Meet the DealRoom Customer Success Team

Adopting a new tool or process is never easy. There’s typically a learning curve, and it can feel daunting, especially when you need to move with speed while still juggling your everyday responsibilities.

At DealRoom, we’re committed to making the adoption process as smooth as possible. From day one, we’re by your side—helping you set up, get comfortable with the platform, and make sure you’re confident leveraging it to reach your goals.

So, who’s behind all this support? Meet our Customer Success team - a group of passionate, knowledgeable people who are here to make sure you get the most out of DealRoom. They’re experts in onboarding, troubleshooting, and helping you tackle any roadblocks that come your way. But their job doesn’t end after the initial setup. They’ll continue to offer guidance and advice to help you maximize DealRoom’s potential and make sure you’re maximizing ROI.

In this blog, we’ll walk you through what to expect as a new DealRoom customer. You’ll meet the Customer Success team, learn about the onboarding process, and see how we support you in driving both internal and external adoption to set you up for long-term success. Let’s go meet the team!

Small but mighty, our team is made up of four key members. Click the videos below to learn more about them and what drives their passion for supporting our customers.

Julia Rollins, Senior Director of customer Success

Your DealRoom Onboarding Experience

Once you’ve become a DealRoom customer, you’ll go directly into onboarding. Below, we've outlined everything you need to know to hit the ground running and manage your deals within the platform. Let’s dive in!

The DealRoom On-Boarding Process

Kick-Off!
- Our kick-off call introduces your DealRoom team and aligns on top priorities. We'll cover roles, responsibilities, and an overview of the onboarding process. Be sure to include future admins and your main point of contact for onboarding.
Process Discovery/Data Requirements ‍
- We’ll import your data—from pipeline trackers to Due Diligence & Integration checklists—and start building your DealRoom environment! Simply send us your data, and we’ll take care of the setup! See the "Get Started" section below for what we need to begin!
Reporting Requirements/Review‍
- Once your DealRoom environment is set up and data is imported, we’ll focus on reporting. Powered by Google Looker, DealRoom’s BI tool offers custom reporting with in-house expertise. We’ll provide samples and can replicate your existing reports. This phase runs alongside rollout and training.‍
Rollout/Training‍
- With your pipeline and template room set up, it's time for rollout. Training is tailored for three different user groups:
  - Full Platform Administrators: Session covering all platform functionalities.
  - Internal Users: Session focused on daily workflows and best practices.
  - External Users: Training is provided as needed, similar to internal user training.
Onward!‍
- Once your environment is built, reporting is set, and users are trained, you’re officially onboarded! Your DealRoom CSM will establish a regular cadence with power admins to gather feedback and share updates on new features.

Maximize Value from Day One: Key Onboarding Milestones

Our onboarding process ensures your team quickly maximizes DealRoom’s value, streamlining workflows from day one. Here are four key milestones that will transform how you manage deals.

Data Migration
- Your Pipeline or Live Playbook is customized and imported, creating a centralized hub for all deal information. No more juggling multiple trackers or spreadsheets.
Automated Reporting
- Imported data is transformed into BI reports that update automatically, eliminating delays for ELT or board reports. Reports can be delivered directly to inboxes on a preset schedule.
Simplified Project Readiness
- Instantly launch new projects with standardized diligence and integration lists, permission settings, internal access, and a structured data room—reducing admin work and focusing on deal execution.
Live Deal Execution with External Parties
- Easily invite external stakeholders to upload data directly to requests, which are auto-sorted and securely stored—eliminating version control issues and manual VDR checks.

What can you prepare to help us get started?

To make your onboarding process smooth, we’ve put together a pre-onboarding checklist. By preparing and sharing the materials below ahead of time, you’ll help to keep things moving and ensure that we can start building your DealRoom environment as soon as possible.

Here’s what we need from you:

Onboarding FAQs: Your Questions Answered

Still have questions? To help you along your onboarding journey, we sat down with our Customer Success team to answer the most frequently asked questions. Scroll down to get the answers you need!

1. What will working with our Customer Success Manager be like?

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2. How long will it take to onboard?

3. How will you get our current M&A process into DealRoom?

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4. Can my Customer Success Manager help me drive DealRoom adoption?

5. What are some tips to overcome change management challenges?

6. How can a Customer Success Manager help enable admins?

7. How can a Customer Success Manager help enable our functional leads?

8. How can you help train external users?

9. What resources are available for ongoing learning and optimization?

Use these resources throughout your onboarding or reference this one pager, and you’ll be set up for a smooth transition and successful deal execution. Your Customer Success Manager will be your go-to contact for day-to-day support but know that the entire DealRoom team is here to ensure your success every step of the way.