Digital Sales Room

Utilize this Digital Sales Room to simplify the B2B buying journey by consolidating all your sales content and process for your buyers.

This template includes a Mutual Action Plan to guide your buyers through the entire buyer journey, from discovery to go-live.

Also known as, MAP, Go-live Plan, Mutual Success Plan, Joint Engagement Plan (JEPs), Joint Execution Plan, Close Plan, Implementation Plan, Deal Room, and more.

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The B2B buying journey is complex. Simplify by doing the following:

1. Give your buyers a single place to get what they need to make an educated purchase.
   Provide your champion with everything they need to sell internally on your behalf while you're not in the room.
2. Consolidate all sales collateral, content, contracts, and more.
   Your documents will no longer be lost and scattered across emails, spreadsheets, GoogleDrives, and eternal black holes.
3. Use a mutual action plan to mutually agree upon next steps.
   This gives visibility to all stakeholders of set steps and milestones, and keeps everyone on track.
4. Multithread your stakeholders.
   Identify all key stakeholders at the beginning of the sales process, and work in parallel across internal and external departments. Don't get stuck at checkpoints.
   

Recapped makes it easy for your team to incorporate your Mutual Action Plan with your sales playbooks, while creating a repeatable process that every rep can follow.

If you’re having trouble with the adoption and engagement of Mutual Action Plans via spreadsheets, or want to accelerate sales cycles while increasing the accuracy of your forecasting, this template is perfect for you.

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User Testimonial: How this Sales Rep Engaged Clients and Became Top Salesperson of the Year x2
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Who this template is for:

1. Sales leaders that want to improve rep and buyer engagement and accountability, create a repeatable process and visibility into reps’ pipeline, forecasting, and insights for easier pipeline review.
2. Account Executives that want to manage complex sales cycles to match their buyers’ buying process in a collaborative way, and provide a seamless handoff to Customer Success.

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Quick peek in Recapped:

Consolidate your content in one place and get client engagement in one place versus "follow-up emails" getting lost in their inbox.

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Benefits of this template:

1. Eliminate back-and-forth email threads
   Don’t let important information get lost in email inboxes.
2. Consolidate Sales collateral, content, contracts, and more
   Organize everything you and your buyer need in one centralized location.
3. Create accountability through mutually agreed upon next steps
   If your buyer doesn’t agree to next steps, that’s a red flag.
4. Track prospect engagement and insights 🎯
   ‍Gauge how much a buyer/client is interacting with your workspace. Through our buyer-centric forecasting, determine the health of your deal. Know when a deal is slipping.
   This leads to easy and accurate forecasting for pipeline review between leadership and reps.‍
5. Standardize your qualifying framework
   Arm your team, and your champion, with the right information at every step of the deal.
   Incorporate methodologies, like Winning by Design’s SPICED™️, MEDDIC/MEDDICC/MEDDPICC, ValueSelling, FORCE Management, and more!‍
6. Sync bi-directionally with Salesforce or HubSpot
   ‍Create client-facing Mutual Action Plans in seconds, and instantly sync them to your CRM. Recapped automatically syncs all Account and Opportunity fields bi-directionally in real-time.

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What's in this template:

1. A recap of executive summary to align stakeholders
2. Internal call notes to help you manage the deal
3. Action Plan to set clear timeline of necessary steps, including evaluation, proof of concept, commercial, legal, and implementation
4. Resources, marketing content, case studies, and other materials your champion needs (Pricing proposals, legal contracts, and RFP's)
5. [Optional] Add methodology qualifiers, like MEDDIC/MEDDPICC, Winning by Design’s SPICED™️, and more.
6. [Optional] Sync to your CRM (Salesforce or HubSpot)