Sales Proposal
Tracking
Sales Content
Case Studies
Sales Decks
Power Point Slides
Data Spreadsheets
Sales Follow-Up
Timely response within sales documents and following up with the right questions for engagement.
Shared Documents
Know if your document has been shared with others to gain insight on popular content.
Decision Makers
Decision makers are busy people and knowing what they spend time on in your document can help with focus.
Stop wasting valuable time sending out sales proposals that go unread
Being on alert regarding the amount of content reviewed and sent to a prospect for engagement or if the documents are shared with a fellow colleague is important for understanding how effective each page is.
Identify the documents that are getting reviewed and which pages are resulting in a high rate of deal closure. Using our sales document tracking software and building aggregate data about your sales content can help move your sales process forward if your engaging with clients on the right topic.
When a potential lead clicks your sales document link and review and understanding how the prospects are interacting assist with follow-up in a relevant and timely matter.
Utilizing sales proposal tracking can set the template for success
Understanding which document time is spent on the most on can reveal which sales deck item is the most effective. Data can help to reveal the best performing documents and make your entire sales team more effective in the future.
Knowing the pages a lead spends the most time on in your attachment and can turn your most effective sales documents into repetitive sales emails and templates that you can access and share with your team the real-time results.
Building a library of helpful sales documents for your entire team can be beneficial but knowing which documents are right for your target audience is vital to the success in sales.
Define the right proposal documents to assist your sales force on conversions
Spending hours putting together sales proposals that when new clients can be complicated and often confusing understanding what to include or leave out.
Decision makers are extremely busy and typically will not read a long proposal yet, some proposals still require information in detail if the solution is complex.
Therefore, it’s much more effective to write a short concise proposal and provide backup information if needed. Knowing which area, the client focused on will help eliminate the risk of a sales person overloading the proposal with too much information.
PRICING
Choose your best plan
Monthly
Yearly
Free
2 Files / 75MB per file
$0
user/month
Secure File Viewer
Real -Time Notifications
Aggregate Dashboard
Branded Links
White Label File Viewer
O365/Outlook, Chrome Extension
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Pro
5 Files / 75MB per file
$19
user/month
Secure File Viewer
Real -Time Notifications
Aggregate Dashboard
Branded Links
White Label File Viewer
O365/Outlook, Chrome Extension
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Elite
600 Files / 75MB per file
$29
user/month
Secure File Viewer
Real -Time Notifications
Aggregate Dashboard
Branded Links
White Label File Viewer
O365/Outlook, Chrome Extension
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