Attach

Attach is a powerful sales engagement tool designed to empower sales teams by providing them with the capabilities to manage, track, and control the sales collateral they share with potential clients. This tool allows users to send documents while gaining insights into how recipients interact with the materials, which can be crucial for optimizing sales strategies and improving closure rates.

📈 Tracking and Analytics: Attach provides detailed analytics and insights into how documents are interacted with. Users can see when a document is opened, how long a recipient spends on each page, and when they come back to the document. This data helps sales professionals gauge interest levels and tailor follow-ups more effectively.

🔒 Security and Control: With Attach, users can ensure their documents are secure and remain under their control. The tool allows senders to update documents even after they’ve been sent, restrict access, and even revoke access if necessary. This is crucial for maintaining the integrity and confidentiality of the information shared.

📑 Simplified Sharing: Sharing documents through Attach is straightforward. The interface is user-friendly, allowing sales teams to upload, send, and track documents with ease. Additionally, the tool integrates with popular CRMs and email platforms, streamlining the sales process.

By leveraging Attach, sales teams can enhance their engagement efforts, ultimately leading to increased efficiency and improved sales outcomes.