Sales and Marketing

Easily create professional-looking proposals with charts, tables, and images based on data in your Excel workbooks

Spend more time with customers and less time creating sales proposals, presentations, and contracts

Key Features and Benefits for sales and marketing professionals:

• Automatically generate sales documents and presentations that are specific to a prospect and their needs
• Don't waste time and money on complicated proposal management solutions
• Ensure your team is using on-brand, approved, up-to-date templates
• Easy to extend access to resellers and partners
• Reach more customers, more effectively
• Shorten sales cycles and improve win rates

How is Excel Used to Create Content?		What Documents are Commonly Created or Updated?
Solution selection Product configuration Pricing lookups Customized lists (features, scope) Conditional content Localization (currency and language) Infographics Product sizing and capacity calculations TCO/ROI analysis Import/analyze CRM data Guided selling Value-based selling CPQ – Configure Price Quote		Proposals Quotes Estimates Invoices Personalized sales presentations and pitches Offer letters Personalized marketing collateral Customized fact sheets, sales sheets, rate sheets, and product guides Pitch books, play books Business cases

Use the analysis power of Excel to create highly-customized sales content (text, lists, tables, charts), for example, based on customer industry, region, purchase history, or product configuration. Or bypass Excel and use our APIs to create documents (from your templates) based on data in your apps.

---

  Business Reporting

Easily update data, tables, and charts in your Word and PowerPoint documents based on financial analysis in your Excel workbooks

Update sophisticated data-intensive business reports and presentations

Easily update your reports after you refresh your Excel data – with 100% accuracy

Typical Users: Analysts, Planners, Consultants, Auditors, Accountants, Management and Advisors

 

How is Excel Used to Create Content?		What Documents are Commonly Created or Updated?
Scenario analysis Financial analysis Consolidation Charting Graphic displays Key Performance Indicators Calculators Analytics Infographics		Data-rich reports Dashboards Scorecards Project and Plan updates Project Status reports Sales funnel and pipeline reports Management reports Forecast reports Progress reports Usage reports Monthly, quarterly, and annual reports Performance reports Track sheets

---

  Assessment and Evaluation Reports

Easily update assessment results reports (Word or PowerPoint) based on inputs, analysis, and logic in your Excel workbooks

Automate assessment and evaluation results documentation

Supports large documents (with hundreds of updated text items, tables, and charts)

Typical Users: Consultants, Technicians, Advisors, Analysts, Inspectors, Evaluation specialists, Service reps, Field service and Subject matter experts

 

How is Excel Used to Create Content?		What Documents are Commonly Created or Updated?
Data entry or import Recommendation logic Statistical analysis Graphics Complex data lookup's Diagnostic logic Business case Site analysis Feasibility analysis Benchmarking analysis Risk analysis Cost estimates Economics modeling Data analytics		Risk assessments Valuation results reports Evaluation reports Appraisal reports Performance assessments Business analysis Process assessments Maturity & best practice assessments Real estate appraisals Client presentations (business reviews, plan reviews, client reporting, investment reviews, portfolio reviews) Inspection reports Audit reports Field reports Consulting reports Professional service reports Acceptance testing reports

---

  Financial Reporting

Easily update data, tables, and charts in your Word and PowerPoint documents based on financial analysis in your Excel workbooks

• Ensure compliance of updated documents - avoid copy/paste clerical errors

• Supports updating large tables and documents (100+ page documents)

• Easily update your documents after you refresh your Excel data – with 100% accuracy

Typical Users: Financial analysts, Accountants, Auditors, Investment bankers, Leveraged finance, Project finance, Structured finance, Lenders, Wealth mangers, Asset managers, Fund managers, Private equity teams and Transaction service teams

 

How is Excel Used to Create Content?		What Documents are Commonly Created or Updated?
Import data from financial/ERP systems Financial analysis Loan/mortgage calculations Budgeting & forecasting Analysis Consolidation & roll-up Graphics and financial tables Currency localization Infographics Profit and loss Financial management Due diligence analysis		Financial reports and presentations Performance reports Monthly performance reviews Complex loan documents Asset management pitches, product sheets, reports, and RFPs Private equity reports Investment research reports and memos SEC, annual, and quarterly reports Investor relations presentations Roadshow presentations Due diligence reports Trustee reports

---

  Contracts, Legal, Insurance, and Real Estate

Create data-intensive contracts and agreements based on data and logic in your Excel workbooks

Automate contract generation – close deals faster

Ensure compliance of updated documents - avoid copy/paste clerical errors

Typical Users: Lawyers, Paralegal professionals, Sales, Human resources, Contract specialists, Compliance professionals, Insurance and Real Estate

 

How is Excel Used to Create Content?		What Documents are Commonly Created or Updated?
Mix numbers in with text Text customization Formula-based conditional content Calculations Financial analysis Simple to complex tables Customized lists Data lookups Localization (currency and language)		Contracts Legal documents Data-intensive contracts Statements of Work Complex trusts Insurance (property and casualty, life, or health care) Health and safety data sheets Real estate contracts Land information reports Leasing contracts Government documents Risk management and compliance Property purchase agreements Deed contracts Mortgage transfers Claims reports

---

  Scientific, Engineering, and Technical

Easily update assessment results reports (Word or PowerPoint) based on inputs, analysis, and logic in your Excel workbooks

Update sophisticated reports and presentations with data, text, tables, graphics, and charts from Excel

Typical Users: Researchers, Scientists, Engineers, Technologist, Product specialists, Statisticians and Subjext matter experts

 

How is Excel Used to Create Content?		What Documents are Commonly Created or Updated?
Graphics Complex data lookup's Statistical analysis Engineering calculations Product configurators Infographics Product sizing and capacity calculations Diagnostic logic Sizing analysis Optimization Feasibility analysis Data analytics Modeling		Datasheets Fact sheets Product Configurations Spec sheets Complex calculation reports Lab reports Technical reports Engineering reports Project reports Test reports Custom design specifications Technical reviews

---

  Forms Automation and Mail Merge

Generate and populate forms automatically from data in your Excel workbooks

• Automatically create a wide variety of forms from your Word or PowerPoint templates

• Streamline your documentation processes

• Reduce data entry errors - avoid copy/paste from Excel

• Enable data-intensive mail-merge scenarios

Typical Users: Human resources, Administrative staff, Legal, Compliance, Supply chain, Purchasing and Receiving

How is Excel Used to Create Content?		What Documents are Commonly Created or Updated?
Import data Calculations Data lookups Customized text Formula-based conditional content Tables Localization (currency and language)		Invoices Packing lists, slips, and sheets Manifests Content lists Pick tickets Arrival acknowledgment Forms/reports Import/export Delivery Bill of lading (BOL) Government forms Purchase orders HR documents Permit issuance