Sharing decks with prospects and existing customers

Options
Berkay Avcı
Berkay Avcı Member Posts: 4
First Comment Photogenic

Hi everyone,

With DocSend, we can track who opened our deck and how long they looked at it. This allows us to determine which prospects are passionate about working with us.

On PipeDrive, I think it must be a priority to bring a deck-sharing feature such as DocSend, which will be opened by only email and able to track.

We can create workflows like creating a new deal or moving it to the next stage if the email belongs to an existing customer. Otherwise, creating a lead, converting the lead to a deal, etc.

The basic idea:

  • Upload deck on PipeDrive
  • Create a common sharing link
  • Share it with prospects and existing customers
  • Create leads or deals based on reviews

It might be great, right? :)

2
2 votes

Active · Last Updated