- Create email/call-sequencing workflows based on events and activities.
- Create, share, and customize email templates in Salesforce with links.
- Deliver persona-based messaging and content can be used to position persona-specific content, call scripts, coaching notes/videos.
- Deliver recommended actions based on best practices.
- Get alerts/digests on key accounts based on engagement.
- Know when buyers engage with sellers’ emails and content via Email, Slack, and Chatter notifications.
- Plan account-specific strategies.
- Provide prospect-specific call scripts.
- Send email to a full list of prospects.
- Send video email messages and with detailed analytics on playback.
Configure e-mail templates, Slack integrations. Salesforce handles all user/team permissions and access.
- Views of internal/external usage and engagement with content.
- Map usage by sales stage, time and frequency.
- History of all contact level engagement with content.
- Report on user/group and organizational use of content.
- Track how content used, and if used out of recommended stage.
Content Customization and Creation
Any content can be stored as a record attachment in SFDC is available and can be broken down at page/slide level. Documents can be created and edited in Data Dwell, and there are controls over what can be edited. User-created videos supported.
Organize into folders, sales kits, and playbooks.
Content Tagging / Metadata
Standard and custom Salesforce fields to tag content for search.
Demos and Apps
Engagement, Email, List Management, and Scheduling
- Engagement data entered into Salesforce.
- Salesforce or imported contact lists supported and managed at account level and choose based on any field.
- Email templates as content items.
- Mass emails with mail merge.
- Calendaring and scheduling of emails.
- Registration for content links.
- Engagement scoring based on interaction, viewers, time spent.
Forms, Polling, Surveys
Full support with templates, question formats (multiple-choice, free-form, select-all-that apply, etc.). All customizable and scorable.
Notifications and Distribution
Visible on Salesforce tab, filtered by job role. Email notifications via Salesforce.
Recommendations / Guided Selling
Based on any standard or custom fields displays in Opportunity tab. Can include marketing automation info if synced to Salesforce. Includes description and thumbnail and user ratings, shares and opens.
Social media engagement if tracked links are in content for Facebook, LinkedIn, Twitter, YouTube and other platforms.
Training / LMS Content
As internal only content if stored in Salesforce.
Videos / Presentations
Videos can be incorporated into content. User-created videos can be created and incorporated.