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DealSheet

Award winning opportunity management tool.
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DealSheet will help your team to focus on winnable opportunities. Closure plans drive the right sales activity. The insights generated automatically by DealSheet usage improves the predictability of sales management and forecasting.

Increase win rates

Greater rep productivity

More informed decision making

DealSheet is easy to use day to day for the sales team, helping us to understand clearly where we are with our deals.

Sales Director, Software and Services

It makes a real difference in focusing on the real opportunities rather than those that will soak up effort.

Director of Operations, Global communications

DealSheet is a structured sales management tool that should be integral to a company’s sales process.

Sales Operations, Technology

Opportunity Management. Simplified.

DealSheet was recognised as a Top Sales Tool in 2016, 2017 and 2018.

Detailed relationship mapping for every deal.

Capture details of the buying team in an opportunity and improve the effectiveness of your contact strategy. Use DealSheet to understand a contacts influence and specific needs, mapping your team’s relationships to identify key gaps and support. 

Custom questions for consistent deal assessment

Not all opportunities should be qualified in the same way. You build templated qualification questions related to the buying process for your business. Users select multiple choice answer and add rich narrative in the DealStory for each opportunity.

Find out how DealSheet can help you win more

Standardised Closure Plans simplify action planning 

Centrally create a list of tasks & events into a Closure Plan to support your governance process and expectations of action. The team pick one of your pre-built Closure Plans as a way to kick start their action list.

Collaborate on deals with tracked updates

On every deal use the Timeline to track edits and changes to DealSheet. The whole team are more able to edit and input in to a winning deal strategy.

Detailed insights simply in Salesforce

Detailed data points for every deal help managers and executives spot pipeline risk. Build Salesforce reports and Dashboards easily and make them available to the team.

Find out how DealSheet can help you win more

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