Executive Briefing
Align executives and key stakeholders with collaborative summary docs that contain live, actionable data.
When an important deal is closing, everyone needs to be on the same page. Keep executives and team members in-the-loop and updated on details around your opportunities and clients. Customize this template to keep stakeholders aligned on key themes, opportunities and obstacles, and break down complex information into a short well-structured document.
@mentions
Just like Twitter and Facebook, @mention teammates to bring their attention to your notes.
Embedded Spreadsheets
Organize and structure information so all parties can see and comment on the details with clarity and ease.
External Sharing
Share documents with stakeholders who don’t work in Sales Cloud and keep everyone on the same page.
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