Guide to using Shared Spaces

Showpad offers Shared Spaces to give you the power to create your own micro-site where you can interact with colleagues and customers. These secure and collaborative spaces host content, comments, and more all in one place. Furthermore, you as the sales rep, are the administrator in this environment. Access is by invitation only to ensure your content remains secure and visible to the intended audience.

Activities of Shared Spaces give a more meaningful overall view of what content engages customers and how to align your marketing and sales objectives for more successful deals. To keep it simple with your sharing process, you can still email files directly or generate a link under the Emails & Links tab.

Note: Shared Spaces are available on the Web app, the Windows Desktop app, and iOS. Logging activity to your CRM is only available for customers on the Ultimate package.

Key features

• A secure space to share and discuss content with your prospects and customers
• Ideal for longer sales cycles where traditional sharing methods become hard to navigate
• Personalization options for each customer type
• Allows participants to invite other members to the space so key stakeholders are present
• If enabled by your administrator, external participants can upload their own content

You need this to succeed

• Access to Showpad's Web, Windows Desktop, or iOS app
• Showpad Plus or Ultimate plan
• A Showpad account or a participant invite 

What's on the menu

We created the following articles to show you how to get started and get the most with Shared Spaces. 

Click on the links below to learn how to use Shared Spaces: 

• Creating and duplicating Shared Spaces
• Adding content to a Shared Space
• Inviting people to Shared Spaces
• Implement a Mutual Action Plan with Next Steps
• Interacting with buyers in a Shared Space
• Configuring Shared Spaces email notifications
• Transfer ownership of a Shared Space 
• Archiving and deleting Shared Spaces