TrustRadius: an HG Insights company

Attach

Score8 out of 10

4 Reviews and Ratings

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What is Attach?

Attach (acquired by Cirrus Insight in 2017) is a sales enablement platform that is designed to help sales and marketing teams manage, track and control documents across the whole buyer journey. According to the vendor, Attach allows both marketers and salespeople to understand, in real-time, the extent to which collateral is consumed and actioned by their buyers.

The vendor says collateral commonly used in the sales process and in Attach includes:
  • Sales Decks
  • White Papers & Case Studies
  • One Pagers & Spec Sheets
  • Industry Reports
  • Buyers' Guides
  • Proposals & Quotes

Categories & Use Cases

Media

Reviews

What users are saying about Attach.
View all reviews

Attach Makes it Easy

Incentivized
Andy AbramsonView profile
CEO and Founder at Comunicano, Inc. (1-10 employees employees)

Pros

  • Present presentations
  • Ensure documents are reviewed
  • Prevents sharing with unauthorized readers

Cons

  • I'm very happy with the current version.
  • Make easier to store files for repetitive use

Return on Investment

  • Makes sales process easier.
  • Enable more rapid sharing of documents.
  • Provides version and audience control.

Other Software Used

Dialpad, UberConference, Adobe Acrobat DC, DocuSign

Attach Sales Deck with Attach.io and reduce sales anxiety!

Darin AlpertView profile
Regional Director in Sales at TrustRadius (11-50 employees employees)

Pros

  • Seeing how much time someone spends on a a particular slide tells me if it is resonating with them.
  • Easy integrations to Google Docs, Dropbox, etc., are super helpful.

Cons

  • If you could actually send the emails from Attach, that might be helpful so you're not in two screens.

Return on Investment

  • The ROI comes from less anxiety of wondering what a prospect is doing with the attachment and how much engagement they've had with the sales deck.
  • Seeing a prospect open the attachment from the email notification I get is an excuse to reach out.

Alternatives Considered

ClearSlide

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