DocSend is a secure file and document sharing solution that gives users analytics and control on sent documents to see who opens documents, who they forward them to, and how long they look at each page. Users can turn off access, password protect, or set an expiration at any time. DocSend integrates with SalesForce as well as Box, Dropbox, Google Drive, and OneDrive. Use cases include investor relations, board management, and similar transactions where secure sharing is required. Additionally,…
$10
per user/per month
LinkedIn Sales Navigator
Score 8.5 out of 10
N/A
LinkedIn Sales Navigator is a sales intelligence software solution offered by LinkedIn.
DocSend works really great if you want to send out a doc to a prospect and want to track when they open it and what content they view. The reporting on this works really well and I've been happy with this functionality. Where it falls short is when you're trying to use it for a live demo utilizing the join.me integration. There are a lot of issues when you try to switch your screen and it only works 2/3s the time. I'd prefer an all-in-one solution instead of this Frankenstein model.
Flexible Saved Searches: I love how we can save a very complex search created for future use so that we don't have to repeat it again and again. The cherry on the top is that you can even share this saved search with your other colleagues having the LinkedIn Sales Navigator license. Access to Decision Makers: With a single click, I can filter out decision-makers in any company. This is again a time saver in many ways. Alerts and Reminders: which can be set custom-based covering specific use cases. For example - if prospect A changes companies today, I can get an alert for it on my email (the only drawback being I need to manually save this prospect in a list first).
DocSend has a newer feature called Spaces, it lets you place multiple files into a single "deal room". Unfortunately for us, we need it to support nested file structures for larger content sets. Their support team says this is on the way.
I'd like to be able to change the icons for links add to Space, currently, they're a default icon.
Navigating the UI is just a bit laborious, it feels like it should be easier to get to link creation since that is what you're doing 90% of the time you go to the site.
This question is a no-brainer. The tool is the industry standard for anyone tied to sales and marketing. The name "LinkedIn Sales Navigator" is synonymous with streamlining relevant customer and account data in an easy to use format that is actionable and intelligent. The focus on continuous improvement and richer means of communicating with customers and prospects is evident each time new features are rolled out. The social component of the tool even includes a gamification component to ensure that peers remain relevant among each other, which is refreshing and enjoyable for those who engage the tool on a daily basis.
It lets you pull people with specific titles in specific areas and with the criteria you choose--job changes, mutual connections based on schools, roles, and companies, etc. It is easy to upload these lists into other software or download and save them to a drive.
The tool speaks for itself, but the support is definitely a significant portion of why we use the tool. The company cares about their customer's success and it shows. We do not have to wait for long periods of time for the support team to respond; they do so in a timely manner, and virtually always with relevant insights and solutions.
I am unsure of the rollout, as I was not involved. I was an early adopter, and I have had a lot of success with the tool personally at multiple organizations, but I have no idea whether the implementation process encountered any errors. I can personally say that it works, and that I have not encountered significant issues with the tool since adoption, although a few issues like messages showing up as being unread even though they have been opened have been an on-again/off-again issues throughout the past few years. Overall, the company is doing a great job, and our implementation seems to have been effective.
DocSend is more convenient than DocuSign if you are already using Dropbox, otherwise a lot of these solutions come down to pricing and preference on user interface. For us, DocSend was great until our needs changed to needing a more sophisticated contract management tool. With further integrations and API accesses in the future, I think it will be easier to have all systems communicating and working together .
linkedin has way better data cleanup and relevant contact information. It provides a great insight into how to target personally your prospects, and gives great engagement highlights. ZoomInfo is sometimes outdated, the prospect has moved companies or is no longer employed there-- alot of filtering through the weeds can be hard if you are trying to hit high metrics and make your time valuable
