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[Rep Guide] Find high-impact content to add

Not every valuable piece of content is easy to find from inside a Deal Room. Some of your best-performing content lives in your Spekit library, and you can find it by sorting on how much pipeline and revenue it has influenced. This guide shows you how to surface proven content so you add what actually moves deals, not just what is closest at hand.

 

ℹ️ This uses the content list in your Spekit Hub, not the Deal Room view. It helps you decide what to add before you open the Add content menu. To add content once you find it, see Ways to add content to a Deal Room.

 

Why sort by influence

When you build a Deal Room, it is easy to add the content you added last time or the piece that happens to be top of mind. Sorting by influence shows you which content has actually helped close deals, so you can add proven material instead of guessing.

 

Step 1: Open the content list

  1. Open the Spekit Hub (Web App).
  2. Under the Hub tab, navigate to the Content view.
  3. Switch to the list view.

 

Step 2: Add the influence columns

  1. In the list view, click Columns.
  2. Enable these columns:
    • # of Deal Rooms
    • $$ Influenced Pipeline Revenue
    • $$ Influenced Revenue Won
  3. The columns appear in the list.

 

Step 3: Sort and find your best content

  1. Click a column header to sort by that column, with the highest values first. 
  2. Review the top of the list to identify content with the most influenced revenue or the most active Deal Rooms. 
  3. Take note of the content you want to add. 
  4. Open the Deal Room where you want to add the content. 
  5. Click + Content
  6. Under Or add existing, select Spekit Library and search for the content you identified. 
  7. Select the content you want to add. Before adding it, choose how you want the content to be added:
    • Leave “Add as customizable copy” unselected: Adds a synced copy. You can't edit the content, and it will automatically update if changes are made to the original.
    • Select “Add as customizable copy”: Adds a customizable copy. You can edit the content, but it won't automatically update if changes are made to the original.
  8. Click Add to Deal Room
  9. Rearrange the content within the Deal Room as needed.

💡 Pro Tip: Sort by Influenced Revenue Won to find content tied to closed-won deals, then add those proven pieces to a similar new deal.

 

What each column means

Column What it shows
Number of Deal Rooms How many active Deal Rooms this content is in. Archived rooms are not counted.
Influenced Pipeline Revenue Pipeline revenue tied to the Deal Rooms or Trackable Links this content was in.
Influenced Revenue Closed-won revenue from opportunities tied to a Deal Room or Trackable Link this content was in.

ℹ️ This attribution data connects to Spekit's Revenue Insights. For the full picture of how content ties to pipeline and revenue, see the Salesforce Revenue Insights and Buyer Engagement.

 

Best practices

Best practice Why it helps
Check influence before you build You add proven content instead of whatever is closest at hand.
Match the content to the deal stage High-influence early-stage content for discovery, proof points for later stages.
Revisit your top content regularly Influence changes over time. The best content this quarter may differ from last.
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