Data shows that collaboration and team selling are key to winning deals. But you know this already, that's why you're setting up a Deal Room! You can choose from three different types to suit your team's needs.
This article will walk you through the benefits of each type:
Create a new team
When you create a new team, you're carving out your space for focused discussions, sharing data, and tracking progress without distractions from other topics.
Use case: A whale of a deal has hit the crucial value proposition stage, and you (Hey sales leader!) would like to bring in sales reps, as well as members from your product marketing and solutions engineering teams together to brainstorm and prep.
Here's how it works:
Under the Deal Room type section, select team.
Select your crew as recipients, these are the members of your new team! You can select any member from any team within your organization.
A new team will be created using the naming format set.
Find your new Deal Room under the General channel of the new team.
Messages are sent from the Rattle bot.
The team type supports all trigger actions. (Support for Action buttons is coming very soon!)
Once your Salesforce conditions are met, your Deal Room will be created as a new team.
Create a shared channel
Shared channel's are created for specific topics within teams, think of them as collaboration rooms for members from different departments or teams.
Use case: If your Customer Success team leads the account renewal process for your organization, creating a shared channel within the Customer Success team ensures easy access to all necessary information during contract negotiations, helping the Customer Success Manager maintain and strengthen ongoing relationships with clients.
Here's how it works:
Choose Channel as the type of room under the Deal Room Type.
Next, pick the specific team within which you wish to establish this channel.
Select the members you want to include in the shared channel. You can select any member from any team within your organization.
Messages will be dispatched using the Integration user's ID, not the Rattle bot.
While action buttons aren't available, all trigger actions are fully supported.
Once your Salesforce conditions are met, your Deal Room will be created as a new shared channel.
Create a group chat
Group chats are geared towards more informal and quick collaboration.
Use case: For a Deal in the qualifying stage, SDR's may need to check in with a technical solutions architect, or a product engineer, to see if a key request is feasible, creating a group chat will fit here.
Here's how it works:
Choose Chat as the type of room under the Deal Room Type.
Select the members you want to include in the Group chat.
The Rattle bot shoots out alerts.
Chats fully support action buttons, with all trigger actions included.
Once your Salesforce conditions are met, your Deal Room will be created as a new group chat.
See also:
Limits and specifications for Microsoft Teams (External link)