Where Marketing Teams Perform

SETVI enables marketing teams to exceed expected outcomes by transforming content management, control, and optimization.

Sales And Marketing Team Members Working Together To Improve Performance

Centralize Collaboration

Publish, Organize
& Control

Agile Creation
& Delivery

Marketing Impact

SETVI Enable

Consolidated, Searchable Product Information, Price Lists, Pitches, Presentations, Promotions, And Marketing Collateral
Align Teams On Platform With Accurate, Up-To-Date Product Info

Consolidate product information, pitches, presentations, price lists, and promotions related to hundreds of brands and thousands of SKUs into a single, searchable content management platform accessible across sales and marketing teams.

Transform Content Chaos Into Content Discovery

Publish and refresh new content easily to keep the sales team engaged with new collateral and visibility into what materials top-performing colleagues use most often.

Update essential materials one at a time, or refresh all resources instantly so that product, pricing, and promotional content is always current. Refreshed sales resources show up instantly, ready to be synced by reps.

Control Access & Permissions

Role-based permissions allow marketing to control user access so that colleagues are shown only the most relevant, useful content, unless all-access is required. Access control keeps content well-organized, improves user experience, and reduces the likelihood of errors when sending content to prospects and customers.

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Consolidated, Searchable Product Information, Price Lists, Pitches, Presentations, Promotions, And Marketing Collateral
Access Control And Permissions Management Console

SETVI Engage

Access Control And Permissions Management Console
Reach Every Target Segment With Relevant, Customized Collateral

Merge sales materials from different brands and product lines for each target buyer segment, and personalize offers to their individual needs.

Slide decks, one-sheets, product brochures, price lists, and promo flyers all combine into powerful sales solution collections that reps use to close more deals with new and existing customers across multiple industries.

Successful Campaigns Start With Templates

Save best-performing campaigns to quickly replicate winning sales materials and mailings. Create company templates to ensure consistency of campaigns, even in distributed or outsourced sales teams.

One-Click Deployment

Marketing team members and sales admins are equipped with the necessary tools to create campaigns and send emails on behalf of reps. When a campaign is ready, salespeople receive automatic notifications and approve and send campaigns with a single click or tap, saving time on outreach and follow-ups.

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Agile Content Creation & Delivery

Content Creation And Distribution File Upload
Intuitive Content Creation Meets Fast Delivery

Combine various content elements from varied sources, create sales templates, or assemble catalogs of product info and promotions designed exclusively for specific targets.

Content creation on SETVI is intuitive; delivering the right materials to the right reps happens at lightspeed. Simply perform an content update from any device; the new materials show up instantly, ready to be synced by sales reps.

AI-Powered Search

SETVI taps into multiple indices in content, product catalogs, categories, titles (and more) so that salespeople have AI-powered search results of content they can select to build campaigns. Great search results mean fewer requests from reps unable to locate suitable materials- and more time for marketing to create dazzling new content.

Content Creation And Distribution File Upload
SETVI Engage Marketing Analytics Dashboard

Demonstrate Marketing Impact With Data

SETVI Engage Marketing Analytics Dashboard
Get Visibility Into Content Performance With Marketing Analytics

End the guesswork about what content reps use to generate successful actions by prospects and customers. Instead, data-driven insights enable marketing to focus time on creating more of what works to sell. Establish marketing best practices to repeat successful executions team-wide.

Reinforce Marketing Wins With Automated Or Custom Reports

Keep the C-suite up-to-date with concise weekly, monthly, or quarterly reports delivered straight to their inbox. Send results via automatic dashboard exports, or work with the SETVI team to create custom reports configured to exacting requirements.

Streamline Workflow With Integrations

SETVI CRM Integrations For Salesforce, SugarCRM, HubSpot And Microsoft Dynamics 365
Leading ERP, PIM & CRM Platforms

Akeneo PIM
Sales Layer

Mobile Native Apps

iOS iPhone & iPad
Android Smartphones & Tablets


Microsoft Outlook

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SETVI CRM Integrations For Salesforce, SugarCRM, HubSpot And Microsoft Dynamics 365
SETVI helped us to consolidate sales and marketing across twenty-two territories with hundreds of reps, each selling dozens of Middleby brands.

We needed a platform that's simple, intuitive, and enables reps to cross-sell all our offerings. SETVI helped us to do that.

Mark Easterday

Executive Vice President
Middleby Brands Sales
We get anecdotal feedback from our sales leaders constantly on how SETVI increases customer and rep engagement.

The proof is clear when I view SETVI analytics. We now consistently generate sales on items that rarely sold before using this platform.

Glenn Harbison

Director of Digital Marketing & Ecommerce
Penn Jersey Paper

Ready To Accelerate Your Sales?

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Founded in 2014, SETVI is a technology company that creates industry cloud solutions designed to drive sales excellence for companies in manufacturing and distribution industries.

© 2021-2022 SETVI, Inc. All Rights Reserved.
All other trademarks are the property of their owners.
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