Salesframe Feature Descriptions
User modules
Salesframe is divided into four main modules (Home, Build, Showroom, Follow Up) for users, as well as additional modules for admins. The home module is also where the user can find content to add to their presentations. The content is divided into multiple categories, depending on their source. On the left side of the home module is the navigation, which can be hidden if the user is working on a small resolution device.
Home
The home module is where the user first lands when logging onto Salesframe. It has a personalized greeting, light branding in the form of a logo and a background image and two feeds: notifications and messages.
Notifications
The notification feed keeps the user up to date with what’s happening with their Salesframe tool.
Memosite opens
This is a notification the user receives, when a memosite they have sent has been opened.
Accepting shared presentation
This is a notification the user receives when another user has shared a presentation with them. They can either accept the presentation or not. If they accept it, the presentation will be added into their My Presentations list.
Messages
The message feed is where the user sees any messages sent to them by the admin or by the Salesframe team.
Admin messages
The admin can send messages from the top of the message feed to their users. These messages will appear in the users’ message feeds.
Starred
The starred content is content which the user has starred using the thumbnail toolbar on any file.
My Files
My Files is content uploaded by the user themselves. These are divided into categories by the user themselves. Exceptions to this are Added files (files added by user but not sorted yet), Custom slides (slides created using the custom slides feature) and Video greetings (videos recorded by the user when creating a memosite). The user can upload files, add links and move and delete files, as well as create, rename and delete categories, except for the aforementioned categories, which are system defined.
Library
The library is a structured way of finding material curated by the admin. The library folder structure and contents are defined by the admin and can’t be modified by users.
File Explorer
The file explorer is the main part of the Build module. It’s where all the content is located in the form of thumbnail content cards.
Content card
The content card is how files are managed in the file browser. They’re thumbnails of the file. By selecting a content card and clicking Add, the files are added to the presentation deck. When hovered over with the mouse or selected, the content card reveals file specific controls: Info (which shows some basic info about the file), Preview (which enlarges the file for preview), Download (which downloads the file to the device), Flag (which lets the user flag the file for notes or errors to the admin) and Star (which adds the file in the user’s starred files category in My Files)
Search
The content search allows the user to search for folders and content in a flexible way. It shows both folders and content matching with the user’s search terms and allows the user to add content directly from the search modal to their presentation decks.
Showroom
The showroom is a way to present the folder structure and browse for contents in a branded, visual way that’s meant for customer facing situations.
Folder structure
The folder structure in the showroom is the same as in the build module unless the admin has hidden folders from one or the other module to differentiate them. The structure is customizable in its look and animated.
Content tab
The content tab is where the user can find content in the folder which they have selected in the structure.
Content indicator
The content indicator is visible on the top right corner of the showroom and shows if there are files in this folder, and how many. This is clicked to open the content drawer.
Library
The library in the content drawer shows the files in the folder selected in the showroom folder structure.
My Files
The user can access their My files in the content drawer, but can’t add, move, rename or delete folders or files.
Starred
The user can access their Starred files in the content drawer.
Search
The user can access the content search from the content drawer.
Play All
By clicking Play all, the user can play all the files in the selected folder in order as a slideshow.
Play Selected
Play selected plays all of the files currently selected as a slideshow.
Folder search
The folder search is a quick search the user can use to access folders in the showroom.
Previous arrow
The user can navigate back in the folder structure by using the previous arrow in the top left corner of the showroom.
Back to home arrow
The user can navigate back to the bottom level in the folder structure by using the back to home arrow in the top left corner of the showroom.
My Memosites
In the My Memosites module the user can view their sent memosites, as well as data on those memosites.
List of Memosites
The list of memosites has all the memosites the user has shared, including expired ones. The list can be searched and sorted by their expiry dates, most recent opens, number of slides or the creation date. Each item on the list can be expanded for more data. Each item can also be deleted using the delete icon or a link to the memosite can be sent via email using the email icon.
Expanded list item
The expanded list item show the user data about the memosite, including how many times it has been opened, how many times it has been downloaded as a PDF, average time spent on the memosite per session and average time spent on a slide per session. The expanded view also shows the user the content of the memosite as thumbnails, along with slide specific average view times. The user can also copy the link to the memosite and access the sessions view.
Sessions
The sessions view shows the same data as the expanded list item, but shows the user session specific data from every time the memosite has been opened in chronological order.
CRM Sync
For instances which have an active CRM integration, the memosite can be sent to the linked CRM system using the Send to CRM button in the expanded list item view.
User Settings
The user settings can be accessed from the top right corner of the screen, where the user’s name and possible profile picture are.
System language
Sets the Salesframe system language for the user.
Profile picture
The user can upload a profile picture, which will appear on the Memosites they send.
Time zone
Sets the user’s time zone, so dates and times inside Salesframe are presented correctly for the user.
Profile
The profile settings allow the user to edit their name, contact information and add a personal link that will be included in the Memosites they send.
Notifications
The user can toggle email notifications for when their Memosites are opened on or off.
Multi-factor authentication
Turns on multi-factor authentication, which requires the user’s phone to log into Salesframe. This additional security feature is highly recommended, especially when dealing with sensitive information.
Reset password
Allows the user to change their password for logging into Salesframe.
Presentation bar
The presentation bar is where the presentation is collected, edited and controlled. It’s located on the bottom of the screen and can be expanded to show the presentation contents and controls. On the left side of the presentation bar is the presentation name and the number of slides in the presentation.
Save
Saving the presentation can be done by using the save icon next to the presentation name and slide count. If the presentation has not been saved before, the user will have to give it a name. If it has been saved previously, the save icon will quick save the presentation. Saving a copy of the presentation must be done in the Menu.
Share
The share button opens the Memosite builder, which is a tool to build a shareable link to a unique website for customers.
Play
The play button plays the presentation as a slideshow.
Full screen
The full screen icon next to the play button toggles the browser to and from full screen mode.
Expand
The expand icon next to the full screen icon controls the size of the presentation deck. When expanded to its full size, the content is presented as a grid and the deck takes up much of the screen. When the deck is in the smaller mode, the content is presented in one horizontally scrollable row.
Thumbnail size toggle
The thumbnail size toggle in the opened presentation deck controls the size of the thumbnails in the tool. This affects thumbnail size in the file browser and showroom content tab as well as the presentation deck.
Add
The add button lets the user add new content into the presentation by adding files from their device, adding links to websites or videos, or creating new slides using the custom slides feature.
New File
Add new file lets the user upload files from their device directly into the presentation. These files are automatically added to their Added files category in their My Files.
Link
Add link lets the user add an embedded web page as a slide into their presentation. If the link is a YouTube or Vimeo video, it will be added as an embedded video instead.
Create Slide
Create slide opens the custom slides feature, so the user can create new material using admin-created templates and add those directly into their presentations.
Play from selected
Play from selected plays the presentation as a slideshow, starting from the selected file.
Delete (all)
When no files are selected, the user can click Delete All to clear their presentation. If the user has selected a file, this is a simple Delete button which deletes the selected slide(s).
Reorder slides
Reordering slides can be done by dragging and dropping them within the presentation deck.
Memosite
The Memosite is a unique website created by the user from contents they collect inside Salesframe.
Content
The main content of the Memosite are whatever slides and other files the user has collected to be shared.
Video greeting
The video greeting is a video the user can record when creating a Memosite.
Connectors
Salesframe can be integrated with various CRM systems, and some Memosite data can be sent to the CRM when publishing a Memosite.
Slideshow
The slideshow presents all selected materials in full screen and one at a time, as one would expect from a slideshow. Slides and images are presented in full screen, while embedded content, like videos or PDF-files, are slightly smaller to account for necessary embedded controls.
Top bar
The top bar has some additional information and controls for the user. The top bar appears when the user drags their mouse close to the top of the screen, or when clicking or tapping the screen. The top bar has the following functionalities:
Slide number
The number of the current slide and the total number of slides in the presentation.
Presentation name and owner
The user-given name of the presentation and the user’s name.
File name
The name of the current file being presented.
Starring
The user can star materials in the slideshow using the star icon. When the icon is outlined, the file is not starred. When the icon is filled, the file is starred.
Print to PDF
This button creates a PDF file from the presentation, placing each slide on it’s own page.
Download
Download downloads the file currently being viewed to the user’s device.
Navigating the slideshow
The user can navigate the slideshow by clicking the arrows, which appear when the user moves their mouse over the right or left side of the screen or clicks on the screen. The user can also navigate using the arrow keys on their keyboard, or by swiping left or right on a touch screen device.
Menu
New Presentation
New Presentation wipes the current presentation deck clear and starts a new, untitled presentation. This new presentation is not saved, so the user will have to manually save it. The application confirms whether the user wants to start a new presentation, as all unsaved data in the current presentation will be lost.
My Presentations
My Presentations is a list of all the presentations saved by the user or shared by a colleague and accepted by the user. They are in chronological order, based on the creation date, but can be filtered using the search function. Each presentation can be selected, which shows more information about and controls for the presentation.
Search
The search is a filter search. As the user types in search terms, the list gets filtered down to only results which correspond with the search terms.
Select
Selecting a presentation expands the menu to show the user the content of the presentation, as well as some controls for it.
Delete
The delete icon deletes the presentation. The application asks for user confirmation to do this.
Duplicate
The duplicate icon creates a copy of the presentation in the My Presentations list.
Share
The share icon opens a dropdown menu with two options: sharing the presentation with a colleague and creating a Memosite of the presentation.
Open Presentation
Open Presentation loads the presentation into the Presentation Deck.
Save Presentation
Save Presentation saves the current presentation. If it has been saved before, this replaces it with a new version. If it has not been saved before, this behaves the same as “Save Presentation As New”.
Save Presentation As…
Save Presentation As… saves the current presentation as a new copy, asking for the user to name this new entity.
Admin tools
Access to admin side.
Admin tools
Layout
The layout menu is where the admin can define the look of the tool using a wide variety of controls, like fonts, colors, logos and background images.
General settings
The general settings apply to the whole tool or Showroom. In addition to these, there are some folder specific controls, like background images.
Background color
Sets the underlying background color for the tool. This is also the background color you'll see if there's no background image.
Background image
Sets the background image for the tool.
Background image opacity
Sets the opacity for the background image. At 100% the image is fully visible, and as you reduce the opacity, the background color will start to show through.
Logo image
Sets the logo image for the tool.
Logo alignment
Sets the placement of the logo in Showroom.
Logo size
Sets the size of the logo in Showroom.
Presentation deck shadow
Toggles a shadow for the presentation deck on or off.
Presentation deck color
Sets the background color of the Presentation deck.
Content tab color
Sets the color of the Content tab on the right side of Showroom.
Content tab opacity
Sets the opacity of the Content tab.
Showroom font
Sets the font for the Showroom links.
Showroom title font
Sets the font for folder titles in Showroom.
Presentation deck font color
Sets the font color for the Presentation deck.
Showroom font size
Sets the relative font size for Showroom links.
Underline title
Toggles an underline stroke for the folder titles on or off.
Title underline color
Sets the color for the folder title underline.
Navigation style
Sets the overall navigation style of Showroom between Vertical and Horizontal. Vertical is the default.
Shrink previous level
Toggles whether previous levels of navigation shrink when you advance through the structure.
Breadcrumbs
Toggles breadcrumbs in Showroom on or off.
Landing page
When activated, the first level of your structure can be made to look different from the rest and even have a different navigation style.
Landing page title
Sets an additional title for the landing page.
Showroom folder search
Toggles the search icon in the top right corner of the Storyboard on or off.
Parallax scrolling background
Toggles the parallax effect on the background on or off. The parallax effect zooms into your background image and moves it a little bit when navigating through the tool, giving a subtle sense of movement.
Folder options
The folder options are a set of controls that are folder specific and mostly affect the folder’s behavior in Showroom. Once an admin has selected a folder in the embedded Showroom in the Layout view, the Folder options button above the embedded Showroom becomes active and the settings can be accessed.
Folder background image
Sets a folder specific background image that overrides the background image set in the general layout options. This is also applied to all sub folders, unless they have folder backgrounds set as well.
Folder logo image
Sets a logo image for the folder to be shown next to the company logo in Showroom.
Folder icon image
Sets an image for the folder that will be used in place of its name, if the folder is a part of a Gallery folder.
Shortcut
This turns the folder into a shortcut folder, which are located in the top right corner of Showroom.
Autoplay
Toggling on autoplay means there will be an autoplay icon next to the folder name in Showroom, which will automatically play the whole contents of the folder as a slideshow.
Hide content tab
This hides the content tab when viewing this folder in Showroom.
Hide presentation bar
This hides the presentation bar when viewing this folder in Showroom.
Auto open content
Turning this on means that, when the user clicks on this folder, the content drawer is automatically expanded to show this folder’s contents.
Gallery options
The gallery options allow the admin to create a customizable gallery view of any folder in Showroom.
Use gallery
Toggles the gallery option on or off.
Use folder icons
Toggles whether the gallery uses the folder icon images set in folder settings, or simply the folder names as text.
Shape
There are a few options for different background shapes for gallery items.
Shape background color
Sets the background shape’s color.
Shape shadow
Toggles whether the shape has a drop shadow or not.
Text shadow
Toggles whether the folder name has a drop shadow or not.
Number of items per row
Sets the number of gallery items displayed on one row.
Padding between items
Adjusts the spacing between gallery items.
Gallery width
Sets the width of the gallery in relation to screen width.
Users
The Users module is for the admin to control users, user groups and their roles.
Add new user
Allows the admin to directly add new users to the tool.
Invite
Allows the admin to send invite emails to colleagues, so that they can create their own accounts.
Search users
Filters the user list based on the search terms.
Activity reports
Allows the admin to generate activity reports of all users for a given time frame.
Add new group
Creates a new user group.
Library
The library is where the admin can control the folder structure and the content in the tool.
Upload manager
The upload manager is launched by clicking the upload area in the file browser. The admin can upload files from their device here, as well as add links to web content. There’s also an option to notify users about the new content.
Reorder
The admin can drag and drop files around the file browser to reorder them as they see fit. The files will be displayed in this order for the users.
Folder options
Opens the same folder options as in the Layout menu.
Content card menu
The content card menu, located on the top right corner of a thumbnail when it’s hovered over or selected, has some file specific options. The admin can set whether the file is visible to users and whether it’s restricted from adding to Memosites. They can also delete the file, download it to their device, copy the file to multiple other folders and view file details.
Folder name edit and delete
The admin can edit the name of the selected folder or delete it.
Search
Filters the files shown in the folder based on the search terms.
Flagged content
The Flagged content module allows the admin to address content flagged by users and resolve the issues.
Settings
Here the admin can adjust the system settings of the whole tool, including CRM integrations, Memosite disclaimers, PDF rendering quality, tracking apps, single sign-on settings and more.
Analytics
The analytics module, which is also available for managers, is a place where the admins can take a look at the performance of the content in the tool, as well as users and user groups, using a variety of metrics and filters.
Custom Slides
Under the admin side of Custom Slides, the admin can build and manage slide templates for users to create their custom content inside Salesframe, while ensuring the slides are correctly branded and structured.