slideLocker: A New, Yet Proven Solution

Merrill Corporation recently launched a new solution called slideLocker, a secure web-based tool designed for sales personnel. The tool allows you to create targeted, personalized sales presentations, within minutes, that adhere to any given organization’s branding and compliance standards.  

The success story below illustrates the power of slideLocker, and how it quickly benefited a large firm.  

Merrill’s slideLocker was recently deployed at a leading financial services firm with over 900 financial advisors. This business faced the problem of supporting their large field sales force with up-to-date materials. They had already developed a catalog of standard materials, but updating, distributing and ensuring the proper use of those materials had proven problematic from a time-to-market, cost and compliance standpoint. There was no means to ensure the materials were even used. The sales force typically did not make necessary updates, mixed in non-approved messaging and omitted materials (like disclosures) which were legally required.

Merrill deployed slideLocker and solved all of these problems within 90 days. Now, at the same company:

• Updated materials are uploaded to slideLocker by administrators as soon as they are available

• Data-driven materials are updated automatically with no human effort

• Sales teams can create custom presentations and proposals, tuned to their audience, complete with custom cover pages and business card pages in minutes

• Material usage and sales activities can be reported on for management purposes

In just three months, Merrill Corporation was able to deliver a platform that marketing, sales management, and the field sales force use, in harmony, to create a more successful sales pipeline!

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Merrill Corporation is proud to offer XBRL Complete, a suite of services that meets - and has options to exceed – the mandated requirements for XBRL for mutual funds. For more information, please click here or call 866-367-9110.

What is slidelocker, and How Does it Work?

Handling standard presentation updates can be a major effort for any organization and supporting on-demand, personalized, targeted presentation requests from the field can be an even larger issue that frustrates both sales and marketing teams. That’s where slideLocker comes in.

slideLocker is a secure Web-based tool that sales teams can use to create high-impact sales presentations and proposals using up-to-date, company approved materials and strategies. slideLocker transforms all of these efforts into a centralized, automated, user-friendly environment which both sales and marketing can support.

slideLocker allows administrators to upload slides, update data, and manage usage rules and content. On the other end, users follow a simple interactive process to generate compelling, custom, personalized and compliant presentations. It’s an online, collaborative process, bringing numerous benefits and advantages to your team.

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Merrill Corporation is proud to offer XBRL Complete, a suite of services that meets - and has options to exceed – the mandated requirements for XBRL for mutual funds. For more information, please click here or call 866-367-9110.

Merrill Corporation Launches slideLocker

slideLocker is a new, secure web-based  software solution that enables sales teams to easily create high quality, targeted sales presentations using standardized, company-approved, branded materials and data.  By using only pre-approved company supplied content, sales forces are enabled through an interactive wizard-driven process to create presentations within minutes that are uniquely targeted and customized for their particular audience.  Marketing teams are secure in the knowledge that only company approved material and content is being used and that compliance rules are being followed.

“Supporting large sales forces with up-to-date, relevant, customized presentations has been a major challenge for organizations in many industries,” said Roy Gross, President of the MCS division at Merrill.  “We are launching this solution as part of a suite of technology driven applications to substantially enhance our clients’ communication efforts and efficiency.” 

Because it is web-based, slideLocker is integrated into a clients’ IT infrastructure with minimal need for in-house IT development or support resources.  Designed to be branded to fit into the clients’ IT systems,  slideLocker can also be integrated into CRM systems, such as Salesforce.com or Oracle, to create a seamless sales deployment system.   In addition, this solution has robust reporting and tracking functionality, enabling analysis and improvements where needed in content usage. 

“Our  slideLocker solution brings together Merrill’s core competencies in providing state-of-the-art technologies providing our clients with streamlined, targeted one-to-one marketing communications programs, materials management and business intelligence, supported by our depth of experience in serving highly regulated industries,” said Gross.

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Merrill Corporation is proud to offer XBRL Complete, a suite of services that meets - and has options to exceed – the mandated requirements for XBRL for mutual funds. For more information, please click here or call 866-367-9110.