1. How to Access Workspace Content in Seismic To prepare for a client meeting, access Workspace content from:
Web Browser CRM Email Mobile Device To set up easy access to your content, start from the Content Profile page:
1) Select the content title
2) Click the āā¦ iconā (ellipsis) and select the āAdd to Cartā option to queue up the content you want to share in the meeting
3) In the Document Cart, choose to share the content before or after the meeting
4) Move or copy content to your Workspace
5) Pick a location to place the item
6) You can also move all docs at once by selecting the āmove all iconā
ā Note: Moving docs removes them from your document cart
2. Add Content to Workspace inĀ Seismic From the Search Results page, add content by clicking the āā¦ā icon (ellipses) and select āAdd to Cartā or āAdd to WorkSpaceā
š To learn more, search for āHow to Access WorkSpace Content ā in the Wiki
From the Content Profile page , add content by clicking ā+ Add toā
To add content from outside Seismic, click ā+ Newā and choose to add content from a URL or from a file or folder from your local drive
ā
Best Practice: Use the āMy Filesā personal drive as a staging area before moving the prepared content into folders for meetingsNote: Content will then be stored in the My Files tab in your Workspace where it will be visible to only you
3. How to Collaborate in WorkSpace with Seismic To invite peers to collaborate on content, click the āā¦ iconā (ellipsis) and select āInvite othersā
ā
Best Practice: Collaborate on content when you need to align on sales strategy or messaging
To view details of account opportunities and see which team members are collaborating with you, click the āFrom CRMā tab
To no longer see an opportunity, click the āā¦ iconā (ellipses) and select āNot interestedā
Select the āeditā icon when viewing a specific content profile to customize the content using PowerPoint Online
After the content has been updated, Seismic automatically creates a new revision in WorkSpace for version control underneath āA³¦³Ł¾±±¹¾±³Ł²āā
Deliver content directly from Workspace by selecting the āShareā icon
4. How to Send Content via a LiveSend Email in Seismic Use LiveSend to share content with buyer s by sending links that capture buyer engagement activity and report on it
Choose to send a LiveSend link through either an Email or a shareable link
Send Content via a LiveSend Email 2) When the prompt box pops up, select the option to send an email with a LiveSend link directly from Seismic
3) Add recipients using their email or name and choose to send either separately or to a group
Best Practice: Using the āSend email with linkā option maximizes analytics data, allowing you to see what content was viewed and for how long
Separate Emails vs. Group Emails ā in the Wiki
4) Click ā+Addā to include additional content
5) Choose to add content from Recents, Favorites, DocCenter, or WorkSpace and click āAddā
ā Note: Greyed-out content canāt be shared via LiveSend
6) When email is ready to be sent out, choose to edit the Link Settings and Link Text, and click āSendā to share
š To learn more about LiveSend, search for āLiveSend Link Settings ā or āHow to Send Content via a Shareable Link ā in the Wiki
5. How to Send Content via a Shareable Link with Seismic Use LiveSend to share content with buyers by sending links that capture buyer engagement activity and report on it
Choose to send a LiveSend link through either an Email or a shareable link
How to Send content via a shareable LiveSend link 1) After the prompt box pops up, select the option to copy a shareable link to share content from your own email application or social media platform
2) Add recipients using their email, choose to edit the link Link Settings and Link Text , and click āCreate Linkā to share
To learn more about LiveSend, search for āLiveSend Link Settings ā or āHow to Send Content via a LiveSend Email ā in the Wiki
6. Separate Emails vs.Ā GroupĀ Emails in Seismic When sending separate emails, rememberā¦ All recipients are visible in the email Usage Summary reports only reflect the whole groupās viewing, so you wonāt know which individual user viewed the content Best Practice: Sending separate emails gives you better content engagement metrics
When sending one email to a group, rememberā¦ Separate emails are sent to each individual Usage Summary reports are generated for each recipient, so you will know individual user content engagement metrics š To learn more about Usage Summary reports, search for āEngagement Center ā in the Wiki
7. LiveSend Link Settings in Seismic When downloading content, rememberā¦
Seismic can only track viewing sessions when content is viewed in the browser Engagement metrics canāt be tracked if a recipient downloads the content Best Practice: The default option is to not allow downloads
When using a password, rememberā¦
If youāre sending sensitive information, create a password that you can send to the recipient in a separate email or other communication channel When setting an expiration date, rememberā¦
Keep the default date or change the expiration date Best Practice: When sending a proposal, make sure to set an expiration date for which it is valid
When setting notification preferences, rememberā¦
āOnly send me session summariesā option will notify you via email each time the recipient views the contentSummaries provide data on when content is viewed and for how long āAlert me about all viewing activityā option will notify you via email as soon as the recipient opens the link8. How to Use Seismic's Email Integrations Seismicās email integrations enable you to find, search, and share content by providing:
Keyword searches for content by using the search bar
Folder navigation
Recommended content based on Seismicās Predictive Content engine
ā Note: Seismicās main email integrations are with Microsoft Outlook and Googleās Gmail
EXAMPLE: adding Seismic content when writing an email 1) Locate and select the āSeismic Iconā to open up the panel for Seismic content on the side of the window
2) Find Seismic content by selecting:
Recommended content Favorite content Most popular Recently used Content from WorkSpace or a Content Profile 3) Click the āeye iconā next to the content title to see a content preview
4) Select āOpenā to view the content or āĄį²Ō²õ±š°ł³Łā to add the Seismic content
5) Insert Seismic content directly into the email using LiveSend links by clicking ā+ā icon
š To learn more, search for āHow to use LiveSend using Seismicās Email Integrationsā
9. Using LiveSend with Seismics Email Integrations Share Seismic content using LiveSend links to track engagement metrics by:
1) Select the ā+ā icon to insert a LiveSend link into the email
2) The content link and a āSeismic Engagement Tracking ā recipient will be added in the Bcc field to ensure proper tracking
3) Customize the LiveSend link text by highlighting the text before you hit the ā+ā button
4) Configure LiveSend options by clicking the āgearā icon to:
Control a recipientās ability to download the content Receive notifications when recipient has engaged with the content Set an expiration date Set a password ā Note: Seismic cannot track engagement metrics for content downloaded by the recipient
5) Receive a Content Usage Report after a recipient views the content to see a breakdown of how the recipient interacted with the content
š To learn more, search for āEngagement Centerā in the Wiki
10. Leveraging Engagement Center in Seismic The Engagement Center provides you a centralized hub to manage and track recipient engagement with the Seismic content youāve shared via LiveSend
To access your LiveSend analytics 1) Select āEngagement Centerā from the main navigation menu
2) See the full activity feed of all the LiveSend links youāve shared in the Engagement Center dashboard
3) Each ācardā represents a shared LiveSend link and includes:
A preview of the content Link content title List of recipients Link Details 4) Click the āarrow iconā to view:
Most recent content engagement activity A preview of the email sent A āSee analyticsā link to view a more detailed report on a recipientās content interactions 5) Click the āSee analyticsā link to pull up the page level analytics
š To learn more, search for āManaging LiveSends ā in the Wiki
ā Note: If āgeotagā is turned on, youāll be able to see the location of where the content was viewed and the device that was used to view it
6) Click the āLink Titleā to:
Edit content Change link settings View content engagement data š To learn more about controlling the link, search for āManaging LiveSends ā in the Wiki
11. Manaing LiveSends using Engagement Center Use the Engagement Center to: Manage LiveSend links Add or remove content Access link settings Remove access Click the āLink Titleā or the āLink Detailsā icon to begin
Manage LiveSend Links: Change the title of the link by clicking the āpencilā icon
Add or remove content: Click ā+ Addā to add or remove content or click āEditā to drag and reorder content
Access Link Settings: Click the āgearā icon to change the LiveSend link settings
Remove Access: Toggle the switch to keep the link live or deactivate it
12. How to Customize with FreeStyle in Seismic Freestyle enables you to build and personalize custom decks, pitches, and presentations for upcoming customer engagements
Start from the content profile page to begin customizing content by:
1) Click the āCustomizeā icon
2) Click the ā+ Add Slidesā button in the top left corner to add slides from the library or desktop
3) Use the filters to narrow down the results
4) Click the presentation that you want to pull slides from and click āSelect Slideā on each slide you want to add to your deck
5) Click āAdd Slidesā in the top right corner
6) Drag slides to rearrange them into the order you want
7) Click āCloseā in the top right corner to exit out of the Freestyle editor
ā Note: the updated deck will be saved to your Workspace for your upcoming meeting
8) Choose to share your custom deck via LiveSend by clicking the icon
13. Manage a Digital Sales Room in Seismic Create a Digital Sales room to share content and collaborate with buyers from a central location and capture engagement insights throughout the sales cycle
To build a Digital Sales Room, start by: 1) Select a content item and click the āShareā button
2) Select āDigital Sales Roomā
3) Setup the Digital Sales Room to:
Create a Name Add a Logo Include additional content Add a Header Image ā Note: Select the āSkip to editorā link on the left-hand side if desired
4) When in the Digital Sales Room editor, customize the page:
Add a logo Add a title Include additional Seismic content from Recents, Favorites, DocCenter, or Workspace 5) Select the āText iconā in the top right corner to add a Title and/or Description by dragging the widget to the content list
ā
Best Practice: Adding a Title and Description to introduce the content enables your buyer to clearly understand what is being presented
6) Use the āWidget Menuā to customize the page and add:
Documents Folders Header images Video recordings Text blocks 7) When finished, click āShareā and choose to send an email with the Digital Sales Room link or get a shareable link
14. Manage a Digital Sales Room in Seismic Manage the Digital Sales Room to have better conversations with buyers User Settings: Configure how your profile is seen by the recipient by clicking your profile picture in the top right corner
Email Notifications: Keep up-to-date on the conversations at the level you prefer
Email Reports: Receive engagement metrics on how viewers interacted with the content
Access Digital Sales Room Engagement Analytics: Manage and track recipient engagement with the Seismic content youāve shared via LiveSend
š To learn more, search for āEngagement Center ā or āLiveSend ā in the Wiki
15. How Seismic works with Salesforce Seismic enables you to choose, personalize, and prepare content within Salesforce. The Predictive Content engine gives you recommendations to help you decide which content to use and when to use it during the sales cycle
Access Seismic by clicking the āSeismic Appsā tab while in Salesforce
Access Seismic by using the quick-action shortcut in Salesforce
Search for content by clicking the āSeismicā tab
See recommended next steps in the āA³¦³Ł¾±±¹¾±³Ł²āā tab in the panel on the right
š To learn more, search for āPredictive Content ā in the Wiki
16. What is Predictive Content? Seismic uses data to surface the most relevant content and gives recommendations on next steps for your customers at the right altitude and for the right situation to enable you to make informed decisions and find assets fast.
Predictive Content and Salesforce Use CaseSeismicās predictive content is embedded on the Opportunity in Salesforce to surface content that targets the specific sales stage the opportunity is currently in. The content will dynamically change as your opportunity progresses through each sales stage.
Search for content by clicking the āSeismicā tab
See recommended next steps in the āA³¦³Ł¾±±¹¾±³Ł²āā tab in the panel on the right
17. Concentrix Catalyst & DigitalSelling To learn more, visit selling
ĢĒŠÄVlog / Seismic Content Pack created by Concentrix Catalyst
