System
Confluence Cloud
Short description
Help sales consultants quickly access the latest product specifications, pricing, and client case studies in Confluence by organizing information into visually distinct cards and tabs using Navitabs’ Tab Wizard, eliminating time lost searching through lengthy pages.
Challenge
Sales consultants often need instant access to updated product details, technical specs, and client references while preparing proposals or meeting customers. However, they very frequently have to navigate cluttered Confluence spaces filled with dozens of product documents, scattered pitch decks, and market intelligence pages.
This can result in incomplete information during client conversations, missed key points in presentations, and the risk of sharing outdated materials.
Actors
💼 Jordan – Sales & Account Executive
📈 Anna – Product Manager
Actors Goals
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Jordan wants to find product, pricing, and case study information within seconds while preparing for client calls.
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Anna wants to ensure sales teams always use the most current and approved information without flooding inboxes with file updates.
Use Case Scenario (step-by-step)
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Jordan logs into the company’s Product Resources Confluence space before a client meeting.
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At the top of the page, Cards clearly display: Product Specs, Pricing Sheets, Competitive Insights, and Pitch Decks.
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Jordan clicks the Pitch Decks card.
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Inside, tabs split the content into Enterprise Solutions and Industry-Specific Packages.
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Jordan downloads the pitch deck from the correct tab in seconds, confident it’s the latest approved version and contains all key points.
Outcome
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Jordan spends less time searching and more time preparing for meaningful client conversations.
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Anna ensures only approved and current documents are used.
Implementation Details
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Install Navitabs – Navigation Macros for Confluence.
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Use Tab Wizard to create Cards for main resource category pages.
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Assign the Product Management Team as owners to keep content accurate and up to date.
Additional Information: Cards can use brand colors and tabs product icons to make navigation intuitive for busy sales staff.