Personalizing a Digital Sales Room (DSR)

June 28, 2023

Personalized content items are just one way you can personalize a digital sales room (DSR) for a prospect. Some of the other ways you can add a personal touch includes the appearance of the room itself.

*Note: This video references sales streams which is another name for Digital Sales Rooms (DSRs).

In the video you will learn:

How to update a digital sales room (DSR) for a personalized experience
How to add a content section in a DSR
How to add a gate CTA to a DSR

To learn more about personalizing DSRs in Sales Assist, read the related help documentation:

Sales Assist: Create, customize, and share Digital Sales Rooms (DSRs)

Personalizing a Digital Sales Room (DSR)

In the video you will learn:

To learn more about personalizing DSRs in Sales Assist, read the related help documentation:

What is Sales Engagement?

What is Sales Assist?

Preparing for Sales Assist

Sales Assist Installation and Setup

Installing the Sales Assist Extensions

Users & Permissions in Sales Assist

Using Segmentation to Build Your Tagging Structure

Setting Up Your Tags in Sales Assist

Creating Sales Assist Templates

Creating a Digital Sales Room (DSR) with Sales Assist

Sharing a Digital Sales Room (DSR)

Managing Digital Sales Rooms (DSRs)

Creating Digital Sales Rooms (DSRs) with the Chrome Extension

Creating Digital Sales Rooms (DSRs) with the Outlook Plugin

Monitoring Account Activity in Sales Assist

Monitoring Sales Team Activity in Sales Assist