Value Viewpoint Live

Video Tutorial 1: Building a Business Case – From Template

In this first part of our tutorial series, we guide you through the essential steps of developing an "outside-in" business case using a pre-defined template tested with real customers—typically prepared by a Value Engineer.

Whether you're crafting a personalized outreach email or pitching over a video call, this tutorial will show you how to generate an Executive Report in just 2 minutes. Use it as a script or attach it to your outgoing email to strengthen your value proposition.

🚀 Stay tuned for Part 2, where we'll cover how adding a logo to your business case one-pager can boost personalization by 30%, making a stronger impact on your prospects!

Video Tutorial 2: Manually Adding a Prospect's Logo and Editing the Investment

In this second part of our tutorial series, we show you how a simple yet powerful tweak—adding your logo to a business case one-pager—can boost personalization by 30% and make a stronger impact on your prospect buyers.

A well-crafted, visually branded business case increases credibility and engagement, whether you're sending it via email or presenting it on a call. This quick tutorial walks you through the easy steps to customize your Executive Report and stand out from the competition.

🚀 Missed Part 1? Learn how to generate a business case in just 2 minutes [link to Part 1].

🔔 Stay tuned for Part 3, where we’ll dive into leveraging data-driven insights to strengthen your business case even further!

Creating or Renaming an Organization in ValueViewpoint.ai

Hi there! In this quick walkthrough, I’ll show you how to create a new organization or rename an existing one in the ValueViewpoint platform.

To get started, click the Avatar icon in the upper-right corner of your screen.
From the dropdown menu, select “Organizations.”

If you haven’t created any organizations yet, the section will appear empty.
To set one up, simply click the “New Organization” button.

A form will pop up.
Let’s name this one “Demo Org 5” and click “Submit.”

✅ That’s it—your new organization is now created! You’re ready to move on to the next step in the setup process, as outlined in our guide.

If you’d like to rename an existing organization, just click the “Rename” button next to its name.

For example, you might rename it to “Demo Org 6” if you’re managing different product lines, regional sales units, or want to give access to your reseller or partner teams.

Type the new name, click “Submit,” and the update is instantly saved.

Each organization you create comes with its own seat and role structure, giving you full flexibility to support multiple sales motions and business units.

For more tutorials and best practices, be sure to visit our Help Center. Thanks for watching!

Switching from Free to a Paid Plan process in ValueViewpoint.ai

🔁 Switching from Free to Paid Plan in ValueViewpoint.ai

Ready to upgrade your free plan and unlock full value-selling capabilities? Follow these steps:

🛒 How to Purchase Seats

Log in to your account and select your organization (e.g., CustomerName.io).
Click “Purchase Seats” on the dashboard.
In the pop-up, use “+” / “−” to select the number of seats per role (start with 1 VE seat).
Review your total on the right.
Click “Purchase Seats”, enter payment info, and hit “Pay.”
✅ Your plan is now upgraded!

👥 Managing Your Team

After upgrading, go to the Team Members section to:
➕ Add new members
➖ Remove users
🔄 Change roles

👤 Role Overview

Owner – Full admin & billing control
Billing Manager – Can purchase seats (non-paid role)
Administrator – Manage user access
VE – Full platform access
AE – Full access (excludes research tools and admin rights)
SDR/BDR – Access to templates, inputs, reports, outreach tools

❓Need Help?
Message us via in-app chat or email—we’re here to support you every step of the way.