Sales and customer teams at leading companies use Dock
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Why sales leaders love Dock

Learn how our customers use Dock to elevate their follow-up process.

31% increase in win rate
for sales follow-up

Learn how Andrew Hollis, Director of Sales at Nectar, uses Dock to close more deals.

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Personalized follow-up
at scale

Learn how Stephen Ruff, Co-Founder of Champify, uses Dock to support his "educate, don't sell" philosophy.

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Replicate one tight follow-up
process across your sales team.

Instead of every rep doing their own thing with follow-up emails, links, and attachments, Dock allows sales leaders to create one repeatable follow-up process across their sales organization.

Create a sales portal in a few clicks. Create a company-wide portal template to standardize how reps sell to prospects.

Standardize content sharing. Control what content reps share with customers. Push updates to multiple customer sales portals at once with synced sections.

Customize to your deal cycle. Every section of a portal is hideable, so reps can unveil content as it becomes relevant in the deal cycle.

Dock is elevating the quality and shortening the time for our new reps to give A-tier follow-up.

Andrew Hollis
Co-Founder and VP of Sales, Nectar

Provide a white-glove buyer experience your champion will love

Rather than losing emails and attachments over a long deal cycle, your buyer champion will always know where to find what they need.

Dock gives buyers one highly shareable portal that helps them sell your solution internally to their team.

Help your deal champion sell internally.

Salespeople aren’t invited to most buying conversations.

Dock makes sure you’re properly positioned when your point of contact makes the internal case to their buying team.

Shorten your deal cycles with mutual action plans.

Most buyers don’t know how to navigate the late stages of a deal—like economic approval or legal and security review.

Dock’s mutual action plans help you guide buyers through the process and hold them to a tighter buying timeline.

Dock is a really easy way to get internal exposure. We've actually had customers doing a business case to their CFO, pull up the Dock and just scroll through it.

Stephen Ruff
Co-Founder of Champify

Stop losing deals to inefficient
sales processes.

Dock makes it easier for reps to personalize follow up, share content with prospects, and send pricing proposals.

Personalize follow up at scale. Auto-populate customers fields, logos, and dynamic variables into your sales portals to never waste time on personalization.

Share and track customer-facing content. Dock’s sales content management platform makes it easy for reps to find, share, and track sales assets.

Whip up proposals quickly. Add close-worthy pricing proposals to your sales portal in a few clicks — without involving a designer.

Track buyer engagement and
improve deal visibility.

Separate serious buyers from window shoppers. Dock’s analytics let your sales team track who’s engaging with their sales portal — and who’s ghosting you.

Track who’s engaging with your sales portal. See exactly which stakeholders are viewing your sales portal, what they're looking at, and what actions they're taking. So you can track when internal buying conversations are happening in real time.

Predict buying interest with analytics. Buyers who don’t engage with your sales portal aren’t likely to buy. Dock’s sales portals improve your forecasting by giving you more detailed buying signals.

With Dock, we're finding who the high-quality accounts are. 

If they're looking at Dock a lot, it's a huge sign they're going to buy.
If I had a prospect go over 12 views on my Dock, they had like a 97% chance of closing. It was ridiculous.

Andrew Hollis
Co-Founder and VP of Sales, Nectar

Dock Features

Dock gives you the tools to transform the customer experience.

Track buying signals

Email gate your sales portal to track which contacts are most engaged.

Collect esignatures

Sign order forms directly in the sales portal.

Mutual action plans

Keep deals moving forward with templatized action plans.

Security documentation

Get ahead of customer security reviews with enterprise buyers with templated security profiles.

Secure sharing

Password protect your portals or restrict them to an email domain.

Flexible editor

Dock's flexible drag-and-drop editor is as easy as editing a document.

Pricing and order forms

Share quotes and get them signed in a few clicks.

Custom branding

White-label your portal with your logo, colors, and customer logos.

Embed anything

Embed any file format like PDFs, videos, and images. Or embed your favorite software from Google Slides, to Loom, to Figma.

Dock apps integration

Share info more securely

You choose who can see your sales portals.

Protect workspaces by email, domain, or
authenticate access through magic links
or Google Sign In.

Sales leaders love Dock

Dock Customer Loom
"Dock has changed the follow up game. After every intro call, I send over a Dock that has tons of content, a demo video, customer success info, etc. It makes it so easy to provide the customer will all information needed. Dock is improving my deal cycles tremendously.
Erin Faverty
Erin Faverty
Head of Customer Success, Origin
“The Lattice team loves Dock! The platform streamlines the buying experience and empowers our champions to make the case for our product to internal stakeholders at their companies.”
Dini Mehta
Dini Mehta
CRO, Lattice
Dock Customer Loom
"We've been using Dock for almost a year now and it's been a game changer for our sales teams. It's been such a help to create templatized Docks for the masses and customized ones for specific one-offs. Alex and the team are always available to chat, respond quickly, and actually implement feedback!"
Brittany Soinski
Paul Yoon
Director of Sales, Mid-Market, Marqii

Frequently asked questions

Need more information? Contact our sales team →

How do account executives use Dock?

Account executives use Dock's sales portals in a few different ways:

Intro/Demo Follow Up: After a call, every AE sends over a long email with too many links and attachments. With Dock, AEs send a single trackable link that hosts all of the sales, marketing, and product collateral.

Enable Champions: Dock helps AEs package everything champions needs to know in one place that can easily be shared with internal stakeholders

Differentiate from the Competition: Dock makes it easy for AEs to provide a personalized buying experience for prospects.

Manage Complex Deals: Dock gives AEs the tools to manage complex deals from mutual action plans, to order forms, to shared notes.

How do sales engineers use Dock?

Sales Engineers use Dock to manage proof-of-concepts. Dock workspaces can be used to store key information like project timelines, product documentation, key stakeholders, success criteria and more. Check out one of our templates to get started.

How does sales leadership use Dock?

Sales leaders use Dock to build a repeatable sales process. With company templates, Sales leaders  control how Sales reps share information with prospects and make sure everyone is following the right steps to get a deal done.

What type of sales cycle does Dock support? SMB? Mid-Market? Enterprise?

Dock supports the full range of sales cycles from smb/transactional to mid-market and enterprise deals. The main difference is the type of template that an AE would use with prospects.

For more transactional deals, AEs use a simple template with basic personalization. For these deals, Dock provides a standard way to share your complete offering with a prospect.

Check out Dock's SMB/Transactional Sales template.

For complex deals, AEs use a more in-depth template with personalized content. For these complex deals, Dock provides tools like mutual action plans to help guide the sales process. And Dock provides a way to share different pieces of content as the sales cycle progresses.

Check out Dock's Enterprise sales template.

Does Dock work for product-led growth companies?

Dock helps AEs at PLG companies build the case to senior leadership and IT around why the company needs to upgrade the account. Dock makes it easy to capture product usage, explain the higher tier offering, detail next steps and share customer success stories.

Try Dock's product-led sales template.

Do prospects actually use Dock?

We’ve found prospects are excited to use Dock as it’s a frictionless experience. Prospects don’t need to create a login/password to engage in a Dock workspace. They just put in their email and on the backend sales reps have security controls for specific domains and emails. In practice, Dock is just a link, which is the atom of the Internet. Everyone is comfortable with the concept of links.

Dock is just a link, which is the atom of the Internet. Everyone is comfortable with the concept of links.

That being said, our best practice is to introduce Dock workspaces on a call and within follow up emails. That way clients know what to expect and what resources are available within the workspace.

Importantly, when  prospects don’t engage with a Dock workspace it’s a great signal to the sales rep on the quality of the buyer. It helps a sales rep understand whether it makes sense to spend more time working on that deal or move on to someone who is more engaged.

What kind of analytics does Dock track?

Dock provides the following analytics:

Views: track when someone views a Dock workspace

Clicks: track when someone clicks on a link

Downloads: track when someone downloads a PDF

PDF Time Spent: track how much time someone spends viewing a PDF and time spent per page (soon)

Drop off Report: track which PDF page someone left (soon)

Action Plan Activity: track progress within our shared project plan

When there’s a new workspace view, Dock will send an email notification to the workspace owner.

Does Dock integrate with Salesforce? What about Hubspot?

Dock currently integrates with Salesforce and the Hubspot integration is coming soon.

Here’s how the CRM integration works:
- Link Account/Opportunity Data with Dock Workspaces
- Pull in new clients directly from the CRM
- Access Dock workspace links from the Account or Opportunity record

Does Dock support mutual action plans?

Dock gives sales teams the tools to create and share mutual action plans. Learn more

What is a sales portal?

A sales portal is a collaborative workspace or microsite where any salesperson and potential customers can share and store important documents and reference material related to a product or service. Materials ranging from slide decks to white papers to testimonials and video demos can all be shared in a digital sales room, all shareable from a single link.

How does a sales portal enable buyers?

Modern consumers are less inclined to want to have conversations with sales professionals, especially at the beginning of the buyer journey.

Instead, they prefer to conduct independent research at their own pace. A sales portal allows sales teams to collect and curate collateral about their product or service and display it on a platform they control, therefore enabling their buyers and improving the buyer experience.

An added benefit to using Dock is the ability to view which content specific stakeholders are engaging most with (or not) - valuable information for any sales team.

How does a sales portal empower buyer champions?

A buyer champion is an employee of your target organization that you can leverage to get buy-in from the financial decision-makers within a company. The key to successfully empowering a buyer champion is making sure they have access to correct information they can then relay to decision-makers. A sales portal makes it easy to provide the necessary information to make a purchase decision in a highly engaging and customizable presentation, all shareable from a single link.

What are the benefits of using sales portal software?

B2B sales negotiations can quickly devolve into a mess of email attachments and Google Doc links that can easily become buried in your email’s inbox.

A sals portal provides a single, centralized location to store and display all your sales collateral, from product demos and white papers to client testimonials and case studies.

Instead of forcing clients to continually search for materials in email attachments, sales professionals can instead provide a single link to a collaborative and engaging workspace, constantly updated in real-time.

This helps to improve the overall customer experience, allowing your team to close deals more efficiently.

What sets Dock apart from other sales portals?

Dock’s sales portals are highly customizable and can be templatized to streamline your sales team's processes. Iterations of Dock’s digital sales room template can be created for specific types of clients.

Dock’s collaborative workspaces also feature full analytics data, so you can easily view engagement insights on which pieces of content are having the most impact and by whom, invaluable information for sales and marketing teams.

Dock’s workspaces can also be updated and adapted to different stages of the client lifecycle. For example, you can easily turn your Dock sales portal into an onboarding hub once the deal has closed. Most other sales rooms are designed only for the sales process.

Dock’s digital sales room also features numerous integrations with other popular platforms like Salesforce, HubSpot, Gong, Zoom, Loom, and more, allowing sales teams to put the right content in front of the right set of eyes.

How can a sales portal streamline the buying experience?

Digital sales portals house all the important data and sales content needed to make a purchase decision, accessible from a single link. This makes the information easily shareable throughout your target’s organization while ensuring the most accurate and up-to-date information is always at their fingertips.

How can a sales portal make sales teams more efficient?

A digital sales room is a useful sales enablement tool. It accelerates the sales cycle for sales teams by keeping all the relevant information for specific sales in a single, central location. Features like Dock’s mutual action plan can also keep the sales process moving by assigning action items to users on either side of the transactions, along with due dates and space to leave notes.

What's the best way to get started with Dock?

Get started with one of our sales templates.