Experience Seismic LiveDocs
Join us for a 3-day instructor led workshop focused on helping content creators in the Financial Services and Asset Management industries learn how to leverage our LiveDocs technology to automate the quarter end process and pitch book personalization. Participants will learn how to create and maintain LiveDocs that gather situational infortmation to sellers, automatically include firm details and team bios, and pull in the latest data to populate fact sheets. This course is designed to be a workshop style forum with a significant portion of time allocated for attendees to apply concepts being taught through hands-on learning.
Each class is limited in size to ensure an optimal environment for hands-on learning.
Course Details
Duration: 3 Days, 9am - 4:30pm
Level: Beginner - Intermediate
Intended Audience: Seismic customers in our Financial Services and Asset Management verticals, responsible for creating and managing client facing sales content. Seismic users with administrative permissions and a basic working knowledge of the Seismic library are encouraged.
Investment: $999/seat includes training materials, breakfast, lunch and coffee breaks. Access to discounted hotel rooms at the training venue will be offered to all registered attendees.
Venue: The training will take place at the Palace Hotel located at 2 New Montgomery Street in San Francisco, CA. A discounted hotel room rate will be offered to registered attendees in November.
Agenda Topics
- Best practice for defining requirements for your use-case
- Fact Sheet & PitchBook development (most commonly used components)
- Variables
- Slide Groups & Sections
- Dynamic Images
- Dynamic Tables & Charts
- Dynamic TOCs
- Seismic Lists & SQL Queries
- Disclosure Automation
- Bio & Repeating Slides
- Sharing Model
Register
Seismic is the leading global sales and marketing enablement solution, improving close rates and delivering larger deals for sales while increasing marketing’s impact on the bottom line. Large enterprises use Seismic to increase sales productivity through the automatic distribution of relevant information and personalized content to reps for any buyer interaction. Learn more at www.seismic.com