PHALANX FOR SALES TEAMS

Identify Champions by File Sharing and Reopen Patterns

In every deal, someone drives momentum. Phalanx SendTurtle helps you spot internal champions by how they interact with your files.

Look past email threads

Track who forwards your content, revisits multiple times, or shares across their team.

  • Open and share the activity per viewer
  • Alerts for repeat visits and internal views
  • High-frequency engagement signals champion behavior
  • SendTurtle Pro required for detailed insights

Works well with pitch decks, evaluation guides, and RFP responses.

Engage your real advocates

Identify who’s carrying your message inside the account and prioritize them for follow-up.

  • Score viewers based on engagement depth
  • Map document interaction by stakeholder
  • Get engagement scores based on activity and AI-driven suggestions on what to do next
  • No login needed for recipient access

Frequently Asked Questions

How can I tell who the champion is?

Look for the contact with the most opens, shares, and time on file.

What if the file is shared broadly?

SendTurtle logs each viewer, so you see the pattern.

Will this help my AE team follow up better?

Yes, it provides clear visibility into buyer dynamics.

What formats are supported?

PDFs, Word, and slides for page-level analytics.

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.