Selecting Digital Sales Room Software

With the rapid shift to digitalization, finding the right software for your sales organization can be overwhelming. Before you make a decision on which Digital Sales Room Software best supports your business goals, take a look at this comprehensive guide to learn about the key features available and how they meet your specific needs.


Understand Your Sales Objectives


Successfully navigating the world of digital sales requires that you have a clear understanding of what success looks like for your organization. To start, take an inventory of the outcomes and objectives you need to achieve in order to attain your goals. Do you need features such as secure data storage, scheduling tools and customer relationship management capabilities? Having a comprehensive list of needs and wants helps narrow down your selection and ensures you’re making an informed software decision.


When selecting a digital sales room software, consider the environment you’re working in and prioritize features accordingly. If there’s limited time left until your next big presentation, look for solutions that are cloud-based to ensure minimal setup. Additionally, find products that let you share and store files easily. Compatibility across multiple channels is also essential for creating an effective digital presentation. Ultimately, select a platform that best fits the current needs of your team while also leaving room for growth as your company evolves.


Evaluate Your Current Processes


Before selecting a Digital Sales Room Software, it’s important to understand your sales process and make sure the software you choose has the features to support it. Start by analysing your current process. Write down your organization's pain points and areas of opportunity so that you have a list of features to look for when evaluating products. Are there elements of your current process that could be improved with additional automation? Make a mental note of these features as they will help guide your selection criteria.


Also, consider the price and value of the digital sales room software compared to its features. What is included in the package? Do they offer different plans based on the scale and complexity of your project? Make sure you are getting maximum value for your investment by considering not only the features but also the cost. Finally, make sure to test out any product you are considering—you want to get a feel for how it works with your current process and make sure it allows for customisation when needed.


Analyse Your Needs for a Digital Sales Room


Once you’ve determined the current issues you’re facing with your sales process, it’s time to analyze and define what a digital sales room should be able to do for your team. Consider the various elements of your sales process that could benefit from automation. For example, do you need 360-degree privacy for sensitive customer information? Do you need a collaborative workspace that allows multiple users to work together on documents and presentations? You'll also want to consider features such as secure data sharing, support for multiple languages or currencies, and workflow capabilities. All of these features will help ensure that your digital sales room is tailored to meet the needs of your organization.


Additionally, when considering what digital sales room software to invest in, you should look closely at the vendor's customer support and training offerings. This will ensure that there is someone available to help you with onboarding and troubleshooting if anything goes wrong. Finally, evaluate the cost of the software and any fees associated with upgrading features or adding licenses. Making sure that your organization is getting the most out of its investment is key to making the right decision for your digital sales room needs.


Research Solutions and Examine Vendor Quality


After you’ve determined the features and capabilities you need in a digital sales room vendor, start researching vendors that offer software specifically for your use case. Read reviews about their offerings and pay attention to customer support ratings. Also, make sure you understand the vendor's pricing structure and validate that they are reasonably priced within your budget. Additionally, look into their customer service policies, user policies, and privacy policies to ensure you’re comfortable letting them handle sensitive customer data.


Finally, you should also validate their security and privacy measures to ensure customer data is encrypted and secure. Ask what measures the vendor has in place to protect your data from any sort of malicious activity. This could include firewalls, encryption protocols, or other standard security conventions for inputting digital data. Additionally, make sure you understand any regulations governing the use of digital sales room software within your industry so you can make sure that the vendors adhere to those same regulations.


Review User Feedback of Every Solution


As you narrow down your list of potential digital sales room solutions, be sure to read user feedback for each one. User reviews can help you understand if there’s a good fit between the software and your needs as a company. It can also inform you about potential glitches or issues that you may have not known about otherwise. You should also look into how updated solutions are, and if they provide any features that could be useful in optimizing the customer journey or helping close deals quicker.


Furthermore, reach out to your peers and other companies that use the software as part of their sales process. Ask them about their experience – if it’s been a positive or negative one. Find out what features were easy for them to understand and use, as well as any technical difficulties they encountered along the way. You should also ask about any customer service issues they may have had, from guidance onboarding the software to making changes within their digital sales room. This feedback can help shape your decision when looking for the most suitable solution.


If you need help finding the perfect solution to boost your sales, schedule a free demo with our experts today.