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Business Review - 

AGENDA

Introduction
Performance Metrics
Success & Acceleration
Why Paperflite?

Introduction

Stakeholder

Paperflite Team

Regional Manager - Success

Akshaya K

​

SVP for Sales

Markus Holzmueller

Marketing Manager

Elizabeth Lydle

Customer Success Manager

Krishnamoorthy

Products

SOC

GDPR

Awards

Overview

Affirmative Technologies is a SaaS-based fintech company that provides cloud-native electronic payment processing, ACH risk-management, and compliance solutions—helping banks, credit unions, and payment processors streamline operations, monitor risk, and stay audit-ready. 

  • Opportunity to strengthen Sales–Product Marketing alignment through a unified content hub.

  • Enable faster content discovery to support long, multi-stage deal cycles.

  • Unlock visibility into content performance to guide smarter sales decisions.

  • Enhance buyer communication with seamless, Outlook-friendly content sharing.

  • Integrate content insights into HubSpot for complete deal and engagement visibility. 

Impact Delivered with Paperflite :

  • Centralised Assets: 96

  • Content Experiences Created: 70+

  • Active Shared Content Experiences: 65+

  • 2000+ external views,  with 100+ external downloads and 100+ minutes of external time spent.

  • Email integration and HubSpot CRM integration have been enabled, ensuring seamless tracking of how shared content influences deal progression and providing clear visibility into deal value directly within Paperflite.

Key Challenges Affirmative Aimed to Solve :

Content Curation

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

  • A strong foundation of PDFs and Images highlights a well-structured library ideal for supporting detailed buyer conversations.

  • The presence of Video and YouTube assets opens up opportunities to further strengthen rich-media engagement.

  • With lighter formats like DOCX and Links minimally used, there's great potential to diversify asset types for broader touchpoints across the buyer journey. 

Content Discovery

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

Assets with Tags associated

Assets with custom fields associated

How is search happening?

Content Distribution 2025 

Success & Acceleration

  • Consistent content sharing through Paperflite is enabling a strongly insights-driven selling approach with prospects and customers.

  • A well-structured content hub with mapped custom fields and tags is making content discovery effortless for the team.

  • Campaign-driven sharing options are enabling clear classification and diversified content distribution across channels.

  • HubSpot integration is delivering seamless sync and visibility into Paperflite-influenced revenue directly within the CRM. 

What’s Powering Our Success?

What Can Propel Us Even Further 

  • Leverage Seek within Paperflite and Fliteview to accelerate content discovery and enable AI-driven email creation and summaries.

  • Adopt Deal Rooms 2.0 for meeting links, shareable dealroom URLs, advanced analytics, and secure two-way content sharing.

  • Use Content Map to assess content health scores and simplify how teams discover the right assets faster.

  • Use the Outlook Plugin to share content directly from your inbox without switching tabs or disrupting workflow.

  • Activate Employee Advocacy to streamline LinkedIn sharing with AI-driven tonal customization and behind-the-scenes analytics.