Coming Soon! Interactive Deal Rooms 🛋️

About This Feature

Deal Rooms are flexible, powerful, and shareable product experience and deal management hubs designed to align sellers and buyers throughout every stage of the sales cycle.

Deal Rooms provide a centralized hub for product-led selling—enabling rich, interactive product experiences from first touch to closed deal.

Snapshot 📸

• Feature Status: Add-On Feature
• Role Access:
  • Base Deal Rooms: Admin, Editor
  • New Deal Rooms: Admin, Editor, Presenter
• Location: Walnut Library, Deals

Key Features

All the features of Advanced Playlists & Playlist Insights, plus:

• Seamless CRM Integration: Instantly connect Deal Rooms to Salesforce Opportunities or HubSpot Deals.
• Tab, Click, Done: Navigate with ease using the new advanced pages tab navigation.
• Mutual Action Plans (MAPs): Build and track MAPs directly within your Deal Room.
• Real-Time Collaboration: Sellers and stakeholders can update MAPs live—no back-and-forth needed.

How Deal Rooms Work

You can create a Deal Room in one of two ways:

• From a base – A base is a reusable Deal Room blueprint that ensures consistency across your pipeline and team workflows. For example, a base Deal Room might be titled “Crunchy AI Pre-Sales Base” and include an intro video, core demo links, pricing FAQs, and a pre-filled Mutual Action Plan to accelerate setup.
• As a one-off – A fully custom Deal Room created from scratch for a specific opportunity or unique use case.

Once created, each Deal Room can be tailored to the opportunity by:

• Adding personalized content – Embed demos, PDFs, Google Docs, videos, and relevant links.
• Sharing with key stakeholders – Share with collaborators from both your internal team and the buyer’s side.
• Collaborating in real time – Use the Deal Room as a shared space to maintain alignment and drive momentum.

Quick Start Guide

Create a Base Deal Room

1. Click the New button in the Walnut Library and select Deal room.

   

2. Add your first deal room asset by clicking a content placeholder and selecting an asset type.

   

3. ⚠️ Important: Click the Create button in the upper right corner of the deal room to save your new deal room.

   

4. Continue building your deal room by adding additional assets.
5. Add additional pages by clicking the plus icon in the tab navigation bar.

   

6. Be sure to save your work as you build by clicking the Save button in the upper right corner.

7. To set your new deal room as a base deal room, toggle the Set as base toggle ON.

   

Create a Deal Room for a Specific Opportunity or Deal

1. Navigate to the Deals section in Walnut.

   

2. Select an Opportunity or Deal from the Deals view.

   

3. Click the Create a deal room button.

   

4. From the dropdown menu, select the deal room base you want to use as your blueprint. Your new deal room will be created using the selected base, and can then be customized for the specific opportunity.

   

Create a Custom Deal Room

1. Click the New button in the Walnut Library and select Deal room.

   

2. Add your first deal room asset by clicking a content placeholder and selecting an asset type.

   

3. ⚠️ Important: Click the Create button in the upper right corner of the deal room to save your new deal room.

   

4. Continue building your deal room by adding additional assets.
5. Add additional pages by clicking the plus icon in the tab navigation bar.

    

6. Be sure to save your work as you build by clicking the Save button in the upper right corner.

FAQs

If I Change or Edit a Base Template, Will It Affect Live Deal Rooms That Were Created From It?

• No. Once a Deal Room is created from a base template, it becomes independent. Any changes made to the base will not impact existing Deal Rooms that were created from it.

Where Can I Find Analytics for My Deal Rooms?

• You can access Deal Room insights in Walnut Insights, under the Playlists tab. If your Deal Room is connected to a Salesforce Opportunity or HubSpot Deal, session data will also surface directly within your CRM—giving you visibility into engagement right where you manage your pipeline.

Can You Connect a Deal Room to an Opportunity or Deal After It’s Been Created?

• Not at this time. To link a Deal Room with a Salesforce Opportunity or HubSpot Deal, it must be connected during the initial creation process. For step-by-step instructions, see Create a Deal Room for a Specific Opportunity or Deal.