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during this time of social distancing it is essential that your sales team has every tool available to respond to each new sales opportunity and win more business coruscant in hub is the platform that enables you to bring your best minds and content together to create proposals that win with chorus you'll deliver customized proposals in minutes instead of hours using well-thought-out pre-approved and branded content and gain valuable insights to create smarter follow-ups so how does it work well chorus Contin hub is designed to work seamlessly and securely with your office 365 environment connect the places where your company content already lives like a sharepoint online libraries and lists Microsoft teams and onedrive for business and in minutes no coding required and then use chorus content hub to locate the best content from any of these office 365 places for your proposals create proposals with pre-approved well-thought-out content collaborate with subject matter experts to ensure accuracy build a single source of truth for your content and track the effectiveness of your proposals to create smarter follow-ups and you can do most of this without having to leave the Microsoft Office applications you already work with every day thanks to the office add-ins coruscant and help provides for Word Excel PowerPoint and outlook with chorus constant hub proposal teams can build proposals five times faster source customize and synthesize your organization's highest value content in minutes and collaborate with all the relevant stakeholders even remotely to create proposals and pitches that speak to your client's unique needs let's have a look at a typical RFP scenario and how chorus content hub helps bring your best minds and content together to create proposals that win tom from sales receives an RFP package from a prospective client the RFP package includes a document with the RFP instructions requirements and questions as well as its security and compliance questionnaire in Excel Tom reaches up to proposal and bid manager Dave to get the ball rolling they review the RFP package together establish that it's a good fit and decide to go ahead and bid for the business awesome they will need some help though and technical expertise to pull this off so Dave identifies two key subject matter experts Maggie and Pete who will assist with making sure all questions are answered accurately now that the bidders ago and the team identified Dave turns to coruscant and hope he gets started by logging into hub central where he creates a project this makes it easy for Dave to collaborate with Tom Maggie and Pete all while keeping together in one central place all the key information files and action items who related to the deal behind-the-scenes coruscant and hub creates a collaborative workspace and office 365 to house all the content related to the deal this workspace can be a folder in a SharePoint Online Library that the team has access to all as is the case here a new channel and a team in Microsoft teams in fact if dave switches over to teams real quick you'll see we have a new channel now called creative idea RFP ok great with the project created he can upload the documents and instructions he has received from the client and to do that he can simply click here to upload the files or Dave can create a new folder for these which is exactly what he does and then upload the files to that new folder and then back in teams under the files tab you'll see that here's the folder Dave just created with Coruscant in hub and all the files he uploaded are right here okay so next Dave goes over to the recommended contact pane to find a proposal template suitable for this opportunity this template right here has been recommended based on the deal information Dave provided when he created the project and in this particular instance this template has been recommended because of the products and services the client is interested in and because of the client sector also notice that we have a few other documents here that have also been recommended this saves Dave a lot of time as he doesn't have to go through a long list of templates and supporting documents to figure out which ones would be the best to use for this type of deal and then he doesn't have to search for them they are right here at his fingertips he'll use these a little bit later for now though he's going to go ahead and create a new proposal using this template to do that he simply clicks on the create button and next because this template has been smart enabled for fast personalization using korres Contin herbes advanced template design features he gets a smart form like this we can see that the information Dave provided earlier when creating the project has been filled in already he only needs to fill in the missing pieces of information that the template requires in order to do a few smart things the first smart thing it does is it replaces all the placeholder text with actual real customer information like the customer's company name this speeds up the process and also improves accuracy and quality as dave doesn't need to go and type in the right customer information in all the right places manually in the document the second smart thing it does is it evaluates information that dave provides here and then runs business rules on the content for example in this template there's a rule around the testimonial content based on the client sector since this client in the technology space the smart rule automatically include testimonials from other tech clients and will exclude any other testimonial content that is completely unrelated once again this saves Dave a ton of time and also improves accuracy and quality nothing gets missed formatting and branding are uniformly applied and Dave is a lot less stressed there are a few sections already prefilled and then a few others left blank so Dave can bring in the clients questions and requirements and tailor the proposal accordingly for this Dave will use the course content hub add-in for word which sits right here on his home ribbon and word a lot of the content Dave cares about most can easily be accessed from his favorites right here right now though Dave wants to start building out the outline or the shell of the proposal by bringing in the clients questions and requirements going over to the search pane these are all the places connected to Dave's Korra's content hub clicking on my pursuits allows Dave to browse through the files associated with each pursuit or project and here's the Clarins requirement document he uploaded earlier from here he can preview the file without having to first download it and that brings up this new window the preview is completely interactive so Dave can easily search within the preview select the current questions and insert them into the proposal document like so the preview is great when you're working with large documents like these and just want to use parts of it the fastest and most efficient way though when it comes to using content is to insert it exactly as it is you can do this if your content is already broken up into chunks a bit like content building blocks as is the case here with Dave he can use the search box to look for a specific keyword and then use the custom search filters right here to more narrowly focus the search and find what he needs fast and there we go here are his such results if you wanted to take a closer look at the contents of any of these documents he could use the preview as we saw a moment ago or he can simply insert the proposal parts he needs allowing him to get to draft really fast reusable content like this it can also be smart enabled for fast personalization much like we saw with the proposal template earlier since dave has already provided this information here he just needs to verify it for accuracy and click on insert if everything looks good the inserted content then gets instantly personalized with the right client information in all the right places and content that is not relevant to the client's needs gets automatically excluded coming soon to Coruscant and hub and currently in beta is the brand-new auto answer feature that uses AI to rapidly analyze and automatically respond to questions soon Dave will be able to select questions click on an answer button and voila Coruscant enhan finds matching answers and automatically inserts their answer with the highest matching score in the right cells and the spreadsheet will showcase order answer for excel and forward and another demo once it's ready but dave was super excited about it so we wanted to give you a sneak preview today so back in the proposal documents dave has found most of the answers he needs from the proposal library of answers and copy blocks and has gotten to draft an record time thanks to Coruscant and hub he is now ready to open this up for collaboration and bring in the experts Maggie and Pete in the course content hub Allan forward he goes over to the assignment pane to create a review task for Maggie whom he'd like to ask to review this answer and make sure it's accurate to do that he selects the area in the document where he'd like Maggie to do her work and then creates an assignment for her he gives the assignment a name leaves a helpful comment with more information assigns a due date by which the assignment should be completed and that's a reminder so it doesn't slip through the cracks he also assigns a bunch of questions to Maggie and to her co-worker Pete for which he could not find a readily available answer Maggie and Pete get notified via email about their assignments and if Dave goes over to hop central you'll see we now have a bunch of assignments listed and here are their statuses let's switch via real quick and peek at the Maggie's shoulder to see what the experience is like for her as a subject matter expert receiving assignments this is the email that Maggie receives daily with an update about all the assignments that have been assigned to her as well as all assignments she has created herself and assigned to others from here she can access the word documents and open it she then uses the course content hub adding to quickly access her to-do list and to get working she starts her assignment does the work and then marks it as done once it's complete she also has the option to reject the assignment and she might do that if the question she's been assigned is outside of her realm of expertise when she does that it disappears off of her to-do list and Dave can then reassign it to the right person on the team notice how Maggie is working in the actual proposal document and Pete and Dave are also editing and co-authoring the document with her in real-time co-authoring is a powerful feature that is native to office 365 and that you can leverage to greatly accelerate the process as everyone works on their assignments at the same time because they are working the proposal document directly there's also no need for Dave to later have to collect all the answers and assemble the proposal manually word does an excellent job of making sure people don't accidentally edit the same part of the document at the same time and if there's ever any doubt or Dave needs to go back to an earlier version well that's really easy to do he can access the full version history right here download and compare earlier versions and even restore them if necessary he can also turn on track changes or protect part of the document because he has access to the full range of protection and review features that ship with word and that he can continue to use alongside chorus content hub meanwhile back in Microsoft teams Dave Tom and Pete video call meetings use the chat to discuss things like win themes and pricing strategy and even upload supporting documents that are to be attached and submitted along with the proposal anything uploaded here is instantly accessible and searchable and chorus content hub and from hub central it's really easy to get to the right channel and teams for this project fast forward a few hours and the RFP is now ready usually this would have taken an entire work week but with chorus constant hub Dave Pete Maggie and Tom have managed to pull it off in just one day in Outlook Tom types up an email to a prospective client who will no doubt be impressed at the speedy response and customer focus and use course content hubs share and track to send him the proposal with Sharon track chorus Condon hub generates a secure and tracked sharing link that can be given to clients to access and view the documents in their web browser since this one is confidential Tom protects the share with a password makes it valid for one month and also enables downloads of the current can download a PDF copy by using share and track Tom will be informed when the client accesses the proposal for the first time he will also get stats on the clients engagement with the proposal which pages piqued their interest and which ones they skimmed over this intelligence makes it possible for Tom to have much smarter follow-up conversations as now he can see what really matters to his current he also attaches the completed security and compliance Excel spreadsheet and the corresponding hamp add-in for Outlook makes it really easy to do that and there you have it this is how chorus content hub helps companies overcome their biggest proposal management challenges significantly accelerating sales cycles and reducing the time it takes to produce winning proposals so don't let deal stall because it takes too much time to send tailored content for each client get in touch with a sales person who shared this video link with you today we can't wait to help you close more deals faster