Carlos Seguín Lozano

Hi there, It really depends on where are you hosting your files. Google Workspace? SharePoint? SalesForce? Each platform offers different levels of tracking and analysis. Some ways I've used in the past are: - Use a tool like docsend (simple) or sales content management platforms like highspot, Klue, also getaccept does that too and many others. - Generate short urls using tools bitly or t.ly, then share that link - Or else, if you use Google Workspace, I'm building a small add-on to... * Track how often each document is accessed and by whom. * Measure time spent on each document. Although probably not, not sure about the value of this. * Provide insights into which parts of documents are most interacted with… bit of a wishful thinking here, would see if I manage. * Generate reports directly within Workspace or wherever, a slack update could be nice… I'll be happy to share when ready in exchange for honest feedback

It depends, but whenever possible, automation, invest on developing scripts to automate processes. In my case, very focused on Sales Enablement at the moment, that normally implies a bit of web scrapping, automation and notifications. If you can code, do it yourself, if you can't, try nocode tools, plenty around, else, get someone from product to help you. This last one implies some work. For someone to help you they'll need to understand: * The specific question you are trying to answer * The process you follow, what data sources you use, what data points influence your decision, in what ways. * The value, this is key for product, since it'll be prioritize against everything else. Will the automation just help you, or will it help the entire team. What the total time savings will be. Will it improve the quality of the leads? how much? I'm actually starting to automate some of these tasks, more in intellsify.com

A few recipes: * The "Drafting Strategy," as drafting in professional cycling. Essentially, it involves finding out who your competitors are talking/selling to, determining what phase of the selling cycle they're in, and showing up at the last minute with a better proposition. Let your competitor do the legwork of finding and educating the customer about the need. To find out we analyze LinkedIn connections between competitors and potential clients. * The "Conference scanner" or just "Attendant scanner" strategy Find out who potential clients attend to your industry specific conferences, workshops, competitors events, and even webinars. To find out we scan SM profiles of conferences, their organizers, competitors... These strategies are very time consuming, to do it at scale, we use a mix of web-scraping, automation and even a bit of genAI to summarize findings and generate ice breakers. We're pulling all these strategies and more from the community together at intellsify.com In general, direct competitors is always a good start, since their targeting the same segments. You'll need clear differentiators, understand gaps in their offering, trap questions etc..