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 â⊠iconâ (ellipsis) and select the âAdd to Cartâ 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 âmove all iconâ
â Note: Moving docs removes them from your document cart
2. Add Content to Workspace in Seismic From the Search Results page, add content by clicking the ââŠâ icon (ellipses) and select âAdd to Cartâ or âAdd to WorkSpaceâ
đ To learn more, search for âHow to Access WorkSpace Content â in the Wiki
From the Content Profile page , add content by clicking â+ Add toâ
To add content from outside Seismic, click â+ Newâ and choose to add content from a URL or from a file or folder from your local drive
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Best Practice: Use the âMy Filesâ 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 â⊠iconâ (ellipsis) and select âInvite othersâ
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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 âFrom CRMâ tab
To no longer see an opportunity, click the â⊠iconâ (ellipses) and select âNot interestedâ
Select the âeditâ 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 âActivityâ
Deliver content directly from Workspace by selecting the âShareâ 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 âSend email with linkâ option maximizes analytics data, allowing you to see what content was viewed and for how long
Separate Emails vs. Group Emails â in the Wiki
4) Click â+Addâ to include additional content
5) Choose to add content from Recents, Favorites, DocCenter, or WorkSpace and click âAddâ
â Note: Greyed-out content canât be shared via LiveSend
6) When email is ready to be sent out, choose to edit the Link Settings and Link Text, and click âSendâ to share
đ To learn more about LiveSend, search for âLiveSend Link Settings â or âHow to Send Content via a Shareable Link â 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 âCreate Linkâ to share
To learn more about LiveSend, search for âLiveSend Link Settings â or âHow to Send Content via a LiveSend Email â in the Wiki
6. Separate Emails vs. Group Emails in Seismic When sending separate emails, remember⊠All recipients are visible in the email Usage Summary reports only reflect the whole groupâs viewing, so you wonât 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, remember⊠Separate emails are sent to each individual Usage Summary reports are generated for each recipient, so you will know individual user content engagement metrics đ To learn more about Usage Summary reports, search for âEngagement Center â in the Wiki
7. LiveSend Link Settings in Seismic When downloading content, rememberâŠ
Seismic can only track viewing sessions when content is viewed in the browser Engagement metrics canât be tracked if a recipient downloads the content Best Practice: The default option is to not allow downloads
When using a password, rememberâŠ
If youâre 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, rememberâŠ
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, rememberâŠ
âOnly send me session summariesâ option will notify you via email each time the recipient views the contentSummaries provide data on when content is viewed and for how long âAlert me about all viewing activityâ option will notify you via email as soon as the recipient opens the link8. How to Use Seismic's Email Integrations Seismicâs 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 Seismicâs Predictive Content engine
â Note: Seismicâs main email integrations are with Microsoft Outlook and Googleâs Gmail
EXAMPLE: adding Seismic content when writing an email 1) Locate and select the âSeismic Iconâ 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 âeye iconâ next to the content title to see a content preview
4) Select âOpenâ to view the content or âInsertâ to add the Seismic content
5) Insert Seismic content directly into the email using LiveSend links by clicking â+â icon
đ To learn more, search for âHow to use LiveSend using Seismicâs Email Integrationsâ
9. Using LiveSend with Seismics Email Integrations Share Seismic content using LiveSend links to track engagement metrics by:
1) Select the â+â icon to insert a LiveSend link into the email
2) The content link and a âSeismic Engagement Tracking â 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 â+â button
4) Configure LiveSend options by clicking the âgearâ icon to:
Control a recipientâs ability to download the content Receive notifications when recipient has engaged with the content Set an expiration date Set a password â 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
đ To learn more, search for âEngagement Centerâ 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 youâve shared via LiveSend
To access your LiveSend analytics 1) Select âEngagement Centerâ from the main navigation menu
2) See the full activity feed of all the LiveSend links youâve shared in the Engagement Center dashboard
3) Each âcardâ represents a shared LiveSend link and includes:
A preview of the content Link content title List of recipients Link Details 4) Click the âarrow iconâ to view:
Most recent content engagement activity A preview of the email sent A âSee analyticsâ link to view a more detailed report on a recipientâs content interactions 5) Click the âSee analyticsâ link to pull up the page level analytics
đ To learn more, search for âManaging LiveSends â in the Wiki
â Note: If âgeotagâ is turned on, youâll be able to see the location of where the content was viewed and the device that was used to view it
6) Click the âLink Titleâ to:
Edit content Change link settings View content engagement data đ To learn more about controlling the link, search for âManaging LiveSends â 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 âLink Titleâ or the âLink Detailsâ icon to begin
Manage LiveSend Links: Change the title of the link by clicking the âpencilâ icon
Add or remove content: Click â+ Addâ to add or remove content or click âEditâ to drag and reorder content
Access Link Settings: Click the âgearâ 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 âCustomizeâ icon
2) Click the â+ Add Slidesâ 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 âSelect Slideâ on each slide you want to add to your deck
5) Click âAdd Slidesâ in the top right corner
6) Drag slides to rearrange them into the order you want
7) Click âCloseâ in the top right corner to exit out of the Freestyle editor
â 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 âShareâ button
2) Select âDigital Sales Roomâ
3) Setup the Digital Sales Room to:
Create a Name Add a Logo Include additional content Add a Header Image â Note: Select the âSkip to editorâ 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 âText iconâ in the top right corner to add a Title and/or Description by dragging the widget to the content list
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Best Practice: Adding a Title and Description to introduce the content enables your buyer to clearly understand what is being presented
6) Use the âWidget Menuâ to customize the page and add:
Documents Folders Header images Video recordings Text blocks 7) When finished, click âShareâ 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 youâve shared via LiveSend
đ To learn more, search for âEngagement Center â or âLiveSend â 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 âSeismic Appsâ tab while in Salesforce
Access Seismic by using the quick-action shortcut in Salesforce
Search for content by clicking the âSeismicâ tab
See recommended next steps in the âActivityâ tab in the panel on the right
đ To learn more, search for âPredictive Content â 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 CaseSeismicâs 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 âSeismicâ tab
See recommended next steps in the âActivityâ tab in the panel on the right
17. Concentrix Catalyst & DigitalSelling To learn more, visit https://catalyst.concentrix.com/digital selling
Spekit / Seismic Content Pack created by Concentrix Catalyst
