Page 1 of 1

This room is a big deal

Posted: Sat Dec 21, 2024 3:46 am
by ashammi238
We are constantly striving to help companies improve their customer experience (CX) here at Vtiger . Our CRM platform is optimized for all stakeholders in the organization to have a 360-degree view of customer data based on a single source of truth thanks to our OneView architecture .

But have we started thinking about the customer phone number database themselves? Deals, especially in B2B, don’t close overnight, and the person the salesperson is talking to isn’t the only person involved in the decision. Gartner says that the typical buying team for a complex B2B solution includes six to 10 decision makers. And the buying process itself is far from linear. From finding a solution to reaching consensus, the process involves jumping through several hoops and unraveling complex internal dynamics and getting everyone on the same page. In fact, according to a survey by CSO Insights , about three-quarters (74.6%) of B2B sales to new customers take at least four months to close. Nearly half of deals (46.4%) close in seven months or more.

Image

Deal Room: Create an Amazing Buying Experience
Introducing the all-new Deal Room feature in Vtiger One CRM. While it has been easy for teams within an organization to gain a full view of customer data, the customer himself has not been able to access messages, documents, and deal progress information until now.


With sales cycles this long and the need to involve multiple stakeholders, email and linear, fragmented communication that involves searching and sending information back and forth are not optimal. If the people involved in the conversation change mid-conversation, as often happens, searching through past communications can be a nightmare.

Deal Room changes all that. Now you can create a single place to share all your messages and documents, send your prospect a secure link to access that information, and share it with other stakeholders.

Think of it as a private, secure microsite shared between your team and prospects, designed to facilitate collaboration, reducing the friction that typically occurs in an extended, complex sales cycle.

Excited? Let's take a closer look at how Deal Room works. If you want to take a walk through the Deal Room's capabilities while browsing this post, sign up for a free 15-day trial of Vtiger One CRM with full access .

Your Deal Room has the following tabs:
Next steps
questions
Documents
Ribbon
Team
Between these sections, you can easily get a complete picture of all aspects of the deal.

Next steps: Break it down into clear steps