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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
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