Framing core use cases

Question 1

What challenges does UpSlide’s document automation solve for our clients?

Answer 1

• slow deal velocity (can send off more winning proposals that are on-brand + consistent)
• wasting time on low value tasks (freeing up time to spend on high value client work)
• unhappy staff

Question 2

What challenges does UpSlide’s brand compliance features solve for our clients?

Answer 2

• weak brand reputation
• sloppy deliverables
• time wasted on low value tasks
• poor collaboration across offices / teams

Question 3

Why is UpSlide useful for rebrands?

Answer 3

Slide converter can easily take old slides and convert them into new colours

Slide check can make sure practitioners aren’t using old logos/slides

Question 4

What challenges does UpSlide solve with it’s financial reporting automation features?

Answer 4

• slow and inaccurate production of reports
• low value tasks taking up a lot of time
• low brand consistency / good looking reports

Question 5

What challenges does UpSlide solve with it’s content enablement features? (marketing)

Answer 5

• low quality templates that not everyone has access to
• too much time taken to find content they need
• sloppy client facing deliverables

Question 6

What are the 3 core issues solved by UpSlide for Marketing?

Answer 6

damaged brand reputation

compromised identity

splintering effect

Question 7

How should you show a Marketing demo? What are the typical things to show?

Answer 7

start with templates, TOC, paragraph styles, fonts etc.

THEN Library

Question 8

What does FTE stand for? And why is it important?

Answer 8

Full time employee. You need to quantify the impact/value in these terms

Question 9

If you have a senior person / head of / leadership, how should you start your questioning?

Answer 9

You should really try and find things out at the high level; strategy, overall goals, plans for the future, how to get there.

Do this FIRST, process questions aren’t as important

Before going into the demo, just quickly go through the process + understand what the lay of the land is. If they mention any particular pain, dig in. If not, just get the lay of the land and move on

Question 10

What are the 3 key Modelling Tools that will impress investment professionals in PE?

Answer 10

• smart track
• autocolour
• explorer

Question 11

What is it important to establish with any client-facing team?

Answer 11

You need to establish exactly what they will spend their time on if you save them 10 hours a month

Question 12

What high value tasks will Investment Professionals reallocate time to? And where from?

Answer 12

They will reallocate time from formatting in PPT, reviewing data accuracy in PPT (Excel Link) + working in messy models

to

Building the narrative and storytelling in an IC. They need to spend time here so they can impress investors + raise more funds

Question 13

If you’re struggling to get traction from a prospect, how can you get something out of them?

Answer 13

You need to prove your credibility and knowledge.

‘Correct me if I’m wrong, but other [titles] at [client refs] use UpSlide to spend less time on low value tasks like XYZ and more on high value work like ABC. Could you see yourself doing similar?’

Question 14

How do investment committee’s view the figures of PE firms?

Answer 14

Guilty until proven innocent; they are looking for errors. So to ensure data is accurate is really important.

Question 15

What is an LP?

Answer 15

Limited Partner (PE) - they are investors in the equity fund but have no managerial power

Question 16

What’s the difference between neutral and branded UpSlide?

Answer 16

Neutral is basically just the Link + Precision Tools

However, we will provide them with a basic template that admins on their side can edit and adjust to their custom colours using native MS Slide Master

Question 17

How many errors does the average finance professional make a year?

Answer 17

118. There WILL be errors in prospects reports even if they say they don’t

Question 17

Why is the renewal rate so high?

Answer 17

Two things:

1 - user interface is so easy to use and so integrated into workflows that people just love using it (new joiners at Mazars get trained on UpSlide in their first week)

2 - CSM support + hyper care

Question 18

Where will competitor landscapes crop up? Need to know for logo finder

Answer 18

FA - Pitches / due dil

IB - Pitches, teasers, IMs

PE - Pitches

Question 19

What’s a good habit to get into saying whilst demo-ing?

Answer 19

‘I’m showing you this because…’

e.g., ‘I’m showing you this Excel Link because it is a solution to your current way of linking data from excel to ppt which leads to errors in data and wastes a lot of time’

Question 20

Why are linked slides useful for prospects?

Typical use case?

Answer 20

If one slide appears in multiple decks (e.g., an intro slide), then someone will waste a lot of time manually updating one slide across these 50 decks.

Linked slides saves the time BUT ALSO ensures they are the same across all decks.

Typical use case = asset management + private equity, but also any marketing team