Real-time client interest for Account Managers
July 13, 2018

Real-time client interest for Account Managers

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with DocSend

It is currently being used in client facing roles such as account management, marketing, and sales. The business problem we are addressing is around sharing large files. Additionally, it's great for conference calls where there is a presentation mode for users to follow. One of the best features is the analytics. The sender is able to track document open rate, how far they've completed a document and if there are any areas where a user spends more time reviewing.
  • The user metrics are incredible. I'm able to see if a recipient has opened my deck and then monitor which slides they spend the most time on. This sets up for a more productive and delivered pitch.
  • The shared drive is also nice as you can create personal folders that are either public or private. The search/keyword functionality also works really well.
  • One of my favorite features is that you can upload new content with the same link so if you've misspelled a word, for example, you can re-upload without having to send a new email or letting anyone know.
  • Currently the platform does not support video.
  • They have started to create "smart folders" where you can add multiple pieces of content in one area but its not super intuitive at the moment.
  • We're able to have more direct high-level conversations based on the user data we are seeing of users spending time on elements of a deck.
ClearSlide had a very similar offering but a bit less user intuitive. The focus was much more on the live presentation mode.
It is great for someone in sales as they have full transparency into how their documents are being received. This is not a great tool for someone in design that has multiple files for uploading as you need to drag and drop one item at a time.

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