Ideas to put to work
The deck everyone rebuilds every quarter, assembled from the systems that hold the numbers.
Quarterly business review deck
Sofia reads the client's account and opportunities in Salesforce and the figures in your Excel workbook, then builds the review deck for you to refine.
Pitch deck tailored to each prospect
Sofia copies your master pitch deck and updates it with the prospect's company, deal and notes from HubSpot, ready for your review.
Board pack from the month's numbers
Sofia pulls the general ledger and bank transactions from Xero, builds the tables in Excel, and updates the board deck in PowerPoint.
Consistency check across a deck
Sofia reads every slide and flags figures, names and dates that disagree with each other, before the client spots them.
What Sofia can do with Microsoft PowerPoint
Sofia reads and keeps current
- Presentations and their metadata
Sofia does, with your approval where you want it
- Create a presentation
- Read a presentation's content
- Update a presentation
- Copy or move a presentation
- Save a presentation as PDF
- Create a sharing link
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- SalesforceCRM for accounts, contacts and sales pipeline
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- HubSpotCRM and marketing platform for growing businesses
- XeroCloud accounting for small businesses
Microsoft WordWord processor for letters, reports and contracts
Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
Microsoft OneDriveMicrosoft's cloud file storage for individuals and teams
Google DriveGoogle's cloud file storage and sharing
Hand Sofia your next client deck
Score your firm in three minutes, or talk to our team.