20 Ways to Win With RELAYTO

20 Ways to Win & Deliver WOW 20 Ways to Win & Deliver WOW with RELAYTO Interactive RELAYTO Interactive Client Experience Client Presentations | Proposals | Response to RFIs/RFPs | Sole-source | Pre-reads | Workshops Orals | Leave-behinds | ABM & ABS | Virtual events | Deal rooms | Client portals Experiences H1: 36 extra bold Let’s get started H2: 24 Bold Guide your clients on a journey using 20 of RELAYTO’s superpowers to create a winning Interactive Client Experience (ICE), B: 14 Normal and transform your readers' experience

Clients Demand Consumable Experiences In today’s competitive environment, a static, same-old PDF is just not enough to stand out and give you a competitive edge. In fact, a pre-WWW era PDF is where knowledge goes to die. If you need to diﬀerentiate your proposal or presentation and give buyers the conﬁdence in your work… this EBOOK is for you. H1: 36 extra Why? bold If we don’t adopt communications practices that demonstrate our expertise in digital, we risk losing either our credibility or our H2: 24 Bold competitive advantage. By creating your own ‘digital experience’ you can capture client B: 13 bold engagement and WOW them with a rich media journey that showcases your product, and tells your story even when you are not in the room. B:20 points: It’s time to look to the future and win with your Interactive Client 13 Normal Experience.

20 Competitive RELAYTO Superpowers for Interactive Client Experiences SMART INTERACTIVE PRODUCTIVE EXPERIENCE CLIENT-READY EXPERIENCE

SMART SMART sellers get the technology to work for them. They don’t work for the technology. Privacy & Enterprise Real-time Analytics INTERACTIVE Security Cloud Notiﬁcation

1 Privacy & Security The status quo of how proposals get shared today exposes you to a risk that your commercial secrets will be revealed publicly, shared with competitors or other clients. It's essential to have security and control over your information. PDF documents are not secure and can be bypassed with relative ease. Moreover, you lose any control after hitting send or attaching your PDF. Feel safe with your content in the RELAYTO secure environment. By creating a mini-site which restricts the levels of access and visibility of your commercial proposal, you can be sure that your document is in the right hands. Mask your content behind passwords, provide access by personalized user accounts, put time constraints, etc.

2 Enterprise Cloud Why partner with the leader in consumerization of enterprise content? No need to reinvent the wheel. Instantly access the multi-tenant enterprise-grade cloud platform, the same platform that’s used by some of the most security-savvy and tech-savvy organizations in the world. Shared innovation. Beneﬁt from R&D co-created with your peers who are leveraging RELAYTO for a range of high-stakes communications. Be conﬁdent. Keep you content up-to-date and backed-up. Move faster. Multiple simultaneous users access, edit and upload documents from anywhere with the Internet.

3 Real-time Notiﬁcation Following up with your clients is just as important as sending over your interactive digital experience. “The moment of engagement” is never found again, hence a well-timed outreach is the key to closing deals. Real-time notiﬁcations means that you know exactly when your client is engaging! With RELAYTO, you can receive email notiﬁcations when your client: ● Requests permissions to view documents ● Views documents for the ﬁrst time ● Wants to chat inside the experience As you receive the immediate notiﬁcations, you can improve your response time, and this is proven to successfully close more deals.

4 Analytics It’s important to create a leave-behind, but it's just as important to make sure it’s making an impact. Unlike PDF’s which are black boxes after you hit send, your mini-site comes with X- RAY Vision of the client’s real consumption habits and interests. With RELAYTO, you can pinpoint and analyze user touch points down to the individual slide, hover and click. Capture sales insights to track how, when and where users engage with content. This feedback loop not only helps you win a speciﬁc deal, but overtime helps you REFINE your sales process. You can A/B test. allocate your creative resources to the content that works, and allocate your sales resources to the deals that are likely to close.

PRODUCTIVE These 4 PRODUCTIVE superpowers will allow you to move faster and leverage your existing resources Speed to Collaboration Editability Self-Serve INTERACTIVE Proposal

5 Collaboration INTERNAL Collaboration sparks brilliant ideas from a diverse spectrum of expertise. That’s why it’s essential to have the ability for others on your team to easily review and make changes to your document experience. After all, it takes two ﬂints to make a ﬁre. It’s the modern way to build, edit and comment on proposals. This collaboration helps you trek the mountain together and overcome issues quicker. CLIENT Not only is collaboration essential for problem solving with your team, it's also a chance for you to interact and build rapport with your client. Co-creating opportunities with your clients is the shortest path to winning the deal and getting post-deal buy-in.

6 Editability What would you do if you had spotted a mistake that was sent on your PDF proposal? This would look unprofessional, endanger your reputation and put you at a competitive disadvantage... Always-on editing gives your story an edge. The ability to add new content after sending a ﬁnal copy to the client makes it easy to maintain relevance, momentum and professionalism (oh those pesky typos). This also ensures that all sales documents contain accurate, approved content with a consistent look and feel. Edits and updates are a gateway to an ongoing conversation.

7 Self-Serve Do you know how to create a PDF or PowerPoint? If so, with RELAYTO you now know how to build a microsite, too! Creating engaging content in the past took a village. You needed web designers and developers, digital marketers and analysts. However, RELAYTO has radically transformed web content creation. It’s now simpler than ever to use. With the ability to self-serve, you can create your very own interactive content right on the platform. With just a few clicks, you can add a layer of rich media, navigation and interactivity. No code needed. This allows you to meet client expectations without the associated high costs and long lead times of building interactive content and experiences.

8 Speed-to-Proposal Would you buy your laptop with the company who said it’s available in 2 days, or the company who is able to sell today? By having all your content secure and up to date in one location, you can deliver in a timely manner which greatly increases your conversion rate. The early bird gets the worm, and frames the deal. A speedy delivery of your proposal will also boost client satisfaction and loyalty as they form a great ﬁrst impression of your agility and responsiveness. Remember, two things remain irretrievable: time and a ﬁrst impression. “35-50% of closed deals go to the ﬁrst responding vendor.”

Add Video INTERACTIVE The only thing more powerful than IDEA is an IDEA that’s brought to life Interactivity Navigation Animation Add Video INTERACTIVE

9 Interactivity When you meet in-person there's a deep, human connection forged between you and the client. The interactive experience is bringing humanity to a digital space. Vendors are competing for attention. Distractions around us are growing. Clients are trapped in dead documents. The status quo means that your key information gets overlooked, resulting in a failed pitch. That's why interactivity, a layer of of progressively unfolding rich media (from hot-spots to hoverable images and videos), brings your experience to life. You can utilize interactive visual elements to draw your clients to important points, melt the ice and create a journey that's unforgettable and unique. “88% of marketers said that interactive content is eﬀective in diﬀerentiating their brand from their competitors.”

10 Navigation Proposals generally have a heap of information, and there needs to be an easy way for potential clients to ﬁlter through this data. Do you believe a senior executive will read through each and every aspect of your proposal? A client experience without navigation is like a world without maps. It’s essential that you guide your client with cognitive map of your content. Display your structure persistently so they always know where they are. By giving your reader the ability to control and self-orient, you will gain trust, and your reader will engage with your ideas longer, retain more information and have personalized experiences with you.

11 Animation Why not bring your document to life and create a dynamic experience for your audience? Our primal brain is trained to spot movement. Movement = Attention Any message falls ﬂat if delivered in yesterday’s fashion instead of tomorrow’s. Creating a dynamic client experience does not have to be that hard - in fact it can easily be done with RELAYTO animations. Auto-animated pages draw attention in one click. Custom animations can go further. They help you control the pace of information, reiterate key points and focus your reader by enhancing visual interest. This increased attention to detail will allow them to see the forest, as well as the individual tree.

12 Add Video It’s proven practice that video can engage viewers on a visceral, emotional level. So why not make your proposal more immersive by embedding videos straight into your mini-site? PDFs and PowerPoints fail to support immersive video - but RELAYTO microsites are rich-media superstars. “Video is like pizza - even if it’s bad it’s still pretty good”. Not only do you increase viewer engagement by embedding videos, you also stay clear of distractions that may occur if you were to take viewers to other websites. YouTube is designed for viewers to stay on YouTube. This is a real concern when you are trying to showcase your proposal. By embedding video onto your own mini-site ,you can engage with your content, persuade and minimize the distractions.

CLIENT-READY Historically content-creation tools have been…. well … focused on content creators. CLIENT-READY ensure a seamless client experience too. Shareability Build a Content White INTERACTIVE Mini Website Hub Label

13 Shareability How many times have you worried about sharing? Will it work well on their platform? Will it be blocked? How do I share a speciﬁc page in a 200 page document? What about sharing videos and documents at once? Once you have your interactive experience ready, you’ll need to share it with buyers. Documents are useless unless they can be shared and viewed on any platform. Large PDF ﬁles may have issues with ﬁle size, embedded video, mobile device compatibility and security. Luckily, with RELAYTO you can share to multiple diﬀerent platforms from one single location, allowing you to gracefully bring clients to your content. And that’s a good thing because... “Visual content is more than 40X more likely to get shared.”

14 Build a Mini Website You never get a second chance to make a ﬁrst digital impression. PDF’s lack insight, innovation and professionalism. So why not dedicate a mini-website for your proposal? After all, the proposal is the “moment of truth” for potential buyers. Ditch the static, and move to the interactive and innovative. A mini-website could solve all the problems with the traditional PDF and say “innovation” with actions, not words. You could increase brand visibility, organize your content, get feedback and improve your initial impression through the quality of your proposal. When you stand out for the quality of your proposal, buyers will believe that you can deliver to their standards and more.

15 Content Hub Sometimes it can be time-consuming to ﬁnd all of your relevant content -- spread out across emails, links to videos, ﬁle attachments and drives. Over loooong sales cycles with multiple stakeholders. Clutter is nothing more than delayed decisions. That’s why it’s essential to have a method of organizing your content so that readers can easily choose what they want to read and in which order. By organizing all your deals assets in a ‘content hub,’ you will be able to create a single destination which can help your audience navigate through your ideas. This organization of all your content not only respects your clients’ time, but takes them through a personalized journey based on their roles and interests. As a cherry on top, it also shouts professionalism and the ability to manage complex projects.

16 White Label Do you want to boost the visibility of your brand when you send over your sales presentation, or do you want to promote Adobe PDF as a medium? Cultivating visibility is important because attention is currency. By white-labelling your content, you can: ● Save money and time, as you won't need to create your own website and maintain it. ● Get to the market much quicker, which will increase the chances of you landing a deal. ● Show professionalism, and re-iterate your brand and product messages This is a big diﬀerentiator in today's market, and is an easy way to grab the attention of your client with minimal eﬀort.

EXPERIENCE Explore the PERSISTENT EXPERIENCE superpowers and how you can use them provide an immersive journey. View on Integration Embed Personalization INTERACTIVE Any Device Anything

17 View On Any Device What if you could create it only once, but have your content work on both on a mega screen and on a tiny phone. That’s not magic... that’s a RELAYTO default. Consider the increase in mobile use. It's important that your proposal can be accurately displayed without distortion due to smaller screen real estates. Mobile users shouldn’t have to scroll through 80 pages to get to the page 81, rather they should access the page they need with ease. Versatility is the ability to change. By adopting a responsive mini-website for your proposal, you can ensure that any mobile device reader (or reader in general) can engage with your interactive content experience.

18 Integration You spend time and money creating the best possible experience for your clients - it’s important that you can use them in your current tools ecosystem. First of all, RELAYTO works with your current workﬂows. We can upload PDFs, PPTs and video ﬁles from your current content storage systems. Then, you can integrate your content with CRMs, marketing automation and Content Management Systems. For example, you can publish RELAYTO securely on your portal or embed a public RELAYTO experience on your main website.

19 Embed Anything Your interactive workshop or self-serve reading experience should be void of any distractions. That’s why the ability to integrate any web application, content type or ﬁle type INSIDE is a MUST. Don’t make it diﬃcult for your audience. Bring multiple apps or widgets to one location. You can create a truly immersive experience without your potential clients ever leaving your site. RELAYTO embeds 1000+ widgets, any video, other presentations and ﬁles, surveys, votes, whiteboards, dynamic charts, dashboards, call-to-actions, and forms -- your imagination is the limit.

20 Personalization Personalization is not a trend, it’s a digital tsunami. With RELAYTO, you can now tailor your “WOW” interactive experience by sending personal links to key decision makers. NOBODY want to be sent to website like everybody else... Personalization at scale: ● Acknowledges where the clients are in their journey ● Tailors the content to their needs and pains ● Gives clients a sense of ownership and control ● Signals a truly special, high-value treatment ● Reduces the perception of information overload ● Gives you a competitive edge by transforming your content from CREATOR-CENTRIC to CUSTOMER-CENTRIC “88% of marketers say their customers and prospects expect a personalized experience”

Experience is the Message The client journey is rapidly changing, and modern clients expect visual, interactive and personalized content experiences. After all, the PDF has been around since the 90’s, and now is the time to change the game. Why not deliver your next Interactive Client Experience (ICE) through a more engaging and digital medium? H1: 36 extra bold RELAYTO Interactive Clients Experiences spans the full B2B buyer journey: thought leadership > product literature > ABM > solution workshops > RFI/ H2: 24 Bold RFP submission > pre-reads > virtual & in-person presentations > leave- behinds and more B: 13 bold B:20 points: Which superpowers interest you the most? 13 Normal [email protected]