By: Nick Szenberg
Customers make snap judgments and decisions based on the professional level of the documents that are sent to them. With Pandadoc, marketing teams can create documents that are consistent in font, messaging, tone, and style. Consistency is important in establishing both trust and clarity with the potential client, which is why it’s critical to empower your revenue teams with marketing’s content.
1. Your customers will assess you based on the documents you send them. Are these documents branded? Do they look professionally designed? Do they have consistency in font, messaging, tone, and style? Let your marketing support you and ensure that all documents that go out are up-to-date and always make you look your best.
2. Upload a variety of case studies, testimonials, news stories, short videos, and images into the content library. The sales team can then customize every document they send with powerful stories and images about the products/services that are most relevant. The marketing team can then keep tabs through “reports” on what content is being used and which is most effective.
3. Instead of sending generic follow-up emails after prospect calls, have marketing design a professional and visually interesting PandaDoc document that sales can quickly personalize and send out to prospects after initial discovery calls. It’s a great way to make a great impression with a personalized document that shows prospects that you care. Plus, they can see who’s opened them and how long they’ve spent in them.
4. Demonstrate value to your customers by creating a template that your customer success team can quickly personalize to showcase key metrics and insights to your customers so they can see the impact your product or service is making on their bottom line.
What would you add to this? What are some of the ways you empower your sales teams or other revenue teams to put their best foot forward when interacting with customers and prospects?
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