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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
B2B companies interested in a tool to enhance their customer onboarding and sales processes through automated workflows and improved client collaboration
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Audience
Sales teams
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
£29 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationValuecase
Founded: 2021
Germany
www.valuecase.com
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Company Informationtrumpet
Founded: 2021
United Kingdom
www.sendtrumpet.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Calendly
HubSpot CRM
Loom
Microsoft Teams
Pipedrive
Salesforce
Typeform
Vidyard
Vimeo
YouTube
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Integrations
Calendly
HubSpot CRM
Loom
Microsoft Teams
Pipedrive
Salesforce
Typeform
Vidyard
Vimeo
YouTube
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