Maximize Potential with Our Sales Enablement Platform

SOLUTIONS

YOUR CHEAT CODE TO CUSTOMER INSIGHTS

Get actionable insights and recommendations
on your customer teams habits and how they interact in your deal.

MUTUAL ACTION PLAN

Plan a collaborative roadmap using Mutual Action Plans

Build a process which is aligned with the organization you’re working with and ensure both parties work towards the same goal and timeline

Keep everyone on the same page

Set goals and next steps together with your customer

Collaborative way to build the plan

Share files directly on tasks

Assign people to a task

Share files directly on a task

Keep on track and avoid delays

Track the progress of deals and onboarding in a single dashboard.

Stay in control

Track progress, identify which tasks are completed and stay on top of customer comments

Be notified on important events and upcoming due dates

Get a bird's eye view across all accounts

Use data to make better decisions

Learn more about Mutual Action Plan Learn more about MAP

CONSOLIDATE EVERYTHING WITH YOUR CUSTOMER

Communication

Move away from email threads and bring the conversation into a single feed.

Bi-directionally synced with email

Customers can communicate in existing workflows

Keep track of conversations, replies, likes and comments in one shared place

Materials

Share all of the materials between you and your customer team within the conversation.

Everything the customer needs in one place

Easy to share and download

Never have a customer ask for access to documents again

People

Bring everyone on both sides together.

Tag team members and key stakeholders on relevant documents

Enable new influencers joining the account to quickly onboard and familiarize

Track engagement and know who has interacted with what materials

Learn more on how to consolidate everything Learn more about it!

USE THE POWER OF AI WITH SALESMIND

Predictive deal score and recommendations for new and expansion sales.

Score every deal by its likelihood to close, and get recommendations to action based on:

CRM signals

Real-time, in-deal buyer engagement data

Seller behavior

Recommendations

AI that learns what typically happens in deals you win and close

Makes recommendations based on live deal data

Helps you plug the gaps and increase your chances of winning each deal

Co-pilot

Use SalesMind’s Generative AI to ask questions and get suggestions on how best to win a deal

Get answers to questions like “what’s missing from this deal that I usually see in deals I win?”

and “who is the most active stakeholder in my pipeline?”

Learn more on SalesMind AI

DESIGN A PROCESS WITH THE CUSTOMER

Personalized buying experience.

Build alignment at every stage, from sales & onboarding, to success & expansion.

Identify & document your buyers process

Build the onboarding plan collaboratively with the customer

Effortlessly invite new stakeholders and team members into the process

Upload and share 30+ common file formats into tasks

Understand what’s important to the customer

Track engagement and know who, what and how long a stakeholder has been interacting with specific content you’ve shared.

Track time spent on a specific piece of content

Know who invited who into the process

Ensure you have key influencers engaged

DISCOVER YOUR CUSTOMER TEAM

Access new stakeholders in your customer team

Sit back and discover new stakeholders as your customer invites them into the process.

Access to up to 6x more stakeholders and have your champion do all the work.

Map your stakeholder relationships

Identify and prioritize your customer’s team by their influence & engagement.

Map your stakeholders using personalized attributes

Identify reporting lines and build your org chart

Learn more on key stakeholders

+ All the tools you need to run an effective customer process

Custom branding

You’ll get your own subdomain & company name on comms

Access management

You decide who has access to your space using a secure invitation system

Multi user

Manage admins & how your teams access Dealpad

Integrated

Bring dealpad to your CRM
Connect to Salesforce, Hubspot and Zoho
Import assets directly from your Google drive

Centralize your process

Organize communications, materials, people and plan in a single shared space

Templating

Design your plan once, then clone and adapt it for new customers

Personalized invites

Invite your customers with personalized message invites

Get GTM alignment

Use internally to sync your GTM teams on supporting & expanding your customers

Secure

Secure authentication
Secure data storage
Secure SSL data transfer
Secure AWS cloud

FREQUENTLY ASKED QUESTIONS

Do buyers actually engage with Mutual Action Plans?

Buyer’s appreciate going through the process together. It eliminates getting hassled and chased by needy sellers and saves both sides time

What do you integrate with?

CRM: Salesforce & Hubspot & Zoho
Content: Google Drive, Seismic & Highspot

How is dealpad different from other sales tech?

Dealpad focuses on accessing & engaging the buying team. With dealpad you’ll create personalized buying experiences proven to win you more of the deals you’re working on

Do I need a CRM alongside dealpad?

You don’t need a CRM, yet dealpad is not a CRM

Does dealpad cause more data entry for my reps?

It’s the opposite. dealpad pushes back data into the CRM so you’re building more intel with zero extra work

Request a personalized free demo

Request your 14 days free trial

THE CUSTOMER PLATFORM
THAT HELPS YOU CLOSE AND ONBOARD CUSTOMERS, FASTER.

HOW DEALPAD WORKS FOR SALES & CUSTOMER TEAMS

Develop a deep understanding of your customer’s process

Partner through the process

Create a shared workspace

MAXIMIZE THE INVESTMENT YOU’RE MAKING IN EXISTING CUSTOMER SOFTWARE

YOUR CHEAT CODE TO CUSTOMER INSIGHTS

MUTUAL ACTION PLAN