Whether you're doing sales outreach, managing your sales proposals, creating sales collateral or sharing sales reports, see how Bit can help you succeed.

Bit for Sales Teams

Sales teams have to juggle their work across many tools as they build relationships and close deals. Often times the tools being used can cause a loss of productivity. Searching through email for the perfect pitch, sifting through data in spreadsheets and CRM software and customizing sales collateral all takes away from focusing on converting prospects to customers. 


With the right tools in place sales professionals can streamline their work, create content quicker, follow up with prospects, gather the insights they need to close deals quicker. 


Bit is here to support the entire sales cycle including integrations with key applications to keep all parts of the sales cycle moving in the right direction. 


Our own sales team at Bit uses Bit documents, our content library, and document tracking to nurture prospects, client follow-up, closing deals and through customer success during their onboarding journey. 


Deliver your message in a more compelling and memorable way with Bit documents . Create your own Bit sales space and work smarter together!

How to create a productive sales team?

Reduce the number of reports you send out and eliminate them getting burried in email with a single sales dashboard.

Sales Dashboard

Create one central place where you manage your sales cycle needs from nurturing prospects to closing deals.

View your pipeline and create transparency across your sales and management teams to understand the sales cycle.

Create custom reporting dashboards from Google Spreadsheets for you to view as you start your day.

Organize notes and prospect research on Bit documents to help you understand what works and what doesn't. 

Collaborate and share your sales playbook as a living document.

Sales Playbook

Collaborate with your team on creating a living sales playbook and make updates and changes as necessary.

Ensure that your sales team is on the same page and has the resources they need to close business and bring in deals.

Communicate sales strategy, product information, company background and provide digital assets your sales professionals need. 

Coordinate contract and security reviews with your legal and IT departments without messy email chains.

Contract Reviews

Loop in legal with the flow of incoming contracts, and see the status of contract reviews across your entire team.

Securely attach document files and cloud attachments via Box, One Drive, Google Drive, and Dropbox.

Comment in real-time by @mentioning colleagues to specific parts of documents that need to be reviewed and discussed.

Submit and follow the status of prospective clients and client requests.


Manage Sales Requests

Help the product team understand the what prospects and clients need to retain them and reduce churn.

Coordinate with account managers and support teams to ensure consistency throughout the client journey.

View feature requests that are being prioritized by the product team and follow up with clients when a request has been completed.

Easily coordinate across teams and cross-functional teams to create and share awesome content.

Share and Track Sales Resources

Have one location to customize and share sales collateral as you work across internal teams.

Keep assets, web links, contracts, sales collateral in one location through your content library.

Have your team share new materials that help them do their jobs better.

Encourage comments to discuss best practices, improvements and brainstorm.

Powerful Embed Integrations Bring all Your Sales Work Together

Add Google Drive content quickly inside of your documents to enhance your workplace communication and make your ideas come alive.

Expand on explanations, processes, statuses with content that lives on other applications. 

Save valuable time by integrating live spreadsheets, Google Docs, Google Slides, PDFs and more by adding a simple shareable link into your Bit document. 

Bit also supports integrations with OneDrive, Box and Dropbox.

Embed Cloud Files

Airtable Grid, Form, Calendar, Gallery or Kanban Board

Share content across applications to provide full context over projects, events, campaigns, launches and workflows.

Choose any Airtable content view and even filtered view to deliver the exact content you need to communicate. 

Tell a complete story and reduce the time it takes to locate and find information across applications to get a see the complete picture. 

YouTube, Vimeo and Streamable

Add videos across various platforms and embed them into Bit to provide more context on the information you're sharing. 

Include videos in proposals, training documents, editorial content, events, video production and much more.  

Use streamable to collect videos from across the web on various websites as you do marketing research to figure out what's working and what's not. 

Make your ideas come alive with videos that play directly into your Bit documents.

Useloom and CloudApp

Create videos in UseLoom and CloudApp to help answer questions for your customers. 

Share explanatory videos with your marketing, product and management teams to explain campaigns, recommended product changes, competitive research, etc.

Add interactivity to content you're creating to create engaging eBooks, help guides, answer customer queries and more. 

Google Forms and Typeform

Add surveys directly into the documents you're collaborating on with your teammates to make quicker decisions and gather insight.

Receive feedback on the content you create for your customers and potential customers.

Track surveys created and their results in a Bit document for a faster way to manage the surveys that have been distributed.

Create transparency across the marketing team as to the results and reduce the time it takes to find survey information and results across applications.

Embed Presentations: PDF, PowerPoint, Google Slides, SlideShare, Haiku Deck

Easily have your prospects flip through presentations directly inside your Bit document. 

Create informative bundles of information for prospects with multiple presentations, videos and other types of digital content.

Add presentations stored in the cloud across Google Drive, One Drive and Box. 

Reduce the number of web links you add to emails by telling a complete story through a Bit document.


Tableau , Chartblocks & Amcharts  

Google Maps, Directions

Add Google Maps and directions to your sales collateral and documents. 

Visually let users see where your office is, where they are meeting you at, information about events and more. 

Google Maps and Directions are interactive inside of your Bit document so your prospective clients and clients can easily see where they need to be.

Add rich interactive graphs directly to your sales collateral and sales reports.

Allow prospects to hover on top of charts to better understand the information you're sharing with them. 

Captivate your audience's attention and make your information memorable. 

Create sharts that are updated in real-time with your audience. 

Sales teams work smarter together with Bit.

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