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It’s Not What You Sell but How You Sell: The Power of Digital Sales Rooms native to Salesforce.

December 7, 2023

In the fast-paced and ever-evolving landscape of B2B marketing and sales, staying ahead of the competition requires innovative tools that not only make it easier to sell, but even more important – make it easier for your customers to buy.

Smart Rooms is the only Digital Sales Room (DSR) built native to Salesforce CRM – the “gold standard” of CRM systems. Partnering with Salesforce via an OEM license for Experience Cloud, JourneyDXP has developed the most complete Digital Sales Room in the market. Client-facing teams can share content and collaborate with external contacts in a personalized, B2C-like customer experience.

Smart Rooms is a “system-of-engagement,” designed to support how customers buy by delivering the right information, to the right people, at the right time. In this blog post, we’ll delve into the JourneyDXP/Salesforce Partnership and the significance of having a Digital Sales Room built native to your Salesforce org.

Digital Sales Rooms and Salesforce

Smart Rooms, integrated seamlessly with Salesforce, empowers your sales team to deliver personalized and engaging customer experiences. With access to comprehensive customer data stored in Salesforce, your sales representatives and account managers can tailor their interactions based on the overall account strategies as well as individual client preferences and behaviors.

The ability to create personalized Smart Rooms for clients, complete with tailored content and messaging, goes a long way in fostering meaningful connections. This personalized touch not only enhances customer satisfaction but also increases the likelihood of successful new customer acquisition, greater retention, more successful cross-sell, and account expansion.

Native Salesforce Integration

One of the primary advantages of Smart Rooms being built native to the Salesforce platform is the seamless integration it offers. The Smart Room application is a Managed Package, quickly and easily downloaded from the AppExchange directly into your Salesforce ORG. By operating within the Salesforce environment, Smart Rooms becomes an integral part of your existing Salesforce workflows and configurations eliminating the need for disjointed tools or complex integrations. This streamlined approach ensures your sales and marketing teams can effortlessly access and utilize Smart Rooms leveraging your established processes.

Native integration optimizes efficiency and enables your teams to spend more time doing what they do best – developing opportunities and closing deals. With all pertinent information residing within the Salesforce ecosystem, Smart Rooms becomes a natural extension of your CRM, enhancing collaboration and coordination across teams.

Salesforce Sales Cloud and Experience Cloud

In the dynamic sales realm, real-time data is crucial for making informed decisions. Smart Rooms ensures that your data is synchronized in real-time. Smart Rooms comes with an OEM license of Salesforce Experience Cloud and any updates, interactions, or changes made within Smart Rooms are instantaneously reflected in your Salesforce CRM and Sales Cloud.

This unique level of integration is preferred by organizations looking to simplify their tech stack. It is invaluable to sales professionals who require up-to-the-minute insights into customer interactions and engagement. Whether it’s tracking document views, monitoring client interactions, or gauging overall engagement metrics, Smart Rooms provides a comprehensive and real-time view of your customer activity and sales pipeline.

Enhanced Security Measures

Security is a paramount concern for businesses dealing with sensitive client information. Smart Rooms inherits the robust security measures of the Salesforce platform. Salesforce is known for its industry-leading security standards, including encryption, identity management, and multi-factor authentication.

By leveraging the security infrastructure of Salesforce, Smart Rooms ensures that your data, confidential sales materials, and client communications are protected at the highest level. This not only instills confidence in your clients but also ensures compliance with various data protection regulations.

Scalability and Flexibility

As your business grows, so do your sales and marketing needs. Smart Rooms provide the scalability and flexibility required to adapt to evolving business requirements. Whether you’re onboarding new team members, expanding your client base, launching innovative marketing campaigns, or engaging partners, Smart Rooms seamlessly scales to meet your demands.

The flexibility of Smart Rooms within the Salesforce ecosystem allows for easy customization, ensuring that the solution evolves with your business. This adaptability is a key differentiator, especially in a market where agility and responsiveness are crucial for sustained success.


The importance of a Digital Sales Room solution like Smart Rooms being built native on Salesforce cannot be overstated. The seamless integration, real-time data, enhanced security measures, personalized customer experiences, and scalability make Smart Rooms a powerhouse for modern B2B sales and marketing teams.

By choosing Smart Rooms, you’re investing in cutting-edge technology that improves customer engagement and builds relationships and trust. Elevate your sales strategy, streamline workflows, and deliver unparalleled customer experiences with Smart Rooms – the ultimate Digital Sales Room solution for Salesforce users.

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