How to use Dash as your sales command center

What is Dropbox Dash?

Dash is your sales team’s new command center: an AI-powered workspace that brings together your content, conversations, and tools into one connected experience.

Dash helps you find what you need, faster. Whether it’s a pitch deck, a contract, a reference document, or a calendar invite—Dash brings everything into one place and makes it all searchable from one place.

It’s also built with features designed specifically for high-performing teams, such as:

• Universal search: Search across all your connected apps—from cloud storage to email to tabs—instantly.
• ‍Start page: Get a daily snapshot of your meetings, emails, and key files—all in one view.
• ‍Stacks: Group related content by project, client, or team so everything is where you need it, when you need it.
• ‍Admin Console and permissions: Control who sees what with enterprise-grade governance tools.

Dash is designed for fast-moving teams who want less chaos and more clarity. Whether you’re prepping for a pitch or onboarding a new hire, Dash helps you get there faster—with fewer clicks and less guesswork.

Reclaim sales time with AI-powered search

Sales can be notoriously slow, with no guarantee of success until you close. Dash helps to manage your sales content more effectively by making it easy to search, organize, and scale effective sales content across teams.

People in sales are paid to build relationships, not spend their day trying to find slides buried in poorly organized cloud storage folders. Nonetheless, those talented people may waste hours every week on that exact problem.

Think of the cumulative effect of all that wasted time—and how many more sales could have been closed in that time. It really can mean the difference between a good sales quarter and a great one.

Dash fixes this. With AI-powered universal search, Dash instantly surfaces any document, deck, or product detail you might need—no matter where it lives. You can search across all kinds of surface areas including:

• Dropbox
• Google Drive
• Slack
• Notion
• Outlook
• Your browser tabs
• Dozens of other connected apps

‍Dash works the way people do, so you can even ask it questions using the chat feature. “Where’s our Q2 fashion deck?” or “Show me the latest proposal template for enterprise clients.” No more guessing filenames!

What universal search means for your sales team

• Turn your top sales decks, pitch cards, and customer stories into a living, breathing content library
• Use Dash search to easily find the right assets for every pitch type
• Reduce confusion and increase visibility by pulling everything into one smart workspace

Reduce friction across the entire sales cycle

When version control isn’t up to scratch, deals can stall. Similarly, when marketing and sales operate in silos, messaging can get messy. It’s these types of friction that suck the energy of passionate teams eager to work.

Dash gives your team one central place to find, organize, and update content—so collaboration isn’t a roadblock.

With Dash, you can bring the following benefits to your sales team and improve their workflows:

• Eliminate version confusion: With smart stacks in Dash, it’s easy to group pitch materials by vertical, persona, or stage, so everyone’s using the most up-to-date asset. No more version chaos, just clear, up-to-date materials.
• ‍Follow up in seconds: After a call where a file is mentioned, Dash can help you find the right doc instantly. You can show your proactivity easily—and keep driving those deals forward.
• ‍Break down silos: You can keep things connected between sales and marketing by making content searchable, shareable, and trackable in Dash. Smashing those silos can make even the biggest teams work in harmony.
• ‍Keep file activity visible: The second you log on, Dash shows file activity clearly—so you can see what's shared, when, and with whom. Your team can check up on content access fast and keep projects moving, all from one place.

Eliminating friction in a sales cycle means no more emailing files or wondering if someone opened the deck—and it also means better, smoother results. Dash makes it easy to see what’s working, so you can pursue those avenues.

3 ways Dash can automate and scale smarter workflows

Every annoying, tedious manual step your sales team takes is one more opportunity for things to fall through the cracks—or slow down deals. It’s like getting stuck in the mud, which means prospects may get cold feet.

Dash helps to automate the boring admin work, so sellers can focus on selling and growing their relationships with their leads. Here are just a few ways you can automate your workflow and make life easier for all involved:

• Automate permissions: Assign access by team, territory, or role via the powerful admin console—no more last-minute requests asking for a file share. You also get strong data governance controls for top-notch security.
• ‍Smart search means fewer duplicates: If the file already exists, Dash finds it—no more recreating slides or decks that someone else finished last week. Avoiding re-work frees up valuable time to focus on selling.
• ‍Automate daily cycles: The start page displays your emails, meetings, calendars, and key files in one place for a quick start. It shows what’s coming up, what needs to be done, and what needs attention without switching apps.

Automating is about speed, but it’s also about scale. Dash helps your team repeat success as opposed to working harder for it, whether you’re a small team or a large one.

Why transforming your sales workflow is crucial for success

We are at a time of great change, which is coupled with an exhilarating pace. A McKinsey study found that 78% of people say their companies use AI in at least one part of their business, up from 72% earlier in 2024—so it’s fair say things are accelerating too.

It can be difficult to keep up, but it’s key for sales workflows to face the future—and find a place within it now rather than later. That future is a digital, cohesive experience for sales reps, managers, and prospects alike.

Right now, many teams are drowning in content without clarity. The next wave of productivity won’t come from adding more tools but from subtracting friction and enabling your team.

Dash is a new foundation that organizations can build on in the AI era. It’s a tool that connects your other tools, simplifies your workflows, and puts the right content in the hands of every seller right when they need it.

Take a look at the full range of features and see how Dash goes beyond your search bar—it turns your sales engine on turbo mode. Got a big team? Read more about enterprise knowledge management so you can hit the ground running.

How to unlock efficiency in Dash

Whether you’re a lean sales team or part of a global company, Dash is built to remove friction at every step of your workflow. Brilliantly, you don’t need a weeks-long onboarding or a management plan change to get results.

Here are some quickfire wins your team can unlock in a matter of minutes:

Build a go-to-market library in stacks

The intuitive stacks feature helps you organize pitch decks, proposals, and case studies by segment, industry, persona, or any other relevant category—so your team always knows where to look and what’s current.

When your best content is always findable and up to date, your teams spend less time guessing and more time closing. You’ll also reduce repeated requests to marketing for the same assets over and over!

Use universal search to optimize prep time

Heading into a pitch? Search once and pull up all the relevant emails, slides, and documents—no matter which platform they live on. This makes it easy to see the full journey, from initial contact to now, in seconds.

Universal search is like having a personal sales assistant who already knows where everything is—so your team is never scrambling for that last-minute case study or stat.

Automate access based on roles

You can use the powerful admin console in Dash to quickly set permissions by team or territory so that sales teams only see what’s relevant. Less clutter, more clarity, and peace of mind for security admins.

This means less confusion, fewer wrong files popping up in the wild, and more confidence that your data stays tight. It also means fewer panicked moments for security teams.

Streamline onboarding for new hires

Create a stack of everything a new hire needs—product information, persona details, call scripts—and share it with one link. New hires can refer to this information and keep their questions to a minimum as they develop.

Dash makes it easy to cut onboarding time and ensure every new seller is pitching like a veteran, helping you to operationalize onboarding with zero chaos while driving deals over the line.

See recent activity and sharing history before follow-ups

Want to know if your deck was opened and when? Dash lets you do this easily with any files you share, so you can follow up while a deal is still warm.

You’ll never have to guess again if a lead went cold or just never saw the proposal. Give your salespeople the file data they can act on—and boost accountability at the same time.

Micro-optimizations today, bigger wins in tomorrow. With Dash, even a small sales team can move like a large one.

Frequently asked questions

How is Dash different from a typical file manager?

Dropbox Dash is more than just a file manager. It’s a smart command center that connects your tools and brings all your content together. It uses AI to find the right materials quickly, even on different platforms. It’s designed to help teams work faster, not just to store files.

Can Dash help a small sales team or is it better for enterprise?

Dash works well for both solo sellers and large teams. For small teams, Dash helps by organizing content, making preparation easier, and saving time. For big teams, it keeps everyone on the same page and using the same information—so you can drive forward as a unit.

What platforms does Dash connect with?

Dash works with many of the tools and apps your sales team already uses, like Dropbox, Notion, Slack, and Outlook. You don’t need to move your content or change your tools. Dash links them all so you can search and access everything easily.

How does Dash help reduce sales admin work?

Dash helps reduce tedious admin by preventing the use of duplicate files and automating access to content with role-based permissions. This saves sellers time. Universal search also makes it quicker to find what you need. Stacks of related content can also keep your best materials ready to use at any time.

Ready to power your sales team with precision?

Dropbox Dash is your command center for smarter outreach, faster deal completion time, and more consistent execution across teams. You can transform your sales workflow without the disruption.

Want to see how it works? Explore Dropbox Dash and get a full demo to try out. You’ll see just how much of a difference it can make to your operations—big or small.