If you’ve ever tried to get a B2B sales team on the same page—or worse, keep buyers engaged past slide three of your pitch deck—you know how tough it can be. Sales enablement and buyer engagement are buzzwords that get thrown around, but actually moving the needle? That’s a different beast. This guide is for marketers, sales ops, and anyone who’s tired of clunky PDFs, endless email threads, and “engagement” tools that don’t do much. Let’s talk about what Relayto really brings to the table, and how you can use it without adding more headaches to your stack.
Why Sales Enablement and Buyer Engagement Still Suck (for Most B2B Teams)
Let’s be honest: most sales content is a graveyard. You make decks, datasheets, and whitepapers—then they sit in SharePoint or get sent out as attachments nobody reads. Maybe you use a content management system, but tracking what happens after “send” is guesswork. As for buyer engagement, it’s usually just a fancy term for “hoping someone clicks your link.”
Here’s where it hurts:
- Sales reps don’t know what to use, or when. They grab whatever’s easiest, not what’s best.
- Buyers tune out. Static PDFs and endless slides? Snooze.
- Marketers can’t see what’s working. You’re flying blind.
- Personalization is a pain. Creating custom decks for every account? No thanks.
If this is your world, you’re not alone.
Where Relayto Fits: What It Is, What It Isn’t
Relayto pitches itself as an “interactive content platform.” In plain speak: it turns your static sales and marketing content into dynamic, web-based experiences. Think of it as a way to build interactive documents, pitch decks, and microsites—without needing a developer or designer every time.
What Relayto does well: - Turns PDFs, PowerPoints, and videos into web-friendly, interactive hubs. - Lets you embed forms, video, links, and navigation right inside your content. - Gives you analytics on who’s viewing, clicking, and sharing. - Allows for some personalization and sharing controls.
What it doesn’t do: - It’s not a full CRM or sales engagement tool (like Outreach or HubSpot). - It’s not a replacement for your content library or DAM. - It’s not going to magically fix bad content.
The big value is making your existing content work harder—letting sales teams share more engaging material and giving you data on what buyers actually care about.
Step-by-Step: How to Use Relayto to Improve Sales Enablement and Buyer Engagement
Let’s get practical. Here’s how you can actually use Relayto to make life easier for your sales team—and less boring for your buyers.
1. Audit and Select Your Key Sales Content
Don’t just dump everything into Relayto. Start by picking the assets that matter most:
- Your main pitch deck
- Product one-pagers or solution briefs
- Case studies and customer stories
- Onboarding or explainer videos
Pro tip: Ignore the urge to “digitize everything.” Focus on what sales actually uses (ask them!), and what buyers ask for most often.
2. Build Interactive Experiences (Without Developer Headaches)
Relayto’s drag-and-drop editor lets you layer in navigation, videos, forms, and links. A few ideas that work:
- Turn a PDF into a mini site. Break it up into sections with clickable menus.
- Embed demo videos right next to feature explanations. No more “see attached link.”
- Add forms for gated content or meeting requests. Make it easy to take the next step.
- Insert contextual links. Let buyers jump to the info they actually care about.
What works: The interactive navigation is genuinely useful for long decks and complicated product sheets. Video embedding is easy. The editor isn’t perfect, but it’s less fiddly than most no-code tools.
What doesn’t: Don’t expect pixel-perfect design if you’re super picky. And if your content is a mess to start with, Relayto won’t save it.
3. Set Up Smart Sharing and Personalization
Sending generic links is fine, but if you want real engagement, personalize when you can. Relayto lets you:
- Create custom links for each prospect or account.
- Gate certain pages or sections (e.g., pricing, demos).
- Control who can see or download what.
Real-world use: Sales reps can send a personalized microsite to each prospect, with just the relevant materials and a clear call-to-action.
What to skip: Don’t go overboard making unique experiences for every lead. Focus on your top accounts or big deals.
4. Track What Buyers Actually Do (No More Black Holes)
Relayto’s analytics tell you:
- Who viewed your content, and when
- Which sections they spent time on (and which they skipped)
- If they shared it with anyone else
- What they clicked, filled out, or downloaded
This isn’t mind-blowing tech, but it solves the classic “did they even open it?” problem better than email attachments ever will.
Pro tip: Use these insights to follow up smarter. If a buyer spent five minutes on your pricing page, that’s your cue.
5. Make Sales Enablement a Two-Way Street
Relayto isn’t just for pushing content out. Use it to:
- Collect feedback from sales on what works (and what doesn’t)
- See which assets get used (and which are ignored)
- Update content in one place—so sales always has the latest version
What works: You can update content centrally, and every link updates automatically. No more “wrong version” fiascos.
What doesn’t: Relayto won’t force reps to use your stuff. Adoption still depends on your process and training.
What Relayto Is Good For (and What to Ignore)
Where It Delivers
- Engagement: Interactive decks get more clicks and longer view times than static PDFs, period.
- Visibility: You finally know what buyers are actually looking at.
- Sales support: It’s easier for reps to find and share the right content.
- No IT headache: Marketers can build and update experiences without waiting on a dev team.
Where It’s Overhyped
- “Personalization at scale.” Yes, you can personalize, but only as much as your team has time for. Don’t expect AI magic.
- “End-to-end engagement.” Relayto is a piece of the puzzle, not the whole thing. You’ll still need CRM, email, and call tools.
- “All-in-one platform.” It’s good at what it does, but don’t expect it to replace your entire martech stack.
Real-World Tips for Rolling Out Relayto
- Start small. Pick one or two high-value assets to test. Don’t try to boil the ocean.
- Get sales buy-in early. Show them how it makes their lives easier—not just more work for them.
- Focus on the data. Use view and engagement stats to adjust your follow-ups and refine your content.
- Keep content fresh. Out-of-date decks are still out-of-date, even if they’re interactive.
- Integrate, don’t isolate. Make Relayto part of your regular workflow—link it from your CRM, sales portal, or wherever reps live.
Keep It Simple, Iterate, and Don’t Overthink It
Relayto is a solid way to make B2B sales content less dull and more useful—both for your team and your buyers. Just remember, it’s not a magic bullet. Use it to make your best content easier to find, more engaging to read, and trackable once it’s out in the wild. Start with what matters, see what works, and tweak as you go. You don’t need another over-complicated tool—you need something that helps you sell better, with less hassle. That’s the real win.