PHALANX FOR SALES TEAMS

Connect Document Views to Revenue Outcomes

See how documents influence deal progression and closed or won outcomes. Phalanx SendTurtle connects the dots between content and conversion.

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Content-to-close analytics

Monitor which documents were engaged with during each deal stage and map patterns across winning accounts.

  • Timeline of views across the deal cycle
  • Connect engagement to CRM outcomes
  • Engagement score content based on conversion correlation
  • Suggestions on what to do next

Used for playbooks, product overviews, and final proposals.

Build content strategies that drive revenue

Know what works, and replicate it. SendTurtle helps content and RevOps teams double down on high-performing assets.

  • Replace underperforming files
  • Track asset performance by segment or stage
  • Share links securely and monitor activity
  • Utilize data to support sales metrics

Frequently Asked Questions

Can I tie document engagement to closed deals?

Yes, combine SendTurtle data with your CRM outcomes.

How do I know what type of documents drive results?

You will get access to page-by-page analytics, such as views, clicks, and heatmaps. You will also get an engagement score of your top 3 engaged contacts and AI-driven suggestions on what to do next.

How does this help marketing or RevOps?

It informs content strategy and sales enablement through page analytics. Based on what’s provided, teams can optimize their pitches and proposals.

Can I track more than one file per deal?

Yes, activity is recorded across all shared assets.

Automation meets document intelligence

Get peace of mind in your day-to-day workflow with security and insights top of mind.

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Specifies total amount of data that can be shared per secure links.

Gives you direct access to support through phone or video calls, for immediate assistance.

Offers faster email support, ensuring your queries are prioritized.

Provides assistance and answers your questions via email.

Lets you brand the file send page with your company’s logo and colors, providing a professional and secure way to send files.

Extends protection to more complex or specialized document types, ensuring all your data is secure.

Ensures common types of office documents, like Word and Excel files, are protected and managed securely.

The ability to set when your links will expire.

Allows you to see a record of who’s looked at your link, what time they looked at it, and if they downloaded the file.

Number of File Receives

How many file links you can generate to send files.

Lets you safely preview PDF files without the need to download them, adding an extra layer of security.

Provides a secure way for people outside your company to send you files, ensuring they’re protected during transfer.

Allows you to share files securely through links, ensuring that only people with the link can access them with many ways to restrict access.