Client-facing, always current.
Account plans, QBR decks, and proposals that stay live — your numbers update themselves, so every client page is right when they open it.
Same live page — update once, all three update.
Sales teams use ShareOut to make every client-facing page live and always current — QBR decks, account plans, and proposals whose numbers update themselves. You build the account story once, bind it to your CRM or revenue data, and share a branded link instead of a 40MB attachment. When the client opens it before the call, it is already right — no quarterly rebuild, no praying the figures still match.
Your QBR deck is stale before the call.
You rebuild the same account story every quarter and pray the numbers still match by the time you present.
Presentations bound to data
Flip through a deck whose charts are live — present from a link, the data already up to date.
A page per account
Map the relationship and the deal once; keep it current without rebuilding.
Send the link, not the file
Clients get a live, branded page — not a 40MB attachment that bounces.
How sales teams use ShareOut
- 1
Build the account story once
Describe the QBR deck, account plan, or proposal and ShareOut builds a real page. Map the relationship and the deal a single time instead of rebuilding every quarter.
- 2
Bind it to live data
Connect your CRM feed, warehouse, or sheet. Charts and numbers read live, so the page is accurate the moment the client opens it — not as of whenever you last exported.
- 3
Present from a link
Flip through a live deck and present straight from a URL. The data is current as you present, and the client can revisit the same page after the call.
- 4
Send the link, not the file
Clients get a branded, current page on your subdomain — not an attachment that bounces. One link per account, always right.
See it running.
What sales teams build with ShareOut
Questions, answered
How does sales use ShareOut for QBRs and account plans?
Build the account story once as a live page — a QBR deck, an account plan, a proposal — with charts bound to your CRM or warehouse data. The numbers update themselves, so when the client opens the link before the call it is already current. No rebuilding the same deck every quarter and praying the figures still match.
Can I present from a live deck instead of a static file?
Yes. Flip through a deck whose charts read live and present straight from a link. The data is up to date as you present, and the client can revisit the same page afterward instead of digging through an emailed attachment.
Is it client-facing and on brand?
Yes. Every account page is branded and shared as a link — not a 40MB file that bounces from inboxes. Publish under your subdomain so the client sees a premium, current page with your name on it.
Does it connect to my CRM or revenue data?
It reads live from your sources — a warehouse, a sheet, or an API feeding CRM data — so account pages and QBR numbers stay accurate without manual updates.
Can I keep a page per account up to date automatically?
Yes. Map each account once and the page stays current as the data moves; schedule a crew to refresh and summarize it so every client link is right whenever they open it.