Activity tracking in Salesforce
Every DealPoint deal room can be connected to a Salesforce Opportunity with a couple of clicks, automatically pushing fine-grained deal activity to Salesforce with no manual data entry required.
Two-way contact sync
When inviting prospects to a new deal room, DealPoint will display any contacts already connected to the associated opportunity, making it easy to add the right people to the deal room.
On the flip slide, whenever the rep (or the prospect) invites someone new to the deal room, DealPoint checks with Salesforce, and if that person is not already known and associated with the Opportunity, DealPoint will create a new contact inside Salesforce and associate them to the Opportunity.
DealPoint automatically tracks everything that matters in the deal, giving the rep and Sales Ops fine-grained resolution into customer engagement, some of which is simply unavailable from any other system.
- Visits to the deal room
- File / link downloads
- Rep Profile visits
Deal room status
- Room invitations (new people being invited by prospect)
- Updates to Next steps
- File / link uploads
- Web conference participants
Unique perspective of internal decision structure
Seeing prospects send room invites gives the sales team a unique view into the internal decision making structure of the customer, allowing them to research and engage with the true decision makers as those decision makers engage with the deal room.
DealPoint connects to your organization’s Salesforce instance with just a couple of clicks. No API keys or IT intervention required.
To take advantage of any Salesforce API-enabled app (including DealPoint), your organization must have Team or Enterprise Edition, or Pro with API support.
No manual data entry
DealPoint saves reps hours of data entry by automatically pushing next steps, meeting attendees and file uploads to Salesforce.
The CRM should be the system of record, but it’s only as useful as the data that gets entered.
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