dealpad Features
What are the features of dealpad?
Content Management
- Content Import
- Content Storage
Analytics
- Reporting
- Account-Based Engagement
Sales Team
- Flexible Sales Process
- Playbooks
Mapping
- Multiple Org Charts
- Stakeholder Roles
Deal Analytics
- Engagement Tracking
- Reporting and Dashboards
Integrations
- CRM Integration
Top Rated dealpad Alternatives
(290)
4.7 out of 5
Visit Website
Sponsored
dealpad Categories on G2
Filter for Features
Content Management
Content Import | Ability to import sales and marketing collateral built outside of the solution 10 reviewers of dealpad have provided feedback on this feature. | 100% (Based on 10 reviews) | |
Content Creation | Overall functionality of building unique sales and marketing collateral within the product | Not enough data | |
Templates | Pre-built templates for fast and simple content creation | Not enough data | |
Advanced Search | Ability to search through all content to easily find necessary collateral | Not enough data | |
Content Storage | Overall storage and organziation capabilities This feature was mentioned in 10 dealpad reviews. | 95% (Based on 10 reviews) |
Analytics
Reporting | Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral This feature was mentioned in 10 dealpad reviews. | 93% (Based on 10 reviews) | |
Alerts | Notification as to when a prospects interacts with a piece of collateral | Not enough data | |
Account-Based Engagement | Based on 10 dealpad reviews. The level of engagement for a specific account based on the presented collateral | 97% (Based on 10 reviews) | |
Content Utilization | How frequently sales teams use a particular piece of content and its effectiveness | Not enough data |
Presentation
Live Presentation | Ability to present to a prospect in-person | Not enough data | |
Screenshare | Virtual presentation capabilities via sharing screens | Not enough data | |
Mobile Presentation | The option to present live on a mobile device | Not enough data |
Sales Team
Flexible Sales Process | Can operate under at least two distinct sales methodologies This feature was mentioned in 14 dealpad reviews. | 99% (Based on 14 reviews) | |
Training Mode | Includes recording and review capabilities to train new salespeople or review old deals | Not enough data | |
Playbooks | Based on 10 dealpad reviews. Creates and stores multiple playbooks for sales | 87% (Based on 10 reviews) |
Intelligence
Opportunity Identification | Highlights cross-sell, upsell, and white space opportunities | Not enough data | |
Smart Content | Suggests content appropriate to stage and tone of the deal | Not enough data |
Mapping
Multiple Org Charts | Based on 14 dealpad reviews. Allows multiple relationship maps for each account and opportunity | 98% (Based on 14 reviews) | |
Stakeholder Roles | Based on 14 dealpad reviews. Includes explicit definitions of stakeholder roles | 100% (Based on 14 reviews) |
Deal Analytics
Engagement Tracking | Track who is looking at proposals and how often or for how long. This feature was mentioned in 11 dealpad reviews. | 100% (Based on 11 reviews) | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards on proposal volume and acceptance. This feature was mentioned in 11 dealpad reviews. | 95% (Based on 11 reviews) | |
Proposal Effectiveness Reporting | Find out which pieces of content are performing best. | Not enough data |
Administration and Security
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Alerts and Notifications | Program in-app and email notifications for approval milestones or actions. | Not enough data | |
Regulatory Compliance | Meets required regulartory compliances. | Not enough data |
Platform
E-Signature | Allows the signor to easily and intuitively sign documents. | Not enough data | |
Proposals | Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | Not enough data | |
CPQ | Provides users with configure, price and quote capabilties. | Not enough data | |
Video Proposals | Allows users to attach video proposals within the virtual sales room. | Not enough data | |
Content Sharing | Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. | Not enough data | |
Content Management | Provides users with a repoistory of relevant content to share with clients. | Not enough data | |
Video Conferencing | Allows users to run video calls within the browser. | Not enough data | |
Chat | Allows users to chat with prospects within the virtual sales room. | Not enough data |
Integrations
CRM Integration | As reported in 11 dealpad reviews. Provides features to intregate with CRM software. | 97% (Based on 11 reviews) | |
Internal Messaging Systems Integration | Provides features to integrate with internal messaging systems. | Not enough data | |
Video Conferencing Integration | Provides features to integrate with vidoe conferencing software. | Not enough data |
