Templafy blog

In an era where companies can track almost all their revenue sources digitally, it’s no surprise that tracking abilities have now expanded to include documents. But what does document tracking include? And why does it offer such important insights for sales teams in particular?

There have been few departments more disrupted by 2020 than enterprise sales. According to McKinsey & Company, 95% of B2B sales teams have fully or partially shifted to remote selling. Almost overnight, trusty field tools and tactics had to be ditched or evolved to adapt to a new virtual environment.

When you have powerful productivity tools in Microsoft Word, PowerPoint, and Excel at your disposal, navigating them by clicking around with your mouse is the tech equivalent of riding a bicycle when you could be taking the bullet train. You need keyboard shortcuts!

Is there a new client you really need to impress? Sometimes the hardest part isn’t getting your foot in the door, or even maintaining their attention after that. Often, when it comes to landing effective sales, the real challenge is the sales presentation. You may know you have the product that they need, but communicating this effectively can be challenging.

Did you know that one small human error in a presentation can cost a company millions of dollars, yet there is an easy way to prevent these errors? Or that a global organization can be using over 9000 unique document templates where just 25 could do the trick? Or that employees can create client deliverables and proposals in a faster and simpler way through smart automation of client and industry specific content?

In an era where many organizations are seeing remote working happening on a wider scale than ever anticipated, it’s important that workers are suitably equipped to handle everything they can.

As Jean-Marc Chanoine stated in “7 essential tips for mastering PowerPoint as a consultant”, professional services firms, and especially management consultancies, are heavy users of Microsoft Excel and PowerPoint – every interview, meeting, data analysis and research piece they conduct is turned into an insight, and converted into a presentation, proposal or report.

Management consultants are heavy users of Microsoft Excel and PowerPoint – every interview, meeting, data analysis and research piece is turned into an insight, and converted into a PowerPoint presentation or Excel spreadsheet. The client expects to receive findings in a nutshell, clearly structured and presented for easy understanding. The million-dollar question is how to become quicker and better at using these tools, without compromising quality.

The acceleration of the Internet of Things is staggering. As of the beginning of 2020, the digital universe consisted of 44 zettabytes of data. For context – that number of bytes is 40 times more than the number of stars that can be observed in the entire universe. The speed and volume of today’s data and a generation of content producers has fundamentally impacted the modern workplace. As employees ditch the physical world for digital, they’re creating an ever-rising number of online documents – from sales presentations to invoices, standard contracts to finance reports, press releases to blog articles.

How often have you been in this situation: You and your team have important presentations coming up and have excellent content, but the presentation is not coming together and the PowerPoint templates are proving problematic to work with.