Valuecase

🎊 Congratulations on your decision to use Valuecase to boost your sales process.

By leveraging the powerful features of this platform, you'll be able to streamline your sales journeys and create a seamless experience for your buyers.

Your upcoming journey and the next steps ✈️

Create account - To get started, you'll first want to create an account and familiarise yourself with the dashboards layout. Dedicated articles on this are on the following pages.

Create template - Once you've set up your account, you can start by creating a template. You can choose a template from our library to get started quickly or start from scratch. In section 3 of the help center, you'll find a comprehensive guide on how to create and set up templates, also how to use them to create a space.

Create, finalise, and share a space - The third step is to use your template to create a specific space for your buyers. The help center has all the information you need for customizing your space and making it unique for your sales journey. You'll also learn how to share your space with buyers and give them access to it.

Become an expert - For those looking for more advanced settings and tools, the help center has information on integrations like HubSpot, Salesforce and Slack, but also on more product features.

1. Create account - To get started, you'll first want to create an account and familiarise yourself with the dashboards layout. Dedicated articles on this are on the following pages.
2. Create template - Once you've set up your account, you can start by creating a template. You can choose a template from our library to get started quickly or start from scratch. In section 3 of the help center, you'll find a comprehensive guide on how to create and set up templates, also how to use them to create a space. 
3. Create, finalise, and share a space - The third step is to use your template to create a specific space for your buyers. The help center has all the information you need for customizing your space and making it unique for your sales journey. You'll also learn how to share your space with buyers and give them access to it.
4. Become an expert - For those looking for more advanced settings and tools, the help center has information on integrations like HubSpot, Salesforce and Slack, but also on more product features.

In case you need more information or have a specific question, don't hesitate to reach out. We are always here to support you.

By following these next steps and exploring the resources in the help center, you'll be on your way to a successful implementation of Valuecase in your sales process.