Digital Sales Room Software – Cloud Ratings Category Report 2023

Read our interactive PDF report:

Digital Sales Room Software - Cloud Ratings

Defining Digital Sales Room Software:

Digital sales room software is a type of virtual platform that facilitates sales and marketing activities for businesses through online channels. This software is designed to provide an immersive, interactive, and secure environment for sales teams, clients, and stakeholders to collaborate, share information, and close deals remotely. It includes features such as document sharing, multimedia presentations, video conferencing, real-time chat, and analytics to help sales teams track and optimize their performance. It also provides a centralized location for storing and organizing all sales-related materials such as proposals, contracts, and marketing collateral. Digital sales room software helps businesses to streamline their sales processes, reduce costs associated with traditional sales methods, and enhance customer engagement and satisfaction.

Cloud Ratings Chart for Digital Sales Room Software:

Over 5,000 customer ratings (inclusive of vendor-supplied NPS data) factored into our category assessment: 

Ranked Digital Sales Room Software vendors included Aligned, Allego, DealHub.io, Dealpad, Dock, EnableUS, GetAccept, Journey.io, JourneyDXP, Recapped, Relayto, and SP_CE

Chart Quadrant Summary:

(Presented Alphabetically by Quadrant)

Leaders – High Market Adoption + High Customer Ratings:

DealHub.io

Relayto

SP_CE

Market Excellence – High Market Adoption:

Allego

GetAccept

Product Excellence – High Customer Ratings:

Aligned

Dealpad

Dock

Enable US

Journey.io

Challenger – Market + Customer Validation:

JourneyDXP

Recapped

Digital Sales Room Software Vendors:

(Presented Alphabetically)

Aligned – Product Excellence

Allego – Market Excellence

Dealhub.io – Leader

Dealpad – Product Excellence

Dock – Product Excellence

Enable US – Product Excellence

GetAccept – Market Excellence

Journey.io – Product Excellence

JourneyDXP – Challenger

Recapped – Challenger

Relayto – Leader

SP_CE – Leader

Methodology:

Cloud Ratings Category Report process combines private vendor responses to our Request For Information (RFI) with publicly visible measures of market adoption and customer satisfaction.

All vendors are presented with the opportunity to complete the RFI. 

The Cloud Ratings RFI focuses on measures of:

  • Customer Satisfaction: Greatest weight is given to internal Net Promoter Score (NPS) data. Why? Certain software vendors are skilled at driving (and often incentivizing) happy customers to submit reviews to popular software directories. This can lead to situations where publicly observable vendor reviews are more favorable than the “silent majority” of customers that do not submit to software review platforms. As such, Cloud Ratings’ use of private NPS data provides a more holistic view of customer experiences. To measure adoption and implementation risk, significant consideration is also given to vendor responses regarding severely negative customer outcomes and retention rates.
  • Market Adoption: The RFI covers a range of traction metrics, including but not limited to revenue, revenue growth, and the current number of customers. Why? Vendors can appear to have an artificially high market share through aggressive marketing spend, public relations, and skillful solicitation of reviews to software directories. Accordingly, Cloud Ratings’ use of RFI-derived information helps provide software buyers with a more realistic view of market adoption.       

Definitions:

Ranked Digital Sales Room Software vendors included Aligned, Allego, DealHub.io, Dealpad, Dock, EnableUS, GetAccept, Journey.io, JourneyDXP, Recapped, Relayto, and SP_CE

Shaded Areas of Category Chart: Each category of software has a unique likelihood of generating business value and positive experiences for customers. Accordingly, Cloud Ratings customizes the shaded surface area for each category as a visual representation of the zones of positive customer outcomes. A category with higher risk or lower satisfaction ratings (like ERP or HR software) will have smaller Zones of Excellence and Zones of Solutions than a safer, higher satisfaction category.  For Digital Sales Room Software, a normalized customer rating score of 4.64 (on a 5.00 scale) was used in setting the Zones’ surface area.  

Zone of Excellence (Light Green): This represents a category’s strongest vendors as reflected by their combination of market share and high customer satisfaction scores.   

Zone of Solutions (Light Yellow): Encompasses vendors with both meaningful marketplace adoption and sufficiently high absolute customer satisfaction ratings.

Notable Vendor: This distinction highlights other vendors identified in the research process as worthy of buyer consideration. Common reasons for Notable Vendors to not be featured in the Category Chart include differing levels of product focus (a secondary feature within a broader suite) or comparatively lower market adoption metrics, especially for earlier-stage companies.      

Momentum: Derived from sources like RFI-sourced vendor growth metrics and buyer search interest, the Momentum indicator compares a category’s growth rate with overall information technology (IT) spending growth. 

Risk: Influenced by RFI-sourced vendor NPS and adverse outcomes data, the Risk indicator compares the risk profile of a software category to software applications generally. The distribution of strongly negative public user reviews also factors into the Risk indicator level.  

Cloud Ratings Disclaimer:

Cloud Ratings research analysis and publications represent opinions – expressed at a specific moment in time – and should not be viewed as statements of fact. 

Cloud Ratings is not responsible for any incorrect information supplied by vendors, customers of vendors, or derived from publicly accessible information. 

Cloud Ratings assumes no liability for damages resulting from the application or usage of information, content, or research. 

Cloud Ratings disclaims all warranties as to the commercial success or outcome of any resulting business activities, vendor selections, or investment decisions from the information provided. 

Cloud Ratings does not endorse any solution or service named in its research.

All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only.

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