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Deal Room - Solution Roadmap
The Deal Room Solution comes with a pre-configured template. Our Consultants and Configuration Specialists use this template as the baseline for your implementation. The focus of the implementation is on design, configuration, content, and training.
These are the major implementation initiatives for the Deal Room Solution:
- Information architecture: Review the Solution architecture.
- Homepage: Surface the most important content and areas within the Solution on the homepage to provide an at-a-glance view and easy access to relevant content.
- Site map: Update the site map based on mutually agreed to modifications (e.g. moving, deleting, adding pages and/or applications).
- Configuration: Update the Solution configuration settings.
- Users & Groups: Add groups and users to the Solution.
- Content: Add Deal content and apply permissions.
- Design: Apply the visual design to the Solution (e.g. global CSS changes, header, footer, banners, icons).
- Testing: Do a quality assurance sweep of the Solution (e.g. broken links, navigation, permissions).
- Training: Train key stakeholders on the solution (e.g. Sales department and Sales professionals).
- Integration: Centralize documents, activities, or conversations within the solution (e.g. Salesforce or Microsoft).
Drive engagement and adoption
Once your Deal Room is ready to launch, it's time to think about how you'll draw attention to this new Solution, engage users to leverage the Deal Room, and evolve the Solution as your digital workplace grows to meet the changing needs of your organization. Use the tactics below to plan for a successful launch, continuously engage users, and expand your Deal Room in the future.
- Define a deal template: Tailor the solution to meet the standard needs for your Sales teams, to minimize the SLA and configuration time required for each deployment.
- Simplify the experience: Provide clear and simple instructions and calls-to-action to drive the desired experience without the need for formal training.
- Manage Deal Room requests: Identify and publicize a single request channel within your Request Center, along with the procedure for requesting a Deal Room.
- Keep it clean: Use a clear and concise architecture to keep it simple and easy-to-use.
- Link to it: Use a homepage link or CTA within your Sales Team Room to link to your Deal Room so employees have it readily available.
- Drive change: As you're introducing your Deal Room, ensure Sales Leadership is directing employees to the new solution to increase adoption.
- Integrate: Include IT approved tools to increase adoption (Salesforce, Microsoft, etc.) and build on familiarity across the team.
- Communicate: Encourage your Sales team to use the Deal Room exclusively for key files, information, and communications.
- Incorporate it into the onboarding experience: Include the Deal Room in your Sales team’s departmental onboarding, to ensure new hires are properly educated.
This Solution should be managed by the Sales team and led by the CSO at a strategic level.
- Align with your brand: Align the Solution with your corporate branding guidelines.
- Communicate updates: Make sure you communicate updates to Deals to employees whenever changes happen (e.g. use the microblog to push out your communication).
- Provide quarterly assessments: Provide quarterly summaries about changes and updates to the Solution or templates requested by the Sales team (e.g. feedback gathered during departmental meetings).
- Poll widget: Create a mechanism for employee feedback and to take action on suggestions.
- Reassess metrics: Review objectives and KPIs to refine them and continue to mature and maximize the business value of the Solution.
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