Deal Room Solutions with Connected Apps using nBold
What is Deal Room?
Deal Room is a digital workspace that incorporates all the tools, documentation, and data necessary to work on closing deals.
If you're using both Microsoft Teams and Salesforce / HubSpot, Deal Rooms will ensure smooth and automatic information flow and bridge the communication gap between the users of both platforms.
The Deal Room with connected Apps (Salesforce/HubSpot) solution allows you to:
- Get teams automatically created from your own collaboration templates for each new deal reaching your setup filters
- Define the ownership of the created team and sync it to the deal owner in the connected Apps
- Manage the end of life for a team once the deal is closed (Delete/Archive/Rename)
- Communicate deal stage or amount changes to specific management teams or channels
How does it work?
To know more about the connected Apps solution for Salesforce and how to install it, please click here.
To know more about the connected Apps solution for HubSpot and how to install it, please click here.