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ease
features
design
support

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Description

The most effective approach to collaborating with individuals beyond your organization involves utilizing shared workspaces designed for prospects, clients, investors, and collaborators. Elevate the customer journey from initial demonstrations to onboarding and further stages. Oversee the entire customer lifecycle while gathering engagement data throughout the process. Clients will always have a reliable go-to resource for their needs. It serves as a centralized hub that consolidates all your links, PDFs, meeting notes, project timelines, proposals, and much more. Integrate your preferred tools, from Figma to Google Slides and Vimeo, to streamline operations. Navigate intricate deals and facilitate smooth customer onboarding. Transition away from spreadsheets; instead, develop a collaborative mutual action plan with clients, track progress, synchronize deadlines, delegate tasks, and provide a platform for comments and file uploads. Achieve personalization on a large scale by crafting branded environments filled with tailored content. Encourage customers to share their insights and propel projects forward, allowing them to comment on ongoing work and upload essential resources. This fosters a more engaged and productive relationship between you and your customers.

Description

Eliminate the hassle of sending and resending email attachments and generic sales messages. With Smart Rooms, your development, sales, and account teams can provide tailored content to the appropriate individuals precisely when it’s needed. These innovative spaces foster an authentic collaborative digital environment by consolidating all interactions between you and your clients in one organized platform. Say goodbye to never-ending email threads and unnecessary meetings; instead, experience quicker consensus-building and decision-making processes. Smart Rooms offer insights into account-level and individual engagement activities, empowering your team to enhance account strategies, optimize content delivery, efficiently allocate resources, and create genuinely personalized purchasing experiences. Accurately anticipate which deals are likely to close and their timelines. Smart Plays work alongside your sales process by automating specific sales tasks, thereby propelling the buyer journey forward while ensuring a seamless integration of efforts. This approach not only enhances efficiency but also significantly improves the customer experience during the buying process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Caliza
Figma
Google Slides
HubSpot CRM
HubSpot Customer Platform
Pocus
Vimeo
YouTube

Integrations

Salesforce
Caliza
Figma
Google Slides
HubSpot CRM
HubSpot Customer Platform
Pocus
Vimeo
YouTube

Pricing Details

$29 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dock

Country

United States

Website

www.dock.us

Vendor Details

Company Name

Journey Sales

Founded

2014

Country

United States

Website

journeysales.com

Product Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Product Features

Alternatives

Alternatives

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