FAQs About Pitchly: Problems We Solve, Use Cases & Our Platform

Posted by: Pitchly

Although we'd like to think that our product speaks for itself, there are inevitably questions that pop up frequently. Whether it's in conversations with potential clients, current clients, or investors, there are some topics that we've come to understand are top of mind for a lot of people. So we put them all together here to give you a single place to access all the most relevant questions and answers about the Pitchly Data Enablement platform. This is the ultimate Pitchly FAQ. 

FAQs About our Value Proposition

Why is the Pitchly platform necessary?

Organizations almost always have their data stored in numerous disparate data systems that make it difficult or impossible to use this data in a meaningful way. Teams are often forced to spend hours each week manually collecting, inputting, and formatting data into content like tombstones, case studies, and bios. All that time adds up!

Pitchly helps them leverage the strengths of their team members by taking manual processes off their plates and letting them focus on the work that matters. What they end up with is more streamlined data processes, reliable and connected databases, and scalable workflows to help employees be more productive and efficient and focused on winning new business.

How does Pitchly compare to other Data Management systems?

Data Management systems simply store data, Pitchly's Data Enablement platform streamlines and activates data to create meaningful results.


FAQs About Use Cases

What industries benefit most from Pitchly?

Pitchly works best with organizations that have a lot of Intellectual Property that they struggle to organize and put into action. Typically, these organizations fall under the umbrella of professional services. Primary industries include:

In which departments can Pitchly be most useful?

Pitchly can be implemented in a variety of departments, since most teams need to use data for decision-making or content creation in some manner. However, the departments that have historically gotten the most value out of Pitchly's platform are:

FAQs About the Platform

Where is the data stored?

All data is securely stored in the cloud.

Does Pitchly require the use of specific, pre-determined fields in the Pitchly app?

No, Pitchly allows you to control the naming of fields and which ones to use. Fields are provided for you based on industry standards, but can be edited based on your preferences.

Where does the data come from? Will we need to manually add the data into the database?

The data can be pulled from a few sources, including:

  • API connections link Pitchly with many different third-party software solutions, including your accounting/practice management/CRM/website to exchange data.
  • Spreadsheets and tabular data.
  • Pitchly Forms: Create workflows to capture data on a regular basis.

FAQs About Tombstones

How do tombstones come into PowerPoint? Do they come in as one image or individually? 

Each tombstone is exported as layers of individual vector graphics, that together, create the overall look of a tombstone. Each graphic is adjustable within your tombstone and allows you to adjust text or reframe images and graphics without re-exporting from Pitchly.

What is the format of tombstones?

Tombstones are exported as live content or as individual PNG files. 

Where are logos pulled from? What if it's a logo that isn't in the public domain?

As part of the initial implementation process, we will take the logos you currently have available to you, upload them, and make them available to be inserted in tombstones. 

Where is bio info pulled from?

During implementation, we help you transfer existing bio information such as headshots, titles, etc. to the Pitchly platform.  Then once you're set up, you can edit details and add more items and bio types to showcase to different clients. All of this information would be accessible to be used in templates.

How do you make proposals and other content match my firm's brand and previous proposals? 

In the implementation process, we leverage your existing templates to ensure that any content you export from Pitchly will be on-brand. 

Have any questions that weren't covered on this FAQ? To learn more about Pitchly and to ask our team about how it might work in your organization, feel free to grab a slot on our calendar

Or if you'd like a quick, 20-minute on-demand video walkthrough of our platform first, check out our Take a Peek at Pitchly webinar


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