Digital sales room software provides salespeople with a customer-facing digital portal that can be used to share relevant marketing content, chat with clients, and craft custom proposals with prospective buyers. These solutions remove any buyer friction and allow salespeople to streamline proposals by keeping all relevant proposal information in one convenient location. Within the digital portal, customers can ask questions about certain pieces of content, and also sign proposals. Additionally, sellers can track content that clients view and interact with, which can indicate which content is driving the most impact.
While some digital sales room software help execute a deal with e-signature and proposal features, some focus more on providing a digital space to share relevant marketing content that can help accelerate a deal towards closing. Digital sales room solutions that focus on content generally integrate with proposal software and/or e-signature software.
To qualify for inclusion in the Digital Sales Room category, a product must:
Provide a customer-facing digital portal that allows salespeople to share relevant content
Allow salespeople to track customer engagement with content
Allow customers to communicate with sellers within the customer-facing digital portal via chat or video