Salesframe video tutorials

Learn how to use Salesframe with these quick video tutorials.

Library

The library is where all of your team’s folders can be browsed. You can also see the most popular files listed in your library.

Using the library

The library can be navigated either through the grid or list view. You’ll see all files and materials assigned to your group.

You can click on files to add them to your presentation, preview them, or add them to your favorites easily from the library.

My files

My files is where all of your personally uploaded or edited files will show up. Here you can also opt to upload presentations and materials to your own file selection.

Settings

Settings is where you manage your contact information and Salesframe preferences. Make sure to check everything here is in order before sending out materials, to get the most out of Salesframe’s notifications.

Building a presentation

You build a presentation by picking and choosing the most topical materials from your library. The presentation bar opens up for easy reordering, deleting, and saving.

Sharing a presentation

By sharing the presentation through Salesframe, you can get insights into the opens and dwell time of your sent materials. Here’s how to send materials directly via link, email, or in some countries, SMS.

Presentor view

Presentor view lets you reorganize the presentation while you’re giving it.

My presentations

My presentations is where all of your saved presentations can be found. You can also see specific opens and slide-by-slide analytics here.

Analytics

Analytics is your cumulative data across Salesframe presentations visible in one place.

Editing a slide

If your admin has granted you editing rights, you can edit slides directly on Salesframe without having to hop on to PowerPoint.