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Business Review - 

AGENDA

Introduction
Performance Metrics
Suggestions/Recommendations
Why Paperflite?

Introduction

Stakeholder

Paperflite Team

Director - Success & Support

Akilan Ranjit

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Akshaya K

Head of Marketing

Neha Verma

Lead - Digital Marketing

Amit Pandey

Regional Manager - Success

Regional Manager - Support

Marketing Manager

Karthik Balaji T V

Customer Success Manager

Krishnamoorthy

Jayaprashanth C

Products

SOC

GDPR

THE CONTENT MANAGEMENT SOFTWARE FOR MARKETING AND SALES COLLATERALS

The no-code content creation software to build captivating
experiences

THE CONTENT MANAGEMENT SOFTWARE FOR MARKETING AND SALES COLLATERALS

THE CONTENT MANAGEMENT SOFTWARE FOR MARKETING AND SALES COLLATERALS

Awards

Overview

Addverb is a global robotics and automation company that provides end-to-end intralogistics solutions. Their offerings combine advanced robotics, AI, and IoT to optimize warehouse operations, improve supply chain efficiency, and enable smart factory transformations across industries.

  • Lack of a centralized content repository for internal teams and prospects.

  • Difficulty delivering engaging and tailored content experiences.

  • Inefficient and inconsistent content distribution workflows.

  • Limited visibility into prospect engagement and content performance.

  • Inadequate customer support and experience with previous tool.

  • Challenges with Outlook and Salesforce integration.

Impact Delivered with Paperflite :

  • Monthly Active Users: 74

  • Centralised Assets: 1763

  • Content Experiences Created: 200+

  • Active Shared Content Experiences: 120+

  • Engaged Audience Reach: 1000+

  • Senior TAM allocated to the account to ensure dedicated support and immediate responses for all queries raised.

  • Outlook integration and Paperflite plugin within Outlook was incorporated as a part of the onboarding call to ensure all users have this enabled. Salesforce integration is active at an account level to ensure all engagement is pushed to Salesforce

Key Challenges Addverb Aimed to Solve :

Product Set up

Theme

What's working

Create Stream

Content Upload

Content Map

Create Asset

Internal Collections

Next Steps

Seek

Content Curation and Discovery

CRM Integration

Create a collection

Generate a link

Notifications

Email integration and outlook add in

Distribution List

Templates

Content Sharing

Data Source (Regular sync)

User Group

Custom Fields

Content Map

Promoted Content

Customising the hub

Templates

Deal Room

Advanced Settings (Link generation)

Google chrome plugin

Outlook Plugin

Email Integration

Seek in flite view

Theme

What's working

Next Steps

NDA Personalization

Native Integratons

Content Curation

This section outlines how the current curated content is sitting vs the content type.

Content Discovery

This section outlines how are your teams finding content within the platform

Most searched Queries

Assets with Tags associated

Assets with custom fields associated

How is search happening?

Content Distribution 

April - May 

Top users and sharers

Support Tickets

  • Round the clock support delivered

  • Dedicated TAM allocated [ Niranjan ]

  • Priority support provided 

Support Items Under Review

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iPad App

  • Inconsistent thumbnail dimensions across devices
  • Layout shifts to vertical when offline
  • Random arrangement of streams on tablet
  • Fliteview links via CTA not working from Compose
  • App prompts login every 24–48 hours

Deal Room

  • Incorrect thumbnail (stock image) shown in search
  • Empty Deal Rooms are still shareable
  • No option to duplicate Deal Rooms

Windows App

  • Thumbnail dimension inconsistency across devices
  • SSO not triggered on launch
  • Occasional blank screen on launch

General

  • Asset arrangement within streams not preserved
  • TLS & SSL Certificate

What's next?

  1. Promote Use of In-Asset Seek : Encourage internal teams to leverage In-Asset Seek for faster and more efficient content discovery.

  2. Enable Salesforce Integration : Integrate Paperflite within Salesforce to streamline workflows and deepen adoption across sales teams.

  3. Strengthen Regional Adoption : Support the APAC team to boost engagement and ensure consistent platform usage across regions.

  4. Drive Outlook Integration Adoption : Promote organization-wide use of Outlook integration to ensure 100% adoption among sales users for seamless content sharing.

Adoption Focussed

  1. SalesCoaching

Strategy Focussed

2. Deal Insights