What's in it for you
Content Recommendations in Salesforce automatically suggest the most relevant content for your sales conversation. The recommendations, which serve up materials such as videos, ebooks, whitepapers, and infographics, are based on deal data in Salesforce. Using machine learning, the recommendations become more intelligent over time. This will give you the best suggestions on how you advance each deal. Create a link to share the recommended content and search in your Showpad library to add other assets to your Share.
See how it looks
Key features
- Available at Opportunity level in Showpad Insights app in Salesforce
- Automatically suggests the most relevant content for each sales conversation
- Using machine learning, recommended content will improve over time
- Easily share the recommended content by generating a link
- Browse, search, and share any other Showpad content
See this step by step
- Content recommendations are currently only available at Opportunity level, not in the Account, Contact or Lead view. Click on the Opportunity to view its progress.
- The menu at the left shows four options:
- Recommended Content
- Popular content
- Activity
- Open Web app
Recommended Content shows two sections:
- Public content for sharing: This shows the content ready for sharing. Clicking on a file opens the asset in the Web app.
- Internal use: The content you see here is based on permissions that are given on the Online Platform (Administrator side). Make sure your Administrator has added the "can be shared" and "downloaded flag".
It also shows which content helped to close a deal. This is based on the Stage field, forecast category in Salesforce. All those files are compared and doing that matching; we can show that a deal was closed with this content or not.
Note: If no limit was set for the number of returned results, the recommendation list will default to 20 results for each category.
Popular Content
This shows the popularity rank and the number of times the content has been shared.
Activity
The activity that was done in Showpad, for this Opportunity.
- You can share the recommended file by generating a link with a custom branded sharing theme.
- Log to Salesforce checkbox.
- Related to which company + which contact or lead.
- You can search or change the contact. You can add only one contact.
- Generate a Sharing Link to use in your favorite sharing tool. Browse and search for additional content you'd like to share.
- When you close a file, you can give some recommendation feedback. Why wasn't the file useful in this Opportunity? The machine learning will keep a record of all files not suitable for these deals.
