If you’ve ever tried to get marketing, product, and sales on the same page, you know it’s a circus. Endless email threads, scattered spreadsheets, and the classic “Wait, which version is this?” chaos. This guide is for anyone who needs to work with sales teams—product managers, marketers, pricing folks—and wants to actually get stuff done using Leveragepoint workspaces.
Let’s cut to the chase and see how you can use Leveragepoint workspaces to collaborate with sales in a way that’s actually useful. We’ll walk through the steps, call out the traps, and highlight what’s worth your time.
1. Get Everyone in the Same Workspace (and Out of Their Inboxes)
Before you dive in, make sure your key players—sales, product, marketing—are set up in the right workspace. Sounds basic, but you’d be shocked how often people are left out or stuck in the wrong project.
How to do it: - Set up a dedicated workspace for your project, product, or customer segment. - Invite only the people who actually need to be there. Less noise = fewer headaches. - Check permissions. Sales reps don’t need admin access, but they do need to see the content they’ll use with customers.
Pro tip: If your sales folks are new to Leveragepoint, do a quick screenshare to walk them through the basics. It’ll save you endless “where’s that file?” questions later.
2. Build (and Share) Value Propositions That Sales Can Actually Use
Leveragepoint lives and dies by its value propositions—these are your sales stories, pricing models, and tools packaged up in a way sales can use with customers. The real trick? Making them clear, relevant, and not buried in jargon.
What works: - Use plain language—your value props should make sense to a new sales hire, not just the pricing team. - Add real customer examples if you can. Sales teams love stories they can repeat. - Keep the slides, calculators, or battlecards in one spot in the workspace, not scattered across folders.
What to ignore: - Over-engineered templates. If it takes ten minutes to explain, it’s too complex. - “One-size-fits-all” decks. Sales teams want to tweak, not recite.
Steps: 1. Create a new value proposition in the workspace. 2. Get quick feedback from a salesperson before you polish it. 3. Use the “Share” or “Publish” feature to make it visible and usable. 4. Tag it by customer type or use case, so sales can actually find it.
3. Set Up Clear Communication Channels—Not Just Comments
It’s tempting to treat workspace comments as your only way to talk. Don’t. Comments are fine for quick questions, but real collaboration needs a mix.
What actually helps: - Use workspace comments for clarifications (“Can we update the price model for ACME Inc.?”). - For bigger discussions or decisions, set up a weekly check-in or a Slack/Teams channel linked to the workspace. - Document key decisions in the workspace notes or summary, so you’re not chasing down old emails.
What doesn’t: - Assuming people will see @mentions right away. Sales is busy. Ping them directly if something’s urgent.
Pro tip: Agree on how you’ll communicate before you start. It saves a lot of “Did you see my comment?” back-and-forth.
4. Make Updates Visible—And Version Control Your Work
One of the best things about Leveragepoint workspaces is version history. But only if you actually use it.
How to stay sane: - Always update the value proposition in the workspace, not in a downloaded copy. - Use the versioning feature to track what changed and when. - Add a short note on each update (“Updated competitor pricing,” “Added new case study for Q2”).
What to ignore: - Downloading files to email them around. That’s how you end up with six “final” versions.
Steps: 1. Edit documents directly in the workspace. 2. Hit “Save as new version” when you make changes. 3. Review the version history if something breaks or gets lost.
5. Prepare Sales for Real-World Conversations
It’s easy to assume once you’ve built a killer value prop, sales will just run with it. In reality, they’ll need a walkthrough—and maybe a few revisions.
Do this: - Host a quick demo session to show how to use the workspace content in a live pitch. - Build a simple FAQ or objection-handling doc right in the workspace. - Encourage sales to log the tough questions they get from customers, so you can keep improving the materials.
Skip this: - Overloading sales with training. They want fast answers, not an hour-long deck.
Pro tip: Ask sales to record a quick “what worked/what didn’t” after a few calls. Update your workspace materials based on real feedback—not just what you think is important.
6. Use Analytics—But Don’t Get Lost in Vanity Metrics
Leveragepoint gives you some analytics on who’s using what, and how customers respond. Useful, but only if you focus on what matters.
What to look for: - Which value propositions are actually being used in sales conversations? - Are customers engaging with interactive tools or just ignoring them? - Where do sales get stuck or drop off using the materials?
What to ignore: - Raw view counts. Just because something got opened doesn’t mean it helped close a deal.
How to use it: - Adjust your materials based on what’s working. Kill or update anything that’s gathering dust. - Share key insights with the team—“Our Q4 deck is crushing it in healthcare, but not in finance.”
7. Keep It Flexible—You Won’t Get It Perfect the First Time
No workspace survives first contact with a real sales team. They’ll ask for tweaks, shortcuts, and stuff you never thought of. That’s normal.
Best practices: - Treat your workspace materials as living documents. Update often, but keep things organized. - Don’t be precious about your templates. If sales needs a one-page summary, make it. - Schedule a regular review (monthly or quarterly) to clean up old materials and add what’s missing.
Common Pitfalls (and How to Dodge Them)
- Too many cooks: Don’t invite everyone “just in case.” Workspaces get chaotic fast.
- Content graveyards: Delete old or unused materials. Clutter kills adoption.
- Training overload: Give sales what they need, not a full product certification.
- Ignoring feedback: If sales never uses your value props, ask why—and actually listen.
Wrapping Up: Keep It Simple, Iterate Fast
Collaboration doesn’t mean endless meetings or bloated workspaces. Get the right people involved, build tools sales will actually use, and keep your process light. Use Leveragepoint workspaces to centralize, not complicate. Start small, tweak as you go, and don’t be afraid to delete what’s not working. That’s how you actually get stuff done—together.