Deal Hub: Your One-Stop-Shop for
Deal Reviews and Visibility
We know deal reviews are notoriously challenging. The information you need might be scattered across several different places from Salesforce to your reps’ brain; deal reviews require lots of prep time and often focus on the high-level rather than giving reps concrete action items; and even the best reps can’t remember every single detail about what happened during every communication within a deal. Plus, it takes time to compile all that information, and that’s time spent away from selling.
The risk of critical information falling through the cracks and derailing a deal (and your forecast) is daunting with this current state of affairs. The lack of visibility into all deal-related communication is a problem we’re addressing with Deal Hub.
Using Deal Hub
Whether you are a rep or a manager, there are three pieces of information that affect the course of a deal: what, when and who. We’ve designed the Deal Hub so you can get the answers to these exact questions.
Start by clicking on the Deal page. You’ll see rows of different deals; clicking on a row will take you to the Deal Hub page for that specific deal, while clicking on the blue account name will take you to the Account page.
For more info on the Deal page, click here.
The Deal Hub page is made up of 3 main sections: the conversation feed, contextual filters, and the preview pane.
- In the center, you have the conversation feed which compiles your conversations with your prospect or customers - including both meetings and email exchanges.
- On the right, you’ll see a preview of that interaction.
- On the left, you can filter by contact and/or opportunity stage to find specific interactions.
When reviewing deals, managers are typically asking questions like: what conversations happened during discovery? What are their biggest pain points? What kind of timeline are we looking at? Find out by selecting the opportunity stage, and you can quickly filter down the feed to all the conversations that took place during that stage.
What if you wanted to see how your rep’s relationship with your customer champion evolved over time? Let’s say Alex is the champion, and Devin is your rep. Just click on both individuals, and you’ll see the conversations that took place between the two of them.
That’s the Deal Hub in a nutshell: your fully analyzed video calls, your email threads, your full list of stakeholders and opportunity stages all in one spot for every deal. Pretty nifty, right?
To enable Gmail in Deal Hub for your organization, please contact your Customer Success Manager, or firstname.lastname@example.org.