DealRoom

Close Deals Faster with Collaborative DealRoom
in Salesforce

What your customer will see
What you will see
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Buyer-Seller Alignment

Create a dedicated space to collaborate with buyers, sharing key documents and action plans in real time.
Customizable Collaboration Rooms : Create dedicated spaces where sellers and buyers can collaborate on proposals, ensuring both parties stay aligned on deliverables and expectations.
Shared Action Plan : Plan future meetings, define next steps with deadlines and owners for a clear and smooth sales cycle.
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Accelerated Sales Cycles

Use personalized templates and mutual action plans to guide prospects through each stage of the sales journey more efficiently.
Guided Demo Experiences : Offer structured, personalized demo templates that guide buyers through key features, reducing time spent preparing and presenting information.
Pre-Configured Mutual Action Plans : Use action plan templates that outline each step in the buying journey, helping sellers and buyers stay on track to close deals faster.
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Seamless Communication

Keep all conversations, updates, and negotiations in one place with integrated chat and document sharing.
Live Deal Discussions : Enable real-time chat and notifications, allowing sellers and buyers to ask questions, address concerns, and remove roadblocks quickly.
Document Collaboration : Share and update key documents, like contracts and business proposals, directly in the workspace, keeping everyone on the same page without switching platforms.
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Real-Time Progress Tracking

Monitor deal stages, next steps, and key milestones to ensure deals move forward smoothly.
Milestone Tracking for Buyers : Give buyers visibility into progress with clearly marked milestones, helping them understand where they are in the journey and what comes next.
Task Assignment & Follow-Up Alerts : Assign tasks to internal team members or buyers and set automated follow-up reminders, ensuring nothing falls through the cracks.
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