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Updated on 5/21/2019
Skyword Salesforce App Public Help

Collateral Dashboard

The Skyword Salesforce app includes a Collateral Dashboard to provide insights on your collateral. Users can also add custom reports to the default set of graphs that measure and illustrate how collateral is being viewed and shared.

After a client establishes an authorized connection between the Skyword Salesforce app and Skyword360, the app records all instances when a sales rep views a collateral item, when a sales rep copies items to send them to leads and contacts, and when those leads and contacts click emailed links to view the collateral. The app also records how much collateral exists for each persona, stage, and content type, as well as what collateral should be considered for review.

Marketers can use this data to gain insights on which collateral is most effective and which items may need to be updated or retired, and where new collateral may be needed.

Understanding default collateral reports

You can hover over the graphs for details on each data point, and you can click the View Report links to see additional details.

  • Top Shares: The collateral items that have been copied the most by Skyword app users to be shared with contacts and leads. Marketing staff can use this report to understand which collateral the sales reps find most effective.

  • Top Engagement: The shared collateral items that have been viewed the most by contacts and other email recipients, giving marketing staff insight into which collateral attracts the most engagement.
  • Top Sales Views: The collateral items that have been viewed the most by sales reps.

  • Collateral by Persona: The number of collateral items available in the Skyword app that are associated with each buyer persona. Marketing staff can use this report to understand how much content they have for each persona.
  • Collateral by Stage: The number of collateral items available in the Skyword app that are associated with each buyer decision stage. Marketing staff can use this report to understand how much content they have for each stage.
  • Collateral by Type: The number of collateral items available in the Skyword app from each Skyword360 content type. Marketing staff can use this report to understand how much content they have for each content type.

  • Collateral Older than 1 Year: A list of collateral items that were last updated more than one year from the current date. Marketing staff can use this report to determine which collateral to review, remove, or edit.