Pitchly

The Pitchly Data Enablement Platform is a solution designed to centralize and activate data within organizations, addressing their information, content creation, and document generation needs. According to the vendor, this platform caters to small, medium, and large-sized companies in various professions and industries, including marketing and business development, digital transformation, banking and finance, legal firms, and executive search.

Key Features

Data Workspaces: According to the vendor, users can centralize and connect data from single or multiple workspaces, gathering and analyzing data from various sources such as spreadsheets, emails, and documents. The platform allows users to connect to live data sources like CRM, Salesforce, and Power BI, and apply advanced filtering capabilities to access relevant data.

Pitchly Elements: The vendor claims that users can utilize the content creation app to generate data-driven content such as deal tombstones, case studies, bios, and more. The platform allows for the automatic generation of branded templates that populate with dynamic content. Users can export content to various formats including PowerPoint, Word, PNG, or PDF.

Integrations Marketplace: The vendor states that users can access a collection of integrations to connect third-party system data with Pitchly. The platform allows for data synchronization between Pitchly and preferred data systems or databases. Users can easily map fields and keep data in sync. The vendor also plans to allow other developers to create their own integrations in the future.

Forms: According to the vendor, users can streamline data collection processes with custom forms that are linked to structured database tables. The platform enables users to collect data from all relevant teams without the need for manual back-and-forth or spreadsheets.

AI Assist: The vendor claims that the platform includes an AI-powered feature that enhances data and improves productivity. According to the vendor, this feature can generate marketing descriptions, optimize copywriting, standardize data, and more. The platform also offers native integration with ChatGPT for automated generation of multiple records, running formulas, generating language translations, and enriching data records.

Documents: According to the vendor, users can combine static and dynamic content to generate pitch or proposal content. The platform allows for the direct export of custom proposal documents to Microsoft Word and custom pitch decks to Microsoft PowerPoint. Users can update templates to automatically populate changes for consistent branding.