Create customer account reviews in seconds, not days
Empower your account and customer success managers with the most powerful, effective content for every customer, without any of the legwork.
New day, new presentation? Time to do differently
Stop manually updating and extracting data
LivePreso automates your workflows by integrating directly with critical business systems—CRM, data sources, BI tools and fulfilment platforms—to slash admin time and promote effective CRM use.
Control your company's sales story
Ensure your content is always on brand, on message and compliant. LivePreso ensures content is uneditable without permission, and critical data is automatically kept up to date.
Gain unparalleled business visibility
Discover detailed analytics on your account managers' activity and content usage, understand who your team is presenting to, and how often, and find out what content your customers love.
The best stakeholder engagement, even when you're not there
Deliver a browser based, interactive version of your content for customers to view at their leisure, with activity automatically syncing back to your CRM.
See where you’re winning and why
Gain insights into what best practice looks like: Which specific slides or pages do your top performers use and spend time on to win? Who are they presenting to and how often?
Business rules
Use business rules to trigger automation workflows and personalise content, without any of the legwork.
CRM integration
Reduce admin time and automatically improve your customer data with our out-of-the-box CRM integrations.
Customer analytics
Get detailed engagement insights and notifications when your customers view your shared content.
Dynamic content
Create content that automatically changes to suit user, team or region-specific variations.
Integrated with your favourite apps
Integrate your systems and data to reduce preparation time from days to seconds, or even drive increased revenue from your unmanaged customers. Give that time back to your teams for increased, and more meaningful, customer engagement.