L

Livepreso

www.livepreso.com link_icon

Company Research Report: LivePreso Pty Ltd



Company Overview



Name and Mission


Company Name: LivePreso Pty Ltd
Mission: To make the complex feel simple by automatically creating world-class, interactive, and data-driven presentations for customers.

Founding Details


Founded: 2014
Founder/Founders: No information is available

Key People


Key People:
  • Aaron Cooper, Co-founder and CEO

  • Joel Thomson, Co-founder and CMO

  • Jonathan Clark, Chief Technology Officer

  • Amy Read, General Manager, Customer Marketing


Headquarters


Headquartered: Melbourne, Australia

Number of Employees


No information is available

Revenue of the Company


No information is available

What is the Company Known For


LivePreso is known for transforming business outcomes and workflows by automating the creation of personalized, data-driven, and interactive sales and marketing presentations. The platform integrates with critical business systems to reduce preparation time and enhance customer engagements.

Products



Overview of Products


LivePreso offers a suite of products designed to automate and enhance business presentations and customer interactions. Below are the major product offerings:

1. LivePreso Sales


Description: Empowers sales teams to create interactive and automatically personalized customer presentations.
Key Features:
  • Interactive presentations with built-in product demos

  • Dynamic pricing and needs analysis tools

  • Collaborative action plans and live scheduling


2. LivePreso Marketing


Description: Bridges the gap between marketing and sales by providing a single, centrally-managed source of customer-facing content.
Key Features:
  • Brand compliance with uneditable content

  • Visibility into content usage and effectiveness

  • Detailed analytics on engagement


3. LivePreso Advice


Description: Assists financial advisers in creating interactive, compliant, and personalized advice documents.
Key Features:
  • Compliant ROAs, SOAs, suitability reports

  • Deep integration with Xplan

  • Interactive and easy-to-understand reports


4. LivePreso Channel


Description: Equips resellers with interactive and automatically personalized customer presentations and documents.
Key Features:
  • Control and monitor reseller content

  • Interactive sales content

  • Dynamic adaptation to user-specific variations


5. PresoBot™


Description: An automation tool that drives engagement through personalized, data-driven content.
Key Features:
  • Automated content workflows

  • Customizable customer interactions

  • Detailed analytics on content usage


Recent Developments



New Developments in the Company


  • Appointment of Tony Hughes: LivePreso appointed Tony Hughes as Chairman of the Board in 2023.

  • LivePreso rebranding: SalesPreso rebranded to LivePreso in 2020, reflecting its expanded capability beyond just sales presentations.


New Products Launched


No information is available

New Features Added to Existing Products


  • Insurance Recommendations for Risk SOAs: Addition of insurance recommendations to advice documents.

  • Advanced live filtering and modeling: Enhanced content personalization and live filtering features.

  • Digital signature integration: Authority to proceed documents with digital signature integration.


New Partnerships


  • V.I. partnership: Delivered automation and ROI for enterprise clients.

  • Expansion with REA Group: Expanded offering into REA Group's Commercial and Developer teams.


Customer Success Stories:
  • CUB Premium Beverages: Automated quarterly business reviews reducing content creation time from days to seconds.


Key Customer Testimonials


  • Jonathan Clark, CTO of REA Group: "Since starting the deployment in Australia, we have been so pleased with the improvements, that we have expanded our use of LivePreso globally!"

  • Amy Read, General Manager, Customer Marketing: "We’ve achieved significant increases in productivity with LivePreso—automating all the manual and repetitive tasks that are involved in creating tailored customer presentations."

  • Lee-Martin Seymour, CEO: "A year ago it would take us around 80 days to close a lead. With LivePreso, we are now closing deals within half that time. But the surprise is that we are closing twice as many."


Integrations


Integrated Apps:
  • CRM systems

  • BI tools

  • Fulfillment platforms

  • Xplan for financial advice documents


Awards and Recognitions


  • 2022 Stevie Awards: Gold for ‘Sales Automation Solution – New Version’.

  • 2021 Melbourne Design Awards: Gold for ‘Graphic Design – Identity and Branding – Tech’.

  • 2019 ABF Awards: Enterprise B2B Business of the Year.

  • 2018 National AIIA iAwards: Winner in the national competition.


This report compiles available data to provide a detailed and professional overview of LivePreso Pty Ltd focussing on the company’s mission, products, key developments, and customer feedback.