Your companion
to seamlessly
win deals & onboard

Flowla's Digital Sales Rooms give you a single, unified space to manage your client-facing processes with ease, from start to finish.

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Modern Sales & CS teams reinvent their processes with Flowla

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Still using spreadsheets and email threads
to close deals and onboard?
Save yourself & your customers the hassle.
Manage it all in a flow.

Step 1

Create a custom link

A Flowla deal room - a flow - is a private link between you and your clients.

We automatically customize it with your client’s branding for a personal touch.

Step 2

Add any resource your buyer needs

A flow gives your clients a convenient, unified space to find all the relevant materials.

You can embed pretty much anything to a flow - PDFs, videos, slides, Calendly links, forms, DocuSign contracts, and even pages from your website!
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What can I add to a flow? ->

Logos of all the platforms that Flowla supports.

Step 3

Set up action items

You can create sales & onboarding checklists for every stage of your process, then:
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- assign task owners
- set due dates
- put relevant resources inside the task.

Your teammates and clients can then complete the tasks to move processes forward.

Image showing the mutual action plan part of a flow.

Step 4

Share with clients

Flows are collaborative spaces. After it’s ready, all you need to do is share it with your clients and whoever else is involved in the process.

You can also password gate the flows for extra security.

Design with floating heads of stakeholders on top of a flow link.

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Help your champion sell you internally

You can’t be in the room when a decision is made, but a flow can!

Craft the perfect narrative for each account, and ensure the correct information is circulating within the buyer organization.

Empower your champion with all the supporting materials they need to advocate for you.

How can sellers use Flowla? ->

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Perfect your process with next-level revenue intelligence

Flow insights help you spot hidden decision makers by showing you everyone who’s viewing your flows.

You can also see which steps your clients engage with the most, where the processes bottleneck, and so much more to optimize your sales process.

Explore Revenue Intelligence ->

When can I use a
Digital Sales Room?

You can use flows when closing deals, onboading clients, and for any other client-facing process that's complex and needs project management.

Design featuring the Flowla e-signature step.

Closing deals

Create a single source of truth for buyers in one link, and collaborate with them towards closing. Speed up deal cycles and boost win rates by 34%.

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Onboarding clients

Onboard faster and reduce churn with a single resource hub and easy-to-follow onboarding checklists. Make an excellent first impression your clients will love.

Seamlessly fits into your stack

Explore all integrations ->

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Image depicting the HubSpot integration.

Frequently Asked Questions

What is a digital sales room (DSR)?

A digital sales room is a virtual space designed to streamline the sales process and enhance the buying experience.

It serves as a centralized hub where sales teams and prospective clients can collaborate, negotiate, and finalize deals in a secure and efficient environment.

Key features include real-time document sharing, video conferencing, and interactive product demos.

Why should I use a digital sales room?

Using a digital sales room can significantly improve your sales efficiency and buyer engagement.

With complex B2B sales cycles involving multiple stakeholders and lengthy decision-making processes, a DSR simplifies communication, accelerates negotiations, and provides valuable analytics to optimize sales strategies.

How can a DSR enhance the buying experience?

DSRs enhance the buying experience by:

- Facilitating initial engagement through tailored content and interactive presentations.
- Centralizing discovery and needs assessment, ensuring clarity and responsiveness.
- Simplifying negotiations and proposal management with streamlined communications and document handling.
- Supporting informed decision-making with comprehensive information repositories.
- Assisting in smooth implementation and onboarding with structured guides and continuous support.

What are the top features to look for in a digital sales room?

When choosing a digital sales room, consider these essential features:
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- Content library for organized and accessible content management.
- Interactive content capabilities for engaging presentations and demos.
- Mutual action planning to track milestones and responsibilities collaboratively.
- Real-time communication and collaboration tools for seamless interaction.
- Analytics and insights for data-driven optimization of sales strategies.
- Integrations with CRM and other essential tools for streamlined workflows.
- Workflow automation and real-time notifications to enhance efficiency and responsiveness.

What are the benefits of using a digital sales room for B2B selling?

Using a digital sales room can lead to:
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- Faster sales cycles and improved conversion rates.
- Enhanced buyer engagement and satisfaction.
- Better visibility into buyer behavior and interests.
- Increased collaboration and alignment within sales teams and with clients.
- Scalability and adaptability to complex sales environments.

Can a digital sales room integrate with my existing sales tools?

Yes, most digital sales rooms offer seamless integrations with leading CRM systems, email platforms, document management tools, and other essential sales software. This integration capability streamlines data synchronization across platforms, enhancing overall workflow efficiency and maximizing productivity.

How customizable are digital sales rooms to fit our specific sales process?

Digital sales rooms often offer customizable templates, workflows, and branding options. This flexibility allows businesses to tailor the platform to their unique sales processes and branding guidelines.

How scalable are digital sales rooms for growing businesses?

Digital sales rooms are designed to scale with your business needs, accommodating increased user volumes, additional features, and expanding sales operations without compromising performance.

What kind of analytics and reporting capabilities do digital sales rooms provide?

Analytics in DSRs offer insights into buyer engagement and content effectiveness. These capabilities empower sales teams to make data-driven decisions and optimize their sales strategies.