Sales client meeting room

Close more deals, faster

Move prospects through the pipeline faster by hosting all your meetings, key content, demos, and action items in one interactive space they can access anytime.

Sales client meeting room

Switchboard helps Sales teams:

  • Simplify the sales process with meetings and docs in one place.
  • Save time by templatizing client meeting rooms.
  • Bypass scheduling setbacks with interactive video walkthroughs.
  • Boost engagement on an interactive canvas before, during, or after a meeting.

Use any tool, including:

1.

Host meetings and materials in one place

Keep all your meeting, demo, and follow-up materials in the same space—instead of scattering it across emails and one-off URLs.

2.

Move forward despite scheduling setbacks

Record interactive videos that sync with room apps so customers can play, pause, and follow along even when you can’t find a meeting time.

3.

Reduce context switching for all

With reps in back-to-back meetings and clients working in different ways, your room keeps everyone grounded at a moment’s notice.

Any tool, side-by-side

Any web-based tools work natively in Switchboard’s multiplayer browser apps, making it easy to adopt and adapt the tools your prospective customers use. Just paste a URL into the canvas, log in, and go.

All the tools you already use work with Switchboard
switchboard

Where sales deals move forward

Improve your client relationships, pipeline, and meetings by uniting them in Switchboard.

switchboard

Where sales deals move forward

Improve your client relationships, pipeline, and meetings by uniting them in Switchboard.

Sales client meeting room resources

Sort

8 Common meeting pitfalls and how to avoid them

Discover why your meetings might lack engagement or effectiveness—and improve team productivity and morale

5 unique ways to use AI to get answers, summarize data, and generate ideas

Learn how you can save time and do other magical things using AI in a Switchboard room

How to create a compelling space to collaborate with clients

Optimize billable hours while building healthy client relationships and faster feedback loops in a Client Room in Switchboard.

Simple steps to better training

After years of walking this training tightrope, here are the key insights we’ve learned – and relearned. These 5 strategies will make training material stick.

switchboard

Get on the same page.
In the same space.

Bring everyone and everything together into a
dynamic, digital work canvas.