Placeholders - Work even more efficiently with your Deal Room content

The tradeoff between personalized content for each sales process and sales rep efficiency is a constant battle in a digital sales process. In the Deal Room we’ve been able to offer a set of capabilities that greatly helps strike a balance, with standardized templates using toggleable sections and pages.

However, we’ve felt that this could be greatly improved to allow for even more flexibility and efficiency for the sales rep, while the Enablement Manager still has total control over the sales content and process.

How, you might ask? Let us introduce you to Resource Placeholders!

Introducing Placeholders - Work even more efficiently with your Deal Room content

How to add a resource placeholder

Resource placeholders are a great way to simplify room creation for your sales reps, based on the buyer's needs or requests. Here you can easily present a set of resources in a template to choose from when setting up a room.

This can be used to make your content more dynamic and easy to use when setting a room up for publishing. The resources you add here are also linked to the resource, meaning that any update you make to a resource will be applied the next time a template is used.

To add a resource placeholder you need to create a new section.
Scroll down in the list, or search for the Resource placeholder
Click to add it, and the placeholder will be added
Next, click to add content resources
Select the resources you want the owner of the room to choose from
Select Add Content resources
Add a help text to guide the owner of the room to select the right material

Tip: Due to the versatility of the content resource, you can create placeholder setups for entire pages' worth of content, groups of sections, or individual sections on a page.

Good to know: It is possible to preview resources before selecting them, both in setup and usage.

How to add a Video placeholder element

With the video placeholder element, you can choose where you want the room owner to utilize a video. You can also add a manuscript of what should be covered to provide the room participants with the best experience. Here you can:

Record a video
Add a URL link to the video
Upload a video

You can add the video placeholder as a standalone editor section or as an element within an existing editor block. Simply start by clicking on either "Add section" or on the blue [+] symbol and search for or scroll down in the list to find Placeholder: Video
The placeholder will appear and the owner of the room will be asked to upload or record a video. You can also add a help text to guide the owner of the room on what they should convey in the video.
Done!

How to add a Slideshow placeholder

With the slideshow placeholder element, you have the option to choose where the owner of a room should add a custom-created deck, PDF, or Word file.

You can add the video placeholder as a standalone editor section, or as an element within an existing editor block. Simply start by clicking on either "Add section" or on the blue [+] symbol, and search for or scroll down in the list to find Placeholder: Slideshow
The placeholder will appear and the owner of the room will be asked to upload a file. You can also add a help text to guide the owner of the room on what you want them to add.
Done!

How to build a Room Template for Deal room

Action plan for Deal room

Files for Deal room

Push formatted rich text from Salesforce into GetAccept with merge text elements

Manage Collaborators and Participants for Deal room