Client Communication Made Effortless
Create onboarding portals, client portals and sales rooms that customers love.
Rooms for every stage of the customer lifecycle
For Sales
Build A More Productive Sales Team
You aced the presentation and demo, sent follow-up items via email, but received no response.
- Higher Quality Buying Signals.
- Enable buyer champions.
- Make sure reps follow up the right way.
- Reduce administrative tasks.
Reduce the back and fourth between internal teams, leadership and customers.
For Sales Engineering
Be the trusted advisor
Effective and and accurate communication is at the forefront of becoming a trusted advisor. Juggling all of your accounts information across collaboration tools is not.
- Customizable POV (proof of value) software
- Remove access barriers from collaboration tools.
- Demo’s that showcase solution fit.
- Interactive project plans.
Customer Success and Professional Services
Build a Stronger Relationship with Your Customers
In the sales cycle, nurturing strong customer relationships through effective communication is paramount. Personalized interactions and attentive listening build trust.
- Personalized onboarding
- Faster software adoption
- Rich customer feedback management
- Level up training and knowledge sharing
Watch or Book a Live Demo
roombriks: empowers businesses to work better together
Decades of customer facing and sales experience taught us a frustrating truth: pre- and post-sales engagement was broken. Juggling multiple deals, hopping between endless calls, and attending “meetings for meetings” left us feeling drained and unproductive.
We knew each party brought valuable insights, but these insights were often lost in the chaos, never fully captured or presented effectively. It was time to disrupt the meeting routine and build a better way to collaborate
- Higher Quality Buying Signals
- Personlized Onboarding Programs
- Mutual Action Plans
Affordable plans for every Business
Free
- 5 Rooms 10 Assets
- Digital Collaboration Rooms
- Digital Sales Rooms
- Client Portals
- Project Managment
- Content Managment
- Integrations with Zoom, MS Office, Google Drive/Gsuite, OneDrive, Box, and more
- Customer Support
Standard Business
- Unlimted Rooms and Assets
- Digital Collaboration Rooms
- Digital Sales Rooms
- Client Portals
- Project Managment
- Content Managment
- Question Forms
- Integrations with Zoom, MS Office, Google Drive/Gsuite, OneDrive, Box, and more
- Roles and Permissions
- Custom branding
- Customer Support
- Training and Implementation Assistence
Enterprise Universal
Additional Integration and Support- Everything with Standard Plan Plus
- SSO
- Dashboards
- Account Planner
- Teams
- Roles and Permissions
- *Salesforce
- *Hubspot
Frequently Asked Questions
How do Account Executives (AEs) use roombriks?
Account Executives can use roombriks many different ways.
Standing Out from the competition: Perspective buyers appreciate the attention to detail and it is very easy to show your dedication with roombriks.
Enablement: Give the champion a curated messaging that can easily be packaged and presented in one place to easily be shared with internal stakeholders.
Customer Account Planning: CAP plans for leadership are much easier. Future and past engagments are tracked inside of a room for easy reference. Templates for CAP plans can be used for an even easier planning session.
Long and Complex Deals: When the sales cycle gets long it’s hard to keep track of emails threads and other digital correspondence. roombriks makes it easy to manage messaging asynchronouly allowing both buyer and seller interaction.
How do Pre Sales Engineers (SEs)?
POC/POV: Sales engineers utilize rooms to elevate their proof of value.
Share Documentation: Finding and navigating technical documenation can be very cumbersome. Curate and share with your point of view on what is important to the customer and their current initative.
Success Criteria: Success critera can very drasticly from customer to customer. It’s important to create a customized dynamic plan for both parties to make sure they can align to the goal.
Does this help for long and complex sales cycle?
This is perfect solution for a long sales cycles. We understand that the proccess is dynamic. This is why having a personlized room is so important you can quickly pivot and keep track of these changes and present them elegantly.
How do Customer Success Teams use roombriks?
Customer Success Plans: The journey can be long and complex with many nuances. Easily being able to pivot to different customers as if you have one is possible with roombriks.
Onboarding Customers: Onboarding can be a unique operation. Create customizable experiences for faster software adoption.
Renewals: Easily show value in your room for why the customer should renew.
Adoption Maps: Easily create the best looking software feature adtoption maps.
Roadmaps: Easily track interactions between you, the customer and product managment in one place.
Enablement: Support end users with documenation and training material in a curated way. Show things to them that are only important to their use case.
How does sales leadership use roombriks?
Revenue growth: Sales and pre sales leaders use roombriks to set up reliable sales processes, generate a deeper understanding on what works and quickly pivot to the field sales teams quickly at scale.
What are Digital Sales Rooms/Collaboration Rooms?
How will this platform help me close deals?
By providing a single source of truth for partner and customer data, enabling real-time engagement, and personalizing the buying journey, you can build stronger relationships, address specific needs, and close deals faster even if they are complex.
