強化銷售技術堆疊與成交的 5 個方法
Virtual selling identifies warm leads, builds meaningful prospect relationships, and manages sales processes.
Our recent research highlighted that virtual selling is here to stay. Although reps are well aware of the benefits this format offers, they can’t deny the unique challenges it brings. Identifying warm leads, building meaningful prospect relationships, and managing sales processes can be a lot more challenging in virtual environments than in-person settings. And with an abundance of tech tools out there, it’s no surprise that remote workers spend way too much time switching between SaaS platforms during their workday.
This type of inefficiency is an absolute no-go for fast-moving sales teams. As the saying goes, time is money, and salespeople don’t want to lose either. As sales tech stacks across companies continue to grow, it’s easy to get caught up in the allure of the hot new tool. This is a slippery slope to reps spending more time managing tech than crafting a strategic follow-up.
銷售人員所使用的技術工具可能會影響成交結果，但解決方法並不在於提供更多工具，而是提供讓人事半功倍的工具。我們整理出五個簡單的方法，提升您的銷售技術堆疊，並運用您可能已經在使用的工具完成更多交易。
1. Get notified instantly when a lead visits your DocSend link
Outside of bluebird deals (an unanticipated, incredibly profitable sale), surprises have no place in the sales process. DocSend’s Zapier integration lets reps build automations between the tools they use most – keeping them in the know whenever a prospect has viewed their link.
這項可自訂的 Zap 讓潛在客戶能見度直接提升到個別銷售代表更容易獲得的程度。有些代表的手機從不離身。有些人熱愛電子郵件，而有些人則喜歡在 Slack 上溜達。無論您偏好何種溝通方式，共享連結被打開時，您都可以立即收到更新。
It’s known that quick follow-up is key to closing the deal, but the best part of this Zap lies in its lesser-known benefit: the ability to identify new stakeholders as soon as they engage with your link.
Imagine this scenario: your prospect says they’re the main decision-maker, but then forwards your collateral to their boss, the real decision-maker. DocSend lets you know when prospects engage with your collateral, and with whom they share it. You’ll know exactly when your documents are forwarded to and viewed by other stakeholders within the company.
有了這些知識，銷售代表可以有策略地跟進，避免在下一通電話中被未預期的相關人士襲擊。
Top Zaps:
When a prospect visits your link -> Send yourself a direct message from the Slackbot
When a prospect visits your link -> Send a message to a private Slack channel
When a prospect downloads your data room -> Send yourself a text
When a prospect visits your link -> Create and send an email
When a prospect visits your link -> Create and send an email
2. Automatically add new DocSend visitors to your CRM
Updating email lists and contacts within a CRM might be one of the most tedious tasks in existence. It’s definitely not something that reps should be spending lots of time on.
Let’s say you’re a Biz Dev representative (BDR) and are sending out a ton of touches. Save yourself hours with a Zap that automatically adds or updates contacts based on how they engage with your shared collateral – all without ever leaving your preferred CRM.
Automate email reminders, send prospect thank-yous, or add contacts to workflows as soon as someone engages with your DocSend content. If you’re feeling really fancy, you can even set up multi-step Zaps.
Favorite Zaps:
潛在客戶造訪您的連結時 -> 建立或更新聯絡人
當潛在客戶造訪您的連結時 -> 新增聯絡人到特定列表、行銷活動或工作流程中
潛在客戶下載您的資料室時 -> 建立或更新聯絡人
當潛在客戶下載您的資料室時 -> 新增聯絡人到特定列表、行銷活動或工作流程中
3. Access detailed insights across mass email campaigns
The power of using DocSend to boost your sales tech stack doesn’t end with adding and updating contacts within your CRM. In fact, we’re just getting started.
As a sales rep, you’re probably all too familiar with running email drip campaigns and sending mass personalized messages. Email outreach is an essential component of any sales process. But, tracking opens across sent emails isn’t enough to accurately measure prospect engagement. If that’s all you’re relying on, you’re missing out on analytics that give you real insight into prospect behavior. While a number of sales enablement tools have popped up to help reps scale email outreach, they don’t answer the critical question regarding how to improve deal negotiation. It’s impossible to track engagement with content you share in email sequences down to the target account and contact level.
To truly understand prospect behavior, you need detailed insight into not only when your collateral was viewed, but how often, for how long, if it was shared, and with whom. And you’re not going to get that by measuring email opens alone.
DocSend’s document analytics gives sales reps x-ray vision into exactly how prospects are engaging with your collateral. This insight enables reps to craft compelling, strategic follow-up that speaks directly to their lead’s pain points. When sellers reach out at the right time, with the right content, it has the potential to win key accounts, and turn prospects into paying customers.
DocSend not only gives you these detailed insights per viewer, but you can instantly access them at scale by leveraging our Mail Merge and Campaign links.
“DocSend’s analytics really help you prioritize. If you’re reaching out to 100 people, you’re going to go after the first 10 that open that link. Just adding DocSend links into email campaigns gives me so much visibility into the individual that clicked, and how they engaged with the material. It’s so powerful.” - Paul Koelle, Dropbox DocSend
Mail Merge links
Use DocSend Mail Merge links directly in your message templates within your marketing automation tool of choice. Since Mail Merge links are tracked in the same way as DocSend links, you’ll get access to all the same insights, no matter how many leads you email the link to.
更棒的是，無需讓訪客提供電子郵件，即可收集深入的訪客數據分析。這部分已透過合併標籤在您的行銷自動化工具中設定完成。
Campaign links
DocSend’s Campaign links take Mail Merge links to the next level. Reps can create a unique link to share content in their unique email cadences, without ever leaving workflows in either tool. Detailed prospect insights are now accessible at scale, and with virtually no effort.
Campaign links function like robust Mail Merge links. You can target a specific set of prospects or accounts, which are configured within your marketing automation tool and mapped directly back to DocSend.
DocSend 行銷活動連結可用於各種客戶關係管理，但如果您使用的是 Outreach 或 Salesloft，簡單的過程則會變得易如反掌。
從 Outreach 或 SalesLoft 中，只需打開 DocSend Chrome 擴充功能，從下拉式選單中選擇要共享的內容，行銷活動連結就會自動複製到您的剪貼簿。
最棒的是，如果您已設定好收件者列表，您無需讓訪客在存取您的內容之前提供電子郵件，但您仍然能夠在 DocSend 中查看誰在瀏覽您的內容。
大規模存取專屬潛在客戶數據分析 (Spawn 連結中的備註)
如果您正在思考 Spawn 連結是什麼，我們不怪您。Spawn 連結是 DocSend 獨立追蹤每個潛在客戶使用的每個目標帳戶之互動及造訪方式。這些新連結會在有人造訪任何透過電子郵件傳送的行銷活動或信箱合併連結時產生。別擔心，您仍然可以追蹤連結與哪些大量傳送的電子郵件有關聯，因為每個 Spawn 連結的 URL 都會指出原始行銷活動連結。
4. See exactly which collateral helps close deals
Having x-ray vision into prospect engagement with your content is game-changing. Being able to access those analytics at scale and identify macro-level trends? Sounds impossible. However, DocSend delivers both, directly within your CRM.
At DocSend, we leverage our native Salesforce integration to track our content across every stage in the buyer’s journey. We can see how specific pieces of content (like our old vs new sales decks, case studies, whitepapers, etc) impact prospect engagement, and finally understand which pieces of content actually drive conversion. If you’re not using Salesforce, you can leverage our Zapier integration to pull similar reports into HubSpot, Marketo, or another CRM.
The list of what you can track and analyze is endless. If you're managing a sales team and you want to know when your reps are creating links, you can track that and get automated alerts. You can track how many visits are received for a particular rep, and then from a particular account and cohort.
Once you get enough visit data, you can begin to build really interesting reports that correlate ROI with content pieces. For example, if you see that a specific whitepaper or case study generated 10 opportunities and 8 closed deals, you can make decisions based on that. It justifies greater spend on whitepapers or case studies since you can actually tie data to them.
In the past, we would have no way of knowing the ROI on the sales content we were sending out. Now we’re able to track content throughout the entire sales process, all the way to deal size, win rate, and revenue attainment. We’re able to easily map all individual prospect activity in DocSend at the account-level back to our CRM.
5. Get deals signed faster with a seamless eSignature experience
Ah, the moment of truth. If you’ve made it all the way to the final stage of a deal cycle the last thing you want is friction. Or worse: to be ghosted this late in the game. Our research shows that deals are closing faster than ever, with sales contracts getting signed about a day after they’re sent out for signature.
DocSend arms sales reps with the power to securely share, track, and analyze critical sales documents and truly understand prospect behavior. Why not use the same tool to get those documents signed? Seamless and simple, DocSend gives you the insight you need to get your prospects through the funnel, and the speed you need to get them to sign. Within seconds, you can convert any document in DocSend into a signable one. It couldn’t be easier.
渴望探索 DocSend 提供的服務嗎？現在就免費試用。
