🚀 Building a High-Performing Digital Sales Room
Digital Sales Rooms (DSRs) are secure, personalized hubs where you can share content, collaborate with buyers, and guide them through the customer journey. Done well, a DSR doesn’t just deliver information — it creates a tailored experience that drives engagement, builds trust, and accelerates outcomes.
👉 Be sure to use or share the Building a High-Performing Digital Sales Room job aid (attached below) — it provides practical guidance to help you implement these best practices with your users.
1. Personalize, Personalize, Personalize
Make your buyer feel special. Add their company name and logo, and curate content that speaks directly to their needs. Every DSR should feel like it was built just for them.
2. Provide Context
Never drop content without explanation. Add headers, descriptions, comments, or even a quick recorded video to explain why each piece of content is relevant.
3. Build Structure
Organize your DSR so it’s easy to navigate. Group content into sections, use folders, and keep the most important content “above the fold” so recipients see it right away.
4. Have a Clear Call to Action
Always tell your audience what you want them to do next—whether that’s booking a follow-up call, completing a survey, or reviewing a document. Don’t leave them guessing.
5. Keep It Up to Date
Treat the DSR as a living resource. Update it as conversations evolve and new content becomes available. Keep an eye on expiration dates so information never goes stale.
6. Monitor & Adjust
Use Engagement Center insights and email engagement updates to see who’s opening the DSR, what they’re viewing, and how they’re engaging. Use these insights to inform your follow-ups and tailor future DSRs.
Bonus Tips
✨ Don’t use the DSR as a dumping ground—or you risk overwhelming your recipient
✨ Start from a DSR template to save even more time
✨ Sharing sensitive information? Set a password so only recipients with the password can open it
✨ Need to hand off your DSR? Transfer ownership easily
📚 Resources
📎 Attached Resource: Building a High-Performing Digital Sales Room Job Aid