Valuecase

yes, another launch day 3 of our most requested features are now LIVE! First up, Relative Due Dates for action plans. → Define a relative project timeline in your template. When you create a Space, due dates will automatically adjust to your project start date. Next, new layouts for the action plan block! → Show start and end dates plus overall progress. Great to keep aligned timelines on track and increase visibility for all stakeholders! Finally, Item-Level Content Automation is here! → Automatically show and hide files, milestones, testimonials, etc. based on our custom variables. And yes, this works with the API. Kudos to the team, speed remains super high. And thanks to all our amazing customers for the great feedback in the past weeks and months!

HUGE! – using our onboarding / success plans? I'm thrilled to introduce our NEW task dashboard! It shows project progress & all open tasks in 1 view. Here's how it works: Click "Tasks" in your Valuecase environment. You'll find a super clean progress chart that tracks your Spaces, with customer logos moving as you complete action plans. Tasks are sorted into three columns: due next, overdue, and unscheduled. You can even complete tasks right from the dashboard. Additions are on the way, like extra filters, task details, and Chrome extension integration. I'm pretty sure this will quickly become one of our most loved features. Big shoutout to the team!

BAM!.. beyond excited to LAUNCH our Chrome Extension. With Valuecase Assistant, you can: - create and search for Spaces without switching tabs - Easily copy and share Space links for emails and messages - Stay updated on activities in real-time - manage your action plans from the sidebar - ... more to come! We've designed this extension to make your tasks easier and workflows smoother. You won't find this anywhere else. Kudos to the team - I use it everyday!! To install: Just search for "Valuecase Assistant" in the Chrome Extension Store. Hit add to chrome, pin it, and login.

Our video recording feature has left beta... AND received a significant upgrade. You can now use video block intros to personally explain any block in a Valuecase Space. Want to walk a client through a proposal or an onboarding plan? Just click the three-dot menu next to any block and select "record block intro." It's that simple. You'll give your customers a much more personalized experience. We've also added some quality of life improvements. - Instant video previews after recording (in some browsers), - the ability to delete videos while they process, - and various bug fixes based on user feedback. 15 hours of videos have already been recorded in Valuecase. Now it's your turn to try it out. Happy recording! P.S.: smoothness and UX of this feature are absolutely top notch. Kudos to the team!

Our NEW content automation feature is NOW LIVE! You can build custom automations to control the visibility of blocks and pages in Valuecase. This means: - 8x faster space creation - Less errors - Better customer experience. Give it a try.

Post ZIRP¹, Sales is 80% project management. - More stakeholders with competing interests (e.g. CFO vs CRO) - Longer sales and decision making cycles (+30%) - Predominantly remote processes We've put together a huge guide on tactical tips about the sales tool that's arguably the most powerful in this environment: proper Mutual Action Planning. You can find it on our website now - I'll put the link the comments. Or you just comment MAP Blueprint under this post and I'll send it to you. Any feedback on the guide is more than welcome. We'll update it over time to make sure it stays relevant. Thanks for reading! (¹ ZIRP means Zero Interest Rate Policy, not sure if this abbreviation is well known)

Here it is: "Valuecase '23 Wrapped." 🎉 As we close out the year, it's the perfect time to recap the last 12 months. If you are in an early stage startup, it's so easy to get caught up in the day-to-day. That's why we've taken a moment to step back and look at the bigger picture, capturing the huge progress the Valuecase team has made. Our goal is to help you close deals easier, faster, and collaboratively. And this year brought us a whole lot closer to that. ↳ We launched Valuecase 2.0. ↳ Onboarded countless sales and customer success teams around the globe. ↳ And hired some of the best talent to join us. ❤️ Big shoutout to our team, customers, and everyone who's been part of this journey. Thank you! We are looking forward to '24. Have a wonderful festive season!

In product, it's the small things that often make the biggest difference for me. Excited to announce you can now see the status and progress of your mutual action plans in the Valuecase dashboard and filter them. This will make it a lot easier to keep the overview if you manage many opps at the same time. Also, we released: A new summary and new filters for the Space activity feed ↳ making it easier for you to keep the overview in complex deals An easier way to link your CRM deals in space creation ↳ enabling you to sync all Space activity back to your CRM A simpler flow to assign stakeholders to tasks ↳ helping you to edit MAPs a lot faster E-Mail notifications for mutual action plans ↳ we take the chasing off your plate; another mundane task automated A table block (in beta) ↳ this was a top user request, looking forward to your feedback! 👏 awesome work by our product team.

Shipped: email notifications for our mutual action plans. From today, Valuecase can send automated notifications about due tasks, new comments, and more to your prospects or customers. This means Valuecase can chase your prospects for you. And communication through our platform gets a whole lot easier. Here's how it works: - Navigate to the space settings (yes, we updated the design) - Click Stakeholders & Notifications - Add your customer's email - Select the notifications you want to send - As soon as a notification is sent, you'll see it in the activity feed (synced to the CRM). This was in beta for a few weeks. We are super excited to release it to all users today. It’ll take mutual action plans to the next level. And make collaboration so much easier.

Shipped: email notifications for our mutual action plans. From today, Valuecase can send automated notifications about due tasks, new comments, and more to your prospects or customers. This means Valuecase can chase your prospects for you. And communication through our platform gets a whole lot easier. Here's how it works: - Navigate to the space settings (yes, we updated the design) - Click Stakeholders & Notifications - Add your customer's email - Select the notifications you want to send - As soon as a notification is sent, you'll see it in the activity feed (synced to the CRM). This was in beta for a few weeks. We are super excited to release it to all users today. It’ll take mutual action plans to the next level. And make collaboration so much easier.