• Kim

Boards - A Beginner's Guide

Updated: Dec 27, 2021

Selling on social media has dominated the way many sales reps sell for over 10 years. Peer to peer selling via mobile phones leverages social networking sites to identify new customers, build relationships and essentially - close more sales. It’s become the modern day sales process as it’s so quick and easy to interact on apps such as WhatsApp, Messenger and Instagram.

Mobile sellers communicate mostly with several customers simultaneously across different channels and platforms and are required to maintain a high quality level of service. They repeatedly answer the same questions, and send the same messages over and over again - copying and pasting texts from their notes and other apps, searching for pieces of content in their mobile devices, online storage platforms and in the cloud. This makes effective social selling no easy task. Sales teams need to utilize the right tools to help improve and streamline their selling efforts.

That’s where Boards comes in..

What is Boards?

Boards is a sales enablement platform that allows mobile-first sales teams to achieve better results by allowing them to put their marketing and sales content directly into their phone’s keyboard.

No matter which messaging or social app you're using to interact with customers, you can access Boards inside any app that has keyboard function, and have everything you need to nail a sale.

How Does Boards Work?

Like most online apps, Boards starts with a download. The app is available on both the App Store and Google Play and can be downloaded today by clicking one of the buttons below.

Create your first board

Once downloaded, and you’ve created an account - you’ll be able to create your first board and start adding content to it. There’s no limit to the amount of boards you can create.

Add content to your board

Load your boards with any type of content such as text, images, videos, links and PDFs. Create folders and organize your boards as you wish, everything is completely customizable and structure your boards just like you structure your business!

Access Boards through your keyboard

Now, here’s where the real magic happens. After you create a board, you can access it directly through your phone's keyboard by switching keyboards on your device.

Chatting with customers at scale is so straightforward with Boards - where you have all the content and information you need right at your fingertips.

Share a board with your team

If you’re heading a team, with Boards you can ensure quality, improve efficiency, and speed up the sales cycle for the whole team, as any board you create can also be shared with others.

You can give your team access to all the materials they need to succeed with neatly organized, and fully prepared content boards that are updated in real time to keep everyone aligned.

Boards Desktop

For more robust editing and for creating larger scale boards, you can use the desktop version of Boards by clicking here.

Boards is multi-platform and syncs across all devices, so whether you work in a team of 5, 10 or 10,000 - it doesn’t matter - any changes you make, or content that you add will apply to everyone's devices in real time.

Boards eliminates all the searching and waiting for help from a team leader, and provides teams with actionable information they can use from the get go - even if they're new. And by moving all your content to Boards, you’ll free up lots of space on your phone for other things.

So that’s all the basics covered. If you need any more help, feel free to visit our help center to find out more.

We can’t wait to hear what you think about Boards.


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