Create, Send, and Track Presentations from Salesforce with our DIGIDECK Widget
Salesforce is where salespeople live. It’s the digital cockpit of every deal, tracking activity, storing contact records, and powering pipeline strategy. But traditionally, it hasn’t been where presentations happen. That critical leap from insight to outreach, from data to delivery usually takes place outside of the CRM, fragmenting the workflow and introducing manual inefficiencies.
Do these scenarios sound familiar?
+ A request goes to Marketing to stitch together a PDF or PowerPoint to match the desires of the Sales team.
+ The Sales team duplicates existing presentations and changes (or tries to remember to change) a few key details in order to save time. Some branding is out of date, much to the chagrin of Marketing.
DIGIDECK’s Salesforce integration eliminates this fragmented process.
By embedding a fully functional DIGIDECK widget directly into Salesforce’s user interface, sales teams are now empowered to create, personalize, send, and track presentations without ever leaving the opportunity record or jumping tabs. It feels native, like DIGIDECK was always meant to be part of Salesforce. But under the hood, it’s a powerhouse of smart content automation that’s completely customized to your organization’s needs.
Sales and Marketing both win. Sales has personalized, perfectly tailored presentations at their fingertips without ever leaving the CRM. Marketing keeps their time and their sanity as they control the brand standards within the Master Deck Library, the central repository of all DIGIDECK slides for the organization.
To understand the full impact of this streamlined process, it is helpful to see what the Salesforce DIGIDECK widget actually looks like in the life of a sales rep.
Inside the Workflow: Presentation Creation Reimagined
It starts with a click.
From any contact, account, or opportunity record in Salesforce, the DIGIDECK widget is accessible via a simple “Create Presentation” button. That’s it. No need to switch tabs or dig into cloud drives. As soon as the widget opens, the experience is dynamic and contextual.
Salesforce data immediately goes to work. The widget pulls in fields like:
Prospect name and company
Industry vertical
Deal size and stage
Territory or regional data
Account owner or team assignment
These fields power conditional logic behind the scenes, automatically selecting the right presentation template and preloading relevant content modules. This is where each organization’s unique needs come into play. In collaboration with DIGIDECK, rulesets and content are created symbiotically to account for all use cases. A few examples:
- A rep working an enterprise software lead sees a deck pre-filled with industry stats, a software architecture diagram, and enterprise software client examples.
- Another working a small business gets a leaner version featuring pricing flexibility, support benefits, and faster deployment timelines.Another rep sends a presentation to a healthcare facility, pulling in slides with SOC2 compliance information and healthcare client testimonials.
It’s not just personalization, it’s intelligent content orchestration. And it is all done automatically, without human interaction needed.
Once the presentation is loaded into the widget interface, the rep has the option to adjust or preview slides using drag-and-drop modules. Marketing-defined guardrails ensure consistency in every presentation created.
All of this happens in under a minute. The time from CRM insight to presentation output is nearly instant.
Sending the Deck: One Seamless Flow
Once the presentation is built, the rep clicks “Send Presentation” right inside the widget. A link is generated—trackable, branded, mobile-friendly—and can be embedded in a templated email or sent directly via Salesforce’s email tools.
There’s no downloading or attaching files. No uploading to a file-sharing platform. No version control issues.
Just a clean, clickable DIGIDECK link that brings the prospect into an interactive, multimedia presentation experience that’s optimized for both desktop and mobile, embedded with video, animation, if desired.
Reps can also preview the deck before sending, ensuring every touchpoint feels personal and relevant.
TRY IT YOURSELF
But the magic doesn’t stop at “send.”
Every presentation link sent via DIGIDECK from Salesforce is automatically tracked. As soon as the recipient opens it, the rep receives a real-time notification. But this goes beyond basic open rates. The DIGIDECK widget delivers rich analytics directly into Salesforce, including:
- Which slides were viewed and for how long
- Whether the recipient clicked through embedded CTAs
- Total time spent engaging with the presentation
- Return visits and share activity (if forwarded internally)
Now, salespeople don’t have to guess which message landed. They can tailor follow-ups based on what actually resonated.
Did the CFO spend 5 minutes on the pricing slide? Time to schedule a call about budget alignment. Did the prospect skip past the product overview? Maybe they’re already familiar—time to focus on differentiation.
This kind of engagement intelligence transforms follow-up from cold guesswork into precise, strategic action. It’s a sales rep’s sixth sense, powered by content analytics, fueled by DIGIDECK, surfaced inside Salesforce.
Configurable and Scalable Presentations
What makes this integration feel effortless is its ability to remain largely invisible to the user. The design is sleek and CRM-native, avoiding the jarring experience of being dropped into a third-party tool or standalone content portal. Everything happens where reps are already working. Best of all, it saves a massive amount of time and resources. Sales and Marketing teams can spend less time building presentations and more time doing what they do best, all while delivering unbeatable presentation experiences for prospects.
And for sales Ops and Marketing teams, DIGIDECK’s configuration options are extensive but streamlined. Admins can:
- Define which templates are available by team, region, or opportunity stage.
- Set up dynamic content modules based on custom fields.
- Update core messaging and visuals centrally, so every user benefits instantly.
- Audit presentation activity across the organization, tied directly to CRM metrics.
From a governance perspective, it’s controlled. From a user experience perspective, it’s seamless. And from a scalability perspective, it’s a dream—because once the templates and logic are set, reps can generate an infinite number of customized, trackable presentations with zero bottlenecks.
This is more than convenience. It’s the end of the “content gap” that’s long plagued sales organizations. With DIGIDECK’s Salesforce integration, sales enablement becomes real-time, contextual, and effortlessly executable.
