Dealroom Onboarding Services

M&A software onboarding runs from a first room in minutes to a structured program over several sessions, depending on how much process you want templated. In DealRoom, a customer success manager loads your existing Excel tracker and folder structure so diligence can begin the same day. Corporate development teams then move through kickoff, process discovery, a reporting requirements review and role-based training before close-out and a regular check-in cadence. Sellers and advisors need no training to respond to requests.

An M&A software implementation involves agreeing goals, moving your current process into the system and training each role. DealRoom's program assigns an account manager and a customer success manager, then runs a kickoff covering plan terms, current state and key milestones. Process discovery maps your workflow and the data needed for pipeline and template rooms. A reporting review sets the KPIs for BI dashboards. Training sessions follow for admins, users and third parties, then a close-out with ongoing support.

Yes, DealRoom includes training through a dedicated customer success manager, with a BI specialist available depending on the plan. Training is organized by role: in-depth sessions for admins who manage permissions and templates, task-focused sessions for team members and sessions for third-party partners who will use the platform. A library of short training videos supports self-service. Support is available by chat, email or phone. Pricing page FAQs confirm onboarding and training: https://dealroom.net/products/pricing

Yes, a reporting requirements review is a step in DealRoom onboarding. The customer success team walks through the standard BI Reporting dashboards, collects the metrics your leadership wants to track and sets up custom reports against those KPIs. A DealRoom BI specialist can build dashboards for you at no extra cost. Editor licenses let your team adjust them later. Reports can be scheduled by email and exported to Excel once the pipeline and rooms are live.

Adoption improves when the software removes work rather than adding a system to update. DealRoom's onboarding sets a recurring cadence with your customer success manager, imports the trackers your team already uses and gives each role a training session scoped to its tasks. Outlook and Gmail add-ins log deal emails from the inbox, "My Work" shows each person their assignments and sellers respond through a link without training, so the record stays current without anyone re-keying it.

Yes, SSO integration is scoped during DealRoom onboarding as part of the plan review. DealRoom supports SAML 2.0 single sign-on through providers such as Okta and Azure AD. Your organization can enforce SSO and multi-factor authentication for its own users; two-factor authentication is available for external users. DealRoom's support team can also connect Slack, Salesforce and Office 365. Security controls are documented at https://dealroom.net/trust/overview

Before kickoff, gather the materials you want the system to template: your due diligence checklist or Excel tracker, data room folder structure, pipeline stages and fields, integration plans from past deals and the reports leadership expects. DealRoom's onboarding room includes a task checklist. Importing existing M&A materials early lets the customer success manager build templates from them. Name the stakeholders too: onboarding leads, full-access admins and any sellers or advisors who will join early.