Hi there!

Welcome to your personal onboarding plan

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Welcome to d!nk! 

My name is Sofie and I will be your Customer Success Manager.

We will be closely working together to get you fully setup on our software & applications. 

  • When: 16th June 2017 - 30th June 2017
  • How: 8 online sessions, 3 sessions per week.
  • Duration: 1 hour on average per session

Register for the onboarding

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Session 1: Setup

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  • Helicopter tour of d!nk
  • Setup the d!nk app on your tablet
  • Log in to the d!nk Portfolio Manager
  • Introduce you to the d!nk Support Site & Community

    Duration: 45 to 60 minutes
    Date: 16 June 2017
    Time: 10:00 - 11:00

 

Session 2: The Portfolio Manager Explained

  • How to create and manage users
  • How to create Customers
  • Organise sales content in kiosks and collections

    Duration: +- 60 minutes
    Date: 19 June 2017
    Time: 10:00 - 11:00
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Session 3: Create interactive sales tools

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  • Create multimedia pitchbooks
  • Create interactive sales tools with survey elements
  • 1-click upload to the d!nk Portfolio Manager
  • Use the Document Generator for a complete sales experience workflow

    Duration: +- 90 minutes
    Date: 21 June 2017
    Time: 10:00 - 11:30

 
 

 

Session 4: How to work with the d!nk app

 

  • How to use the sales content and annotate PDFs
  • How to share content with the Account Hub and view customer engagement
  • Customize your app:  set key publications, adapt the color scheme
  • How to open sessions with Customers
  • How to create newsfeed messages 

Duration: 60 minutes
Date: 23 June 2017
Time: 10:00 - 11:00

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Session 5: Analytics & Reports

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  • How to access the d!nk Analytics
  • How to use the content analytics to improve sales content
  • How to use the user analytics for coaching users
  • Use waterfall statistics to visualise users adoption of campaign
  • How to visualise survey results with Surveywonders analytics 

    Duration: 60 minutes
    Date: 23 June 2017
    Time: 11:00 - 12:00

 

Session 6: How to work with the Document Generator

  • How to generate customised documents on the spot
  • Create document templates (offer, summary, simulation,...)
  • Fill-out data on the spot based on the input of your customer

    Duration: 60 minutes
    Date: 26 June 2017
    Time: 14:00 - 15:00

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Session 7: Dynamic Value

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  • Retrieve data from a database
  • Save input of survey elements to the database
  • Create new ‘records’ to save more data

    Duration: 60 minutes
    Date: 30 June 2017
    Time: 10:00 - 11:00

With d!nk you can build, manage and distribute your interactive mobile sales tools.

Engage. Prove. Close.