PHALANX FOR SALES TEAMS

Map Buyer Behavior Using Proposal and Deck Analytics

Phalanx SendTurtle lets you go beyond basic open rates to see how buyers interact with each proposal and sales deck, page by page.

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Understand buyer decision-making

Document analytics reveal what prospects care about, which pages they skip, and how often they revisit key content.

  • Heatmaps and click tracking
  • Alerts for repeat engagement
  • Viewer-level breakdowns
  • Built for sales PDFs and decks

Great for pricing pages, security overviews, and custom proposals.

Create more targeted follow-ups

Use insights to tailor future conversations and prioritize interested stakeholders.

  • Document opens, views, and clicks
  • Optimize content as you learn
  • No login required for viewing
  • Get custom engagement scores for top contacts
  • Detailed analytics for Pro users

Frequently Asked Questions

How do I see what pages they care about?

View heatmaps, clicks, and time-per-page in your dashboard. SendTurtle will also summarize contact behavior through its proprietary DeepIQ AI.

What if the file is forwarded?

You’ll be notified of any new viewers.

Can I personalize follow-ups using this data?

Yes, use engagement insights to refine your message.

Does this work with slides or static PDFs?

Yes, both formats are supported. It also supports PPT, Keynote, Excel, and more.

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.