A Deal Room is a central place for sales and customer success reps, as well as cross-functional team members, to collaborate on revenue-driving opportunities. Turn prospects into customers and close customer opportunities faster with a more efficient way to share critical deal details, updates, and files.
Display deal details in a dashboard-style view, including team members, deal status, recent activity, quick links, and key dates.
Employees want to know what’s happening, and when. Make sure no one misses out on key dates, milestones, or events.
Add a list of important internal and external links for easy access from any page.
Give members a summary of the prospect’s current challenges and decision-making criteria without having to log in to Salesforce.
Store, update, and share policies and best practices across multiple authors and topics.
Give teams, departments, and clubs an area to collaborate with each other and promote their latest projects.
Upload contracts, demo recordings, and urgent answers in searchable folders for quick and easy retrieval, now and in the future.
Upload, preview, and collaborate on all types of documents, it’s efficient and attachment-free.
Create company, team, and project-based folders to store all types of files, including Microsoft Office, PDF, and rich media.
Quickly find anything in your digital workplace, or connected applications, from files to articles to subject matter experts.
Create a permission-based area where board members can interact with each other, store reports, access policies, and schedule meetings.
Make it easy for employees to connect with each other and find subject matter experts, and navigate the organization, with robust and searchable profiles.
Enable employees to find answers fast and reduce the load on IT with a support area that includes a knowledge base, discussion forums, and a newsfeed.
Give the management team a secure area to share, learn, connect, and hear the latest updates from senior leadership.
Set up a dedicated area for project team members to have discussions, share files, schedule meetings, and assign tasks.
Provide a place for employees to request answers and information and ensure submissions are addressed quickly and effectively.
Encourage team communication and collaboration with a central area for sharing information, managing files, and keeping track of deadlines.
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