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. And that’s what exactly digital sales room is made for!

What is a Digital Sales Room?

A digital sales room (DSR) is an online space where businesses share sales-related content with potential customers. It acts as a central hub for documents, proposals, videos, pricing details, and other materials to streamline the sales process. It helps sales teams collaborate with buyers, track engagement, and close deals faster.

Why Is a Digital Sales Room Helpful in Sales?

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

1. Work Together in Real-Time

You and your client can edit documents, presentations, or proposals at the same time. You can also chat inside the room, so there’s no need for extra meetings.

2. Secure File Sharing

Sharing important files should be secure. With Distribute’s DSR, only the right people can access your documents.

3. Track Client Activity

Curious about what interests your client? Distribute’s DSR tracks what they view and for how long. This helps you make better 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.

Step 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.

Step 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.

Step 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.

Step 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.

Step 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.

Step 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.

Why Use a Digital Sales Room in Distribute?

Using a Digital Sales Room in Distribute gives you a big advantage. Here’s how:

Keeps Buyers Interested

Sending PDFs alone won’t grab attention. But with a Digital Sales Room, you can add videos, presentations, and product demos. Everything buyers need is in one place.

They can watch a case study video whenever they want. If something stands out, they can replay it. A great example of a digital sales room shows how businesses use these spaces to simplify the sales process and improve buyer engagement.

Faster Sales Process

When all your documents, demos, and presentations are in one spot, buyers don’t have to wait for more info. They can review everything right away. This helps them decide faster, which means you close deals quicker.

Distribute makes the process not just faster, but smoother.

Helps You Win More Deals

A professional sales pitch builds trust. And trust helps you win. Distribute’s Digital Sales Room makes your presentation look clear and polished.

You can even create a custom sales room just for a client. Add their proposal, case studies, and a product demo. They can check it out anytime. When they have all the info upfront, they can make a quicker and more confident decision.

Best Practices for a Successful Digital Sales Room

• Keep your Digital Sales Room organized with clear folders, labels, and tags.
• Regularly update content with fresh presentations, case studies, and new product features.
• Use Distribute’s live tools to host demos, Q&A sessions, and real-time chats.
• Track buyer activity to see what interests them and adjust your follow-ups.

For more tips, read more here!

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.

If you're exploring different platforms for tracking buyer engagement, here’s a list of the best digital sales room software to compare features and find the right fit for your team.