Deal Workspace
One Space to Move the
Opportunity Forward
Deal Workspace is the collaboration layer for active business opportunities. Once a serious opportunity emerges, relevant participants can work around the opportunity rather than managing everything through disconnected conversations.
Possible Workspace Elements
Opportunity Overview
Participants
Requirements
Meeting Records
Proposal Versions
Documents
Commercial Discussions
Tasks
Follow-ups
Deal Status
Activity History
From Lead to Closure
Progress every opportunity.
The Deal Workspace brings together the people, information and actions required to progress an opportunity.
Align all stakeholders, streamline document sharing, and drive deals across the finish line with a unified collaboration environment.
Connect
Bring the right stakeholders into a unified workspace.
Discuss
Centralize communications and formalize requirements.
Collaborate
Share documents, proposals, and task updates in real-time.
Negotiate
Align on terms, commercials, and scope of work.
Close
Finalize the opportunity and transition to fulfillment.
Centralize Your Deals
Stop managing opportunities through disconnected conversations.