Collaboration Templates

SALES DEAL ROOM

Aligned stakeholders, connected CRM, effective file management – everything that boosts your selling process in one place.

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 salespeople achieve operational excellence from one deal to another and follow your own sales guidelines for repetitive processes. As a result, reduce time spent on closing deals.

Customize Working Environment 

Create Deal Rooms from your own Template Catalog and get everything needed in a one place - access critical documents, share updates, collaborate on record's details, and so on.

Integrate any CRM Platform

No more wasted time: your CRM is already in place. Share records, have an access to deal's summary, update contact information, and track deal progress in one place. Engage sales process participants!

Same structure

From one deal to another

Get the Deal Rooms with the same structure once a new deal is created. Update your colleagues on deal’s 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 sale

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 sale

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