Collaboration Templates
SALES DEAL ROOM
Turn your sales guidelines
into actionable templates
Build an efficient sales operational system and scale it across the entire organization.
Guide your Sales People
Make sure your sales reps follow sales guidelines and achieve operational excellence in every deal. Reduce time spent on closing deals.
Customize your workspace
Create Deal Rooms from your Template and get everything needed in one place - key documents, record details, tasks, etc.
Integrate any CRM platform
No more copy-pasting information from different platforms. Share records, deal summary, contact data, and deal progress in one place.
Same structure
From one deal to another
Get Deal Rooms with the same structure once a new deal is created. Update your colleagues on deal changes, quickly look up deal information, get pre-built MAP, and collaborate on deals in a highly efficient way.
File templates
For every sales doc
Simplify your sales team’s working routine and provide them with a collaborative workspace that includes file templates. Proposals, sales decks, contracts and agreements – everything they need to close a deal.
Mutual Action Plan
They know what to do
Make sure your team knows exactly what to do when a new deal is opened. Build your own set of sales tasks for repetitive processes and get everyone involved.
Sales Frameworks
They know how to sell
Provide your team with sales guidelines, execution frameworks, a document library, and other resources. Make sure your sales reps follow the best practices.
Integrated apps
No more wasting time
Build an ideal workspace with everything already in place. Track sales funnels, work on contact lists, track changes via sales reports, and analyze sales results across different areas.
Same structure
From one deal to another
Get the same level of execution from one deal to another and build a sales deal room just once. With Collaboration Templates technology everything will be cloned once a new deal is created.
File templates
For every sales doc
Simplify your sales team’s working routine and provide them with a collaborative workspace that includes file templates. Proposals, sales decks, contracts and agreements – everything in one place.
Set of tasks
They know what to do
Make sure your team knows exactly what to do when a new deal is opened. Build your own set of sales tasks for repetitive processes and get everyone involved.
Sales Frameworks
They know how to sell
Provide your team with sales guidelines, execution frameworks, a document library, and other resources. Everything that may simplify their work and streamline collaboration.
Integrated apps
No more wasting time
Build an ideal workspace with everything already in place. Track sales funnels, work on contact lists, build sales reports, and analyze sales results across different areas.