File share

A carefully curated, easily accessible selection of sales assets is better than a bunch of email attachments seen out of context… and it’s much easier to share.

Share files of any type or size

Every deal room has built-in file & link share.

Prospects see the files the moment they enter the deal room, all in one place and easy to find (and share) for the entire deal cycle.

Anyone who’s invited to the room can upload or download files and  DealPoint updates Salesforce every time a new file or link has been added, downloaded or clicked.

 

Context for every share

Every shared file & link has a notes section to provide context on why it’s being shared in this room.

So weeks or months later, the prospect isn’t left thinking “What’s this file? Who sent it to me? Why?”

This is a huge improvement over today’s DropBox or email, where even the best case sees a bunch of lonely files saved to a folder someplace with no explanation.

 

Secure downloads

Every file link has a 120 second time out to ensure that your private file links don’t end up on Reddit or other public website.

The files themselves are shared over an encrypted SSL connection.

Email notifications

Email isn’t dead quite yet.

Every time anyone adds a file or link, everyone connected to the room gets an email with a link taking them back to the room, including an intro for the email itself plus the notes on why you shared the asset.

No more sharing a file, then emailing that you shared something.

One time — in the days before DealPoint — I couldn’t remember name of the rep for the software I wanted to buy, but I did remember we talked about his dog in the email, so there I was searching for keyword “Fluffy” with my boss looking over my shoulder. Not empowering.

Resources

Homo Erectus Absolutely Killed It

At the dawn of man, we only had a few tools, each one created only after careful consideration of what was actually needed to get the job done.

Today we run the risk of the tools becoming the master, sucking time that should be spent with customers and spitting out process so prescriptive that our natural craftiness atrophies and we’re unable to innovate out in the wild.

Simplifying your tools will give you the space to do what humans have always done best: evaluate a situation, think critically how to take advantage of what you see, then club it to death and drag it home. Or as we say today, absolutely kill this quarter’s numbers.

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