

Valuecase enables B2B sales teams to systemise a buyer-centric digital sales process. Sales teams can create and share digital spaces with their prospects that span the entire buyer-seller relationship from first call to customer success. Every space is automatically personalised through the CRM and used collaboratively by buyer and seller to close a deal. This includes not only sharing of key information (files, shared spreadsheets, meeting links etc.), but also joint success planning, interactive business case calculators, and integrated communication. Valuecase is customisable and comes with a large selection of standard elements (e.g. mutual action planning, interactive business cases, resource library).

Valuecase Features

  • Supported: Customisation
  • Supported: Mutual Action Planning
  • Supported: Data Visualisation
  • Supported: Multi-User
  • Supported: Lead Management
  • Supported: Project Management
  • Supported: Customer Management
  • Supported: Notifications
  • Supported: CRM Integration
  • Supported: External Integrations
  • Supported: Sales Automation
  • Supported: Audience Targeting
  • Supported: Document Sharing
  • Supported: Buyer Engagement Analytics

Valuecase Screenshots

Screenshot of Empower your internal champion by providing them with sales assets, demo recordings, and onboarding materials in a customisable workspace. Thanks to powerful templating and CRM integration, it's as easy as writing an e-mail.Screenshot of Keeping sales and buying processes in sync is hard. Interactive mutual action planning, flexible sharing features, and integrated commenting streamline collaboration and joint planning even with large buying centres.Screenshot of With activity tracking, you have never-before-seen visibility into your prospect's engagement. Using our marketing-grade analytics, you will get deep insights into overall content and sales team performance.

Valuecase Competitors

Valuecase Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationMobile Web
Supported LanguagesEnglish
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Valuecase has proven to be a valuable tool for businesses, helping to solve a range of pressing problems. Users have reported that Valuecase significantly reduces the time spent on preparing presentations for meetings, thanks to its convincing and visually appealing features. By providing a single platform to store all information, including quotes and next steps, Valuecase helps keep deals accountable and makes it easier for prospects to share information internally. This not only streamlines the sales process but also improves collaboration within the organization.

Another key benefit of Valuecase is its flexibility and efficiency compared to traditional tools like PowerPoint. Users have found that they can present different solutions, content, and pricing options seamlessly through Valuecase, making it a quicker alternative. Moreover, personalization features within Valuecase have had a strong positive impact on sales pitches, as recipients feel more attached to the individual landing page. This enhanced level of engagement can improve conversion rates and create a memorable experience for potential customers.

Additionally, users have successfully leveraged Valuecase to enhance customer onboarding processes. With Valuecase, product consultants and customer success managers can reduce the time spent on onboarding by providing structured and comprehensive information in a single platform. The positive feedback received about the onboarding experience facilitated by Valuecase highlights its effectiveness in simplifying complex processes and ensuring a smooth transition for new customers.

Furthermore, sales teams benefit from the increased productivity enabled by Valuecase. The platform allows them to prepare offers and tailor-made service descriptions faster, improving efficiency in their day-to-day activities. Sales and marketing information management is also streamlined with Valuecase, as it ensures that only the most up-to-date materials are used and shared with leads. This eliminates any confusion caused by outdated or incorrect information and helps maintain consistency across all communication channels.

In summary, Valuecase addresses various business problems faced by users. It reduces the time spent on presentation preparation, enhances collaboration and accountability during deal negotiations, offers flexibility in content delivery, improves customer onboarding experiences, and enhances overall sales productivity. With its structured approach, Valuecase guides prospects through solutions, making interaction and communication easier. By serving as a single source of truth in the sales process, it eliminates the need for multiple tools and allows sales representatives to focus on building strong customer relationships.

Ease of Use: Users have found Valuecase to be highly intuitive and easy to use, making it a valuable tool for their sales process. Several reviewers have mentioned that the software is easy to navigate and allows them to create individual customer spaces quickly. They appreciate how user-friendly Valuecase is, as it saves them time and effort in creating engaging presentations.

Positive Customer Feedback: The feedback from customers regarding Valuecase has been overwhelmingly positive. Many users have stated that the software adds value to the onboarding experience and helps showcase solutions in a tailored way to prospects. This positive feedback not only reflects well on the user but also highlights the effectiveness of Valuecase in delivering a seamless and impressive customer experience.

Centralization of Information: One of the standout features of Valuecase is its ability to centralize all necessary information in one place. Users have mentioned that this centralized approach makes it easier for them to manage and share content about products, conversations, and customer relationships. By having everything readily accessible, they can efficiently collaborate with customers and ensure a structured approach throughout the buying process. Some users have even praised this feature as a democratization of PowerPoint skills within their sales team, enabling every employee to maintain a professional external appearance quickly.

Long loading times: Some users have experienced long loading times in the past, but they have noticed significant improvements over time.

Limited features: A few users have expressed a desire for more features in the software. However, they appreciate that the Valuecase team is responsive to feedback and continuously introduces new features.

Incomplete development of user management and other prominent features: Users have mentioned that certain features, such as user management, are not yet fully developed. Nonetheless, they acknowledge that the Valuecase team has been actively implementing requirements and user wishes in recent weeks and months.

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