Javelin Account Management

Javelin™ Collateral Builder generates tailored, customer-ready sales presentations and proposals in minutes.

Deliver the Right Message to Your Customers Every Time

To win sales, you need to identify the unique needs of your customers and specifically address those needs. Collateral Builder makes it easy to personalize each offer, while making sure that every customer receives a consistent marketing message.

Instead of spending hours looking for the right content to create a sales presentation and then spending more hours customizing it, with Collateral Builder the whole process can be done in minutes.

Dynamic Documents Tailored to Each customer—Not Canned Content

Collateral Builder takes your documents beyond canned slides and boilerplate text. Everything in the document, from messages and headlines to charts and graphics, can change dynamically to reflect the customer’s specific needs.

Collateral Builder makes it easy to gather and incorporate the necessary inputs for your presentations. Pull information from Javelin™ Customer Profiler, your data warehouse, SFA, or CRM systems to ensure your message reflects the most up-to-date customer information.

Create Sales Presentations that Clearly, Effectively, and Convincingly Communicate Value

Collateral Builder makes it easy to generate powerful sales presentations for a full range of audiences: from new customers looking to understand your value proposition to existing customers interested in maintenance and periodically reviewing new options.

For new customers, use the software to:

  • Summarize the customer’s short term and long term needs.
  • Specifically define how each offer uniquely addresses the client’s needs and quantify the value the customer realizes.
  • Graphically display data that highlights savings, value ,and better performance over competitors.
  • Incorporate approved marketing collateral to provide supporting material regarding your firm.

For existing customers, integrate actual sales data into your presentations to:

  • Reinforce the value your firm provides by illustrating the savings the customers achieved by choosing to work with you.
  • Outline how new offers can further enhance the success of their business.
  • Identify areas in the contract not being met and agree upon steps to remedy the situation.

Create Highly-Customized, Winning Sales Proposals in a Fraction of the Time

Collateral Builder also helps you easily produce tailored and relevant sales proposals. Include static content, customer-specific content, and personalized messages and let Collateral Builder design a professionally formatted, customized proposal geared to the needs of your client.

Every finished proposal is stored directly in the software for easy reference. Collateral Builder’s centralized location makes it convenient for you to access all of your sales documents whenever you need them, ensuring faster turn-around when follow-up materials are needed. It also provides a valuable record of your sales activity over time.