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How to close the gap between content and revenue

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    Playbooks

    SALES ENABLEMENT

    How to enable sales with faster, smarter content

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    Contents

    Introduction

    Sales teams succeed or stall based on the content at their fingertips. The problem is traditional sales enablement relies on slow design workflows, static PDFs, and little visibility into buyer intent. Proposals take too long, personalization is limited, and reps are left guessing who’s engaged.

    The solution is to make sales content intelligent. Give every team the ability to create on-brand assets fast, upgrade formats to capture attention, integrate directly with sales systems, and use engagement signals to prioritize the right accounts. The result is a scalable loop that helps Sales focus on hot opportunities and win more of them.

    This playbook gives you the framework Peoplesafe used to achieve an 85% win rate on proposals and transform their sales enablement strategy.

    Read case study

    Playbook

    A clear, 6-step approach to remove content bottlenecks, surface buyer intent, and help Sales win more deals with relevance and speed.

    1. Democratize content creation
    2. Engage with formats that work
    3. Connect to your sales stack
    4. Surface and score buyer intent
    5. Prioritize hot accounts
    6. Win with relevance

    Before you get started

    Turtl has specific features built for sales enablement. Knowing which ones to use, and why, ensures you’re not reinventing the wheel. Each feature has a clear role in creating, personalizing, distributing, and tracking content performance.

    Features checklist

     Editor – create asset, best used with Hatch

     Personalization engine – create dynamic, token-based content tailored automatically to each reader

     Analytics dashboards – monitor document performance, audience engagement and Turtl-influenced deal data, best used with Hatch

     Hatch – recommended, enhance intelligent content creation and surface revenue insights

     CRM Integration – enable data flow with CRM/MAP to identify leads, get Turtl engagement data in CRM and sync deal data

     Third-party Intent Data Integration – enrich personalization with integrated intent signals and inform revenue insights

     Localization – supports content in multiple languages, best used with Hatch

     

    Features Required? What it’s used for Included in which package*
    Editor Required Enables intelligent content creation All packages
    Personalization Required Creates personalized content for each account; for ABM, Batch Personalization or Datasource personalization for full automation recommended Grow/ Grow AI
    Scale/ Scale AI
    Analytics Dashboard Required Enables performance and ROI data across analytics All packages
    Hatch Recommended Revenue AI Agent to enhance intelligent content creation and surface revenue insights All AI packages
    Third-party Intent Data platform integration Recommended/ Required in some cases Surfaces third-party buyer intent signals inside Turtl, enriching audience profiles to aid content personalization, targeting, and analytics Grow/ Grow AI
    Scale/ Scale AI
    CRM integration Required Syncs Turtl with CRM to resolve/ identify Known Readers

    Uses Turtl engagement data for CRM workflows such as lead scoring or segmenting

    Connect with your deal data to understand revenue impact

    Cookie policies should be set up alongside the CRM integrations    		 Grow/ Grow AI
    Scale/ Scale AI
    Localization Recommended Supports content in multiple languages All packages

    Steps

    Step 1

    Democratize content creation

    Empower Sales, Marketing, and Bids teams to self-serve branded materials. Hard-coded brand controls and easy-to-use tools remove bottlenecks while keeping everything on brand.

    Step 2

    Engage with formats that work

    Replace static PDFs with interactive, psychology-led experiences. Rich media and adaptive layouts increase dwell time and differentiate your proposals in competitive cycles.

    Step 3

    Connect to your sales stack

    Integrate with CRM and MAP systems like Salesforce and Pardot. Capture engagement data and flow it directly into Sales’ system of record for shared visibility.

    Step 4

    Surface and score buyer intent

    Use first-party engagement signals — read time, clicks, shares — to automatically score accounts. Sales gains a clear view of who’s ready to act.

    Step 5

    Prioritize hot accounts

    Focus sales effort where it counts. Route high-intent opportunities to reps, and eliminate wasted time chasing cold leads.

    Step 6

    Win with relevance

    Deliver hyper-relevant, insight-driven proposals tailored to each account and deal. Faster turnaround + better personalization = higher win rates.

    IMPACT

    183%

    increase in dwell time

    33%

    more engaged leads

    85%

    win rate on proposals

    WE DON’T MEAN TO BRAG, BUT...

    With Turtl, we enable Sales to move faster, personalize better, and close more

    Testimonials headshot Russell Webb
    Russell Webb Marketing Campaigns Manager

    Want to power your sales team with content that closes?

    → Remove bottlenecks in content creation

    → Deliver interactive, insight-rich proposals fast

    → Equip Sales with real-time buyer intent

    → Win more deals with relevance and speed

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