Streamline the B2B sales process, support your champion’s buying experience, and close deals with this digital sales room template.
B2B sales teams, sales engineers, customer success professionals, and buyers looking for a streamlined, collaborative space to manage virtual sales, sales cycles, and share critical resources.
This digital sales room template helps create a centralized online workspace where you can share sales collateral, track client engagement, and guide decision-makers through their internal decision-making process. It’s perfect for keeping everyone aligned and simplifying complex sales processes by providing a single destination for collaboration. Whether you’re engaging with stakeholders or improving the buyer experience, this tool empowers sales teams to deliver results.
The first page in this workspace template gives a high-level overview of what’s in the digital sales room, including a table of contents. It also includes a mutual action plan checklist, a sales deck, key contacts, and space for call recordings.
This page gives buyers all the product information they need in one place. It includes space for a PDF deck, a platform graphic, demo videos, links to product pages, and a sample product roadmap to simplify their buying experience.
The business case page gives buyers an executive summary for a quick overview of the stakes of the deal and to keep all stakeholders aligned. It includes a table of challenges and recommendations, key metrics for buyers, product requirements, and decision-maker contacts.
The sales pilot plan page provides a full project plan to run a proof of concept project as part of the sales process. It includes an overview section, a pilot timeline, stakeholders, success criteria, admin to-do lists, tutorial videos, training PDFs, pilot results, and analysis and recommendations.
Include information on well-known partners and relevant case studies to create peace of mind and demonstrate the relevant value your product provides. Incorporate prominent logos, links to case studies, embedded videos, and more.
This page has a sample pricing proposal (built in Dock), which includes multiple pricing options and custom deal terms. It also includes a sample order form for signing.
This page helps sellers compare their product to a competitor. It includes a comparison table or space for a comparison graphic.
This page details your customer success offering and implementation plan in advance of the deal closing. It includes an implementation timeline, a summary of the customer success team members, and an embedded calendar booking link to schedule the kickoff.
Dock’s digital sales room template is the easiest way to streamline sales collaboration, simplify buyer engagement, and close deals faster.
Dock is more than a virtual sales tool—it’s a fully customizable, buyer-friendly workspace that empowers sales professionals and their clients to work together throughout the sales cycle. With Dock, everything—files, timelines, workflows, and updates—stays in one place, eliminating back-and-forth confusion.
Unlike traditional microsites, Dock’s templates are flexible and interactive. You can tailor them to each client’s needs, embed videos and forms, and update them as your deal progresses. Plus, Dock tracks client engagement, giving sales teams valuable insights into what matters most to buyers.
Here’s why you should use Dock’s digital sales room template:
Dock’s digital sales room template isn’t just a tool—it’s your secret weapon for improving collaboration, speeding up the sales cycle, and creating a better buyer experience for your clients.
Sign up for Dock for free, create a workspace, and select the digital sales room template to get started. Customize it with your branding and materials, save it, and use it as a base for each client.
Yes! Dock is free to try for up to five workspaces. Every paid Dock plan includes unlimited templates and workspace usage.
Absolutely. You can make a copy of the template, tweak it to fit your workflow, and personalize it for each client.
Yes! Dock makes it easy to add client-specific content, branding, and resources to each digital sales room you create.
Yes. Dock lets you keep templates private or share them across your sales team. You control who has access and visibility.
A digital sales room template is a pre-built structure for creating a collaborative online workspace where sales teams and buyers can share sales content, track progress, and communicate throughout the sales cycle.
Dock’s digital sales rooms provide B2B sales teams with a centralized workspace to run virtual sales processes efficiently. By combining real-time collaboration tools, document sharing, and engagement analytics, Dock empowers sales teams to manage remote buyer journeys and close deals faster.
A digital sales room streamlines sales enablement by giving sales professionals access to the right content at the right time. It helps sales teams organize sales collateral, provide buyers with tailored resources, and empower decision-makers to navigate their internal processes effectively.
Yes, Dock integrates seamlessly with the Salesforce and HubSpot CRMs. This integration helps sales reps track engagement insights, manage workflows, and align the digital sales room with the overall sales process.
Dock’s digital sales room enhances the buyer experience by creating a single destination for sales content, project timelines, and collaborative resources. Buyers can easily access all relevant materials, ensuring a smoother buyer journey and a more transparent sales process.
Dock is built specifically for B2B sales teams to simplify long sales cycles, support multiple stakeholders, and improve the buying experience. Its customizable templates allow sales teams to adapt digital sales rooms to fit complex decision-making processes.
Dock bridges the gap between sales and marketing teams by templatizing sales content for consistent messaging and branding. Marketing teams can upload resources like sales decks, case studies, and videos to the digital sales room, ensuring sales reps always have the latest materials to share with buyers.
Dock’s real-time collaboration tools enable sales reps and stakeholders to stay aligned throughout the sales process. Whether it’s sharing microsites with embedded forms or tracking buyer engagement insights, Dock ensures everyone is on the same page from the first meeting to the close of the deal.
Yes! Dock allows sales teams to manage the entire lifecycle of a deal in one place. From initial discovery to final pricing and e-signature, Dock’s digital sales room tracks each stage and empowers sales teams to move deals forward efficiently.
Dock integrates with the two most popular CRMs, HubSpot and Salesforce, to allow you to create automations and a seamless sales workflow. Dock also integrates with Gong, Slack, and any other tool that can be embedded. These integrations reduce manual tasks, improve data accuracy, and provide sales reps with the insights they need to close deals.
Dock stands out as a sales enablement platform because of its flexibility and buyer-first approach. Unlike other tools, Dock lets you create interactive digital sales rooms tailored to each deal, empowering buyers while keeping sales reps in control.
Dock empowers decision-makers by organizing all necessary sales content and timelines in one easy-to-navigate digital sales room. This makes it simple for them to share resources with their internal stakeholders and confidently move the deal forward.
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