On the second day of Christmas, your sales stack needs to see: Document Management

by in Sales

Day 2: Document Management

The holidays have arrived! As you enjoy time with your family, don’t forget to plan for 2016. As our gift to you, we wanted to share a few software tools that you can use to build or enhance your sales stack next year. Today’s focus: document management.

Using documents to track engagement and increase sales velocity has become a meaningful aspect of a sales process. Today, salespeople can have instant access to sales and marketing collateral via cloud-based applications. These applications are now easily integrated into their organization’s sales stack.

These systems are useful across the entire sales cycle: from SDRs to closing reps. You can track any engagement happening on your documents and use them as a proxy for urgency and forecast when a deal will be signed.



Headquarters: San Francisco, CA
Leadership: Russ Heddleston, Co-Founder and CEO; Tony Cassanego, Co-Founder and CTO; Dave Koslow, Co-Founder and CPO

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A web-based tool to track, manage, and present sales-related documents with real-time document analytics, including how many pages a person viewed, time spent on each page, and a feature to prevent viewers from downloading a copy of sensitive documents. These features aggregate activities that a salesperson can use to determine which slides are driving the most interest, and which ones people are skipping.


Headquarters: San Francisco, CA
Leadership: Mikita Mikado, Co-Founder and CEO; Serge Barysiuk, Co-Founder, CTO; Ena Zheng, COO


Salespeople can create, deliver, and manage workflow around documents like proposals, contracts, and other sales collateral all from one dashboard. PandaDoc syncs with your CRM and posts activity so that you have an accurate log of your prospect’s engagement. PandaDoc also syncs with your cloud services, like Google Drive, and allows you to import documents.



Headquarters: San Francisco, CA
Leadership: Dustin Grosse, CEO; Jeff Schmidt, SVP, Global Sales; Lawrence Bruhmuller, VP Engineering


Clearslide is the pioneer in presentation tracking and analytics for sales teams. Their solution caters to larger companies and is focused on pitches and presentations. Built-in analytics give you insights on items such as engagement rates, viewer information, pitches, and more.

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About The Author

Falon Fatemi
Falon Fatemi - View more articles

Falon Fatemi is founder and CEO of Node, a stealth startup of ex-Googlers backed by NEA, Mark Cuban, Avalon Ventures, Canaan Partners, and more. Falon has spent the past five years as a business development executive doing strategy consulting for startups and VCs and advising a variety of companies on everything from infrastructure to drones. Previously, Falon spent six years at Google, starting at age 19. As one of the youngest employees in the company, Falon worked on sales strategy and operations focusing on global expansion, Google.org, and business development for YouTube.