What you can do:
Each team shares a common workspace with all associated data. This contributes to collaborative sales and goes beyond individual ownership.
Change from one workspace to another in one click on the top of the screen, account and contacts are shared across the whole organization, activities & deals are private to each team workspace.
For each team you can specify your own labels: Name it a deal, an opportunity, a project… your team will be able to personalize each label, fields and statuses.
Star your favorite deals or the ones you’re personally active on. Personalize your list view with quick filters.
Global search: anything, any field, always on top of your screen.
Collaborative comments: share thoughts, links to files or quotes, anything related to each deal with your whole team. It will build up an extensive thread of valuable information easily accessible.
Drag-and-Drop across 4 steps. We consider that more is not helpful to close things faster and dilutes the discussions. There’s one initial status, an intermediary showing progress, a quote/negociation to focus on closing and two final options.
To categorize more specifically, we offer hashtags that help filtering and segmenting your pipe.
Deal contacts: select which of your account’s contacts are the most relevant people for your deal. Initiate an email or place a call from the list.
What you can’t do:
Add more objects. Each workspace is focused on flowing deals/projects/opportunities across 4 steps. This brings a standard experience and simplifies integration.
Change the look&feel: we standardize to optimize. If anything doesn’t fit your perspective please let us know to understand how we can improve.
File storage: We only allow reference links in the context of each deal. We don’t store enterprise documents, you’re already covered with Teams / Box / Google Drive…
How you can extend Stood capabilities:
Build specific dashboards across all teams with Looker, PowerBI or Tableau.
Integrate with your own Customer Data Platform or with any Cloud database. Connect Databricks or GCP BigQuery natively.
Create specific automations as backend processes within your own Cloud (GCP, Azure or AWS).
Synchronize with any marketing, lead nurturing or customer engagement platforms like Adobe Cloud, Batch or Salesforce Marketing Cloud.