DealRoom

FAQs

Need help with something? Here are our most frequently asked questions.

This is new and I haven’t really experienced something like this before. What exactly is Dealroom?

Dealroom falls into a vertical of sales enablement called Mutual Action Planning. At its core, the idea is that in order to close a deal, you need to get multiple stakeholders looking at the same information. Without dealroom, you would probably send people several email and then you might have a number of convoluted email threads each having disparate pieces of information – you can read more about this here.

Dealroom cuts through all of that by providing a collaborative workspace that you can use to share the documents and material that would be relevant to your prospect. From there you can share out the dealroom via a link and anyone who has access to that link will have access to the contents of the dealroom.

I know this is new, but it’s pretty groundbreaking. If this piqued your interest, book a call with us to find out more!

Dealroom cuts through all of that by providing a collaborative workspace that you can use to share the documents and material that would be relevant to your prospect. From there you can share out the dealroom via a link and anyone who has access to that link will have access to the contents of the dealroom.

I know this is new, but it’s pretty groundbreaking. If this piqued your interest, book a call with us to find out more!

How does dealroom differ from a CRM?

A CRM exists to act as a system of record for all your sales opportunities your sales team is pursuing or engaging in. However, it’s not something that can be exposed to your customer in any way. It’s solely an internal tool for your team.

Dealroom aims to be different in the sense that it's a shared workspace with your prospects and customers. The idea is that you can create a personalized workspace with all the materials that would be relevant to a prospect and company you are engaging with.

To that extent, we actually connect with your CRM to grab the opportunities and deals in your pipeline to autocreate deals in your dealroom. And it’s all bi-directional, if you update that deal in your CRM it’ll get reflected in the dealroom.

We currently only integrate with hubspot, but we will soon integrate with pipedrive and salesforce.

If this is confusing to you, or you have other questions, OR you want to tell us what CRM integrations to build next, book a call with us!

Dealroom aims to be different in the sense that it's a shared workspace with your prospects and customers. The idea is that you can create a personalized workspace with all the materials that would be relevant to a prospect and company you are engaging with.

To that extent, we actually connect with your CRM to grab the opportunities and deals in your pipeline to autocreate deals in your dealroom. And it’s all bi-directional, if you update that deal in your CRM it’ll get reflected in the dealroom.

We currently only integrate with hubspot, but we will soon integrate with pipedrive and salesforce.

If this is confusing to you, or you have other questions, OR you want to tell us what CRM integrations to build next, book a call with us!

How does dealroom use the sales knowledge chat?

Just like how the sales knowledge chat indexes your knowledge base to help answer questions for salespeople, we’ve also integrated this with our dealrooms as well. The basic idea is that whatever documents you upload into your dealrooms will be indexed by our AI. From there, every dealroom will have a deal-specific chatbot that customers/prospects can.

If you’re curious about how this works or what other applications that could be useful for, let's have a chat!

How does the dealroom get sent to the prospects I’m communicating with?

There’s a couple of ways a dealroom can get sent to your customers. The easiest is to rely on our email automations. Basically, we will send emails out to any prospects you’ve assigned to the dealroom. From there, we will send periodic nudges based on documents added and different time cadences as well. Alternatively, you can just copy the link and send it out more manually if you want to have tighter control.

If you’re still wondering how to get these dealrooms out there, hop on a call with us!

Engage Prospects Like Never

Before with DealRoom

Elevate your sales process with personalized, collaborative spaces tailored to close deals faster.

Share Content with Ease.

Deliver all the relevant documents your prospects need in one organized space, reducing back-and-forth and keeping the deal moving forward.

Track Engagement Instantly.

Know exactly when and how prospects engage with your shared materials, helping you respond at the right time to close deals faster.

FAQs

Need help with something? Here are our most frequently asked questions.

Getting the right information to your prospects and sales team and win sales