This article gives an overview of the different types of data you can integrate in your portfolio management module.
✅ Offerings
Offerings (or services) are the products, solutions or value packages your company provides to customers.
They describe what you sell, what you deliver or how you help customers solve a problem.
🎯 Why they matter:
Defining your offerings clearly helps customers understand what they can buy from you, how it benefits them, and what sets you apart. It’s important not only to provide an overview of your offerings, but also to clearly describe the key challenges they address and the possible solutions they deliver.
This helps your teams and prospects understand why each service exists, what problems it solves and how it creates value, making your portfolio more actionable and relevant.
📚 Cases
A customer case/reference is a verified story or endorsement from an existing customer that shows how they achieved real value with your solution. Setting up cases in uman ensures your sales teams always have structured, relevant examples at their fingertips — making it easier to share real-world proof, demonstrate value, and close deals faster.
🎯 Why they matter:
Case studies are one of the most powerful tools to build trust, prove value, and accelerate decision-making. They matter because they do what a product pitch alone cannot: show real-world results in a credible, relatable way.
✨ Inspiration
Upload or link valuable insights, best practices, and proven playbooks to guide your sales conversations. Equip your team with real examples, talk tracks, and winning approaches from across your organization. By making inspiration easy to find, you help salespeople handle objections, adapt to different situations, and bring fresh ideas to every customer interaction — boosting confidence and driving better results.
🎯 Why they matter:
Inspiration matters because even the best salespeople benefit from fresh ideas and proven methods. When teams can tap into practical examples and shared success stories, they spend less time reinventing the wheel and more time closing deals. It builds confidence, drives consistency in messaging, and helps everyone learn what really works — so your entire sales force can perform at a higher level.
🎨 Brand assets
These assets include all the visual, written, and strategic elements that represent and communicate your brand’s identity to the outside world. Logos, templates, messaging guidelines, and approved visuals help ensure your company looks, feels, and sounds consistent across every channel and customer touchpoint. By organizing brand assets in one place, you make it easy for teams to use the right materials every time.
🎯 Why they matter:
Brand assets matter because consistency builds trust. When your sales teams and other customer-facing roles have easy access to approved, up-to-date brand materials, they can present your company in a clear and professional way — every time. This strengthens your brand’s reputation, makes your communications more memorable, and ensures that your message stays aligned no matter who’s telling your story.