Deal Room Center Solution Maintain momentum with a dedicated room for every deal.
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.
Watch the overview
Collaborate to close more deals
Keep the deal organized
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.
Add context to deal details
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.
Improve file-sharing and knowledge transfer
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, from files to articles to subject matter experts.