How to Make a Digital Sales Room in Distribute?

Sales isn’t what it used to be. It’s not just about pitching and crossing your fingers. Buyers now want a personal touch and teamwork. But many sales teams struggle—they have the tools but don’t know how to connect everything.

Picture this: juggling sales calls, endless emails, and too many attachments. It’s a hassle that slows deals and frustrates everyone. That's where the Digital Sales Room (DSR) from Distribute can help.

A DSR is like a central hub for your team, content, and client needs. No more chasing emails or losing files. Everything is in one place, and it fits your sales process perfectly.

This guide will show you the simple steps to set up a DSR in Distribute. You'll spend less time managing and more time closing deals. Ready to jump in? Let’s go.

What is a Digital Sales Room?

A Digital Sales Room (DSR) in Distribute is an online space where you and your client can meet and share important documents. It’s a private place where everything is organized, so you don’t have to search through emails or look for attachments. This makes talking with your client easier and speeds up the sales process.

One of the best parts of using a DSR in Distribute is how you can make it your own. With ready-made templates, you can change the colors, logos, and layout to match your brand. Check out these Digital Sales Room examples to get inspired. This makes your client feel like the space was made just for them.

It’s like giving your buyer special treatment, showing them that they are important, and helping you stand out from other sellers.

Why Is a Digital Sales Room Helpful?

It helps things go smoother. You won’t have to switch between different apps to share files, hold meetings, or track progress.

A DSR puts everything in one place, “central hub” as we love to call it. It’s also great for keeping clients happy. They can find all the information they need without asking for updates or searching for files. It makes the whole process feel more personal.

What Features are in a Digital Sales Room?

Work Together in Real-Time

You and your client can work on the same documents, presentations, or proposals at the same time. You can also talk directly in the room, without needing to set up more meetings.

Secure File Sharing

Privacy matters when you share important files. Distribute’s DSR lets you share documents safely, so only the right people can see them.

Track Client Activity

Want to know what part of your presentation caught your client’s attention? Distribute’s DSR gives you data on what your client looked at and for how long. This helps you improve your future sales pitches.

Step-by-Step Guide on How to Make a Digital Sales Room in Distribute

Here’s how to set up your own Digital Sales Room in Distribute. It’s easier than it sounds. Just follow these simple steps, and you'll be ready in no time.

1. Sign Up and Set Up Your Account

First, you need to sign up for Distribute. Here’s how:

• Go to the Distribute website and click “Sign Up.”
• Fill in your name, email, and password, or use your social media to sign in.
• Check your email for a verification link and click it to confirm.
• Log in, and you’re all set!

Now, you’re ready to create your Digital Sales Room.

2. Create Your Sales Room

Next, it's time to make your Digital Sales Room:

‍

• Click "Create New Page."

• Name the room after the client or project. For example, if you’re working with a client, name it after them to stay organized. If it’s a project, use something simple like “Project XYZ Sales Room.”
• Choose a template or design your own room to match what you need.

3. Upload and Organize Content

Now, it’s time to add your sales materials:

‍

• Click the "Upload" button to add files like PDFs, videos, and presentations.
• Use multi-tabs to keep things organized. You can add multiple tabs depending on the files you add on those tabs in one single page!
• Name your tabs clearly, like “2024 Product X Case Study,” so everyone knows what’s what.

4. Customize the Design

Add your personal touch to make your digital sales room stand out:

‍

• Use the drag-and-drop editor to move things like images, text, and media around.
• Want to show off your brand? Upload your logo and choose your company’s colors.
• You can easily change the layout to fit your style.

5. Invite Your Team and Clients

Sales work best when everyone is on the same page. Here's how to invite your team and clients:

‍

• Click "Invite" and enter their email addresses.
• Set their roles—clients can be “Can view” and teammates can be “Can edit.”
• Control what people can see or edit by locking certain files.

6. Track Analytics

This is where things get interesting. You can track how buyers are interacting with your content:

‍

• Go to the Analytics tab.
• Now, you can see what files your clients viewed, how long they spent on them, and if they downloaded anything.

Benefits of Using a Digital Sales Room in Distribute

Using a Digital Sales Room in Distribute doesn’t just make things easier—it gives you a big advantage. Here’s how:

Keeps Buyers Interested

It’s hard to keep a buyer’s attention when all you send are PDFs. But with a Digital Sales Room, you can use videos, presentations, and product demos to grab their attention. No need to go back and forth with emails. Everything they need is right there.

Imagine a buyer watching a video case study at their own pace. They can replay the parts they care about the most. That’s the kind of interest that’s hard to beat!

Faster Sales Process

When everything—your documents, demos, and presentations—is in one place, buyers can make decisions faster. They don’t have to ask for more info or wait for you to send it. A Digital Sales Room gives them what they need, helping you close deals quicker.

With Distribute, you’re not just making the process faster, you’re making it smoother.

More Wins

When your sales pitch looks polished and professional, it builds trust. And trust is what helps you win deals. Distribute’s Digital Sales Rooms let you present everything clearly, showing your client that you’re serious.

For example, imagine creating a special sales room just for a client. It has their proposal, case studies, and a demo of your product. They can check it all out when it’s convenient for them. That makes them more likely to make a quick and confident decision—and close the deal.

Work Together in Real-Time

Working together doesn’t have to be hard. With Distribute, your team and your client can work on the same files at the same time. You can make comments or update documents instantly, without waiting for the next meeting.

This keeps everyone on track and avoids delays that slow things down.

Best Practices for a Successful Digital Sales Room

To get the most out of your Digital Sales Room in Distribute, follow these simple tips:

1. Keep It Neat

A messy digital space can be just as bad as a messy desk. Make sure your room is well-organized with clear folders and labels. Buyers should easily find what they need without hunting for files. Use tags and categories to sort things by file type, sales stage, or topic.

2. Update Content Often

Don’t let your Digital Sales Room get outdated. Always keep it fresh with new presentations, case studies, or proposals. If you’ve got a new product feature or a great customer review, put it front and center. Buyers like to see that you’re offering them up-to-date content, not old files.

3. Be Ready to Engage Live

Take advantage of Distribute's live tools. Host demos, run Q&A sessions, or chat with buyers in real-time. This way, you can answer their questions right away, without needing follow-up emails or extra meetings.

4. Track What Buyers Look At

Distribute gives you analytics so you can track what buyers are interested in. If you see that a buyer spent a lot of time on one part of your proposal, focus on that in your next chat. If they skipped something, you may need to explain it more.

Tracking this helps you follow up better and make smarter decisions.

Why Choose Distribute for Your Digital Sales Room?

Picking the right platform for your Digital Sales Room means finding more than just a place to store files. Distribute offers helpful features that make your work easier and speed up your sales process. Here’s why Distribute should be your top choice.

Smart AI Tools for Creating Pages and Content

Distribute acts like a helpful assistant. Its smart tools use AI to help you quickly create sales pages and presentations. Whether you’re setting up a new room or updating an old one, these tools make it simple and fast.

You don’t need to be a designer to make your sales room look good. Distribute’s AI helps with everything—from organizing your content to making small design changes—so you can focus on closing deals.

Works with Tools Like Calendly and Slack

Distribute knows that your sales team uses other tools too. That’s why it works smoothly with platforms like Calendly and Slack. Need to schedule a meeting with a prospect? You can do it right in your sales room with Calendly. Want to keep your team in the loop? Slack connects everyone in real-time.

These integrations help you work faster by putting everything in one place. No more switching between apps.

Easy to Use—No Tech Skills Needed

One of the best things about Distribute is how easy it is to use. You don’t have to be a tech expert to create a great Digital Sales Room. The simple interface lets you drag and drop content, making it easy to edit and share.

Whether you’ve been in sales for years or are just starting out, Distribute’s easy design helps you deliver a smooth experience for your clients—without the hassle of complicated tools.

Conclusion

A Digital Sales Room is more than just a place to share files. It can change the way you do sales, making everything easier for you and your buyers. 

Distribute gives you the tools to make this happen. With its smart features, live collaboration, and secure file sharing, Distribute helps your sales run smoothly.

Whether you're new to sales or want to improve your strategy, Distribute makes it easy to create and manage your own digital sales space. Why not give it a try and see how it can improve your sales?

Now that you know how to set up a Digital Sales Room with Distribute, you're ready to get started. Let Distribute help make your sales process easier and more successful.