(Esc)
Request a personalized free demo
Fill out the form, and we’ll be in touch shortly!
Thank you! We'll get in touch asap!
Close
Your first name*
Your last name*
Your Phone Number
Your company name*
Your work email (ie not gmail, yahoo, ...)*
Send
Close
Home
Product
Product Overview
Integrations
Collaboration
Mutual Action Plan
Sales Mind AI
Personalized Buying Space
Pricing
Solutions
For Sales Leaders
For Account Executives
Churnly Customer Story
Use-Cases
Access more of your buying team
Manage complex sales processes
Don't lose time on wasted opportunities
Accurate Forecasting
Resources
Podcast
Blog
Mutual Action Plan Templates
MEDDIC sales process
Ebook: "The future state of software buying"
5 effective strategies to increase win-rates
Webinar: How to Increase Deal Sizes and Keep Enterprise Opportunities Moving Forward
Company
Customer reviews
Who we are
Press Kit / Media Kit
Open job positions
Book a demo
Product
PRODUCT
Product Overview
A complete personalized buying experience
INTEGRATIONS
CRM Integrations
How dealpad complements your Salesforce, HubSpot, Zoho CRMs
SOLUTION
Collaboration
Centralize all of your deal communications
Mutual Action Plan
Build trust and mutually align with your buyers
Sales Mind AI
Predictive AI for sales teams
Personalized Buying Space
Build engaging buying experiences prospects love
SIGN UP FOR A DEMO
See dealpad in action >
Solutions
TEAMS
Sales Leader
CRO, VP of Sales, Head of Sales
Account Executive
Consistently close more deals
CUSTOMER STORY
Churnly
How Churnly Wins more deals
USE-CASES
Access more of your buying team
Discover your buying committee & engage them in the process
Manage complex sales processes
Build trust and mutually align with your buyers
Don't lose time on wasted opportunities
Stop wasting time on deals that end in no decision
Accurate Forecasting
Forecast with certainty
SIGN UP FOR A DEMO
See dealpad in action >
Resources
PODCAST
3 secrets to closing pipeline
Krysten Conner, Sales Strategist at UserGems
Personalization Vs Relevancy
David Mayer MD & co-founder, Clarify B2B
All Episodes
BLOG
Top 10 Must-Haves
for Executive Sponsors to Buy Your Product in B2B
The Hidden Costs of No-Decision Deals
Why Inaction Is A Silent Killer
All blog posts
RESOURCES
Mutual Action Plan Templates
Free templates to get you started
MEDDIC sales process
Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, and Champion
Ebook: "The future state of software buying"
Are you ready for the shift in buyer-led sales processes?
5 effective strategies to increase win-rates
AE’s guide to deliver quarterly quotas consistently
Webinar: How to Increase Deal Sizes and Keep Enterprise Opportunities Moving Forward
Watch the webinar with Jamal Reimer & Adam Baker
SIGN UP FOR A DEMO
See dealpad in action >
Company
ABOUT
Customer reviews
Our G2 reviews
Who we are
Learn more about dealpad, the people
Press Kit / Media Kit
Dealpad Logos and resources
CAREERS
Open job positions
Join dealpad and build product people love
SIGN UP FOR A DEMO
See dealpad in action >
Pricing
Request demo
MUTUAL ACTION PLAN
CONNECT
YOUR PROSPECTS WITH MUTUAL ACTION PLANS
Plan a collaborative roadmap using Mutual Action Plans.
Align with your buyers on next steps, key dates & milestones to get the deal closed.
QUOTA ATTAINMENT MADE EASY
You’ll have faster access to buyers, better visibility on what they’re doing and full alignment on the close plan
ELIMINATE SLIPPED DEALS
Lock in the close plan & know months in advance when deals will close
CLOSE MORE PIPELINE
Make your sales process the differentiator & get to quota quicker
FORECAST WITH CERTAINTY
Cut optimism out of your forecasting & use real-time deal activity data to forecast
HOW MUTUAL ACTION PLANS WORK
3 main functions of a mutual action plan
1. IDENTIFY WHAT
Establish and agree what needs to be done
2. ENGAGE OWNERS
Identify and engage the owners of the jobs to be done
3. ESTABLISH TIMELINES
Agree achievable deadlines with the relevant owners for each job to be done
FEATURES
Plan a collaborative roadmap using Mutual Action Plans
Build a sales process which is aligned with the organization you’re talking to, which makes both parties working towards the same goal
Share the roadmap with all your stakeholders
Get email notifications when a task has been modified
Download the roadmap as PDF, for easy sharing
Keep everyone on the same page
Set goals and next steps together with your buyer toward closing the deal
Collaborative way to build the plan
Share files directly on tasks
Assign people to a task
Keep on track and avoid delays
Track the progress of your deal, identify which tasks are completed and stay on top of buyer comments.
Assign a close date to the deal
Assign due date to individual tasks
Mark a task as completed
Stay in control
Always be informed and stay on top of all important events that are happening in your deal
Be notified on important events
Bird's eye view across all deals
Be in control with the activity center
TRUSTED BY
TOP PERFORMING SOFTWARE COMPANIES
Discover how you’ll move deals through pipeline and book more revenue, quicker
Book your free product demo
Book your demo
"We've really nailed our sales process using dealpad!"
"Dealpad is great! Easy to use and delivers strong ROI"
"Key to discovering the buying team and their intent"
UNLOCK
MUTUAL ACTION PLANS
Get a personalized demo
Book your free product demo
