Pitcher works by simplifying and integrating the complex solutions you need to get the job done. Your marketing and training materials, collateral, CRM, ERP, and other tools and platforms work together in a single hub, aligning marketing and sales teams instantly.
Our solution will make planning, executing, and monitoring of daily financial services tasks better and easier for everyone on your team.
Every field interaction is brought together seamlessly with one simple, unified solution, both online and offline.
Reps will always have the most up to date marketing, training materials and CRM data on their devices—even when they are offline.
Pitcher enables reps to act upon insights generated by real-time information. By combining CRM, ERP, and a mix of historical and live data, reps can prepare, plan, and tailor their interactions to stay on a sales-focused course.
Field reps can easily present offerings, execute tasks, capture and interpret data, show relevant content, convince, sell, and change behaviors. All from one intuitive app.
Out in the field, reps can instantly calculate ROIs, prepare quotes, take notes, and share marketing materials. All of these interactions—along with data collected from each—are recorded for use in reporting and future visits.
After each visit, share notes with prospects and clients along with any selected content or other collateral via a microsite. Any post-visit client interaction within this portal will be recorded and analyzed.
After each client visit, field reps can instantly complete all CRM-related processes, even when offline.
Pitcher puts sales managers and directors back into the driver’s seat.
Sales managers can plan campaigns and key initiatives, and transfer best practices to help field reps create impactful customer experiences.
Managers and their teams enjoy real-time KPI analysis, meaning you can track progress in the field from anywhere, anytime—even offline.
Data-driven insights help guide your team on the path to sales greatness. New tactics and course corrections can be implemented the moment they are needed.
Pitcher helps your marketing department optimize communications so your field team can close deals better and faster.
Content creators can easily create and upload content with intuitive drag & drop features, meaning your team saves time and money while keeping your marketing collateral up to date.
Once content is uploaded to the cloud-based CMS, selectively grant access to anyone on your team to provide feedback before the content is deployed. Easily integrate Pitcher’s content management processes with existing internal approval workflows.
With a single click, pre-built user groups can be selected as content delivery targets. With just a few more, you can assign end dates for content use and manage user permissions.
Get real-time analysis of how your content is performing in the field. See who’s using it and when, and automatically track viewer engagement and behavior.
