Digital Sales Room

A digital sales room gives buyers and sellers a central, online location to communicate and negotiate throughout the sales cycle. Use this resource hub to learn more about digital sales rooms and their benefits for revenue teams and buyers.

Digital Sales Room

A digital sales room gives buyers and sellers a central, online location to communicate and negotiate throughout the sales cycle. Use this resource hub to learn more about digital sales rooms and their benefits for revenue teams and buyers.

What is a digital sales room?

A digital sales room is a secure, shared space for sellers to inform, interact and negotiate with buyers. Also known as a dealroom, it is a branded, living resource for interactive sales collateral: from proposals, to case studies and testimonials, white papers, and even personalized introduction videos. With a digital sales room, buyers can access and engage with sellers' content via a single, shareable link.

Digital sales rooms give buyers a streamlined and convenient purchasing experience in a secure microsite or digital resource. DSRs also empower sales professionals by providing real-time insights into buyer behavior, including changes to proposals, additions of new stakeholders, and performance of sales collateral.

Stats about digital sales rooms

0 %

of B2B sales tech implementation will include digital sales rooms by 2025.

0 %

of a b2b customer's buying journey is spent meeting with suppliers.

Why use a digital sales room

Buying has changed; sales needs to as well. With 80% of all sales interactions happening in digital channels by 2025 (gartner), sales and revenue teams need to align their sales process with ever-changing and increasingly complex buyer journeys. 

Shorter sales cycles

Sellers spend too much time on manual admin tasks. From finding the right content, drafting proposals, managing follow ups, putting a pricing structure together all the way to collecting a signed contract: digital sales rooms removes the friction to increase your sales velocity.

Unique buyer experience

Centralize all your customer-facing content and interactions in one shared space, to make them easily accessible to all stakeholders involved throughout the deal cycle. Eliminate the clunky email threads and create a wow factor that increases win-rates.

Personalization at scale

The buyer journey may be a digital maze, but at the end of the day, people still buy from people. Video introductions, on-the-go chats, GIFs... Seamlessly integrate your touch throughout the process to make your personality shine through.

How a digital sales room aligns with the sales cycle

  • Seller

    Create a personalized digital sales room and start adding content.

    Create a personalized digital sales room and start adding content.

    Buyer

    Get one link live for the full deal cycle.

    Get one link live for the full deal cycle.
    1

    Identify an opportunity

  • Seller

    Understand your prospects and identify all stakeholders.

    Understand your prospects and identify all stakeholders.

    Buyer

    Commit to moving the deal forward via a mutual action plan.

    Commit to moving the deal forward via a mutual action plan.
    2

    Follow up on the discovery

  • Seller

    Build a quote in minutes with CPQ and automate your reminders.

    Build a quote in minutes with CPQ and automate your reminders.

    Buyer

    Invite relevant stakeholders to the room to facilitate decision-making.

    Invite relevant stakeholders to the room to facilitate decision-making.
    3

    Build the proposal

  • Seller

    Edit the proposal after send to avoid emailing different versions.

    Edit the proposal after send to avoid emailing different versions.

    Buyer

    Redline the proposal and chat with the seller to request changes.

    Redline the proposal and chat with the seller to request changes.
    4

    Negotiate the best price

  • Seller

    Set a secure signing order for multiple approvers and signers.

    Set a secure signing order for multiple approvers and signers.

    Buyer

    Sign the contract from anywhere and at anytime, eIDAS-compliant.

    Sign the contract from anywhere and at anytime, eIDAS-compliant.
    5

    Close the deal

Key benefits of a digital sales room

Live link access

Your shared space is accessible via a link. Share that link to your buyers on any channel (email, SMS, WhatsApp, dm on LinkedIn...) to guarantee easy access to your dealroom.

Track buyer engagement

Track in real-time how and when buyers consume your content so you can act upon their interaction straight away. You'll also know what content impacts a deal.

Collaborate with stakeholders

Chat live with your buyers , comment on the proposal, define success through a mutual action plan, and let prospects easily add missing decision makers into the room.

Share the right content

Easily search and find the right templates in the content library to share the latest case studies, presentations, or video testimonials that will push the deal forward.

Using engagement features like video, chat, and automatic reminders increases win rates by 51%

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Does it work from a CRM?

Short answer: yes. It would not be an efficient sales tools if reps had to toggle between their CRM and the digital sales room platform to run a smooth sales process. Let's explore how a deal room impacts a revenue team.

For sales reps

They can operate a full sales cycle when integrating a digital sales room into their CRM environment, from creating a room using templates, syncing data fields via merge tags from their CRM to the room itself, tracking prospect interaction, all the way to creating a quote and get the deal signed.

For sales enablement

Sales enablement leaders can create templates of proposals and sales collateral in the digital sales room platform and ensure they are all up-to-date. Reps can then easily find them from the CRM environment and share the most relevant content to their prospects.

For revenue operations

Revenue operations, or sales operations leaders, can ensure reps follow a painless sales process directly from their CRM environment. They can further reduce inefficiencies by automating tasks from a digital sales room to their preferred sales tools.

For sales leaders

Sales leaders can combine their CRM sales pipeline with real-time insights from a digital sales room to better coach reps on closing deals and to create a more repeatable sales process to meet quota.

Frequently asked questions

A digital sales room is a shared online space where buyers and sellers collaborate throughout the entire sales cycle via a single shareable link. It centralizes all deal-related content, communication, and negotiations on a single branded microsite, replacing scattered email threads with interactive sales materials that can be tracked in real time.

Digital sales rooms replace the chaos of email threads, version control issues, and lost documents with a single destination that buyers can bookmark and return to throughout the sales process. They're particularly valuable for B2B deals involving multiple stakeholders who need access to proposals, contracts, case studies, and implementation timelines.

Sales reps get better visibility. Buyers get a better experience. And RevOps gets clean CRM data without having to chase anyone for manual updates.

Digital sales rooms reduce the sales cycle length because all buyer communication and content are shared in one space. Forecast accuracy improves thanks to stakeholder tracking that eliminates gut feeling and guesswork from the pipeline.

Why deals close faster:

  • Mutual Action Plans keep buyers accountable (no more "we'll circle back”)
  • Templates mean reps stop rebuilding the same proposal 47 times
  • Real-time chat and commenting reduce back-and-forth email cycles
  • You pull decision-makers in early


Why the forecast becomes more reliable:
  • Deal room activity shows who's actually engaged vs. who's going cold
  • Engagement tracking separates “commit” from “best case” before your forecast call
  • Business case collaboration reveals if buyers are serious or just kicking tires

There are many. One of the biggest will the analytics on your prospects’ engagement with your content, as you will be able to determine which of your sales collateral grabs the most attention, which part of your proposal is too complicated and in short - which piece of sales content sells and which doesn’t, to help you become a top performer. A digital sales room will also allow you to gather all the relevant stakeholders needed to close a deal, in a single virtual space, as well as identify new ones added to the digital sales room by your champion directly. Being an easily accessible (but secure) repository of all the information needed by your prospects, it will also make the customer experience much greater than fragmented communication through email chains.

Creating and maintaining a digital sales room takes minutes. With built-in templates, automatically fetched CRM data, and AI, it’s possible to set up a high-quality Digital Sales Room in just a few clicks. Ongoing updates are automated primarily through AI and real-time syncing with existing sales tools, such as conversational intelligence tools.

Time breakdown:

  • Sales Enablement or RevOps: Set up templates once
  • Reps: 2-5 minutes to spin up a room
  • Updates: 5-10 minutes after big meetings. AI does the rest

Get buyers actually using the room by recording a quick video intro so they know you're a real person. And create interaction by using chat to answer questions directly and by creating Mutual Action Plans with actual deadlines, so "let's reconnect next month" stops killing your deals.

What gets buyers engaged:

  • Video intro: 30 seconds on camera beats a wall of text because buyers see who they're working with
  • Live chat: Answer questions the moment they pop up
  • Mutual Action Plan: Assign tasks with dates. It’s more difficult for buyers to vanish when they've committed to deliverables
  • Auto-reminders: Keep deals moving without you having to chase everyone down


How to make sure they actually see it:
  • Drop the link everywhere → email, LinkedIn, SMS
  • Watch what content they're consuming so you know what matters (and what to skip next time)
  • Let buyers invite their CFO, legal, whoever. It’s easier than forwarding a 47-email thread and helps you stay in control

Introduce the digital sales room right after qualifying the deal. Don't waste time building rooms for tire-kickers. That way, you make sure you invest the time only in deals where it makes sense. Getting it in early means buyers actually use it, and you set expectations for how you'll work together (no more email chaos from day one).

Why timing matters:

  • Early stage: You look put together while competitors are still sending email attachments
  • Proposal stage: Edit terms in real-time with everyone watching, making sure everyone is aligned
  • Negotiation stage: Legal and procurement get all the context they need in one place instead of asking your champion to explain everything