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PitchLink distinguishes the transactional role of selling from that of the administrative role. If you are the Admin or the Sales Team Admin you will need to switch to your Sales Person Role (use the link next to your name on the Navigation bar) to be able to send your pitches to your prospects and interact with them. This way administrative tasks like managing a team and tracking the team/company analytics can be kept separate from the specific tasks for selling.

If you are the Sales Person, your imports are approved for your own use by default. If you are the Admin or Sales Team Admin your imports are disapproved for team use by default. You need to approve the files you imported for use by the entire sales team other than those you want to keep accessible to yourself only.

A PitchMap is a structure or template which you can reuse any number of times by making small changes in the template. For example if you are selling to Consumer Electronics brands you may use the same template for say multiple Phone manufacturers with minor changes and personalization. For this reason, you need to appropriately name your pitches so that it makes sense to your prospect and helps you identify the right pitch from within hundreds sent. You should also use the Description and Tags fields judiciously to help end Pitches later.

PitchLink is completely mobile-optimized to ensure it is friction-free. You can do everything from within your mobile browser. The use of an app restricts the ability of your customers to immediately engage with your pitch unless they are in front of their computers. Or unless they download the PitchLink specific app. We wanted to ensure that none of that is necessary. If you send a pitch, the recipient will be able to take a look at it immediately on his mobile device without any break or distraction.

You can duplicate a pitch you have already created by a single click. This is helpful when you want to send a similar pitch to a different company and all you need to do is change some files used on the pitch, the personalized messages, and perhaps the response form. Just click Duplicate and then use Edit to make the desired changes instead of starting from scratch. This will save you hours and will ensure you can send personalized pitches to every customer. It is as easy as copying and modifying an email but a whole lot more effective. You can access it under Actions within the All Pitches section.

All data transfer is encrypted — absolutely nothing goes over the network without encryption. We monitor the security environment regularly and turn around quick fixes to new issues and security holes as they are discovered.

We are hosted on Amazon’s AWS. AWS explains their security policy and standards here: https://aws.amazon.com/compliance

Most uploads and new creations will allow you to write descriptions and add tags. Description of files is what your prospects see when they mouse over the element icons on the pitchlink. Tags on the other hand help you nd the right file, presentation, video, or your own ContextBridge elements when creating a new pitch. Make the DESCRIPTION short but informative (include what that file contains so prospects do not skip the element in the pitch) and for TAGS include product or service name, type of customers, stage of pitch (like early, first, follow up, etc.) so you can find them quickly later.