Customer Success Programs
Explore our business growth programs, made to help you grow faster.
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Know who opened, what they read, and when to follow up
Replace bulky attachments with trackable links, see page-by-page engagement, and trigger timely, personalized next steps—directly from your CRM and inbox.
Build a single source of truth for sales content.
Centralize decks, one-pagers, proposals, and battlecards in a governed library. Keep brand messaging consistent, ensure every rep sends the latest version, and insert links from Gmail, Outlook, or the CRM composer in one click.
Engagement you can act on now
Real-time alerts
Get notified the moment a contact views or forwards a doc so you can reach out while interest peaks.
Page analytics
See which slides and sections hold attention to tailor your conversation.
Stakeholder mapping
Discover additional readers as links circulate across the account.
Stay organized at scale
- Folders, filters, and search to find collateral fast.
- Replace files without breaking existing links or analytics.
- Lock brand-critical assets; allow localized variants where appropriate.
- Auto-associate views to contacts, companies, and deals.
Prove what works
Correlate assets to stage progression and win rate across segments. Promote top performers, retire low-impact content, and benchmark engagement by persona and deal size to continuously improve close rates.
Keep sharing secure
Controls
Set link expirations and optional download restrictions.
Compliance
Access follows CRM permissions with audit trails on every view.
Have a question for our sales team?
Give us a call and we'll walk you through it.
Frequently asked questions
Related features
Digital Asset Management
A governed, searchable asset hub with versions, renditions, rights/usage metadata, and brand kits—move faster while staying on-brand across teams and clients.
Integrated E-Signature
Enable secure digital signing to close deals faster without printing or scanning.
Click the X icon on the top right corner to close the modal, alternatively, you can press "escape" or "enter"
Integrated E-Signature
Integrated E-Signature
Deliver quotes that buyers can review and sign in one sitting. Signers complete fields securely, you get instant status, and records attach to deals automatically for full traceability.
Seamless signing experience
Combine pricing, terms, and signature on a single page to remove friction. Notifications prompt stakeholders who still need to sign.
Automatic recordkeeping
- Signed PDFs stored on deals and contacts.
- Signer identity, IP, and timestamps preserved.
- Templates standardize recurring agreements.
Security and compliance
Encryption and audit trails protect integrity and support common e-signature regulations across regions.
Accelerate time-to-sign
Insights for coaching
Content Embed
Produce personalized, reusable content fragments in Hoop for seamless publishing on third-party sites.
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