Your pathAgent 5 of 5 · Level 2

Sales collateral finder

Given a live deal (industry, company size, the problem they have), returns the three most relevant case studies, decks and credentials from a tagged library, with a one-line reason for each, and logs what was used so marketing learns what sells.

Is this you?

Does your sales team send the same two or three documents to every prospect regardless of fit?Yes, that’s us. Build it →Not really. Show me the next one

What it does, step by step

  1. 1A deal summary is entered, or read from the CRM record
  2. 2The library is searched by similarity and by tags (industry, size, problem, product)
  3. 3Candidates are ranked and the top three chosen
  4. 4Each result is returned with a link and a one-line reason
  5. 5Items marked not shareable or past their review date are excluded
  6. 6What was sent is logged against the deal

What you’ll learn building it

  • Tag a library so the right case study can be found for a deal
  • Get three results with a reason for each, not a list of fifty
  • Log what was sent so you learn what sells

What you’ll need

A collateral library with every item tagged by industry, size and problemA shareable flag and a review date on each itemA rule on what may go outside the company

Where it goes wrong

An untagged library returns the newest file, not the best one. Tagging forty items takes marketing a day; without it the finder is a search box with a confident voice.

One example

A 50-person ERP implementation partner in Coimbatore has 38 case studies and credentials in Zoho WorkDrive, but its six salespeople mostly sent the same two. The marketing lead tagged each item by industry, company size and problem, and marked twelve as internal only. Now a salesperson pastes the deal summary from Zoho CRM and gets three links with reasons. collateral items used per deal rose from about one to three, and two case studies nobody had sent in a year started appearing in won deals.

An illustration, not a promise.
Build this agent · 1 day to tag the library →

Based on 3 sources. See them.