Pitchly Resources

 

Take a tour of Pitchly’s 2023 platform with a focus on pitchbook automation, powered by an autonomous agent to streamline data processes for professional services teams.

Explore how Pitchly’s platform empowers legal professionals with tools to streamline data workflows and automate document creation. This video provides a step-by-step walkthrough of how autonomous agents simplify data management, enabling efficient content creation for client-ready materials. Ideal for legal teams looking to transform complex data into actionable insights.

 

Learn how to create custom tombstones with Pitchly’s Tombstone Builder V4. This video walks you through each step, showing how an autonomous agent simplifies tombstone design, updates, and management. Perfect for teams seeking efficient ways to produce impactful client presentations and track deal information.

 

Unlock the power of an autonomous agent with the Pitchly & Nexl integration, streamlining data sync and automating updates for contacts, activities, and insights. Perfect for teams focused on productivity, client relationships, and reducing manual data entry.

 

Discover Pitchly’s capabilities, from pitchbook automation to leveraging an autonomous agent, empowering teams to transform data into dynamic, client-ready content with minimal manual effort.

 

 

This case study demonstrates how Greenberg Glusker leverages Pitchly’s autonomous agent, streamlining workflows and automating content creation to enhance client delivery.

 

This video showcases how Pitchly & Macabacus bring an autonomous agent to finance teams, optimizing financial modeling and ensuring data accuracy. Unlock efficiency with the Pitchly & Macabacus integration, designed to streamline financial data workflows and automate content updates across your spreadsheets. This video demonstrates how easy it is to synchronize data, reduce manual entry, and maintain accuracy in financial modeling, reporting, and presentation building. Perfect for finance teams looking to save time and boost productivity.

 

 

Discover how the Pitchly & Salesforce integration empowers teams to automate data sync and streamline CRM workflows. This video walks you through the setup and benefits, including reduced manual data entry, up-to-date records, and efficient access to insights directly within Salesforce. Ideal for sales and marketing teams aiming to enhance productivity and focus on building strong customer relationships. 

Learn how Pitchly’s integration with Salesforce enables an autonomous agent, reducing manual data entry and enhancing CRM workflows.

 

 

Discover the power of Pitchly & Templafy integration, where an autonomous agent streamlines document creation and ensures consistent, up-to-date branding across all content. This video walkthrough demonstrates how the integration enables teams to automate workflows, reduce manual entry, and maintain accurate data for client-ready documents. Perfect for professionals looking to save time, enhance productivity, and elevate content consistency across their organization.

 

 

Explore how Pitchly’s autonomous agent enhances confidential content management, providing secure, automated workflows that maintain data integrity and accessibility. This video walkthrough demonstrates how Pitchly’s tools help teams manage sensitive information efficiently, reducing manual processes and ensuring compliance. Ideal for organizations focused on security, productivity, and effective content management.

 

Discover how the Pitchly & Salesforce integration utilizes an autonomous agent to automate data syncing and streamline CRM workflows. This video walkthrough showcases how the integration reduces manual entry, keeps records accurate and up-to-date, and improves team productivity. Ideal for sales and marketing teams looking to enhance CRM efficiency and focus on building stronger customer relationships.

 

 

 

 

 

 

 

In this webinar, Pitchly’s VP of Marketing, Ann Torry, chats with our CEO Ryan Gerhardy to define data enablement and uncover critical ways that it can impact your firm, helping you boost efficiency, data reliability, and cross-department collaboration.