Data Room Features

Effective deal rooms are vital to ensure a smoother transaction enhanced results, and more efficient processes during M&A due diligence, M&A, or other projects-related activities. Virtual data rooms provide the convenience and flexibility of remote access, which reduces travel expenses and making it easier to collaborate. VDRs provide a range of specific features for document management tools, collaboration tools, reporting, and engagement tracking.

The capability to create an individual folder structure according to the requirements of the transaction simplifies the organization process, and the availability of a robust search engine makes it possible to perform precise and efficient information discovery. Metadata lets teams add more details about documents such as authors, dates, and keywords. This enables users to easily discover relevant content, while securing sensitive information from being accessed by unauthorized parties. Furthermore, watermarking ensures that documents are secure and deters distribution to unauthorised users.

Successful business decisions are based on informed decision-making. Dealroom reviews, which gather feedback and information from previous participants in deals, help companies recognize opportunities and risks as well as validate their decision-making and benchmark their performance.

CPQ and DealRoom integration allows to provide professional quotes in a dynamism environment that incorporates real-time pricing, information about the product, and sales collateral to provide offering a seamless experience for customers. The integration also eliminates manual tasks that could slow the selling process, for example rekeying information from a quote into a template document. Furthermore, CRM-based data synchronization allows sales teams to manage their opportunities directly from their CRM, and avoid having to manually update their database. This improves efficiency of sales teams and improves the accuracy of data both in CPQ and a DealRoom.

Cresta Help Chat
Send via WhatsApp