Sales teams often focus on calls, emails, and meetings when trying to move deals forward. One of the most overlooked signals, however, lives inside the documents prospects receive. Document analytics can reveal powerful insights that help sales teams prioritize outreach and shorten sales cycles.
Know what happens after a proposal is sent
When a proposal or deck is sent as an email attachment, visibility ends at delivery. Sales reps do not know if the document was opened, which pages were reviewed, or whether it was shared internally. This lack of insight forces teams to rely on guesswork when deciding next steps.
For example, if a prospect repeatedly views pricing or implementation sections, that is a strong buying signal. Sales reps can use this information to follow up with relevant context instead of generic check-ins. This leads to more timely conversations and better alignment with buyer intent.
Document analytics also help sales managers coach their teams more effectively. By analyzing engagement patterns across deals, leaders can identify which materials perform best and where prospects tend to drop off. This data-driven feedback loop improves both content quality and sales execution.
Decide on what deals are important (and what are not)
Another advantage is internal prioritization. Reps can focus their time on deals showing high engagement while deprioritizing accounts that have gone cold. This improves pipeline efficiency and reduces wasted effort.
For businesses using SendTurtle in competitive markets, document analytics provide a measurable edge. SendTurtle provides viewer analytics for shared documents. Sales teams can see when a document is opened, how long it is viewed, and which sections receive the most attention. These insights help identify engaged buyers versus stalled prospects. Instead of guessing where deals stand, sales teams gain real-time insight into buyer behavior. This transparency helps accelerate deals without adding friction for prospects.
Document analytics are not just a reporting feature. They are a strategic tool for smarter selling.
