Sales deal internal review

Reduce internal friction

Orchestrate more seamless sales collaboration to move deals through the pipeline faster by keeping contracts, action items, and meetings in the same place.

Sales deal internal review

Switchboard helps Sales teams and their stakeholders:

  • Simplify the sales process with meetings and docs in one place.
  • Save time by templatizing deal review rooms.
  • Share access to important information across tools and docs securely.
  • Move approvals forward with async commenting and interactive recordings.

Use any tool, including:

1.

Turn status updates into working sessions

Host meetings where stakeholders can not only share updates but make them happen with an interactive canvas where you can add any tools and apps.

2.

Templatize and customize

Save time by templatizing your deal review room, then duplicate for each customer once they hit a certain pipeline stage and customize.

3.

Share the same view

Legal doesn’t have the same view into your CRM? No problem, share your view but keep control when you’re not inside the room.

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 team 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 pipeline, team workflow, and meetings by uniting them in Switchboard.

switchboard

Where sales deals move forward

Improve your pipeline, team workflow, and meetings by uniting them in Switchboard.

Sales deal internal review resources

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switchboard

Get on the same page.
In the same space.

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