Simplify Sales Content Sharing and Tracking

Simplifying Sales Content Management

The Digital Sales Room simplifies sharing key sales documents with the customer’s buying group on a single platform, streamlining the process, enhancing the buying experience, and eliminating lengthy email chains.

Accurate, up-to-date info for the entire buying group.

Track views and activity to see which sales materials engage invitees most.

Elevate your sales with clear insights from customer data.

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Select a template or create a new sales room, then add your preferred links and documents. The room includes your company branding and contact details.

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In addition to document sharing, you can create personalized sales videos for the customer or upload existing video materials to the sales room.

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Invite buying group members to the room. They’ll receive an email with a button for secure, one-click access to review materials and participate in discussions.

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When you update documents during the sales process, you can notify selected buying group members. Your customers will always access the latest sales materials.

Make it easier for buyers

Easily share proposals and important documents

Say goodbye to messy email chains and lost attachments. With the sales room, effortlessly share proposals and key documents in a clear, organized way. Keep your customer engaged with up-to-date information that drives confident purchasing decisions.

Supports files up to 400 MB, which can't be emailed.

Customers can access documents and links with one click.

Supports all common file types and links: no document editing needed.

Boost activity and better serve customers

Customer insights – track which documents your customers are engaging with.

Sales room data reveals which files customers viewed and when. Correct errors quickly and notify only those impacted, ensuring a smooth purchasing process.

Automate reminders and engage buying group members based on room data.

Craft the right sales documents based on your customers' interests.

Provide targeted content specifically designed for each buyer persona.

Provide targeted content for each buyer persona

Manage document visibility and access rights

Organize files clearly so the buying group quickly finds key content. Control visibility to ensure the right members access the right sales materials at the right time, driving faster decisions.

Organize documents for quick access by buyers.

Restrict file visibility on a person-by-person basis.

Give customers the ability to add their own files.

Efficient communication

Chat directly with your customer in the sales room

Engage in real-time chats, share files, and control document visibility in the sales room. Sync with CRMs like HubSpot and Pipedrive to boost communication and enrich your CRM data for better sales outcomes.

Notify selected buying group members about updates and changes.

Chat option next to the documents lowers the barrier for conversation.

Members joining mid-process can access historical data and easily get up to speed.

Simplifying Sales Content Management

How Sharing Content works?

Share sales content easily and keep track of engagement seamlessly.

Key Features

Easily share proposals and important documents

Customer insights – track which documents your customers are engaging with.

Manage document visibility and access rights

Chat directly with your customer in the sales room

Ready to enter the
new era of meetings?

Simplifying Sales Content Management

How Sharing Content works?

Share sales content easily and keep track of engagement seamlessly.

Key Features

Easily share proposals and important documents

Customer insights – track which documents your customers are engaging with.

Manage document visibility and access rights

Chat directly with your customer in the sales room

Ready to enter thenew era of meetings?

Ready to enter the
new era of meetings?