Sharing options

Once your case is ready to share, there are a couple of options available to you:

  1. PDF
  2. PowerPoint (PPTX)
  3. Word (DOCX)
  4. Sharing with a ValueHub Build user (invite to edit)

To access these you will need to click on Share which appears in the top right corner of Engage:

For the PDF, PPTX and DOCX downloads, a small icon will appear in the bottom right corner showing you the download progress:

To share with a Build user, select Invite to edit, the below window will appear with instructions to follow:

  1. Add the Build user's email address(s):
  1. Include an optional message:

Press Send and the user(s) will be able to open your Engage session in their Build version of ValueHub.

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.