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Candis is a digital invoice management software.
Candis is a digital invoice management software that automates financial processes such as invoice receipt, invoice approval and data export using artificial intelligence. As a tool for accounting processes, Candis automates much of the legwork that finance teams previously had to do manually.
Candis's sales team had a lot to work with and not in a good way. They had sales materials scattered everywhere - in emails, Google Drive, the CRM, and even on their website.
Candis found their solution in emlen. Now they could take advantage of a smart sales content management hub, personal touch, and seeing what works for their buyers.
The Candis sales team was drowning in content. Sales materials were everywhere - their CRM, emails, Google Drive, even the website!
Finding the right asset was challenging and sending info to customers meant a barrage of links and PDFs – not exactly a great experience.
Candis needed a way to centralize everything. They wanted sales and marketing to easily find the right assets and, even more importantly, make that content engaging for customers.
Candis found their solution in emlen, and here's why it stood out:
→ Smart content management: emlen lets Candis keep all their sales content organized and up-to-date. It ensures everything is easy to find.
→ Personal touch: With emlen, Candis can create dedicated spaces for their customers. This makes sharing relevant content collections simple and tailored to each client.
→ Seeing what engages: The best part? emlen shows Candis which parts of their content people are actually interested in. This reveals what their customers want to know more about.
Candis integrates emlen into their sales process after initial conversations with potential customers. Following discovery calls or demos, they use it to share targeted content that directly addresses the issues discussed.
Once a deal is closed, they transition the digital space to their Customer Success team, providing a comprehensive overview of the sales interactions.
Maintaining up-to-date and relevant content is a collaborative effort. The sales enablement manager alerts the team via their Slack channel whenever new material is added or existing content is updated.
While it's early to quantify success with specific metrics, the overall sentiment within the team is highly positive.
They feel more confident and organized, saving valuable time in content retrieval and avoiding overwhelming clients with a barrage of links.
Customers benefit from a well-structured, professional presentation of relevant information.
Candis envisions an even more streamlined experience by integrating emlen with their CRM for consolidated tracking. They're also exploring how emlen's features can enhance event and webinar lead capture and information sharing.
Candis is a digital invoice management software.
