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About

Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training.

About

Streamline your sales back and forth into centralized, personalized and trackable sales rooms. Eliminate the chaos of overflowing inboxes by embracing a vibrant space where every piece of your sales and customer success materials can be accessed through a single link. Share recordings of demos, collaborative action plans, documents, educational content, and beyond. Stand out from the competition by consolidating the entire sales process within one organized, customizable, and trackable workspace. We support you from outreach, to post-demo, to closing and onwards to onboarding and account management.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

B2B companies interested in a tool to enhance their customer onboarding and sales processes through automated workflows and improved client collaboration

Audience

Sales teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

£29 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Valuecase
Founded: 2021
Germany
www.valuecase.com

Company Information

trumpet
Founded: 2021
United Kingdom
www.sendtrumpet.com

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies
ClearSlide

ClearSlide

Bigtincan

Categories

Categories

Integrations

Calendly
HubSpot CRM
Loom
Microsoft Teams
Pipedrive
Salesforce
Typeform
Vidyard
Vimeo
YouTube
Zoom
Arcade
Canva
Google Drive
Google Sheets
Google Slides
Google Workspace
Make
Miro
Velt

Integrations

Calendly
HubSpot CRM
Loom
Microsoft Teams
Pipedrive
Salesforce
Typeform
Vidyard
Vimeo
YouTube
Zoom
Arcade
Canva
Google Drive
Google Sheets
Google Slides
Google Workspace
Make
Miro
Velt
Claim Valuecase and update features and information
Claim Valuecase and update features and information
Claim trumpet and update features and information
Claim trumpet and update features and information