Vermilion launches pitchbook creation service for sales teams
22 April 2015, Boston: Vermilion Software, the leading supplier of client reporting and communications software, announces the launch of V:Pitch; powerful, labor-saving functionality that enables authorized users to create and maintain PowerPoint presentations using approved content.
Traditionally, the sales and marketing presentation-creation process within investment management firms involves multiple teams manually copying and pasting legacy content. They then combine this content with client reporting output to produce collateral to be used during client visits and sales meetings. This cutting and pasting from Excel is both time-consuming and prone to errors.
Vermilion has recognized the need for a more efficient approach, including the ability to collect data and create a presentation ‘on-the-fly’ without duplication of effort. Firms want to utilize all of their branded and audited content produced through client reporting for sales enablement, instead of continually recreating it.
With V:Pitch, content can be created through the Vermilion Reporting Suite or combined with external content uploaded into the system. Uniquely, all data displayed in a presentation has an audit trail through Vermilion. Data can be edited or protected and final presentations can be routed through a configurable workflow for compliance approval. Crucially, pitchbooks can retain a master theme so that all slides are consistently on-brand.
“V:Pitch will be invaluable to marketing and sales departments that have master slide decks and need a central repository for all presentations, while ensuring all content is approved,” said Ben McCormack, Senior Vice President, Client Services at Vermilion Software Inc., based in Boston. “V:Pitch can be easily rolled out across an organization on its own or as part of an upgrade to an existing impementation.”