SalesPreso HQ Training Notes

Owned by Kate Speakman
Last updated: Aug 31, 2020
4 min read

HQ for SalesPreso Admins

If you hold a Management Upgrade to your SalesPreso licence, you will have access to HQ (<client>.salespreso.com/hq), which will enable you to:

  1. Access activity analytics & reporting

  2. Manage user accounts

  3. Set up Teams

  4. Approve content (should your devs make an update that requires approval and release notes)

The below outlines the ‘off the shelf’, default configuration of HQ. Customisations to user permissions and reporting can be added, in collaboration with SalesPreso and the client.

Accessing HQ

If you have been granted permission to access HQ

Log in with the same credentials you use to log into the SalesPreso App.

NB: If your email address is not recognised, please contact your internal SalesPreso admin.
  

Your SalesPreso Account

This screen will show you how many licences you currently hold, how many are being used, how many upgrades have been granted, and your next renewal date.

Managing users

 

Your user list allows you to deactivate users (which will also free up their licence) and view last logins.

NB: Deactivated users can be re-activated, should they require use of SalesPreso.

Within each user account, the user’s teams, permissions and login details can be managed.

Permission definitions

Teams

All users must be part of at least one team. Teams are what gives users access to a deck, or decks, of content.

If your instance has no specific teams set up, all users should be set as part of ‘Default’.

Groups

  • Custom slide uploader:
    The ability to add their own slides (as images) to individual presos.

  • Temporary Slide Manager
    The ability to add slides (as images) to the master deck, making them accessible to all users of that deck.

  • Content Creator
    A developer with access to the SalesPreso CDK

  • Content Admin
    A user with access to HQ to approve content decks for publishing (see below)

NB: Users who require PresoManager access will need BOTH Content Creator and Content Admin permissions.

Product Access

Depending on your team’s needs, all users may have access to both LivePreso and TelePreso by default. If not, you can set this access in HQ as required.

Teams

You can create and configure teams to suit your internal structure.

  • Choose the Teams menu item

  • Click ‘Add Team’

  • Name your team, assign users and select the deck/s that team requires access to.

 

Content approvals and publishing

Whenever your developers have completed new content, ready to be checked and published, the approval process is completed within HQ.

NB: Users who can approve content in HQ will require Content Admin permission.

  1. Test the content in the SalesPreso app via the unapproved deck number given to you by your developer

  2. Log in to HQ

  3. Choose the deck version from the list

  4. If required, write release notes, that will appear to all users as an in-app notification once the deck is available

  5. Change the status to ‘Approved’

  6. Click ‘Save Changes’

  7. The new deck is now available to all users, and will be the version used for all presos created from that point on.


SalesPreso Analytics features

API

SalesPreso has APIs available to their clients that will allow you to apply raw tracking data however you wish – e.g. built into custom dashboards, added to internal BI systems, or integrated with CRM. 

By marrying SalesPreso data with internal revenue data, the business can draw out critical insights around content effectiveness, usage and user activity. This is the most powerful delivery option of the three described in this email, as our clients can customise the use of this data.  

HQ reporting (accessible by Admins)

There are several ‘off the shelf’ exportable reports available via the dedicated HQ site. These provide very detailed data in Excel or csv formats on the following tracking stories:

  1. Slide viewing
    A report on what slides customers have viewed, and for how long, of the content that's been shared by users. 

  2. Preso sharing
    A detailed report on user activity, including customers, contacts, preso type, presos created, presented, lapsed time between presenting and sharing, time presented, and time spent by the user in viewing shared preso.

  3. Slide inclusion & sharing
    Report on usage of the slides themselves

  4. Temporary slide inclusion and sharing
    Data on the usage of any static slides you have uploaded, or created from the templates, to the deck via PresoManager

  5. Last login
    When each user last logged into the app.

  6. Preset usage
    A breakdown of how much your company presets have been used

SalesPreso can also create custom reports if needed. Other clients have used this to report on data capture content, e.g. needs analysis slide.

Dashboard (accessible by Admins)

This is a web-based dashboard, which is accessible by users with Management access. It is a very top line visual representation of the activity data.

NB: This is a legacy SalesPreso feature, which we plan to replace with a number of other analytics initiatives during 2020.