Aligned

Customer-Facing Digital Portal

Allows salespeople to routinely engage with customer/prospects by sharing relevant content.

Sales Content Management/Content Hosting

User-friendly content library with intuitive search and indexing capabilities so sales reps can pinpoint required content in an efficient manner.

Integrated Analytics and Tracking

Analyzing content engagement and user behaviour, you can tap into valuable insights to optimize your sales and lead gen efforts.

Collaborative Deal Nurturing

Facilitates more streamlined collaboration like the co-creation of proposals, mutual action plans, and feedback mechanisms between the sales rep and B2b buyer.

Compliance With Industry Security Standards

Compliance with relevant industry standards e.g. GDPR, HIPAA, SOC 1/SOC 2, etc.

Proposal Management

Ability to sign and develop sales proposal documentation to more appropriately understand which content wins so that reps can shorten their sales cycle.

Interoperability Capabilities

Digital sales room software can interface with many key applications within your existing tech stack environment e.g. CRM and other affiliated enterprise apps.

CPQ - Configure, Price, Quote Analysis

Ability to generate professional proposals with accurate product quotes and pricing information.

Advanced UI/ Browsing Experience

Digital sales room software provides advanced UI and intuitive navigation/interactive design elements.

e-Signature Functions

Provide intuitive e-signage capabilities for any prospect to sign any client-facing contracts (or sales documentation) using an automated process for e-signage.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.