Lighthouse

Introducing Account-Based Reporting

We continue to develop DocSend with the goal of it being as simple and natural to use as possible. That means creating an intuitive experience that complements the way you interact with your prospects and clients.

Today we’re announcing a major step in aligning DocSend to the needs of modern dealmakers: Account-based reporting.

Getting a complex deal across the finish line requires coordinating with multiple stakeholders within an account to create buy-in. By introducing Accounts within DocSend, we’re able to offer a complete picture into how deals are progressing, make link creation easier, and enable more robust syncing to Salesforce. We always aim to provide you with the insights you need to push a deal forward. With Accounts, we’re closer than ever to achieving that goal.

It works like this: When you create a link, you’ll now specify what account it belongs to. Any visits to that link will then be rolled up under that account, whether DocSend knows the visitor’s email address or not.

Here’s a look at what’s changing:

New Accounts Page Gives Account-level View of Deal Activity

screenshot of product menu

 

The new accounts page shows an overview of your accounts, and all the accounts across your team. Here you’ll be able to quickly see which of your accounts have been active recently, and which are stalling out, so you can quickly prioritize your outreach. Sales management and sales ops can use this view to get a quick read of the entire pipeline — see which deals are moving forward, and which may be unlikely to close.

Clicking into an account gives you a complete view of activity within that account — broken out by contact, and by document. You can use this to analyze how engaged the account is as a whole, see who else might be involved in the deal, and identify what content the company is most interested in. Does it look like additional stakeholders are being brought in? Did that case study fall on deaf ears, or get passed up the chain? This will also let you see if an account or contact has been sent something already and they just haven’t looked at it.

DocSend Account Reporting

 

Management and sales ops can use this view to examine individual deals to answer questions like these on-the-fly:

  • How likely is this account to close?
  • How long has the account been dormant?
  • Are any decision makers actually considering the proposal?
  • Are reps including the right collateral in the conversation?

Dramatically Simpler Link Creation

As part of this release, we’ve significantly simplified link creation. No longer will you need to choose between three different link types. There’s now just a single link type with all the control options you’re used to, like passcode protection, and requiring email.

The key change here is that links are now tied to accounts. When you create a link, you’ll specify the account it belongs to rather than explicitly state the email/group/recipient as before. If the account already exists, this will autocomplete for you.

Worried about asking visitors for their email address? Since links are now tied to accounts, anonymous visitor activity will be attributed to the correct account. This allows tracking an account’s activity even if you chose not to prompt every visitor for their email address.

DocSend Link Creation

We’re also making it easier to embed DocSend links in your outbound email cadences. Last year we introduced mail merge links to let you easily send a DocSend link in a mail merge campaign and track each visitor individually. Now you can grab a pre-formatted link right from your DocSend account for these email platforms:

  • SalesLoft
  • Outreach
  • PersistIQ
  • Yesware
  • Toutapp
  • MailChimp

Note: mail merge links are only available to DocSend Team and Enterprise customers.

Deeper Salesforce Syncing

If you’re a DocSend Enterprise customer and you opt to sync a link’s activity to Salesforce, the new account model enables visits to be synced to an account in Salesforce even if DocSend doesn’t know the individual visitor’s identity.

If we can identify the specific contact, we’ll continue to sync visit activity to the matching contact in Salesforce, or optionally create a new lead if no matching contact is found.

These changes are all now live on docsend.com. Stay tuned to see these changes rolled out across our Gmail and Outlook extensions in the next few weeks.