Attach vs. Aviso Insights

Attach is great for relieving sales anxiety and wondering if someone opened your attachment. It also provides an excuse to reach back out to the prospect after they've opened the attachment.

It is great if you are working in a sales environment where you need to keep track of your deals and sales pipeline. It's not an application for a company that only has a small sales force, where deals can be tracked manually.

Incentivized

• Present presentations
• Ensure documents are reviewed
• Prevents sharing with unauthorized readers

Incentivized

• Predictions
• Trending
• Snapshots

Incentivized

• If you could actually send the emails from Attach, that might be helpful so you're not in two screens.

• It would be great if we are able to customize it fully, there is more information from our CRM that we can use to have more insights on our pipeline reviews.

Incentivized

I looked at ClearSlide but decided against it because it's more expensive. I was also up and running on Attach very quickly.

We were using Aviso and were approached by Clari. We reviewed Clari and went through a POC but still decided to stay with Aviso due to their flexibility in working with the data from Salesforce. Clari required us to create specific fields within Salesforce in order to push the data into the application. Whereas with Aviso, it did not matter what Salesforce object the data was on, they were able to pull the data in to the application without any customization in Salesforce itself.

Incentivized

• Makes sales process easier.
• Enable more rapid sharing of documents.
• Provides version and audience control.

Incentivized

• Positive impact: better visibility on the stages of our deals, more accurate forecasting of sales numbers.
• Negative impact: we have another tool to use together with our CRM instead of keeping it all in one place.

Incentivized