Dealroom Onboarding Services

Our customer success team is here to help you make the most of your DealRoom subscription. Whether you need help setting up your room, training your team, customizing the platform, or just want to learn how to get the most out of DealRoom - we’ve got an onboarding package that’s right for you.

Benefits of Onboarding Services

Open Your Room Faster

A customer success manager will help you and your team set up the room. Users can either download a tracker template or send their Excel trackers to their designated customer success to begin efficient diligence within minutes.

Decrease Onboarding Workflows

We will work with your team to create a smooth onboarding workflow. We make sure all users understand the full capabilities of DealRoom from day one.

Better Client Experience

All onboarding services that we offer are available for not just your team, but your client as well. A customer success manager is available 24/7 to answer you and your clients’ questions.

Our process — Sell Side Process (Banks)

1

Workflow Consultation

First, every customer is designated a customer success manager. This customer representative sets up a phone call / screen share with a member of your team. The purpose of this is to learn more about the team’s current workflows and tools. From there, the customer success manager gives guidance on how your team should use DealRoom’s functionalities to improve efficiency and overall process.

2

Content Conversion

The client sends their Excel tracker and folder structure to their designated customer success manager. If they need help with structure, you customer success manager can assist with the format and upload the newly laid out tracker into your room.

3

Functionality Overview

Next, the customer success manager makes sure that users, including the management team, the client, and potential buyers, are fully comfortable using the platform. This is when teams go over how to create groups, set permissions, create requests, and more.

4

Additional Training

Throughout the deal’s lifecycle, teams can contact their customer success manager or customer service 24/7 for training and assistance. If a customer has a bigger team or needs additional help, a tailored onboarding process can be created.

Our process — Corporate Development

1

Workflow Consultation

First, every customer is designated a customer success manager. This customer representative sets up a phone call / screen share with a member of your team. The purpose of this is to learn more about the team’s current workflows and tools. From there, the customer success manager gives guidance on how your team should use DealRoom’s functionalities to improve efficiency and overall process.

2

Platform Customization

A customer success manager works with your team to identify additional features needed to fit your specific needs.

3

Content Conversion

The client sends their Excel tracker and folder structure to their designated customer success manager. If they need help with structure, you customer success manager can assist with the format and upload the newly laid out tracker into your room.

4

Premium Integration Support

In order to give our customers the best digital tools available, we choose to integrate with additional software platforms that are innovative leaders in their perspective realms. Our customer support team can integrate DealRoom with Salesforce, Slack, and Office 365.

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What we offer

We offer teams a secure, intuitive platform that enables efficient diligence.
Security

Security is the first priority in any data room and project management tool. DealRoom provides disaster recovery, inclusive reporting, and more.Our security features encrypt and protect data at rest, in transit and in use, and all data is supported by 256-bit AES data encryption.

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Intuitive Software

We know that your time is better spent managing your business instead of dealing with complex or poorly functioning software. That’s why we ensured that DealRoom is the fastest and most intuitive diligence management tool available. And we are constantly adding new features.

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Helpful Support

We have a library of short training videos available for users to watch that go over DealRoom’s features and capabilities. If they need additional help or have any questions, comments, or concerns, they can contact our customer support team via chat, email, or phone.

"Very easy to use - our data vault was up and running quickly. The counterparties find it easy to use, too. And the pricing is reasonable."
Warren G., Managing Director
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