What is a DocsCube Deal Room?
Nikola
Last Update a year ago
DocsCube Deal Rooms are secure, digital platforms designed to facilitate closer relationships in sales and post-sales processes. These rooms are structured using customizable sections, including:
Header
Introduction
Product Phases
Product Overview
How It Works
Call to Action and many more
These sections provide a tailored, organized presentation of information, making it easier to navigate for both your team and your clients.
Key Features:
Document Sharing
Task Management
Approval Mechanisms
Widgets like Request Forms with Automated Workflows
Video Recordings
DocsCube Deal Rooms can be divided into phases, allowing for a systematic approach to managing and progressing deals. They are versatile and can be used for various activities, including:
Proposals
Demo Follow-ups
Project Overviews
Mutual Action Plans
Client Onboarding
Client Portal
Project Implementation
Lead Magnet Portals
For more information on maximizing the capabilities of deal rooms, please read 'Deal Rooms / How to Set Up a DocsCube Deal Room'.