The Sales Team Widget is designed to automatically create a "Business Card" for sales representatives in Dealrooms. This feature ensures that buyers always have access to key contact information without any manual setup required.
Key Features
Automatic Contact Card Generation: Utilizes information from the user profile to generate a business card as soon as a room is created.
Always Available: The contact card remains visible in the top bar of the Dealroom, ensuring easy access for buyers.
Collaborator Integration: Automatically displays the room owner and selected collaborators, updating in real-time.
Scalability: Dynamically adjusts based on the number of GetAccept users in the room.
Meeting Booking Support: Integrates with calendar tools to allow buyers to book meetings directly from the widget.
Messaging and Calling Capabilities: Enables direct messaging and calling from the widget.
Customization Options: Users can control which contact details and call-to-actions (CTAs) are displayed.
How It Works
1. Business Card Availability
When a user creates a Dealroom, their business card appears in the top bar automatically.
If a user adds collaborators, their contact information is also displayed in the widget.
2. Contact Card Details
Each contact card includes the following details, automatically fetched from the user profile:
Profile Image
Name
Title
Short Bio
Users have the option to hide certain contact details for specific rooms.
Learn more:
How to update your GetAccept profile
3. Call-to-Action (CTA) Customization
Users can control which CTAs appear on their business card. The available CTAs include:
Book a Meeting: Opens a new tab with the user's preferred meeting tool.
Call: Initiates a phone call on mobile devices or a FaceTime call on macOS.
Message: Opens a direct message conversation with the selected user.
4. Booking a Meeting Integration
Buyers can book a meeting directly through the widget.
The meeting booking interface is seamlessly embedded within the Dealroom for a smooth experience.
5. Chat and Direct Messaging
Clicking on the chat icon triggers a direct message with the selected person, enabling quick and efficient communication.
Room Owners can choose which collaborators are highlighted in the widget.
Users have control over which contact details and CTAs are visible in each specific room.
Summary
The Sales Team Widget enhances buyer engagement by providing easy access to sales representatives’ contact information, streamlining communication, and supporting meeting scheduling. By leveraging user profile data, it eliminates the need for manual setup and ensures an intuitive, automated experience within Dealrooms. Key contacts are always close at hand for buyers, regardless of where they are in the room.