Deal Rooms bring together the right people at the right time in a dedicated slack channel creating a space for visibility, collaboration, and driving activity.
Well….how does it do that? 🤔
Visibility 🔍
Deal Rooms serve as dedicated space for key updates related to the opportunity or account so all relevant stakeholders can see what’s going on.
Collaboration 💥
Because the right people are automatically invited to the Deal Room, updates can trigger real time conversations that lead to actionable outcomes.
Driving Activity: 📈
Workflows can trigger and reinforce best practices to keep the deal on track!
Ok…..so how do I use it?
Individual contributors Best Practices
Keeping records up to date (ex- Close Date, Next Steps, Logging Activity, etc.) so that information can flow to the Deal Rooms.
Think of Deal Rooms as the narrative for this opportunity/account. Anyone at your company can go back and reference conversations.
Why do I care?
Reduced the number of individual messages you have to send to keep everyone informed.
Don’t sell alone. Giving better visibility for the deals you are working will allow others to share their network and resources to drive a successful outcome.
Leadership Best Practices
Use Deal Room to stay up to date on activity related to key deals or accounts.
If you have a question of a status or next steps of a deal, ask it in the Deal Room to keep everyone in the loop.
Watch for coaching opportunities and opportunities to connect your ICs to resources based on the information you see in the Deal Room.
Why do you care about this? There are no more surprises. You can have a pulse on the health of a deal/account without much effort served to you.
Hold your reps accountable- You don’t have to search for context for a deal, you can search the deal room.