Many B2B firms wish to name their purchasers enterprise companions—particularly if you happen to’re capable of meet one another’s wants on the finish of a sale.
On the identical time, firms can get right into a sample of siloing themselves off from these exact same companions. It’s simple to share a CRM hyperlink with a colleague in your crew, however your purchasers might by no means find yourself accessing it or understanding how a lot work went right into a demo.
Enter Dock, a SaaS resolution that connects the folks working exterior your organization, together with prospects, purchasers, distributors, and extra.
Who Dock Is For
Dock works finest for B2B firms that have to unify their gross sales, onboarding, and supply—all whereas being extra clear with purchasers. It permits you to be extra open, even when a consumer expects considered one of your merchandise to magically be a part of their infra the second after buy. It’s type of like opening a checking account on-line and getting a glimpse of all of the steps you’ll have to finish earlier than getting the approval and receiving the plastic in your mailbox.
B2B firms that should handle gross sales and income, undertaking administration, and repair supply abruptly will revenue from Dock, too. Doubly so if you happen to’re working with a distant crew unfold out over completely different time zones. For those who’re acquainted asking questions like:
- Is a demo obligatory?
- Is the proof-of-concept underway?
- Will a kick-off assembly happen two months after the acquisition order is issued?
- If a consumer is a tech companion, can they get Not-For-Resale licenses?
Dock permits you to get fast solutions. Plus, it makes onboarding simple for any events who’re serving to foot the invoice on a given undertaking.
Dock can also be helpful for firms that grapple with supply issues. For those who battle with organizing this stage of your workflow, Dock can create a joint roadmap that your groups and purchasers can all watch and go over. Say you’re an organization providing B2B cybersecurity companies that require specialists to make assessments or maintain conversations with the consumer. In such circumstances, Dock is remarkably environment friendly.
Lastly, Dock is a superb instrument for upselling and cross-selling. Your buyer or prospect is introduced right into a CX filled with analytics that helps everybody concerned perceive how their workspaces are getting used. From there, gross sales groups can collect metrics to assist them observe up with leads. General, we discovered that companies with a fairly customizable, non-transactional gross sales expertise have probably the most to achieve from Dock.
Dock Pricing
Dock solely costs a payment for inside use members. Which means any of your B2B purchasers that use Dock’s custom-made CX don’t should pay.
Listed here are the main points of the pricing plans accessible on Dock.
Free Plan
The free plan offers entry to a subset of its core options, providing a style of the platform’s capabilities earlier than upgrading to a paid plan. It’s a 30-day trial.
It permits you to check out ten property and 5 workspaces. General, the free plan is an efficient strategy to dive into the platform and take a look at its capabilities.
Enterprise Plan
This plan, which prices $60 per person per 30 days with a month-to-month package deal or $49 per 30 days per person if paid yearly, offers you entry to:
- All 4 Dock merchandise
- Integrations with well-liked apps
- In-app and e mail buyer help
Remember that you pay per person or seat, not per workspace. On high of that, there’s no CRM integration with out paying further. For those who’re a solopreneur, you possibly can have limitless workspaces for limitless purchasers with a single license.
Enterprise Plan
The Enterprise plan is designed for bigger companies that want much more options and help. It contains every part within the Marketing strategy, plus:
- Integration with HubSpot
- Integration with Salesforce
- Customized branding
- Different sensible options resembling SSO and permissions
- Add-on options for an additional payment, together with API entry, customized integration, and personalised onboarding
The worth of this plan isn’t exhibited on the web site. You will need to schedule a private walkthrough of the product with their crew to study extra. The way in which we see it, Dock is extra handy for small- and medium-sized companies which can be scaling up quick and want a strategy to combine into their CRM.
Execs and Cons of Dock
Dock is lower than three years previous, so there’s room for enchancment because the product grows. On the identical time, customers appear extremely glad with the software program after its preliminary launch.
Dock Execs
- Useful past gross sales: Dock works nice for way more than gross sales, together with onboarding clients, serving to them handle their property, or elevating capital.
- Appropriate for working collectively, even with clients: Dock makes it simple for groups to work with clients, work together with completely different events, and share issues in a single place.
- Firms like utilizing Dock: Though on-line opinions for Dock are scarce, they continue to be outstandingly optimistic.
- A straightforward-to-manage expertise for every consumer: With Dock, you possibly can disguise data from sure purchasers till it’s wanted or change virtually any factor of it, which is basically useful for gross sales and managing accounts.
- The crew listens to buyer suggestions: Dock continues so as to add new options based mostly on customers’ requests, resembling the brand new Pages function.
- High quality help: The founding crew behind Dock comes from SaaS gross sales, so that they know easy methods to tackle key ache factors that new adopters may expertise.
Dock Cons
- It’s comparatively new: Dock provides a fairly new set of merchandise that your crew or purchasers may not be used to. Despite the fact that it bundles up the shopper journey and onboarding processes properly, firms may want time to regulate.
- Integrations should be paid for: For Dock to work with Salesforce and HubSpot, firms ought to pay for Dock’s top-tier Enterprise plan. This entails contacting a gross sales rep.
- No infrastructure necessities posted: Dock’s web site emphasizes ease of setup and integration, nevertheless it doesn’t have a ton of knowledge concerning infrastructure necessities. It additionally doesn’t explicitly word that it’s supplied as a SaaS.
Dock Evaluation: The Particulars
Let’s talk about Dock’s particular options. First, Dock provides 4 distinctive merchandise, which embody:
- Workspaces
- Pricing Quotes and Order Types
- Gross sales Content material Administration
- Consumer-Dealing with Challenge Plans
Inside the full set of Dock merchandise, clients have all of the instruments essential to arrange:
- Digital salesrooms
- Proposals that may be e-signed
- Pitch decks and movies for prospects
- Onboarding checklists
- Consumer portals
- Challenge hubs
Workspaces to Collaborate With Purchasers
Dock lets purchasers and suppliers arrange in workspaces, which is a kind of collaboration software program hardly ever seen in the marketplace at this time. You’ll additionally get templates to make use of for every buyer journey. Whether or not your promoting course of is simply transactional or it requires a proof-of-concept, you possibly can arrange an acceptable tone.
Gross sales Order Types to Exchange Attachments
Dock makes it simpler to create, ship, and signal proposals. Some Dock plans combine with CRMs too, so firms can shortly quote and ship a proposal immediately by way of the platform. Whereas it’s true that some consumers will be reluctant to surrender the usual PDF or XLSX file for quotes, Dock might change the paradigm.
Even higher, this function contains e-signatures. That’s not a minor function, particularly for compliance groups seeking to save time.
Gross sales Content material Administration System
Dock helps firms with groups in advertising and marketing, gross sales, and customer support through its distinctive gross sales content material administration system. It’s a good way to handle and share property with clients.
Whether or not you’re handing over a pitch deck otherwise you’re in want of some help on product supply, this product generally is a stepping stone to develop for firms nonetheless counting on Sharepoint hyperlinks.
Consumer-Dealing with Challenge Plans
Dock helps you make extra visually-appealing undertaking plans than these you used to make with messy spreadsheets or Gantt diagrams. You’ll be able to even create public milestones that purchasers can verify on periodically.
Inside this function, it’s additionally potential to set reminders and add to-dos for purchasers who can verify off duties and depart feedback. Or, groups can hold duties personal for themselves.
Can Be Used for B2C Onboarding
Dock might assist B2C lead era and onboarding. For those who envision being in eventualities that require demoing and compliance, like these utilizing AI to harness private knowledge or pictures to create new content material, Dock might assist.
Grants Your Purchasers a Workspace
For those who’re nonetheless handing over property and software program variations to purchasers through e mail, purchasers usually should e mail a Challenge Supervisor and look ahead to a OneDrive hyperlink with an ISO file. Doing so, you run the chance of:
- Making errors and delivering confidential IP from a distinct consumer
- Being affected by worker turnover fee
- Being influenced by turnover on the consumer’s finish
With Dock, you possibly can shortly arrange a workspace the place purchasers can work together immediately with their property with out having to rely upon a 3rd occasion. Dock offers every workspace, making this a really scalable resolution to enhance the velocity of your asset supply.
Analytics-Centered CX
Dock’s buyer expertise comes with a variety of information which can be helpful on your inside crew and exterior purchasers alike. For one, it screens when somebody views an organization’s workspace, clicks on a hyperlink, or downloads a PDF. It additionally tracks progress in a shared undertaking plan and may ship e mail notifications to workspace house owners, protecting everybody knowledgeable.
Many CRM and BI programs supply these options already. The important thing distinction may be that, with Dock, all the CX is bundled collectively to make that sale undergo.
