Deal Rooms (DR) ensures the right people are involved in deals at the right time by automatically creating a dedicated slack channel inviting deal team members and routing workflow notifications based on a condition set.
Key benefits of this feature
Customize when the deal room slack channel is started.
Add team members to the deal room when the deal reaches a certain stage.
Use cross-object user fields to dynamically include users related to the deal.
New users to the deal room can view the history of the deal via the dedicated slack channel
Points to consider before creating a Deal Room
Why are you creating deal rooms?
(ex: Collaboration on key deals in sales cycle, Facilitate handoffs from sales to post-sales teams, etc.)
What are the criteria that warrant a deal room to be created?
(ex: Opportunities over a certain dollar amount, Opportunities for specific product offerings, etc.)
When should the deal room be created?
(ex: At a certain stage, once a field is populated, etc.)
Who should be included in the deal room & when?
(ex: At the 'Present Value Proposition' phase include the RVP, At the 'Proposal Delivered' phase include the implementation manager, etc.)
Which notifications should be sent to the channel?
(Ex: Based on the reason you are creating the channel, determine which notifications support that goal)
What should happen to the deal room when an opportunity is closed won vs. closed lost?
(Ex: If closed won, should the deal room remain active for ongoing collaboration?)
Creating a custom SFDC field
You will need to create a custom Salesforce field that Rattle can use to input the Slack Channel URL associated with the created Deal Room.
Add to the Account Object: If you want multiple opportunities that belong to the same account to live in the same designated Deal Room channel (eg. New Customer Opportunities, Upsell/Expansion Opportunities, Renewal Opportunities).
Add to the Opportunity Object: If you want a separate Deal Room Channel for each type of Opportunity (you can filter out which type actually creates a Deal Room).
The custom SFDC field can be either a text field or a URL field.
Recommended name: Slack Channel URL, Rattle Slack Dealroom, etc.
We'll share how to use this field in the steps below.
Setting up a Deal room
1. Create a new workflow
Navigate to Deal Rooms on the left and click Create trigger to create your first Deal Room, or click Create workflow. Both buttons will open a new Deal Room workflow builder.
2. Select the object
Use relevant details to name your workflow to easily identify its purpose and context. eg: 'Create a deal room when a new demo is scheduled.', or 'Deal room for Q4 deals'.
Next, choose the Salesforce object to which your data will be linked, typically the Opportunity object. Conditions will be built based on data associated with the selected principal object.
You'll notice a check box below your object drop-down. Check this box when:
You have multiple related opportunities running at the same time, and if you spot an opportunity to cross-sell, tick this box. It'll get different account teams working together.
If you added your custom SFDC field to the Account Object, then select this checkbox - otherwise, leave it unselected.
4. Conditions
Specify the conditions that will trigger the creation of the Deal Room. In this example, we want the DR created when a prospective deal moves to the Perception Analysis stage, so that the team can collaborate for the next stage, the Proposal/Quotation.
Pro tip: You can think about the threshold at which you want the team to collaborate, and design your trigger around this. For example,
As soon as an opportunity is created
if the deal value is over 1 million USD, and you want your Enterprise lead brought in.
At the qualification stage, to facilitate a neat handoff between your prospecting SDR's and your AE's, giving them all the context they need to nurture this lead to a close.
5. Naming format
Now, configure the naming schema for the deal rooms created by this trigger and who should be included in the deal room upon creation.
Use the cross-object user field capability to include team members not directly involved in the principal object (in this case opportunity) selected.
6. Custom SFDC field
Now it's time to create the custom SFDC field, and you can do this right within Rattle.
Click on the button on the right to create a new custom object, or if you've already created one, select it by clicking on the four blue squares.
7. Opening text
Add your opening text that will display at the top of the channel when a deal room is created.
8. Click Save. You've now set up the deal rooms feature. Let the collaboration begin!
Additional Permissions may be required in Slack for Dealroom creation
Below is the set of permissions that are required to allow Rattle to create Dealrooms.
Steps to check user's permission in Slack Steps to check user's permission in Slack. (accessible to Slack workspace owner):
Click on the Workspace name at the top of the sidebar
Hover over Tools & Settings and select Workspace settings
Select Manage permissions under Administration in the left sidebar
Select Account types
The "Member" role will need access to either Create Private Channels or Create Public Channels, depending on how your Dealroom trigger is configured.
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