Glossary
Trackable Link
A shared link that shows basic engagement: who opened, what they viewed, and when, often called a digital sales room, so follow ups are timed right.
A trackable link is a share link to sales materials that shows basic engagement after you send it, so your follow up is based on real signals, not hope. In sales enablement, it is the difference between “I sent it” and “I know what happened next”.
Also known as: tracked link, engagement link, digital sales room, shared presentation link
What a trackable link is
A trackable link is one link you send to a customer that opens a set of sales materials, often a presentation deck plus a few supporting files. Unlike a normal attachment or a generic file link, it shows basic engagement, who opened it, what they viewed, and when.
Sometimes people loosely group this under “digital sales room” because it helps the buyer consume content in one place. The key difference is scope, a trackable link is the lightweight version, a simple share link with basic engagement signals, not a full buyer portal.
In Salesframe, teams use trackable links to share customer specific presentation decks built from a central library, then see what was opened and viewed. That keeps follow ups grounded and it helps teams learn which materials actually get used.
What you can, and cannot, learn from it
The useful signals are straightforward, opens, views, timing, and which sections got attention. You can see what was opened, what was skipped, and whether the link got revisited right before a meeting or right after a call.
What it does not prove is intent, authority, or purchase readiness. An open is not a yes, a long view is not a budget, and a forwarded link does not automatically mean you are talking to the person who can sign.
Why it matters in real selling
Better timing, you follow up when the content is actually being looked at, not three weeks later.
More relevant follow ups, you can reference what they viewed instead of sending a generic reminder.
Less “just checking in”, you have a reason to reach out that does not waste anyone’s patience.
Improved internal forwarding, one link is easier to share internally than a chain of attachments and versions.
Content improvement signals, you learn what gets ignored, what gets revisited, and what needs rewriting.
Better team consistency, people share the same up to date story instead of whatever they found on their desktop.
Use case 1: After a store visit, send a “material package”
You visit a grocery store, walk the aisles, and agree next steps with the store manager, maybe a new secondary display, a promo week, and a revised planogram.
Back in the car, you send one trackable link called “Spring promo package” instead of five separate attachments. The link includes the planogram, display guidance, a promo brief, and a short deck that summarizes the range and the recommended order quantities.
Later that afternoon you see the link was opened, and the planogram section was viewed twice. The next day it gets opened again, and this time the promo brief gets more attention than the rest. That usually means the manager shared it internally with someone who owns promos, space, or ordering. You follow up with one specific question about promo mechanics and you offer to tweak the display guidance to match their fixture constraints.
The conversation moves forward because you are reacting to what mattered, not because you sent another reminder.
Use case 2: Prospecting, video greeting plus a few materials
You are prospecting a new account and you do not want to be the person who sends a 20 slide “about us” deck on first contact.
You record a short video greeting, then add two or three pieces that match the prospect’s world, a short overview deck, one relevant example, and a simple one pager. You send it as a trackable link, so it opens easily on mobile and it is painless to forward internally.
The prospect watches the video, skims the overview, and spends more time on the example.
A day later the link is opened again, and the one pager is viewed, which often means someone is checking basics like scope, requirements, or “what is this”. You follow up by referencing the topic, not the tracking, for example, “Happy to walk you through the rollout part if that’s the bit you’re sanity checking.”
You keep it respectful and you avoid sounding like you have binoculars pointed at their screen. If nothing gets opened, that is also a signal, your packaging did not land, so you simplify and try a different angle.
Use case 3: Offer sent via link
You agree to send an offer, and you know what usually happens next, it gets forwarded, renamed, and suddenly there are multiple attachments floating around. Instead, you send the offer or proposal as a link, possibly alongside a short deck that frames the offer in plain language. The customer opens it, then returns to it later, which often means they are comparing options, preparing questions, or looping someone else in.
You can see when it was opened, so you do not follow up while they are mid review, and you do not wait so long that the thread goes cold. If one section gets most of the attention, like pricing options or rollout scope, you focus your follow up there. When they forward it internally, they forward the same link, not a mystery PDF version from last Tuesday. You avoid the “can you resend that” loop and you keep everyone aligned on the same materials. It is simple, clean, and a lot less admin work for both sides.
Common mistakes
Oversharing too much content, people do not open a buffet, they open what feels relevant and light.
Following up too fast, an open five minutes after sending is not a conversation starter, it is often just a quick glance.
Following up too late, if they looked at it yesterday and you wait two weeks, the moment is gone.
Treating opens as commitment, engagement is interest, not approval, keep your language calm.
Ignoring what was actually viewed, if they only opened the planogram, do not follow up with a product story pitch.
How to use it without being creepy
Use the signals for timing and relevance, not for narrating their behavior back to them.
Follow up with a helpful next step, one clear question or a short suggestion, not “I saw you opened page 7”.
If engagement is low, assume your packaging was wrong, simplify the content and make the next message easier to say yes to.