Digital Asset Management for B2B Sales Teams [Case Study]

TL;DR

Pacific Southwest Container (PSC), a leading packaging manufacturer, transformed its sales and marketing workflow by adopting Tagbox.io. Previously hindered by inaccessible and disorganized media storage, PSC's teams now leverage Tagbox.io to swiftly showcase product examples, enhancing customer understanding and expediting the sales process.

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The Challenge: Disconnected Media Hindering Sales

PSC, a third-generation family-owned packaging manufacturer based in Modesto, California, specializes in crafting high-quality packaging solutions for industries ranging from wine and agriculture to retail and technology.

Elizabeth Roseman, Marketing Manager at PSC, identified a significant hurdle:

"Our media was stored on an internal file that our sales team could only access if they were connected to our network."

This setup led to inefficiencies, as sales representatives struggled to locate appropriate product images, often resorting to manual searches through unorganized folders. The lack of accessible, organized media impeded their ability to effectively demonstrate PSC's capabilities to clients.

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Having photos readily available to show our customers and prospects is incredibly helpful when explaining our product offerings

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The Solution: Implementing Tagbox.io for Seamless Access

Recognizing the need for an intuitive, accessible platform, PSC turned to Tagbox.io. The goal was to provide the sales team with a tool that allowed quick retrieval and presentation of product images, regardless of location.

The implementation was straightforward, with teams integrating Tagbox.io into their daily routines:

"Our sales, marketing, and project management teams primarily use Tagbox.io. We have it bookmarked as an app on our phones, so we can easily pull images up during conversations."

The platform's tagging and sorting features enabled efficient organization of media assets, allowing users to filter and locate images swiftly.

But this wasn’t just any media library. PSC embraced Tagbox.io's flexible tag management system to craft their own internal taxonomy. Because let’s be honest - this isn’t just a box, it’s a Roll End Tuck Front (RETF) Box. Or maybe it’s a Half Slotted Container (HSC). Or maybe it’s a very specific example of packaging for consumer electronics, not household goods. The point is: the details matter.

"Being able to upload photos, add tags, and sort by tags has been most helpful to us. This makes it incredibly easy to use and has provided us with time savings."

PSC’s team now tags by product type, box style (yes, they really know their box styles), client, industry, and more - so that when a pharmaceutical prospect calls, they’re not just seeing random boxes, they’re seeing relevant, pharma-ready packaging.

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The Impact: Enhanced Customer Engagement and Sales Efficiency

With Tagbox.io, PSC's teams experienced a notable improvement in workflow and customer interactions. Sales representatives could now promptly access and share relevant product images, facilitating clearer communication of PSC's offerings.

"Having photos readily available to show our customers and prospects is incredibly helpful when explaining our product offerings."

This immediate access to visual assets not only streamlined the sales process but also enriched client understanding of PSC's capabilities, leading to more informed decision-making.

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Key Benefits

• Improved Accessibility: Sales teams can access media assets on-the-go, enhancing responsiveness during client interactions.
• Organized Media Library: Tagging and sorting features facilitate quick retrieval of relevant images.
• Enhanced Client Understanding: Visual demonstrations aid in conveying product capabilities effectively.
• Industry-Specific Organization: Custom taxonomy makes it easy to speak the client's language - no matter how niche.

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Curious What This Could Look Like for Your Team?

PSC didn’t overhaul their workflows overnight. They just made it easier for their team to find the right image, at the right time, with the right context - and it’s made a real difference.

If your team is juggling folders, chasing down examples, or trying to make your work more visible, it might be time to take a look.

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