Learn how sales teams use Dock to enable their buyers and shorten their sales cycles.
Learn how Andrew Hollis, Director of Sales at Nectar, uses Dock to close more deals.
Learn how Stephen Ruff, Co-Founder of Champify, uses Dock to support his "educate, don't sell" philosophy.
Buying teams normally get buried under a pile of email threads, links, and attachments from sales reps.
Dock helps you guide your buyer champion through the sales process without overwhelming them.
Dock is elevating the quality and shortening the time for our new reps to give A-tier follow-up.
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Buyer champions struggle to organize the details needed to get internal buy-in. With Dock, your champion always knows where to find what they need.
Dock's sales deal rooms give your champion one personalized, highly shareable resource to help them sell your solution internally.
Most buying conversations happen behind closed doors.
Dock helps you sell through your champion and tell one consistent story to the entire buying committee when you're not in the room.
Avoid unexpected roadblocks and delays like economic approval and security reviews.
Dock’s mutual action plans keep the buying process moving on schedule.
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.
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Dock gives your reps the tools they need to provide a personalized experience for every buyer, without creating more busy work.
Dock’s engagement analytics show which buyers are most engaged and which need more follow-up.
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.
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Dock gives you all the tools you need to
educate your buyers and shorten your sales cycle.
Email gate a workspace to track which stakeholders have accessed your sales room.
Create order forms and get them signed directly in the sales room.
Create mutual action plan checklists for your buyers to keep them organized.
Get ahead of security reviews with enterprise buyers with templatized security profiles.
Optionally add password protection or domain verification to workspaces.
Dock's sales rooms are completely flexible. Editing a Dock workspace is as easy as editing a document.
Drop in pricing quotes in a few clicks.
Add your logo, color scheme, customer logos, and more to your sales rooms.
Embed any file format like PDFs, videos, and images. Or embed your favorite software from Google Slides, to Loom, to Figma.
Need more information? Contact our sales team →
Account executives use Dock 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.
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.
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.
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.
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.
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.
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.
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
Yes. Dock gives sales teams the tools to create and share mutual action plans. Learn more here.
A digital sales room or 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.
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 digital sales room 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.
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 digital sales room 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.
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 digital sales room 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.
Dock’s digital sales rooms 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.
Digital sales rooms 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.
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.
Get started with one of our sales templates.
Need more information? Contact our sales team →
Buyer enablement is the process of providing buyers with the tools, resources, and guidance they need to make informed purchasing decisions.
It’s about helping buyers navigate the often-complex buying process by removing friction, answering their questions, and giving them the information they need to feel confident about their choices. Essentially, it’s about making it easier for your buyers to buy.
Modern B2B buying is not only increasingly complex, but also, the majority of deliberations take place behind closed doors. This means buyer enablement strategies are primarily concerned with educating buyers and making the sales process as streamlined and easy as possible. At its core, buyer enablement is all about making it as easy as possible for buyers to buy from you.
Buyer enablement strategies are particularly important for selling into larger, enterprise-level companies. These companies tend to have more complex structure and buy-in requirements from stakeholders from several departments.
While similar, buyer enablement and sales enablement refer to different sides of the same coin. Buyer enablement refers to sales content, training and processes designed to make it easier for buyers to buy.
On the flip side, sales enablement refers strictly to internal content, processes, tools and training designed to enable your company’s sales team to sell your product or service more efficiently.
Buyer enablement is a team effort that spans multiple departments. Sales teams are often the front line, delivering resources and guiding buyers. Marketing plays a key role in creating content like case studies, product guides, and FAQs. Customer success teams also contribute by ensuring buyers understand how your solution will deliver long-term value. Ideally, all revenue teams work together to create a seamless, buyer-focused experience.
Dock makes it easy for buyers to find and share information related to your product or service. Your Dock workspace is a central space that brings together product specifications and pricing alongside case studies and customer testimonials, all easily accessible from a single link.
Consumers these days are much less eager to speak to a salesperson. Some estimates are as low as 17% of a transaction spent interacting with sales. Buyers are much more interested in doing their own independent research before reaching out to a company directly.
Traditional sales transactions quickly devolve into a mess of email attachments. It can be a struggle to ensure stakeholders within a potential customer’s company have the best, most up-to-date information.
With Dock, all information related to a sale can be shared through a single, centralized digital sales room. Dock offers:
Centralized resources: Buyers can access everything they need—proposals, case studies, timelines, and ROI calculators—all in one place.
Customizable workspaces: Tailored to each buyer, Dock workspaces ensure that content is relevant to their specific challenges, goals, and use case.
Collaborative tools: Buyers can leave comments, ask questions, and share workspaces with internal stakeholders, making it easier to get team buy-in and move the deal forward.
Milestone tracking: Dock allows buyers and sellers to collaborate on timelines and next steps, so everyone stays aligned and progress is clear.
In short, yes—if it’s set up correctly and adds value to their buying process. Buyers are more likely to use your Dock workspace when it helps them solve a problem, reduces friction, and provides clarity during the decision-making process.
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.
The short answer: as early as possible.
Dock is designed to cater to customers throughout the different sales cycle stages. To start things off right and demonstrate your organization and professionalism, use your Dock workspace in the kickoff call. This can help to set the right expectations from the get go. Reviewing a mutual action plan introduces a welcome transparency to the whole process and leaves little question as to roles and responsibilities of all involved.
Dock also allows you to hide certain sections of your workspace until the right time. For example, you may want to keep pricing information hidden until you have a certain amount of buy-in from your prospect.
The primary appeal of Dock is its simplicity and low-level of entry compared to other buyer enablement platforms. Dock provides all the tools and integrations you need to keep the deal moving forward, without the additional functionality that can bog down more comprehensive, all-in-one solutions. It was built to enable customers and revenue teams equally, so less time can be spent wrestling with the platform and more time can be spent on the sale itself.
Ease-of-use is paramount when it comes to Dock. Sales teams need to be able to jump in and get themselves and their clients up to speed quickly and easily. Workspaces can also be templatized, helping to quickly streamline and refine sales processes.
Yes. Among its suite of native integrations, Dock features integrations with two of today’s best known customer relationship managers (CRM): Salesforce and HubSpot.
With our Growth plan, you’ll gain access to a full integration with HubSpot. Once configured, you’ll be able to create Dock workspaces from within the CRM. Increase automation by automatically populating your Dock workspace with dynamic elements based on client data in HubSpot. You can view and track all Dock activity from within your CRM.
Move up to our Enterprise level and you can access our fully functional Salesforce integration. Automatically populate your Dock workspace with data from your Salesforce CRM, increasing productivity exponentially. Once set up, you’ll be able to view all Dock workspace activity from the CRM as your client completes tasks, clicks a link or watches a video.
Yes. Dock’s analytics features make it simple to track who has viewed and shared your workspace—making it a great tool for tracking multithreading.
With your workspaces’ access settings set to “Restricted” or “Anyone with a link”, users will need to enter their email to view your Dock workspace.
This is a great feature that can allow you to track who within your target organization is interacting with your sales content. With this information, you can time the perfect follow up email.
Have a look at our guide to sharing your Dock workspace to learn more.
Buyers love Dock’s digital sales rooms because they make the buying process easier, more organized, and more transparent. Here’s why:
Everything in one place: Buyers no longer have to dig through email chains or chase down attachments. Dock’s digital sales rooms centralize everything they need—proposals, case studies, pricing details, ROI calculators, and timelines—into one shared workspace.
Streamlined internal collaboration: Buyers can easily share the workspace with their team members, such as finance, procurement, or executives. Stakeholders can review resources, ask questions, and leave comments all in one spot, eliminating bottlenecks along the buying journey and making it easier to gain internal alignment.
Clear next steps: Dock doesn’t just present information—it guides buyers through the decision-making process. Features like shared timelines, task lists, and milestone tracking help buyers stay on track and understand what needs to happen next. This clarity reduces confusion among decision-makers and keeps deals moving forward.
Transparency and trust: Buyers appreciate the openness of Dock’s digital sales rooms. They can see exactly where things stand in the process and collaborate directly with the sales team in a way that feels like a partnership, not a transaction.
Less back-and-forth: Dock minimizes the constant back-and-forth communication that often slows deals down during a potentially months-long purchase process. Buyers get what they need, when they need it, without endless follow-up emails or miscommunication. Ultimately, Dock’s digital sales rooms help buyers feel more confident and in control of the process. By reducing friction and fostering collaboration, Dock makes it easier for buyers to make decisions and move forward with certainty.
Revenue teams—sales, marketing, and customer success—love Dock because it helps them close deals faster, streamline collaboration, and create a better buyer experience.
Here’s why Dock stands out:
Keeps everything in one place: Dock provides potential buyers with a single shared workspace where B2B sales teams can centralize proposals, timelines, onboarding guides, and other key resources. No more hunting through email threads or scattered folders for what buyers need to make purchasing decisions.
Improves buyer engagement: Dock’s buyer enablement tools make it easy to deliver a personalized, transparent experience for buyers. By tailoring workspaces with relevant content and actionable next steps, revenue teams can guide buyers through a complex B2B buying process with less friction.
Simplifies handoffs across teams: Dock ensures a seamless transition between sales, onboarding, and customer success. Everyone on the revenue team has access to the same shared workspace, so they can collaborate effectively with customers and use consistent messaging without duplicating work or losing critical information in the sales-to-success handoff.
Builds trust with buyers: Revenue teams use Dock to create transparency and alignment with buyers across the entire buyer journey. Features like shared timelines, comment threads, and task tracking make it easy to collaborate and keep everyone on the same page, reducing delays or miscommunication.
Saves time and accelerates deals: Dock eliminates the back-and-forth of emails and meetings by giving buyers everything they need in one spot. This helps buyers make faster, more informed decisions, shortens the sales cycle, and gets deals across the finish line.
Increases visibility: Dock provides insights into buyer activity, like which documents they’ve viewed or shared with their team. This helps revenue teams prioritize their outreach and stay one step ahead in the deal.Dock isn’t just a tool—it’s a way for revenue teams to work smarter, collaborate better, and deliver a standout buyer experience that drives results.
Dock isn’t just a tool—it’s a way for revenue teams to work smarter, collaborate better, and deliver a standout buyer experience that drives results.
Sign up free here, or get started with one of our sales templates.