Meet Anna. She is a senior manager who likes to keep her critical business documents accessible, secure and handy in the cloud. She believes that paperless solutions are an ideal way for business leaders to access information they need in real-time. She continuously needs to share her sales deck, initial pitch deck and contracts with the prospective clients.
Anna uploads all her critical data in DataVault, an easy-to-use cloud store designed to enable her for secure and efficient file sharing.
After having uploaded all data in DataVault, she is confident in taking further clients and providing them the results they need.
Anna is sharing her price list with a new prospect, but she doesn't want anyone else to get access to the document. To keep it out of the wrong hands, she shares information with additional privacy settings. With one click, she turns on an additional security layer of password protection.
DataVault is a new way to engage. DataVault lets Anna know who opened her documents and pages. Armed with these insights, she can now frame individualized conversations. She is focused on the clients who are most in need of her time and services. DataVault keeps Anna informed about which clients opened her files, what they looked at and for how long.
Our link analytics makes using DataVault so exciting! When sharing data she is now empowered to set up unique links for each prospect individually. She can track views and engagement data by person. This is especially useful to understand individual preferences or access privileges. She can also set limited time access for some individuals.
This new partnership means a lot to Anna. As a user experience and brand conscious person she personalizes her Vault with custom branding before uploading the documents she wishes to share with one click.
One-click share for multiple documents. A Vault is essentially a safe spot for Anna to keep her various business resources, like PDFs, PowerPoints or Word files. She now uploads multiple documents to a Vault and shares them all with a single link. Vaults allow owners to manage documents and individualized permissions. She now sends her prospect a single link for all shared documents.
Put it all together. Review and improve! Using stages in your interactions plot the points and evolve your engagement methodology, improve information sharing and collaboration with prospects. Don't be afraid to shake up your process with new insights. Build your advantage.