more time selling in the field
increase in productivity
days saved looking for content returned to the field

The challenge

Time consuming custom presentations and out of date materials impacting client experience

Every rep in Synchrony’s sales force was spending at least a full day each week creating custom presentations. Using static data crippled productivity, as reports would often be outdated in just a few days. Sales needed a better way to ensure quick access to compliant and on-brand materials to focus more time on meeting with prospects.

The solution

Automatically personalized materials right where reps work

Synchrony’s reps now easily generate and access sales materials on their iPads, using opportunity and contact records in Salesforce, to deliver personalized content to prospects every time.


Increased seller productivity and effectiveness for higher quality client experiences

Sales has increased its productivity to a the equivalent of hiring 15% more reps, meaning 35% more time selling in the field.

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