Installing the Sales Assist Extensions

June 23, 2023

Sales Assist is Uberflip’s sales engagement tool. With Sales Assist your sales reps can easily find content, personalize it, and share it with prospects in minutes.

In the video you will learn:

How to install the Sales Assist extension for Chrome
How to install the Sales Assist extension for Outlook

To learn more about installing the Sales Assist extensions, read the related help documentation:

Sales Assist extension from the Chrome web store
Sales Assist: Install the Outlook Add-in
Outlook URL to copy/paste: https://sa.uberflip.com/extensions/outlook/manifest.xml

Installing the Sales Assist Extensions

In the video you will learn:

To learn more about installing the Sales Assist extensions, read the related help documentation:

What is Sales Engagement?

What is Sales Assist?

Preparing for Sales Assist

Sales Assist Installation and Setup

Users & Permissions in Sales Assist

Using Segmentation to Build Your Tagging Structure

Setting Up Your Tags in Sales Assist

Creating Sales Assist Templates

Creating a Digital Sales Room (DSR) with Sales Assist

Personalizing a Digital Sales Room (DSR)

Sharing a Digital Sales Room (DSR)

Managing Digital Sales Rooms (DSRs)

Creating Digital Sales Rooms (DSRs) with the Chrome Extension

Creating Digital Sales Rooms (DSRs) with the Outlook Plugin

Monitoring Account Activity in Sales Assist

Monitoring Sales Team Activity in Sales Assist