Sending documents or collateral to a prospect can be a black box. Regardless if it is a slide deck or a proposal, sellers need insights on engagement with their content. In addition, sales and marketing are always trying to find better ways to collaborate and create better alignment. Marketing spends their time understanding their market, buyer’s journey, and creating content to help move buyers down the funnel. Sellers need to know what content is converting. Ultimately helping close more deals.

We are extremely excited to announce our integration partnership with DocSend to help sellers find and share the content that closes deals!

Document tracking is nothing new however, creating a scalable way to create alignment with marketing, include dynamic content URL’s for each specific prospect, and gaining insights on their engagement is the foundation our partnership was created.

DocSend users now have the ability to create Campaign Links that dynamically update in their templates being sent out of the SalesLoft Platform. The innovation is in the dynamic link updates happening behind the scenes enabling document tracking at scale. This means admins can create a SalesLoft Team Templates with a dynamic Campaign Link and the content will be tracked separately for each SalesLoft user specific to the recipient.

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About DocSend:

DocSend is the only sales content management and tracking solution that helps teams find, share, track, and present the documents that close deals. With a powerful link-based system, it’s easy to analyze content performance and get visibility into target accounts. With DocSend, sales can finally connect content to business outcomes.

Benefits of the Integration:

  • Scale email outreach without losing sight of what matters most.

DocSend for SalesLoft gives sellers the ability to see when, where and how individual prospects interact with the sales content they share in email sequences, and when they do it. Identify which content works best in specific email flows, and refine outreach accordingly.

  • Insights about sales content that map back to the account view.

Find and share content for email sequences from inside SalesLoft while still tracking engagement with your Campaign Links at the account-level in DocSend.

  • Save time by staying in the sales workflow.

DocSend for SalesLoft makes it easy to find the right sales content and generate a fully trackable Campaign Link that’s unique to each seller, without ever leaving your SalesLoft workflow. Personalize email templates and add a DocSend Campaign Link to outreach campaigns in just a few seconds.

  • Get insight that drives sales results.

Connecting with prospects is harder than ever. Refine email sequences with SalesLoft while gaining full visibility into sales content engagement with DocSend Campaign Links.

DocSend + SalesLoft Integration Details:

DocSend’s integration for SalesLoft gives teams the power to track engagement with sales content at the individual contact level while scaling email outreach efforts more efficiently. With Campaign Links, sellers see when, where, and how individual contacts engage with the content shared in an email sequence, and get insights to help them build more personalized and productive campaigns.

For more information about the integration please visit the Knowledge Base.

Requirements:

DocSend Campaign Links are available only on Docsend Enterprise paid accounts. For more information, sign-up, or upgrade, contact sales@docsend.com.

The DocSend integration is another step in building our robust integration ecosystem and we couldn’t be more excited to partner with such an innovative platform.

We are grateful to have you here with us on this journey, and we hope you feel the SalesLoft Love with this product announcement, our past product announcements, and the ones that are just around the corner. We are always excited to hear your feedback, so if you have any questions please check out the Knowledge Base, or contact support@salesloft.com.