Build a library of sales content for your team to share, and track which documents close deals.
Close more deals with trackable documents.
Content can be a powerful conversion tool when used right, but you won’t know which content is effective without the right document tracking systems in place.
HubSpot’s document tracking features allow you to build a unified library of trackable sales content. Your sales team can then share those documents with prospects from their Gmail, Google Workspace, Outlook, or Office 365 inbox. Get notified when a prospect opens or shares a doc, so you can send relevant and timely follow-ups.
Frequently Asked Questions
What is document tracking?
Document tracking makes it easy for busy teams to find, access, and edit critical documents. It keeps a running history of any action taken on a document and by whom. In addition, your documents are stored and versioned securely in a library where any users given access can easily find them.
HubSpot’s document tracking systems also include analytics around what happens after a document has been created and sent. For instance, you’ll know if a prospect has accessed the document, what actions they’ve taken on it, and how long it has been since they last looked. Even better: All of this will automatically be updated in the contact record in HubSpot’s CRM tools.
What makes HubSpot's document tracking software popular?
Popular features of HubSpot document tracking include:
- A library where your team can find all of your existing, up-to-date docs
- Real-time analytics make it easy to see who’s interacting with your documents and when
- Performance tracking to understand which of your documents perform best with your prospects
- Direct integration with major email providers like Gmail, Outlook, and Office 365
- Built-in personalization functionality
How much time does it take to implement document tracking?
The time it will take to set up document tracking depends on whether you’re already using a document management system and how many documents your sales team already has.
If you’ve never used a document tracking system before, the setup will be quite easy — simply set up your team with accounts, and they’ll be ready to go. If you’ve already used a document tracking system in the past or have a large library of documents to migrate, the process will take slightly longer as you’ll need to move all of that content over before your team can use the tool.
The ROI of the HubSpot platform
Companies that use HubSpot grow better.
Deal Close Rate
After just 12 months of using HubSpot's sales software, customers experience an astounding 78% surge in their deal close rate.
After utilizing HubSpot's marketing software for a year, customers were amazed by the remarkable 129% increase in their incoming leads.
Ticket Close Rate
Customers who use HubSpot's customer service software for just 12 months experience a 37% increase in their ticket close rate.