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 document tracking 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

Document Tracking

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Works with Gmail, G Suite and Outlook or Office 365 for Windows

Track the second a prospect opens a document.

Get alerted as soon as prospects engage with the content you send.

When a lead clicks an email link to open your document, or shares it with a colleague, we’ll notify you instantly on your desktop.

When you can see that prospects are interacting with your content, you can follow up in a relevant and timely way.
Create a unified library, accessible to your whole team.

Teamwide document management has never been simpler. Stop wasting valuable time tracking down important sales documents.

Build a single, shared library of up-to-date sales content for your entire team.

Choose documents to include in your emails right from a drop-down menu in your Gmail or Outlook inbox, and never worry about whether you have the latest version.
Identify the documents that close deals.

Get aggregate data about how your sales content is helping to move your sales process forward.

Find out how often your team is using different pieces of content, and how your prospects are engaging with it.

By tracking which content is influencing closed deals, you can surface the best-performing documents and make your entire sales team more effective.

The All-in-One Sales Software Your Team Will Actually Use

Put prospecting on autopilot to keep them from slipping through the cracks and free up more time to close warm leads.

Turn your most effective and repetitive sales emails into templates you can access inside your inbox and share with your team.

Know the second a lead opens an email, clicks a link, or downloads an attachment, and surface the most relevant notifications to the top of your activity feed. Then send a perfectly timed follow-up.

Schedule emails to go out at a specified date and time, or use machine learning to deliver emails to prospects when they’re most likely to engage.

Optimize your documents and personalize your pitch by seeing who views each document and which pages they spend time on.

Share a link that gives leads the power to choose a time that works for everyone. Works with Google Calendar, Office 365, and HubSpot CRM.

Connect directly with prospects when they’re actively engaging with your website. Route chat conversations to the right salesperson to build better relationships and close more deals.

Queue up a list of sales calls, make them from inside your browser, log calls to your CRM automatically, and record calls with a single click.

Use workflows to automate manual, time-consuming tasks: Rotate leads, create deals and tasks, and more.

Out-of-the-box and customizable reports and dashboards allow you to share high-level business metrics with executives, or dig into more granular metrics for your sales team.

Prioritize your outreach based on a prospect’s likelihood to become a customer so you don’t waste time trying to qualify poor-fit leads.

Bi-directional sync with Salesforce means a record of every email, meeting, call, and more is at your fingertips.

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.
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
HubSpot’s document tracking is part of Sales Hub, and you can get started with it for free. If you’re looking for more advanced features to help automate and scale your sales operations, HubSpot also offers premium features with Starter, Professional, and Enterprise editions of Sales Hub.
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 make use of the tool.

Document Tracking

Start Tracking Documents Now