Name: Release Spotlight: Maximizing Digital Sales Rooms Across the Customer Journey
Uploaded: 2025-05-22T17:16:06.015Z
Duration: 56 min 42 s
Description: Release Spotlight: Maximizing Digital Sales Rooms Across the Customer Journey

Transcript for "Release Spotlight: Maximizing Digital Sales Rooms Across the Customer Journey": hi, everyone. Thanks so much for joining. My name is Lauren Maddock, and I'll be your host of the talk through maximizing digital sales rooms. Today, we're diving into how digital sales rooms are transforming engagement across both the buyer and customer journey from the first touch point to long term customer success and everything else in between. We're here to help you unlock the full potential of ESRs to create seamless, impactful experiences that drive momentum and deepen relationships. Today, I'm joined by two of product experts, Dana and Greg. They'll talk us through or walk us through how DSRs are empowering teams to deliver personalized, engaging content that we're looking at and also show that practices, real world, these cases, and a look at what's coming next. Dana Koenigsberg, I'm excited to have you with us today. I'd love for you to take a moment to introduce yourself and say hi to everyone joining us. Sure thing. Hey, everyone. I'm Dana. Everyone's saying where they are on the chat. So I'm Dana from Toronto. Shout out to my Toronto folks. I'm from the product marketing team here at Seismic, and I've been here since when we first launched DSRs way back when. And so seeing how far we've come and how far our customers, how far you all have come with the way you're changing, the way your teams interact with their prospects and customers is just so mind blowing to me. So I'm really excited to share more about what we've learned and where we're headed today. Yeah. Day Dana, thanks for, that great intro. I'm Greg Schramm. I'm, here in sunny Portland, Oregon, where it's actually not too bad. Pretty new to, Seismic. I've been here about ten months, and also new to DSRs. Like, actually, probably a lot of you. And I'm really excited about what we've got in store on our road map and in our nurture near term deliverables. Excuse me. And, yeah, I'm just looking forward to, sharing with you what we've got and, and, you know, what we have next. Thanks, Dana. Thanks so much, guys. Before we get in, we're just gonna go through a couple of housekeeping rules. So for better quality, please post any MSRA routers, add webinars, avail of intent. You'll see the follow-up email with the recordings, additional content, and a feedback service as it helps us improve your experience. So we do encourage you to complete that survey. You can also find it in the doc section on, on Goldcast. Use the q and a tab to ask the questions throughout the webinar and for the live q and a session. And use chat to interrupt the peers as we're doing that. And then also be sure to check out the doc section. You'll find some great client stories around the ASRs and a getting started via a template that has a wealth of information. So we're gonna kick it off with a quick poll, that I want here. So if your organization, you do either in the DSRs today. Please go to the poll tab. I love it. It looks like we've kinda got folks all over the place. It's not everyone that as we go through this as well. Hopefully, I don't have a lot of data. That's good. Alright. Alright. Lauren, are you gonna kick us off with the agenda, or is that know where Lauren went. I can do it. So today, I will be walking you through, the value of digital sales rooms. I'll just give you a refresher on, you know, what they can do for your reps and your customers, the three different stages of digital sales room, and how we're taking it all the way through the customer journey. We're gonna talk about some use cases, best practices, and examples from how we use them at Seismic. And then, also, we're gonna, pass it over to Greg to see what's next in a live demo. So by now, we know that digital sales rooms are the form of, customer engagement. Right? The modern form of customer engagement. And by the end of this year, Gartner predicts that 80% of sales interactions between reps and their buyers will be digital. In this report, Gartner found that buyers want to take control. They want sellers to act more as guides, providing the information and expertise needed to make a decision. But they really want to self serve on their own time. And with digital sales rooms, your organization will stay on top of these trends so that you're continuing to exceed those customer expectations. Here we can see that Gartner predicts 30% of b to b sales cycles will be managed through digital sales rooms by 2026, which is really not that far away. And I want you all to feel confident in being in that 30%. So and I want you to notice that intentional language and that they used in that stat. Right? They didn't just say, using it for prospecting or early stage deals. They talked about managing the entire customer life cycle, and we're gonna dig into that a little bit more today. So, this isn't just a trend we're reading about in Gartner. We're seeing this reflected in our own customer base. So many of our customers are seeing the impact of DSRs on buyer engagement, time to close, and even revenue. Last year, our customers, had over a million DSRs shared. That's two and a half times more DSRs shared than the previous year. If you are a shift, you might have seen that. But guess what? We are on track to double that. We checked the numbers last week, and we're already almost at 800,000 DSRs shared since the beginning of the year. And what's interesting is that the number of digital sales room shares and updates is out pacing the number of digital sales rooms being created across our customer base. And what this tells us is that your customer facing teams are getting better at creating more impactful digital sales rooms. They're sharing the same DSR link at multiple stages of the deal. They're making updates to it rather than creating entirely new ones. They're serving entire buyer buying teams with the same DSR and resharing that link, getting access to new contacts on the buying team that they otherwise would not have known about. Now I know we've got folks on this call with varying levels of digital sales from adoption or knowledge. Some of you haven't rolled it out yet to your teams as we just saw. Through, the key value use cases and the features real quick. So digital sales rooms were designed to solve a challenge that making a buying decision is complex. There are so many vendors and products to consider, so many people involved in a buying team. There's so much just information out there. And we want your reps to stand out by with the best buying experience by centralizing all that information, communications, and stakeholders throughout the buying journey. So reps can build them from scratch using drag and drop widgets or use templates made by their enablement team to help guide them. You can put just about anything in there to cater to how your clients like to consume content that includes videos, case studies, decks, images, links, text. And when clients have questions or comments related to that content, or related to the deal, it can also all happen right within this room. And then while the DSR is active, we're collecting insights that help field teams know where to focus and prepare for the next conversation and help your team scale best practices and really optimize that content. And when it's all and then it's all kept, secure with protections like email verification, password, protection, allow list and block list so you know who's accessing this information at all times. Alright. Who are the key players here when it comes to digital sales rooms? First, we've got the most important. Right? Our clients and our prospects. We're all in the business of being customer obsessed, so we'll start here. When you're making a big purchase, you want lots of information, And that typically means a lot of emails. Lots of, hey, could you send that again? Or, oh, I never saw that. And then multiply that by three or five or 10 competitors you may be looking at. It's overwhelming and no wonder these deals are getting stalled. Things are getting lost. There's too much in the sea of information. You wanna be able to just self serve. Right? Find that information you need quickly. Make your decision. You also wanna be able to get your internal stakeholders to buy into that decision. So you're gonna have to summarize all this information yourself and sift through those emails or the the emails are gonna get lost in their inboxes as well. Right? So what if you could just send them one link and have all your questions answered in one place? That's what we're going for with digital sales rooms. Now let's look at our customer facing teams. These are who you might think of as your internal customers, your reps. They have so many accounts or opportunities that they're working at any given moment, so how can they possibly stay on top of who's received or read what? They probably experienced a few deals slipping into the cracks, going quiet, and either didn't have time to notice while it was happening or they just don't know where they went wrong. With digital sales rooms, your reps can reuse the best templates designed by the enablement or marketing team that knows the best practices, then add those personalized touches to make them more effective. Reps stand out to their buyers because they have this modern experience that your competitors don't have. You're not sending hundreds of emails out there, and they get insight into who's opening what so that they know exactly when to reengage those contacts and what to focus on for their next meeting. And I wanna challenge you all to think about the different people who interact with the customer and how you can empower them to leverage this tool. Think beyond SDRs and AEs. How might your sales engineers contribute to a digital sales room? Maybe it's by adding personalized demo snippets or how might your customer success managers use them? Maybe it's a leap behind after a QBR. So let's move on to enablement now. How do we make sure we're scaling those winning behaviors, ensuring, a consistent experience as customers are progressing through the customer journey? And making sure reps are spending time on high value activities. Well, with DSR templates, you can guide them on those best practices. Have them spin up beautiful DSRs in minutes with the right message and the best performing content, and then you can ensure this really smooth transition. If that rep leaves and the next one has a record of everything that has happened now within that DSR. Then and then when the prospect becomes a customer, their customer success manager has that same recruiting, can provide a consistent experience by centralizing onboarding content in a DSR. And lastly, I don't know if we have any marketers in the room. I'm in product marketing. I often work with enablement to create those digital sales rooms to support things like our product launches, and I know how reps tend to go rogue when it comes to assembling content and communicating with our customers. But now with DSRs, I can make sure everything is branded. Customers are getting the right message, and I know what's working, what's not, and I can understand the impact of how all this content I worked so hard on is, resonating out there. Alright. So when thinking about using digital sales rooms oh, we have I wanna say something. Alright. When we're thinking about using digital sales rooms, we can categorize them into three categories aligned with the buying journey. We got the acquisition, sales cycle, and retention. The warning about acquisition here, I wanna make sure I'm clear. The best practice is to only send links to the people you have a relationship with. So it's not the best idea to pop pop one of these in in a cold email, but I can give you a couple of examples of how we've done this at Seismic. So one use case we thought through on the marketing side here is using the DSR APIs to automatically create a DSR with specific content and send it to a customer when that customer or prospect fills out a form on our website requesting that gated content. So they get an introduction to DSRs that way. We've also built out DSR templates for field play where we're selling a new products to a set of existing customers so that relationship is already there, and they're much more likely to engage with the DSR link. Then after that first call or pitch, your rep can either take on ownership of that acquisition DSR or create a new one to support the rest of the sales cycle, editing it and updating it as time goes on. And then there are DSRs that support retention, keeping your customers engaged, and aligned, post sale. And this is where a CSM would likely create and own that DSR. This whole time, your reps are able to transfer ownership so that the next person to manage the account has a full history of the customer of what the customer consumed, what products or challenges were discussed, etcetera. And within those categories, we have seen some key use cases emerge amongst our customers and our own team at Seismic. So we've got things like meeting follow-up and really keeping the conversation moving. The best practice of sending, DSRs to a customer or, relationship customer prospect with a relationship, still applies here. Right? So this is a great use case. If you've had your first meeting, you've established some reports and trust, and now you can send them a link. Field plays, so things like cross sell, upsell, targeted pipe persona, these are great for templates where you have specific content that you want to show to a specific kind of buyer. Product launches to help drive interest in sales or adoption of your new products. So we do this after our webinars. We like to send out, some information on the products we just launched. Events, like, whether it's invites or as an event follow-up. Customer newsletters. So a great example of a retention DSR here. You can send this out from the enablement team or empower your reps to personalize the template and send it out themselves. And then finally, we also have customer onboarding. So centralized materials to get new customers up and running with, really easy hand off between those teams. So, DSRs are being used for different use cases across the entire customer journey from that very first call to onboarding and all the way through to renewal. And I'm curious, which use case are you most interested in launching next or getting started with? So I think we have a poll. You can see it to your right. Which use cases are most are you most interested in? I would love to see what you think. A good mix right now. Meaning follow-up, that's a good one. Product launches is one I'm very close to. Nice. Okay. I think we have, like, our our most popular ones being meeting follow-up and product launches. I love the meeting follow-up one because that's the one like, the first one you'll typically create as a rep, and then, continue onward using that and updating it as time goes on. Alright. Thanks for answering the poll. That was really insightful for me. Now I wanna get into some best practices. I wanna leave you with some of these to, support the entire customer journey. Right? These are best practices, that we will have some additional resources for that you'll get after the session. That will be a little bit more detailed than what I'm going about to show you. But these are just some more, like, principles to keep in mind when developing your digital sales strategy and rolling it up to your teams. Number one, I will say is guide your reps. They will be much more likely to adopt something if they can reuse a template. And if you're trying to think of which templates to create, refer to those three categories of DSRs. I just asked which one you're interested in launching, but if you know, a good way to look is where are your gaps right now? Where is your company focused? Is there a retention problem? Maybe focus it there. Do you already have a bunch of templates covering acquisition and need to focus your l l efforts elsewhere? That's a a gap that you can fill with the DSR template. On the flip side, encourage your reps to personalize those templates. Don't just blindly send them out. We do this at Seismic in a few ways. So firstly, by adding instructions on the page next to a template, and also when in the template itself by using those square brackets to indicate where a rep should add their own flare. You can add your customer logos to the top of the DSR, add or remove content based on your customer's unique situation. You can even record an intro video that you could put off the top. So imagine an onboarding intro with the implementation manager or a customer success manager saying, hey. I'm Dana. I'm so excited to be working with you. Here's what you can expect while we get you set up. So there's tons of ways to incorporate personalized elements that make the digital sales room not only just more engaging, but more human, which is what we need a lot more of when we're selling, especially digitally. Context is another huge one. Imagine when a website to do some research on buying, like, a a new car, let's say. And then when you get there, all you see are just a bunch of files dumped in there that you have to sort through to understand what's inside and what you wanna look at. A quick summary of what's inside and why I should read this would actually go a long way. So adding context in the form of even just the layout to guide them through or headers to help them understand, like, why this content is grouped together or what they can expect to learn from it. And then descriptions is also really helpful. When you have tens of people accessing the same room, these sorts of navigational elements help your customers understand where to look and what's most applicable to them, to their persona. Something we also have done at Seismic is add instructions for our buyers to help them navigate DSRs. This is kinda some new technology. They might not be familiar with navigating something like this. So one instruction we'd like to include, and tell customers to do at the top is, you know, bookmark this digital sales room. It'll be at your main hub for communication going forward or, like, just explaining to them what this, personalized site is and what it's going to be for them. And then finally, track engagement and adjust accordingly. So, and and encourage your reps to do the same. Right? So you have access to insights on DSR performance and programs and library and live insights. So if you wanna know what content is performing best or how the template's doing, you have insights there, and you can make adjustments on the fly. And then also your reps have those insights to know where to focus their next buyer conversations or even predict objections that might come up on their next call based on the content they've consumed. So now you know what it takes to make a great DSR. Let's take a look at some of, the ones that we use here at Seismic. Now my apologies, these were meant to be videos where I'm scrolling through them, but we're having trouble getting them to play today. So we're just gonna have to imagine what the rest of the DSR looks like beyond the screenshot. So here's an example of a DSR we used, for a field play to help our financial services customers understand the power of learning and coaching alongside their content. We indicated where we want to encourage personalization for our reps, using those, like, bolded elements and square brackets. And we've organized the content in a way that guides the customer from more of that, like, high level content and the why into the use cases and then a customer stories down below, followed by some interactive demos where they can really get hands on. And, again, you can't see them here, but you can just imagine how how nice it looks. Alright. In the next one, we've got customer onboarding DSR, and that really sets the tone for the relationship with the customer. It's clear. It has lots of concept context and important information extracted from the content that's found below because we know, especially with this kind of onboarding documentation and guides, they could be so overwhelming. So I want you to encourage you to think of DSRs like a page. You, hopefully, use pages to enable your sellers, and you can use DSRs to enable your buyers. So any tips you have on informational design and organization, you can probably also apply here. I've also got an example of a customer newsletter where we have many different types of content. I wish you could see it. There are links out here to sign up for, webinars. There's, content images, lots of ways to keep the DSR really engaging. And then finally, I'd love to talk about one of my favorites, which is the product launch. We encourage reps to share these out after the launch webinar as a leave behind. And, the the reason we do so is, you know, maybe only one person from your company got to attend our webinar, but the digital sales room can serve multiple people on your account, right, on your teams, to get them caught up to speed and dig into the products they care about. So when rep then when our reps get insights on what products the customer cares about most, they know where to focus the next conversation. So if you clicked on, a lot of content about learning, the rep is then prepared to talk to you about learning in the next call. You can also be really thoughtful with, the organization of the content. So sort the DSR into sections by you can choose to do it by product. You could choose to do it by use case, by outcome. Just pick a strategy to go with. And, again, if it's not working, if you're not or you can even AB test these sorts of things. If you get creative with it, you can see what works and adjust your strategy, adjust adjust the templates, as you as you go. Alright. I hope you learned a thing or two that you can implement right away to improve adoption or engagement of DSRs at your organization. And now I'm excited to hand it over to the Greg to talk about what's coming up next. Come on over, Greg. Greg, did we lose you? Maybe you're muted. I'm sorry. I was on mute. My bad. All good. It happens to the best of us. Yeah. Sorry. I was, just so caught up in answering everybody's questions. The interest is really just remarkable. It it shows, like, the the power of the DSRs, for salespeople in order to communicate with their buyers is is really, key to, their success. So what I wanna talk about now is is thematically what we're doing, for DSRs over the the next several seasons. And, you know, this is a major strategic investment, for Seismic. So, what we're looking at is, you know, creating a better personalization and user experience. And so what that means is, like, being able to create compelling, DSRs or pages, as, Dana referred to, so that you're putting your best foot forward when you're showing what you have to offer to your clients and your prospects, and also, you know, to make it, you know, a place where they wanna come back to time and time again to get access to the content information you're providing. Productivity and collaboration are also really key. We understand that you're not just one salesperson or one marketer or one CSM working to support your clients. There's several people involved, and so we need to take that into consideration and build out the ability for multiple people to work on a DSR, to configure them, to edit them, and to do so in a very smart and streamlined fashion. So you're spending your time producing good results and not spending your time managing, something called a DSR. Right? And the next is intelligence. Right? AI is coming. It's here. We're all using it at Seismic. We're all in on developing, agentic capabilities within our platform, And so we'll be rolling out, AI capabilities, over the next, you know, years or two. Right? This is not going away. So we're gonna start with, some, basic, AI chat capabilities, and we'll be ex within the product, and then we'll be expanding out to, agent capabilities within other tools like APE and Force, Slack, and Copilot. And so those are also coming. We'll have some parts of that available, in the next season, and, really looking forward to what you guys are able to do and accomplish and and, you know, challenge us with, the capabilities of AI. And then last but not least, of course, security compliance. We understand that, sometimes you're sharing out sensitive information with clients. This could be proprietary, designs. It could be pricing information or things of that nature that you just don't want to get in the hands of, your competition or other people. And so we've built out, several capabilities around client access control and and improvements along there. We're gonna continue to enhance upon that. And then the other aspect is for our financial services customers. We want you to bring you along and and have you be able to take advantage of the capabilities of digital sales rooms. And I know today, you're a little bit hamstrung because anything that, you know, gets shared with, a customer needs to be archived. And so, we're building out an archival, capability, to take snapshots of DSRs every time a change is made, make those, PDF versions that are then available, for, storage in an archival, system like, Smarsh or Global Relay. And I'll talk more about that later. And so that's something that's also coming out soon. Now I wanna, you know, jump into, a live demo. This is in a QA environment, and so, show you what's coming next. I don't have a screen share is not working for me. Let's see. Stop sharing there. Okay. There we go. Got it. Okay. Share window. Okay. Great. I see it coming up. Okay. Excellent. So this is what's coming in, Jude. This is our new DSR builder experience, and this is based off of our pages tool. So if any of you are familiar with this, this is gonna be very, similar to what we have in pages, but we're going to be able to take our own, path in terms of some of the widgets and capabilities that we provide. So I'm gonna walk you through a a a high level overview of, some of the capabilities that we have with layout and the new functionality, and it's it's pretty great. So first off, we we now have a two column display, within the DSR. So I can add another column in here, and then I have a list of of widgets that are available on the left. And so I can drag in a table of contents widget over here on the right. It immediately recognizes that I have h one and h two tags, and provides out those lists of pieces of content here. And I can just give this a a name here, and boom. Now I have a table of contents. I can also, show you some of the, widgets and the changes that we've made here. I know in the chat, there was a lot of interest in, our image widget. So we're using the new pages widget pages image widget. That was hard to say. And so if I come in here and I go to edit, you see that I have a variety of different, image formats that I can use to, manipulate this image. I can do freeform. I can do predefined squares, and just easily with with, you know, single click change that formatting. And I can obviously, I can also drag and, position this image into the place I want. We have text overlay capabilities here, So I can put in any any sort of message I want and insert that and that will overlay, over the message. We have banner capabilities where I can come in and, put in some text, and provide some, you know, slight treatment here to, you know, call out different sections within my DSR. And then we also have, side by side layout capabilities. So let me just demonstrate that real quick. I'm gonna come over here to layouts tool. I'm gonna grab, a, side by side widget. And so now I have or side by side layout rather. So now I have a space to drag and drop different widgets. So I'm gonna come over here. I'm gonna go gonna grab this image widget, drag it in here. I could upload from my computer, or from, workspace or or or doc center, or I can use Unsplash. I'm just gonna use Unsplash here for now. Do a search. Get a very nice high resolution image here from Unsplash. And then over here, I'm gonna drag in a a text widget. I'm gonna paste in some content here. I'm gonna change the, the line height here to, make it a little bit wider, give it a little more content, change my, my font size, and boom. Now I have a nice side by side layout. Again, I can mess around with this, and, there are some other configurations here associated with this this side by side widget. Down here below, I've added in a navigation widget. And so these are new. These are really nice, well designed widgets. If I come in here and edit this, you see that I have a couple different options. I can just have buttons. I can have, horizontal icons where there's an icon to the left, or I can have the icons on the right. As I go through this wizard, I can add more items. And then here's where I define, the content of the the link. You know, this is the the the name that appears to the right, whether it's a URL or not, and then I add in the specific URL and I can set this to open in a new window or stay within the window. And then it's gonna show me a preview and hit save, and I'm good to go. Also, again, you know, we have our documents widget. So we have, this is, pretty much a one for one port over of the existing documents widget, but we're gonna be making a a lot of changes and improvements to the document widget, to provide better capabilities for presentation, for our customers. Right? So, bigger previews, different multi document visualizations, carousels, tiles. And we also you know, of course, I you know, there was a been a request to be able to edit the title of the document, so you can do that now. We're also going to lift, the restriction around, uploading, five or more, pieces of content at a time. So lots of good things coming there. We also here's another banner. And then, also, we have the accordion capability here, so you can create and expand or contract accordion. And here, I've added in again those navigation widgets, and I'm just using buttons instead, for this. And so, you know, again, lot of flexibility with the design layout. We also still have, excuse me. Come on. Sorry. My my drag and dropping with my, touchpad is not so great. Also still have the video widget. Right? So you can come in here and create a video, if you want and store that in play. And this is another area where we've got a lot of improvements that we're gonna make around the video widget because, creating a video, a personalized video for your clients, is a super powerful and compelling way to, you know, have that personal touch with them. So lots of changes coming out for video widgets as well, soon. Okay. So that's, it for the demo of the new page builder. You know, shameless plug here. This is going to pilot, at the end of our current season, which is in mid June. So please reach out to your, CSMs, and get access for the pilot sign up. We wanna have a lot of people on here testing, the the new page builder. And this is also as opposed to some of our other pilots, we're, making this available on a per user basis. The new builder, DSRs, although you can ingest an existing DSR, and manipulate that and save it and and take advantage of all these new tools and layouts, once it's converted into the new DSR, it can't be used, with the old builder. And so to help you, you know, adopt this and and test this, we're gonna make it available on a per user basis so that you can have a select team or a group of individuals who are testing it out without affecting, all the other DSRs. So, again, please contact your CSM and and get signed up for the pilot. Okay. So I'm gonna stop sharing that and go back to the slides. And if I can figure that out. I'm a a newbie to, this, experience. Okay. So, again, as I mentioned, the the new page builder is is coming out. We have the two column layout, side by side content, where you can do, two or up to three pieces of content side by side. It's got table of contents capability. I didn't cover it, but there's also an HTML widget and a table widget, and, you know, the divider that we went over and just lots of other updates coming out, and, you know, really excited about this. Longer term, there are a couple other big ask that we've had around, you know, presenting, you know, content better. So we we are going to be working on, mutual action plans. Those are currently, slated for starting development in the winter time frame. So that would start around in the fall season, around October, and that would be available, for early adopter or pilot, in the beginning of next year around the February time frame. We're also going to be adding in the ability for buyers to upload content. This is gonna be great. Right? So they can get that contract signed over and sent right up to you in the DSR. And so that that's gonna be a follow-up to the mutual action plan work. So that will be again later next year. We wanna have deeper integration with CRMs because, you know, if it doesn't happen in Salesforce, it didn't happen. And so we wanna be able to to, have better syncing, between our DSRs and Salesforce. And, again, you know, AI is part of that. Right? So AI is gonna be a factor in our our CRM integration as well. And then last but not least, multipage support. Again, we see DSRs as something that's not just a one and done, although that is a use case, for prospecting purposes. But this is also an opportunity for you to have a single location for all your client communications, and you can build out pages and remove pages as needed as different initiatives come and go. So that's another big, capability that we'll be releasing, next year. Intelligence. And I I talked about this, in the earlier theme slide. Aura Copilot is going to be everywhere. We'll be rolling out our Omni Panel, chat capability on DSRs where you'll be able to interact with our Aura chatbot, ask questions, get information, and then you're going to be able to do things. Right? I wanna you know, for as an example, find me a piece of content, that's relevant to this DSR and make a recommendation, and it will, you know, search through your your, doc center, look for content that matches, you know, what's currently being discussed in the DSR, and provide a recommendation for you to add that. You'll be able to create DSRs, through, our AgentForce capabilities. You'll be able to add documents right from AgentForce to a DSR so you're not having to go back and forth between two different systems. You know, almost anything you can think of, you know, we're going to be looking at building and creating, for our agents, because it's it's just gonna be able to multiply what you're able to do as a sales rep or as a CSM, without spending time looking and finding things. Right? Have the AI agent do it for you. And, you know, again, we're also going to be adding gen search for DSRs, so you'll be able to use our, global search, to find content or find information that's also contained on DSRs, so it won't just be limited to documents. And then the next thing I wanted to talk about was security and compliance. Everybody loves infosec. Right? So we currently, you know, have, several great security features in place. As Dana mentioned earlier, we have client access controls, which allows you to restrict access to content, based upon an allowed domain. We're going to be adding, individual or named individual, access controls, in the future soon as well. And this is where anybody who's been invite only, rather, the people who have been invited to a DSR can access DSRs. And so this really completely locks down that DSR to only named individuals. And, of course, again, this will have that multifactor authentication where they need to confirm who they are, through the use of a, one time PIN code, that's emailed to the address we have on record for them. We're also, going to be adding in this archival capability that I mentioned where we're taking a snapshot of the DSR web page, all the content there, as well as the, you know, Seismic hosted content that's been included in that DSR, and make those, you know, static snapshots available as PDFs, through an API. And we'll also be building out, application integrations between our, archival API service and some of the big worm, compliant vendors out there like Global Reliance, Smarsh. And so it'll be a full end to end solution, to support your FINRA requirements around, having, an archival version of content that's been shared out with, clients. And I think this is going to really help, unlock and, enable financial services customers to take advantage of the power of our digital sales room. So, yeah, this is gonna be great. And then, you know, taking that one step further is, of of course, supervision support and, greater details on audit logging capabilities. Alright. Well, I think back to, Lauren, for the wrap up or q and a. Alright. Lauren's been having a couple of technical difficulties, so I'm gonna fill right in. Don't you worry. Before we get to live q and a, I want to share with you this survey. If you don't mind just scanning this QR code, it helps us understand what you liked, what you didn't like, what you wanna see more of. So if you really like this session, leave your feedback and we can make sure that we do more things like this. I'm just gonna leave that on the screen for another fifteen seconds or so. If you wanna get your phones out, it's really quick survey, mobile friendly. I tried it out myself. And you can fill it out after the q and a, but just have that loaded up. Alright. And now I guess we can head on to a little bit of q and a. We have so many questions coming in that it was hard for Greg and I to stay on top of it. But we're gonna try to get to some of them now and sort through them. A couple things I saw were around, additional resources for you to have, when building DSRs, university content. We have a few, courses in university that feature digital sales rooms, so I encourage you to check that out. But to that, we just, actually created some new, static type of learning content for to help you with the understanding how to roll out DSRs and what some best practices are. So, we can get that to you as well after the session. So So I just wanted to make sure you have that as your, leave behind. Alright. Let's see. Trying to figure out how I can see the most important questions. Do you have any that you wanna answer, Greg, that you kept seeing over and over again? I mean, I think there were a lot of questions around, images, and the ability to manipulate those and show them better. So I think I answered those in the demo. Some questions around the pilot and the pilot availability. So, again, the actual date is dependent upon, you know, engineering, but we are targeting, the June, to start the pilot. And, again, we're taking reservations, if you will, now. So you can reach out to your CSM, ask to be included in the pilot. And when we're ready, we'll flip the switch, in mid June and get you access to that, pilot. So the pilot will run from June, to October, which is the end of our season. And during, the fall season, which which is the the season that's gonna happen right after this one, we'll be implementing some other changes. Template support is currently not available, in the pilot. And when I say template support, I mean the ability for marketers and enablers to create templates based upon the new builder. So that'll be something that's, being developed in the fall time frame as well as some of the improvements to our document and video widget. And so that will be EA, as a capability, at the end of our fall season. And then, of course, we're gonna have just more and more and more features coming, in each subsequent season. Great. I have a question here, around, DSR templates. So do DSR templates auto populate with the newest version of included content? And if not, when will this functionality be available? Yeah. Great question. That is planned for the fall, release. So this next upcoming release, which will be available in October. Is the new DSR builder a universal setting or will we need to flip all DSRs to be in this format? Good question. So the way that we're approaching this is we we we're not doing a a migration or forcing you to to make these changes. So, if you, have existing DSRs and you have the new DSR builder enabled, when you open up a an existing DSR or use a template created using the old, format, it will open in the new builder, and you can then go in and edit it and make changes. And when you save, that's going to convert it into the new DSR. So you can have a mix of both old DSRs out there existing, living their their best life, or you can convert them into, the new format, on an as needed basis. Great. Just trying to there are so many questions. I'm so excited. Let's see. A lot of them are repeat questions. So I'm just trying to make sure I'm not covering the repeat questions. I know a lot of you had questions on the templates that I showed if they are available. They're not available at the moment. I know we have gotten this question over and over again, so I wanted to answer it. There are some ideas and ways in which we're thinking of how we can provide our best practice templates to you all to just be able to use right off the bat, but that's not available at the moment, unfortunately. So hopefully, the resources that we have for you will be able to, help you get started a lot faster. Yeah. And I think that's a that's a great ask. I really love, the interest in, you know, helping you get started faster, with, you know, our best in class, templates that we might develop. And so this is something that we're definitely looking to make available. I don't have any timeline for that, but it's it's definitely a clear need. And, you know, let's we're not all designers. Right? But, you know, here at Seismic, we we've we've got, you know, design teams. We've got great marketing. So I think that we can provide a lot of value in in getting you up and running faster. Yeah. For sure. Question about collaboration. Do you have to send the DSR before you add a collaborator or can you collaborate before it's sent? Great question. So, to be honest, right or to be frank, right now, the process is a little broken. Right? You have to, you know, from your draft, you have to go in and share that draft externally before you can invite collaborators. We're fixing that. In the fall season, from the, editing screen, you'll have the ability to add individuals to be collaborators on that DSR. They can be viewers or editors, and they'll if they're editors, they'll be able to access the DSR even though it's in draft mode and go in and edit and make changes. In this way, you guys can, collaborate and get that DSR to the right, you know, shape and and content that you want before you share it externally. And then once you share it externally, we're also adding the ability to invite other people to the DSR after it's been shared through our live send email. So I know that there's, you know, good value in being able to copy and paste, the DSR link and share that through the tool that you prefer, but for ease and and, you know, consistent with with the workflow, we're adding in the ability to do that through our live send email now as well. Great. I just saw, a question around, seeing Docs and our content automatically update when there are new versions. I believe that that's already out. Right? Yeah. So that's currently available in an early adopter. So you can, you know, again, reach out to your CSM, and ask to be added to that, and we can enable that on your tenant. And so the way that works is when a new version of content is published and if that content has been added to the DSR through doc center, that content version will automatically be updated, for that live send link, and so, buyers will see the latest version and you won't have to do anything on your end. So no more managing multiple versions of content on the DSR. It's gonna happen automatically. We are looking at adding in support for, automatically adding or updating workspace content. It's a bit more complicated to facilitate that. So that one's currently, not planned for, the fall release, but we're looking at, taking that on in in the winter or later releases. Great. I see a question for me about, what instructions look like, in a for an example from a DSR I've already created. I don't have one, like, pulled up right now, but if if I I don't wanna go back too many slides. Let's see if I can take us right to one of the existing slides. Let's see if it's this one. Okay. Bear with me. I know it's really small. But, if you zoom in a little bit, you can see that we include in bold, with square brackets, like, insert client name here. It's one of the ways that we're encouraging personalization, and we'll do this throughout the DSR where applicable. And then another place we'll do this is, if we're having a page to support a product launch and there is a DSR template associated with that product launch, we can put instructions on the page as well as well as, as in the description of the piece of content, that content being a DSR template. So, there's a few ways that you can leave those suggestions for your reps. And we hope to make that smoother in the future, but that's a really great workaround for now. Alright. Back on q and a. If our t s if our team has created DSRs for lots of customers, does pushing I'm not, not quite sure the ask here. So the auto update, happens automatically. There's no need to push out content. If you're talking about converting the DSR from the old style to the new style, that is one by one. But, again, that's only in an as needed basis. If there's no need to change the format or take advantage of any of these new, widgets, then just leave them as is. But if you do have a need, obviously, you're gonna go in in there and edit and manipulate them. So, yeah, you should do it one by one on an as needed basis. Yeah. I just wanna I'd let you all know and reassure you all that the questions that you have not answered, you will get answers to for sure. We'll make sure that you get them, after this, webinar. At some point, we will be working to answer them for you and get that out. So don't worry if your question didn't get answered. You rest assured, you will get an answer. I know we still have a couple more minutes for a few more questions. Yeah. There's another one on here. Are there plans, to be able to add or remove people from DSRs? This I love this question too. Right now, you know, the the people management, as I refer to it, could use some work. Right? And so we are looking to be able to better facilitate that, especially when we add in, the access controls for, you know, explicit individual, permissions. Right? So we wanna be able to seamlessly add and remove individual recipients from a DSR. So that's something that we're definitely looking at addressing. It's not going to be in the fall or the winter season, but it is definitely on our radar. Awesome. Anything else? I know we had a couple questions on, like, encouraging reps to get started with DSRs. It's not it's not like, it's a big change management thing. Right? And I feel like you can apply any of your change management, the way you handle change management at your organization. You can also apply to DSRs. There's few ways to do it. Right? Always picking champions, starting simple. Those are just a couple ways to do it. I know we have a customer that at their sales kickoff was like, any new opportunity that tunity that you create, the process is now that you'll be creating a DSR for them, for example. So you can put this really in your process, embedded in your process to ensure that adoption. Ensuring that there aren't too many templates to get started with or making sure you have the right ones, letting them know that there are templates, making them available where they go the most, like pages and hubs, making them easily discoverable by tagging them correctly. There's lots of ways to, let people become more aware of them. But then also, like, you can even check out how your top reps who are using them and, are how they're performing compared to those, that aren't adopting DSRs, and I bet you'll see a big difference there. So, another thing we do is also have our champions. Right? If, if one of our reps really loves DSRs, having them share their story of how it helped them close a deal or move it faster, how it helped them get access to buyers they didn't they wouldn't have known otherwise, that's something we like to do as well. And I think that brings us to the end. I want to thank you all for being so lively in the chat. This has been so fun to read. You guys are so funny too. I love the love as hard as it gets. Yeah. I like to nerd out over this stuff, so I love that all my fellow nerds are here with me. And, we hope that you learned something today. I think I learned a few things. We'll be following up with lots of great content for you and your answers to your questions. And please fill out that survey. Let us know what you liked, what you didn't, and what you wanna see more of so that we can help you all out. Yeah. I'm looking forward to my Slack blowing up after this meeting with all the requests to get added to the pilot. Right. Alright. Thank you all. Thanks so much.