Quarterly Business Review
Livly
February – April 2025
16th May, 2025
Madhumita Gopalakrishnan
AGENDA
Introduction
Stakeholder
Paperflite Team
CSM
Madhumita
CSM
Swetha
VP of Marketing
Lidia Zaragoza
VP of Analytics
Rachel Blayke
VP of Customer Success
Brenda Barvis
Products
SOC
GDPR
The content management software for marketing and sales collaterals
The no-code content creation software to build captivating experiences
Design Services that help enhance existing pages and Cleverstory content.
AI Powered Search Engine that helps you find specific content across assets
Awards
Livly
Livly began using Paperflite in February 2024 to bring all content into one organized, central hub. With prior experience on the platform, Lidia and the team aimed to streamline content sharing across customer success, marketing, and sales. Content was consolidated from SharePoint and other locations, with expiry-based access controls in place.
Active Users
7
60
545
Shares
Engaged Recipients
Product Set up
Theme
Strong
Optimisable
Opportunity to Grow
Content Curation and Discovery
Content Volume and Health
Content Recommendations and Seek
Tagging and Custom Fields
Content Experience and Distribution
Collection Activity Creating and Cloning
Asset and Collection Distribution
Asset and Collection Distribution Methods
Integrations and Offline Application
Email and CRM Integrations
Offline Applications
Content Discovery Matrix
Inferences
Strong preference for Global Search (43%)
→ Opportunity assign tags and custom fields using Content Map
In-Asset Seek is a growth opportunity
→ Especially valuable given the PDF-rich. library
Sorted Based on Viewers - Higher the viewership, higher the discovery
Discovery Health
Low Discovery Content – Average 0 views/asset
Below Average Content – Average 1 view/asset
Average Discovery Content – Average 2 views/asset
High Discovery Content – Average 6 views/asset
Content Discovery and Seek
Content Curation and Discovery
Content Volume and Health
Inferences
- Images and PDFs are the dominant format
→ Repurpose high-performing ones interactive formats - 94% of Assets require meta data
→ Use Content Map to bulk tag and assign custom fields. - 82% engagement for PDFs, 10% engagement for Images
→ Indicates strong audience interest for PDF content and audit content relevance for Images
1339
Number of Assets
Images
PDFs
Links
Others
19.6%
73.2%
5.5%
Content Sharing Leaderboard
Top Users Sharing Content
Frequently Shared Assets
Shares Made Feb - April
Content Experience and Distribution
Inferences
Livly has created 17 collections, which is nearly 2x the industry average of 9 quarterly.
Use anonymous links with domain validation to prevent competitors from accessing shared content.
Use deal rooms to create client-specific collections for more personalized and collaborative content sharing.
Number of Collections Created
Number of Shares Made
Number of Collections Shared
60
34
17
Anonymous Links
Other Links
33
?
Integrations and Offline Applications
CRM Integration (Salesforce)
Offline Application
- Access Paperflite within Salesforce
- Share content using the Chrome Plugin.
- Track leads, contacts, and opportunities.
- Access to materials during on-site visits
- Lead Generation at Trade Shows.
- Handy usage on iPads, tablets or mobile devices
Outlook Integrated
?
Recommendations and Next Steps
Week 1
Audit existing PDFs for relevance and clarity
Identify & remove underperforming assets
Tag and Assign Custom Fields using the Content Map feature
Week 2
Launch Deal Rooms for collaborative communication
Spotlight Seek in Fliteview for easier customer navigation
Week 3
Increase awareness regarding anonymous Links with Domain Validation
Share guides for Outlook & Salesforce sharing
Week 4
Prep the offline app usage for upcoming events for lead generation and Nurturing Initiatives
30 Day Action Plan