Effective and relevant meeting presentations - every time!
Present automates the preparation of personal customer presentations directly in the CRM system.
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Present automates the preparation of personal customer presentations directly in the CRM system.
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Present ensures that customer presentations are always relevant. It takes into account the wishes and needs of the customer as well as the impact potentials identified in the CRM system.
Significantly faster to compose the meeting presentation directly via drag&drop in the CRM system.
With Present, the company always knows which slides have the greatest impact in the meeting with the customer.
Increased insight provides an opportunity to manage and strengthen the use of meeting presentations.
With insight into usage rates and effects, the company can effectively unify and maintain its meeting presentations.
Automated and personalized meeting presentations via drag&drop directly into the company's CRM system.
At Nykredit, of course, we are always interested in providing customers with a good experience. This also applies when we use presentations in a customer meeting. Customers should feel that the presentation is personal, relevant and contains elements that provide reflection for reflection. With Present from &money, we have got a solution that makes it easier and faster to prepare presentations. This ensures that our messages are relevant and consistent, and helps all advisors who convey them. We have gained insight into which slides are used and which ones create impact. This allows us to better manage and target our use of presentations. It leads to better advice and maintenance of customer presentation material.
If you cannot find an answer to your question in our list of frequently asked questions, you are always welcome to contact us directly here. Contact Us
Present supports the CRM systems our users use e.g. Salesforce and Microsoft Dynamics CRM.
Present supports customers using Microsoft PowerPoint.
Present can be used on all types of customers you hold meetings with.
You control which employees need access through Microsoft Azure Entra AD and Salesforce.
They are stored on the meeting event within your CRM system. You control how long presentations should be stored on the client.
Present can be set up to capture most of your customer data, after which you can configure where to insert this data into the meeting presentation.
