Shared dealrooms for your Salesforce Pipeline
Engage everyone in the deal with a digital salesroom worth returning to, while your team stays in Salesforce + Slack
Globex × Acme
Platform rollout · 240 seats
4 of 5 steps
Dana Seller · Acme Corp
Legal signed off this morning. Order form is in the room whenever Sam is ready.
Mutual action plan
On track- Security review Done
- Legal redlines Done
- Sign order form Fri 14 Nov
Your offer
240 seats · 24 months
$125,000
Your team
- Pat Buyer VP Engineering
- Sam Finance CFO
- Ravi Kaur Legal
+ invite a colleague
Data room
- Commercial 3
- Legal & security 5
- Onboarding 2
Built natively on
We're onboarding launching customers
Dealroom360 isn't finished, and we'd rather say so. We're working with a small group of Salesforce teams to build it in the open. They get direct input on what ships, and keep launching-customer pricing for a year after launch.
- A native managed package
- Installed from AppExchange into your own org. No middleware, no data sitting in a third-party CRM copy.
- Buyers never get an account
- Access is a single-use magic link that expires in 30 minutes. No passwords to reset, nothing for a buyer to forget.
- Your data stays yours
- Salesforce is the source of truth. Every room is scoped to your org on its own subdomain.
One deal, one room, zero context-switching
The seller works entirely in Salesforce. The buyer gets a clean, guided room. Everything stays in sync.
Built where your sellers already are
- Build a personalised dealroom straight from the Opportunity
- Questions, bookings and live chats are summarised by AI and logged as Salesforce Activities, automatically
- Contracts signed in Dealroom360 land back as Salesforce Documents
- Room events move the opportunity stage on their own
Opportunity
Globex Platform Rollout
- Account
- Globex Corporation
- Amount
- $125,000
- Close Date
- 14/11/2026
- Owner
- Dana Seller
Engagement
87
Stakeholders
3
Docs opened
11
Buying committee
- Pat Buyer VP Engineering Champion
- Sam Finance CFO Engaged
- Ravi Kaur Legal Going dark
Next best action
Ravi Kaur has not opened the order form in 3 days. Nudge the champion.
One link for the entire deal
- No logins to chase, just a magic link that expires in 30 minutes
- DPA, security documentation and legal terms in one place
- Every stakeholder sees the same current version
Globex × Acme
Platform rollout · 240 seats
4 of 5 steps
Dana Seller · Acme Corp
Legal signed off this morning. Order form is in the room whenever Sam is ready.
Mutual action plan
On track- Security review Done
- Legal redlines Done
- Sign order form Fri 14 Nov
Your offer
240 seats · 24 months
$125,000
Your team
- Pat Buyer VP Engineering
- Sam Finance CFO
- Ravi Kaur Legal
+ invite a colleague
Data room
- Commercial 3
- Legal & security 5
- Onboarding 2
A shared path to signature
- Agenda items synced with Salesforce, Outlook and Google Calendar
- Prospects book time with you from inside the room
- A mutual action plan that carries into onboarding
- Reminders land in the buyer’s inbox, not just yours
Shared agenda
Globex × Acme · both sides can edit
- Thu 23 Oct Security review Sam Finance · Ravi Kaur
- Mon 3 Nov Commercial review Pat Buyer · Dana Seller
- Fri 14 Nov Signature & kickoff Full committee Add to calendar
Need time with Dana before then?
Every date change emails both sides and updates the opportunity
Know what happens between meetings
- Buyer activity posted to the deal channel as it happens
- Chat with your prospect without leaving Slack
- See which stakeholder actually opened the security pack
Acme Corp
Channels
# general
# globex-acme 3
# wins
Apps
Dealroom360
# globex-acme
Deal channel · 5 members
Sign with the tools you already love
- Prospects sign and close proposals directly form the dealroom
- DocuSign and PandaDoc, not a signature product you have to buy
- Never lose a document, the signed contract files itself back into the Salesforce opportunity
Order Form
240 seats · 24 months · $125,000
Signed by Sam Finance
Filed to Salesforce
Attached to the opportunity · Stage moved to Closed Won
Engage everyone in the deal, then keep them
The same room, pointed at two different jobs.
Digital Sales Room
From first meeting to signature. Work the deal with the buying committee in one place instead of a thread of attachments.
- Mutual action plan
- Data room
- Proposal and signature
- Stakeholder visibility
Digital Customer Success Room
The handover stops being a cliff. Onboarding plans, resources and support carry on in the room the customer already knows.
- Onboarding plan
- Open a case into Salesforce
- Resource hub
- Shared agenda
From CRM record to a live buyer room in minutes
Sell in Salesforce
Build the room from the opportunity, adding topics, files and stakeholders without leaving your CRM.
Share one link
The buyer opens their room with a secure email link. No accounts, no friction, always current.
Move the deal in Slack
Your team sees what the buyer does, so momentum never depends on someone refreshing a tab.
The things people ask first
Do buyers need an account?
Is this a managed package?
Where does the room content come from?
What does it cost?
When can we start?
Turn your pipeline into shared momentum
Tell us how your team sells today and we'll show you the room your buyers would get.
- A 20-minute walkthrough, not a pitch deck
- We build a room from one of your real opportunities
- You keep it, whether or not you go ahead
Prefer email? [email protected]