Generate custom sales materials tailored to specific deals, prospects, or competitive situations using AI-powered content creation.

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Asset Types

  • Custom Battlecards: Deal-specific competitive positioning
  • Feature Comparisons: Tailored capability analysis
  • ROI Calculators: Value propositions with customer data
  • Objection Responses: Situation-specific talking points
  • Executive Summaries: C-level focused deal overviews

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Generation Process

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1. Select Asset Type

Choose what type of material you need:
  • Competitive battlecard for specific rival
  • Feature comparison for technical evaluation
  • ROI analysis for business case
  • Objection handling guide
  • Executive presentation summary

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2. Provide Context

Input relevant deal information:
  • Deal Details: Size, stage, key stakeholders
  • Customer Profile: Industry, use case, pain points
  • Competitive Landscape: Who you’re competing against
  • Technical Requirements: Must-have capabilities
  • Business Priorities: Strategic objectives and metrics

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3. Customize Content

Review and refine generated materials:
  • Edit messaging for customer language
  • Add specific proof points and case studies
  • Include relevant pricing or packaging options
  • Incorporate customer quotes or feedback
  • Adjust positioning for audience level

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4. Export & Share

Use generated assets across channels:
  • Download as PDF or presentation slides
  • Share directly with team members
  • Integrate into CRM opportunity records
  • Send to prospects as follow-up materials
  • Use in sales calls and demos

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Content Sources

AI pulls from your organization’s knowledge base:
  • Historical Deal Data: Successful messaging and positioning
  • Feature Database: Current product capabilities and descriptions
  • Competitive Intelligence: Up-to-date rival analysis
  • Customer Conversations: Actual language and priorities
  • Win/Loss Insights: What resonated in past deals

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Customization Options

  • Audience Level: Technical, business, or executive focus
  • Industry Vertical: Specific market language and use cases
  • Deal Size: Enterprise vs. mid-market positioning
  • Competitive Context: Single vendor vs. multi-vendor evaluation
  • Sales Stage: Discovery, evaluation, or negotiation messaging

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Quality Controls

  • Fact Verification: Cross-reference claims with product data
  • Message Consistency: Align with approved positioning
  • Competitive Accuracy: Validate rival comparisons
  • Customer Language: Use prospect’s actual terminology
  • Legal Compliance: Ensure claims meet approval standards

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Team Collaboration

  • Shared Templates: Standard formats for consistent materials
  • Review Workflows: Get manager or SME approval before use
  • Version Control: Track changes and updates to assets
  • Performance Tracking: Monitor which materials drive results
  • Knowledge Sharing: Spread successful assets across team

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Best Practices

  • Customer-Centric: Focus on their priorities, not your features
  • Evidence-Based: Include specific proof points and data
  • Situation-Specific: Tailor to exact competitive and business context
  • Concise Format: Respect busy executive attention spans
  • Action-Oriented: Include clear next steps and recommendations

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Common Use Cases

  • Competitive Responses: Handle specific rival positioning
  • Technical Evaluations: Support detailed product comparisons
  • Executive Briefings: Prepare for C-level meetings
  • Proposal Supplements: Enhance formal sales documents
  • Demo Preparation: Customize presentations for prospect priorities