Create collaborative workspaces to standardize & centralize everything your customer needs in a single space.
EVERYTHING YOU NEED IN ONE PLATFORM
Managing the sales and onboarding process through Dealpad gives you insights into buyer intent and access to everyone you’ll need to win the deal and set up for success, from prospect to live customer deployment.
SPOT GAPS FASTER
Use data to know where the blockers are & who you need to influence throughout the customer lifecycle
WORK IN ONE PLACE
Create a process where you & your customer team collaborate in a single space
REDUCE TIME TO VALUE
Onboard and implement quicker, so you get customers to value faster
MAKE CUSTOMER ALIGNMENT EFFORTLESS
Orchestrate how you work with your customers
1. COLLAB WORKSPACE
A secure, shared space for GTM teams to jointly plan, interact and update with customers
2. CREATE JOINT PLANS
Get intelligence on your buyer’s intent based on data. Use advanced analytics to know where to engage your buyers
3. PARTNER TOGETHER
Avoid one-way processes and develop a mutual process designed to fit everyone’s expectations
FEATURES
Personalized Action Plans
Document and set the plan of action with your customer, from first sales touch and deal closing, to success and expansion.
Understand each other’s process out of the gate
Identify key milestones and plan for them
Bring every stakeholder into the process
Upload and share materials in 30+ common file formats
Learn how customers interact
Track engagement and know who, what and how long a stakeholder has been interacting with specific content.
Analytics showing total engagement time, by individual stakeholder
Alerts on upcoming and overdue tasks
Know who invites who in and get notified when it happens
Access new stakeholders in your customer team
Access to up to 6x more stakeholders and have your champion do all the work.
Powerful organic lever for sales and customer teams to access & engage their full stakeholder and user team
Map out the relationships inside your customer
Identify and prioritize your customer’s team by their influence, engagement & how they view your solution.
Map your stakeholders using personalized attributes
Identify reporting lines and build your org chart
Used by sales and account managers to expand accounts
TRUSTED BY TOP PERFORMING B2B COMPANIES
Discover how you’ll move deals through pipeline and onboard customers, faster.
"We've really nailed our sales process using dealpad!"
"Dealpad is great! Easy to use and delivers strong ROI"
"Key to discovering the buying team and their intent"
