Folders

You can organise your business case session in Engage into Folders. Click on the main menu drop down in the top left corner and select Folders:

To create a new folder, click Create a folder in the top right side of ValueHub:

The following window will open that allows you to name your folder:

Once you select Create Folder you will be able to customise that Folder with an image as well as sub-folders:

You can add a session to a Folder by clicking on the three dots icon within a business case session card that appears in your Case Library, a drop down will appear, select move to Folder, you will then be able to choose the folder you want the session to be in:

What we do

At Shark Finesse we have developed an enterprise-grade cloud application to help businesses standardise and simplify their value engagements across the entire customer journey.

Shark, a business value engagement platform used by 1000’s of customer-facing teams globally (e.g. pre-sales, sales, value teams, and customer success) is easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in a solution.

By adopting the Shark approach you will fundamentally transform conversations with new and existing customers, close more business, and differentiate from the competition.