Deal room consultants

Design, Build, and Implement interactive deal rooms.

Define your path to champions.

One platform. Infinite possibilities.

Single Source of Truth

Establish a visual archive of work that is typically buried across email threads, attachments, multiple stakeholders and at different points in time. Visualize progression, collect validation and tailor a clear roadmap.

Flexible Sales Motions

Guide reps through best practices and sales motions which may vary by client role, industry, deal size, products and more. Take the guess work out of the next best step forward.

Seamless Handoffs

Update all parties including the sales team members like Sales Engineers, Subject Matter Experts, Clients Services, and Partners who benefit from a clear illustration of how a deal has progressed and why for smoother, faster delivery.

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What is an interactive deal room?

An Interactive deal room (iDR) is a digital playbook that influences and guides stakeholders along the buying journey.

This is critical as stakeholders represent our products and solutions when we are not present. But when stakeholders are not adept sellers or buyers, that can lead to stuck and lost opportunities.

iDRs assist the stakeholder and the sales rep by establishing a clear understanding and agreement on how to position and move a deal forward. This helps build and reveal champions.

iDRs act as the mutual meeting space centered around the buyers process, validation and voice that influences better outcomes.

How is an iDR different from a digital sales room?

Most digital sales rooms act as a branded online folder. They assemble sales resources and documents in one place making them convenient to the buyer. It’s a great start but hat they DO NOT DO is prescribe a path forward, supported by client feedback and validation.

iDRs allow the sales rep to select from available sales motions to guide them and their stakeholders along a tailored buying journey. And because it “interactive” both parties can define and validate foundational assumptions, making it easy to establish a compelling argument that can be shared with new participants and decision makers.

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Key Benefits

01

Single Source of Truth

Establish a visual archive of work that is typically buried across multiple email threads, attachments, stakeholders and at different points in time. Update and coordinate all participants in one place.

02

Digital Play Books

Prescribe sales strategies and best practices. Present reps with the ideal resources alongside the best next step forward. Create sales motions by client role, industry, deal size, products and more.

03

Stakeholder Alignment

Introduce stakeholders to requirements and expectations early. Encourage an honest assessment to what they can accomplish and when /how to align with higher level decision makers. Maintain momentum with seamless transitions and onboarding.

04

Qualification Framework

Level up discovery with digital whiteboards. Capture client feedback within diagrams, workflows, mind maps, and more. Validate foundational assumptions and easily share a clear visual understanding.

07

Sales Coaching and Deal Archive

Reduce sales rep interpretation of deal progression. Work with client validated objectives, action items and path to power. Create a searchable repository of sales motions that can be shared across the team.

10

Establish OKRs

Maintain client success momentum by establishing OKRs and success metrics. Establish a cadence for measurement and review to bring the client vision full circle and report on key benefits and improvements.

05

Objection Handling

Unlock silent voices, measure engagement, and assess competitive position with contextual commenting, voting, and polling. Access multiple paths to identify and confirm critical objections are met.

08

Purchasing and Contracting

Map the purchase process to create a clear understanding of who needs to be involved and when. Help ease contracting by creating a clear and articulate understanding of objectives and scope to bring respective legal counsel fast.

11

Workflow Integration

Integrate iDR into your existing technology stack including chat, web conference, calendar, CRM, document storage, project planning, security and more.

06

Mutual Action Plans

Easily create, assign, track and update deliverable across all parties. Suggest common buyer requirements to reduce surprises and maintain momentum. Rapidly onboard late arrivals critical to finalizing a contract and beyond.

09

Seamless Handoff

Reduce buyer anxiety with a smooth transition to services. Establish an implementation plan based on existing objectives and assumptions. Use the deal room as your project planning tool or integrate with other project platforms.

12

Ai

Transform notes and brainstorms into solutions briefs and business plans. Use Ai to create diagrams, workflows, mind-maps, and other visual content to orient your deals.

Experience and planning,
so you can execute at scale.

✓ Effortless process

✓ Flawlessly executed ✓ FOCUSED OUTCOMES

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Frequently Asked Questions

What services does iDR Consulting offer?

IDR Consulting offers design, build, test and training for interactive deal rooms. We allow sales organizations to execute an iDR program quickly and reliably.

What software does iDR utilize?

There are a number of collaboration and planning platforms that we can be used to create an iDR. Depending on the complexity and requirements of your business we can make a recommendation. Our preferred platform is Miro.

Can an iDR improve close rates?

An iDR constructs a clear business case including problems, solutions, validations, available alternatives, expected results and other key points that decision makers require. In doing so we can improve the ratio of won deals versus “no decision” that result from a poorly constructed or contrived business argument.

Is building iDR expensive ?

Relative to the cost of other sales tools it’s pretty affordable and may have multiple uses. Using Miro as an example, the cost of a business license is $16 per user per month. The cost for iDR Consulting’s services to implement will depend on complexity to setup and services you desire but they are a one-time fee. The initial consultation to learn more is free.

How long does it take to build an iDR?

On average it takes 1 to 2 days to design a buyer’s journey. From there it takes approximately 1 week to build the deal room templates. Plus another 1 – 2 weeks for testing and training.

Does an iDR integrate into my existing technology stack?

Yes, they can integrate into existing business systems like Google and Microsoft platforms, to communication platforms like Slack, Teams, Zoom, and Google Meet; planning systems like Jira, Atalassian, Git hub, Asana, Monday.com, Notion, as well as CRM systems like Salesforce.com. Deal rooms can also be embedded in other applications for quick access.

Are there other use cases for the iDR?

The same technology can be used to create sales and marketing libraries to assure the latest resources are easily accessible and up to date. An iDR can weave marketing soundbites into an engaging and personalized storyboard prospecting campaign. It can also be used as a meeting platform that seamlessly integrates slide content with ideation and problem solving tools.

I already have a deal room. How is this different?

Most existing deal rooms act as branded online folders. They lack the ability to capture feedback, validation and representation of the buyers voice. The sales rep must architect each room so they lack continuity and best practices. While they help organize sales materials they lack the project planning capacity to build a comprehensive business plan through to product launch which is what the client needs.

Can an iDR reduce my deal cycle times?

Consolidating resources in one place allows faster on-boarding of internal and external stakeholders, decision makers and budget approvers. In addition, templated sales motions put the right resources in the reps hands and allows both parties to prepare required resources and sustain momentum.

How do I get started?

Fill out the contact us form here and we’ll set up a consultation to discuss your buyer’s journey and the different variables that may impact your selling motions. From there we can assess what resources you already have and what would need to be built. This will provide an estimate for cost and timing.

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