Dock

Close deals and onboard customers in one client-facing workspace.

About Dock

Dock is a client-facing workspace that helps revenue teams close deals, onboard customers, and manage renewals. With Dock, companies organize everything shared at each stage of the customer journey—from sales content to order forms to project plans. Along the way, leadership gets valuable analytics to calculate the sales forecast, coach front-line managers, fix broken implementations, and understand what content actually resonates. 

Dock x Pocus Integration

How we integrate: read Dock data from your CRM

How it works:

  1. Set up your Dock workspace to update desired objects in your CRM (Salesforce or Hubspot) 
  2. Add the desired Dock fields from CRM to your Pocus workspace in data setup 
  3. Add these signals to your existing Playbooks and scores or create new ones

Top Use Cases

Pocus customers can use Dock to track engagement signals during the sales or onboarding process:

  • When and how often buyers view/engage with their Dock sales room
  • Which/how many buyer contacts view the space
  • What content your buyers engage with
  • How many steps are completed in your mutual action plan
  • Time spent viewing and/or downloading PDFs or slides, including time per page

See the magic for yourself

Watch how Pocus makes it easy to
drive conversion, retention, and optimization.