Many B2B companies like to call their clients business partners—especially if you’re able to meet each other’s needs at the end of a sale.
At the same time, companies can get into a pattern of siloing themselves off from those very same partners. It’s easy to share a CRM link with a colleague on your team, but your clients may never end up accessing it or understanding how much work went into a demo.
Enter Dock, a SaaS solution that connects the people working outside your company, including prospects, clients, distributors, and more.
Who Dock Is For
Dock works best for B2B companies that need to unify their sales, onboarding, and delivery—all while being more transparent with clients. It allows you to be more open, even if a client expects one of your products to magically be part of their infra the moment after purchase. It’s kind of like opening a bank account online and getting a glimpse of all the steps you’ll have to complete before getting the approval and receiving the plastic in your mailbox.
B2B companies that have to manage sales and revenue, project management, and service delivery all at once will profit from Dock, too. Doubly so if you’re working with a remote team spread out over different time zones. If you’re familiar asking questions like:
- Is a demo mandatory?
- Is the proof-of-concept underway?
- Will a kick-off meeting occur two months after the purchase order is issued?
- If a client is a tech partner, can they get Not-For-Resale licenses?
Dock allows you to get immediate answers. Plus, it makes onboarding easy for any parties who are helping foot the bill on a given project.
Dock is also useful for companies that grapple with delivery problems. If you struggle with organizing this stage of your workflow, Dock can create a joint roadmap that your teams and clients can all watch and go over. Say you’re a company offering B2B cybersecurity services that require experts to make assessments or hold conversations with the client. In such cases, Dock is remarkably efficient.
Finally, Dock is a great tool for upselling and cross-selling. Your customer or prospect is brought into a CX full of analytics that helps everyone involved understand how their workspaces are being used. From there, sales teams can gather metrics to help them follow up with leads. Overall, we found that businesses with a reasonably customizable, non-transactional sales experience have the most to gain from Dock.
Dock only charges a fee for internal use members. That means any of your B2B clients that use Dock’s customized CX don’t have to pay.
Here are the details of the pricing plans available on Dock.
The free plan provides access to a subset of its core features, offering a taste of the platform’s capabilities before upgrading to a paid plan. It’s a 30-day trial.
It lets you try out ten assets and five workspaces. Overall, the free plan is an effective way to dive into the platform and check out its capabilities.
This plan, which costs $60 per user per month with a monthly package or $49 per month per user if paid annually, gives you access to:
- All four Dock products
- Integrations with popular apps
- In-app and email customer support
Keep in mind that you pay per user or seat, not per workspace. On top of that, there’s no CRM integration without paying extra. If you’re a solopreneur, you can have unlimited workspaces for unlimited clients with a single license.
The Enterprise plan is designed for larger businesses that need even more features and support. It includes everything in the Business plan, plus:
- Integration with HubSpot
- Integration with Salesforce
- Custom branding
- Other practical features such as SSO and permissions
- Add-on features for an extra fee, including API access, custom integration, and personalized onboarding
The price of this plan isn’t exhibited on the website. You must schedule a personal walkthrough of the product with their team to learn more. The way we see it, Dock is more convenient for small- and medium-sized businesses that are scaling up fast and need a way to integrate into their CRM.
Pros and Cons of Dock
Dock is less than three years old, so there’s room for improvement as the product grows. At the same time, users seem highly satisfied with the software after its initial launch.
- Helpful beyond sales: Dock works great for much more than sales, including onboarding customers, helping them manage their assets, or raising capital.
- Suitable for working together, even with customers: Dock makes it easy for teams to work with customers, interact with different parties, and share things in one place.
- Companies like using Dock: Although online reviews for Dock are scarce, they remain outstandingly positive.
- An easy-to-manage experience for each client: With Dock, you can hide info from certain clients until it’s needed or change almost any element of it, which is really helpful for sales and managing accounts.
- The team listens to customer feedback: Dock continues to add new features based on users’ requests, such as the new Pages feature.
- Quality support: The founding team behind Dock comes from SaaS sales, so they know how to address key pain points that new adopters might experience.
- It’s relatively new: Dock offers a quite new set of products that your team or clients might not be used to. Even though it bundles up the customer journey and onboarding processes nicely, companies might need time to adjust.
- Integrations need to be paid for: For Dock to work with Salesforce and HubSpot, companies should pay for Dock’s top-tier Enterprise plan. This entails contacting a sales rep.
- No infrastructure requirements posted: Dock’s website emphasizes ease of setup and integration, but it doesn’t have a ton of information regarding infrastructure requirements. It also doesn’t explicitly note that it’s offered as a SaaS.
Dock Review: The Details
Let’s discuss Dock’s specific features. First, Dock offers four unique products, which include:
- Pricing Quotes and Order Forms
- Sales Content Management
- Client-Facing Project Plans
Within the full set of Dock products, customers have all the tools necessary to set up:
- Digital salesrooms
- Proposals that can be e-signed
- Pitch decks and videos for prospects
- Onboarding checklists
- Client portals
- Project hubs
Workspaces to Collaborate With Clients
Dock lets clients and providers organize in workspaces, which is a type of collaboration software rarely seen on the market today. You’ll also get templates to use for each customer journey. Whether your selling process is just transactional or it requires a proof-of-concept, you can set up an appropriate tone.
Sales Order Forms to Replace Attachments
Dock makes it easier to create, send, and sign proposals. Some Dock plans integrate with CRMs too, so companies can quickly quote and send a proposal directly through the platform. While it’s true that some buyers can be reluctant to give up the standard PDF or XLSX file for quotes, Dock could change the paradigm.
Even better, this feature includes e-signatures. That’s not a minor feature, especially for compliance teams looking to save time.
Sales Content Management System
Dock helps companies with teams in marketing, sales, and customer service via its unique sales content management system. It’s a great way to manage and share assets with customers.
Whether you’re handing over a pitch deck or you’re in need of some assistance on product delivery, this product can be a stepping stone to grow for companies still relying on Sharepoint links.
Client-Facing Project Plans
Dock helps you make more visually-appealing project plans than those you used to make with messy spreadsheets or Gantt diagrams. You can even create public milestones that clients can check on periodically.
Within this feature, it’s also possible to set reminders and add to-dos for clients who can check off tasks and leave comments. Or, teams can keep tasks private for themselves.
Can Be Used for B2C Onboarding
Dock could help B2C lead generation and onboarding. If you envision being in scenarios that require demoing and compliance, like those using AI to harness personal data or images to create new content, Dock could help.
Grants Your Clients a Workspace
If you’re still handing over assets and software versions to clients via email, clients often have to email a Project Manager and wait for a OneDrive link with an ISO file. Doing so, you run the risk of:
- Making mistakes and delivering confidential IP from a different client
- Being affected by employee turnover rate
- Being influenced by turnover on the client’s end
With Dock, you can quickly set up a workspace where clients can interact directly with their assets without having to depend on a third party. Dock provides each workspace, making this a very scalable solution to improve the speed of your asset delivery.
Dock’s customer experience comes with a wide range of data that are useful for your internal team and external clients alike. For one, it monitors when someone views a company’s workspace, clicks on a link, or downloads a PDF. It also tracks progress in a shared project plan and can send email notifications to workspace owners, keeping everyone informed.
Many CRM and BI systems offer these features already. The key difference might be that, with Dock, the entire CX is bundled together to make that sale go through.