Smart Rooms (Digital Sales Rooms) by JourneyDXP

Invaluable asset

We love this tool! Smart Rooms has been a critical resource to support our sales partners in creating an interactive experience for our customers and prospects. Thank you to the Journey Sales team for the constant support and education on utilizing this asset best.

SmartRooms Making Smarter Sales

Smart Rooms has been valuable for creating seamless, digital experiences for our customers. The solution has allowed us to create a B2B experience that has been a much needed face lift in our industry. We're communicating in a more engaging and interactive manner, looking forward to watching this product and our sales grow!

Several use cases for sales and account management

Smart Rooms is a huge part of our account strategy and how we cross-sell our suite of products and stay engaged with our clients as well as nurturing new prospects. We're now digitally engaging with our clients and find that our customers prefer this cutting-edge experience. The Journey Sales team have been with us all the way and continue to stand by us as we find new and interesting uses of Smart Rooms.

Always working WITH us

Smart Rooms has been a phenomenal resource for our sales team to keep opportunities engaged during the sales cycle. In addition, their service team has been extremely responsive and provides extra value to our processes.

Phenomenal Tool for Client and Prospect Engagement

We have been utilizing Journey Sales' product, Smart Rooms for well over a year and have seen client and prospect engagement increase by some order of magnitude. Smart Rooms is a great solution for our sales team to help generate new leads and interest in our services. It has provided significant value to our sales pipeline and quite frankly, we are beyond thrilled with our experience thus far. The solution is easily navigable with an intuitive interface - features of convenience aplenty. The service team is incredibly helpful and knowledgeable; a resource just as valuable as the solution. I would highly recommend Smart Rooms to anyone. Looking forward to another year of Smart Rooms!

Engaging Clients

Smart Rooms has proved to be a very useful tool for communicating with clients and onboarding new.

Digital Wholesaling

At our firm we realize that we cannot physically connect and engage with our customers (independent advisors) on a daily basis. Even if we could, that is not what they desire. As well, we also have a responsibility to our customers to share information regularly from our suppliers (financial service manufacturers) to educate and motivate them to be more productive. How do we address these challenges? We leverage our Salesforce CRM with Journey Sales. Journey Sales allows us to share content with our customers on a regular basis. We dedicate rooms to particular topics and nurture those rooms over time - understanding that we can't just dump as much information as possible, all at once, on our audience. The analytics allows us to see what is being consumed and what is being ignored. We then track our sales results back to room activity with the intent of sharing more of what works and less of what doesn't work. We also share this information with our supplier companies because we want them to utilize the feedback to improve their content and communications. Moreover, they can use these activity reports to inform their wholesaling activities. We fully intend on using the same approach with advisors serving customers. We will leverage the Journey/Salesforce platform to nurture sales between advisors and their clients/prospects. The Journey team has been excellent to work with as we adapt the user experience to align to these goals. It feels as though they are building the box to my specifications! And when I have a question or a specific need, they are always available to provide assistance or guidance. They are my most important business partner.

Streamlined Customer Access

We've used Smart Rooms through our sales process and also for access to current customer materials. Smart rooms have helped us streamline both of these processes.

A streamlined and more engaging sales cycle

With a long, enterprise wide sales cycle that requires document heavy education across multiple teams within our client's organization, we turned to Smart Rooms to help us better manage the sales process. We are only a few months in and we can already see some key benefits. -Streamlined experience in educating and sharing content: Smart Rooms has given us a place to collaborate with all key stakeholders and easily manage the content we need to share. What was previously a cumbersome and time consuming task is now streamlined and efficient. -Ability to nurture the relationship with less resources: Clients have engaged with the Smart Room over these past few holiday weeks when most of our sales team is out of the office, allowing us to continue nurturing the relationship even when we don't have scheduled phone or face time. -Increased engagement: When a sales rep wasn't getting a response from a client via email, we sent out the Smart Room invitation. It's engaging presentation and rich graphics caught the attention of the client and they responded asking for another meeting in the new year. -Greater consistency: Our main contacts at a client can share our story and materials with other colleagues directly through the Smart Room, rather than trying to summarize it themselves. This helps our message stay consistent as it spreads through a client's organization. The team at Journey Sales, and particularly Greg Giletto, have been excellent to work with and are continuing to help us maximize the value we can get from using Smart Rooms.

Scalable Product with Top Notch-Support

Journey Sales Smart Rooms is a fantastic product. Smart Rooms has played a key role in helping us scale our customer and partner engagement. It provides a level of deep analytics with an easy to use yes very sophisticated configuration that allows us to provide a repeatable tailored environments. On top of this the Journey Sales team has went above and beyond by helping implement the product successfully with ongoing support. There are an endless number of things you can do with this product and I highly recommend discussing the art of possible with the Journey Sales team.