Deeply Embedded in Your Salesforce Workflow
Leverage the full
power of Salesforce with deal rooms that work directly within your existing workflows
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Why Salesforce Integration Matter ?
Maximize the Value of Salesforce
Your team already relies on Salesforce to manage accounts, track deals, and drive revenue. With deal rooms integrated directly into Salesforce, you can enhance these capabilities without disrupting your current workflows.
Our seamless integration ensures :
Your team already relies on Salesforce to manage accounts, track deals, and drive revenue. With deal rooms integrated directly into Salesforce, you can enhance these capabilities without disrupting your current workflows.
Our seamless integration ensures :
No switching between tools
All data stays within Salesforce
Faster adoption for your team
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How It Works
Seamless and Intuitive Integration
Your deal rooms live where you work—inside Salesforce. Here’s how it works :
Your deal rooms live where you work—inside Salesforce. Here’s how it works :
Create a Deal Room : Start a deal room directly from an opportunity or account in Salesforce.
Access Everything in One Place : From contracts to conversations, everything related to a deal or account is embedded in Salesforce.
Track and Report Effortlessly : Use Salesforce’s native analytics and reporting tools to monitor deal room performance.
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Key Benefits of Salesforce Integration
Why You’ll Love Our Salesforce Integration :
Enhanced Productivity : Manage all deal-related tasks and communications within Salesforce—no need for external tools.
Unified Data : Keep all account and deal data centralized for better insights and decision-making.
Ease of Use : Built to feel like a natural extension of Salesforce, ensuring fast adoption and minimal learning curve.
Automation Ready : Leverage Salesforce workflows and automations to streamline deal room management.
Secure by Design : Data remains within Salesforce’s trusted ecosystem, ensuring top-tier security.
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Features Built for Salesforce Users
Tailored for Salesforce Power Users :
Opportunity Integration : Start deal rooms directly from opportunities and accounts.
Data Collection Made Easy : Gather input from prospects and customers through the deal room and automatically store it in Salesforce fields, ensuring your CRM is always up-to-date.
Real-Time Updates : Stay informed with live updates on deal progress and receive instant Salesforce notifications for key activities.
Shared Action Plans : Create shared action plans that automatically schedule meetings and tasks within Salesforce, keeping everyone aligned and on track.
Document Storage in Salesforce : Upload, access, and manage deal-related documents directly within Salesforce for a centralized and secure file repository.
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Who Benefits from Salesforce Integration?
Empowering Every Role, Every Team, our Salesforce integration is designed for :
Sales Teams : Close deals faster by managing everything in one place.
Account Manager : Track renewals, upsells, and cross-sells with ease.
Customer Success Manager : Strengthen relationships by managing onboarding and customer lifecycle management directly within Salesforce.
Executives : Gain better visibility into deal pipelines and team performance.
Operations Teams : Ensure a secure, scalable solution that fits into existing Salesforce infrastructure.
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