Sales collateral is one of the most important assets in the buying process. Pitch decks, one-pagers, case studies, and proposals shape how prospects understand your product and value. Yet many teams still share these materials as email attachments or uncontrolled file links, which creates both security risks and missed insights.
When sales collateral is sent as an attachment, visibility ends at delivery. Reps do not know if the document was opened, which pages were reviewed, or whether it was forwarded internally. At the same time, sensitive messaging, pricing logic, or competitive positioning can easily be shared beyond the intended audience.
Secure link-based sharing solves both problems. Instead of attaching files, sales teams share documents through controlled links that open in the browser. This keeps files out of inboxes and reduces the risk of uncontrolled distribution.
How to track sales materials once sent
The real advantage comes from view tracking. Knowing when a prospect opens a deck or revisits a one-pager provides valuable context. It allows sales reps to follow up based on real engagement rather than guesswork. A prospect who views a document multiple times is signaling interest, even if they have not replied yet.
Access control is another critical element. Password protection limits who can view content. Expiration dates ensure collateral does not stay accessible indefinitely. Download restrictions prevent files from being saved and forwarded without permission.
Create a professional (and secure) sales experience
Together, these features create a more professional and secure sales experience. Buyers can review materials easily, while sellers maintain visibility and control. This balance improves follow-up timing, reduces risk, and supports better conversations.
For sales teams in competitive markets, these insights and protections can make a meaningful difference in deal velocity.
Platforms such as SendTurtle combine secure sharing, view tracking, and access control so sales teams can confidently share collateral while understanding how prospects engage with it.
