Easily increase the effectiveness of your client experience
Engage your clients with meaningful content on any channel with one single easy-to-use interface: face-to-face, remote, phone calls, social media channels, SMS, text, WhatsApp, and many more
Align the activities of your marketers, salespeople and advisors at the click of a button, from home, in the office, or on the go
Leverage all client data at the right moment for more meaningful conversations with clients
Embed regulatory procedures into your standard processes
Share, store and track all your interactions seamlessly with your existing CRM and ERP and scale your growth faster
Increase ROI through the digitization and optimization of processes - simplify administrative tasks forever.
With the Pitcher native application, you will empower your teams and advisors to:
Focus on your clients and create a unique and personalized experience for more impact each time
Gain operational productivity and efficiency by supporting your marketing and sales teams with a strategic customer-centric approach
Achieve consistency in your omnichannel customer journey
Increase sales and marketing alignment and full visibility of your sales operations
Access the right customer’s data and insights seamlessly integrated with your CRM
Search, find, share and track your sales content
Leverage content automation that guides your sales teams
Speed up onboarding, tailor training and personalize coaching
The only one-stop application for Financial Services
Your fully customizable all-in-one marketing and sales enablement solution to maximize the impact of your commercial execution – in-house and with the advisors. Close the loop between marketing and sales and optimize your operations by means of content automation, content personalization, compliant delivery, effective field operations, and real-time insights. Automatically store all your interactions in your CRM.
Pitcher is a marketing and sales enablement solution launched in 2011 to elevate your customers' engagements with targeted, multichannel and personalized content automation, field force excellence, and analytics. Close the feedback loop of your sales operations with innovative technology seamlessly integrated with your CRM, CSM and LMS and accessible at the click of a button, from home, in the office and on the go.
Streamline and scale your operations. Your teams will no longer need to be digital natives in order to succeed
Watch how Principal Financial Group is using Pitcher
Talk with Phoukham Baccam, Assistant Director-eBusiness Marketing at Principal Financial Group
Take a minute and calculate the potential ROI of your sales enablement
Discover some of the dedicated use cases for your industry:
Automated and personalized digital sales aids and content recommendations to engage customers
Remote guidance for your teams, track their progress and highlight best practices
Analyze sentiment and reactions during all your customer interactions
Coaching and Sales Readiness
Assess skills, share feedback on employees’ skills and track their progress over time.
Restrict access to sales collateral based on users getting certifications on certain sales skills.
Record role play, share with managers and peers and spread those best rated within the organization.
Multichannel
Connect and engage remotely through any channel including SMS, Facebook Messenger, Twitter, Viber, Line, Telegram, WhatsApp and WeChat.
Teams will quickly see what is performing and what needs to be worked on. Reports can be viewed on account-level performance, including achievements and coaching for different skill areas.
Real-time analytics
Unique sentiment analysis to track customer interests.
Real-time analytics to track and understand what has been downloaded, opened, and presented
Easily access reports and dashboards at any time – even when offline
With financial services-specific use cases proven by customers in banking, insurance, and wealth management industries, you can trust that the Pitcher Super App will help you deliver the results you need to support your strategy.
