trumpet

Trumpet: Digital Sales Room & Customer Onboarding Platform is a comprehensive sales enablement platform designed to centralize the buyer journey in a single, collaborative digital space. It combines a configurable Digital Sales Room (Pod) with revenue intelligence, content management, e-signature, and personalized buyer journeys to accelerate deals, improve collaboration, and streamline onboarding and post-sale handoffs.

---

Key Capabilities

• Digital Sales Room: Create centralized Pods for each prospect/deal, hosting all content, demos, mutual action plans, and communications in one shareable link.
• Revenue Intelligence: Real-time engagement signals, stakeholder mapping, and buyer intent insights that help prioritize deals and forecast more accurately.
• Mutual Action Plans: Collaborative roadmaps with tasks, milestones, and deadlines shared with buyers to align on next steps.
• Proposals & Quotes: Create, share, and track proposals and quotes within the Pod; integrate with e-signature for fast close.
• Video & Micro Demos: Embedded videos, screen shares, and micro-demos that personalize buyer experiences and reduce cycle time.
• Personalization & Widgets: Customizable templates, widgets, and content blocks that adapt to buyer needs and company branding.
• Content Management: Centralized control with global updates, permission-based access, and brand-safe distribution.
• E-Signature, Forms & Surveys: Legally binding signatures, form collection, and feedback surveys directly in the platform.
• Integrations: Connects with CRM and other tools to enrich data, automate updates, and maintain a single source of truth.
• Security & Compliance: Enterprise-grade security including SSO/SCIM, granular permissions, password protection, and compliance (SOC 2 Type II, ISO 27001, GDPR).

---

How It Works

1. Create a dedicated Digital Sales Room (Pod) for a prospect or deal.
2. Upload or link all relevant content (presentations, case studies, pricing, security docs, videos).
3. Add mutually agreed action plans, milestones, and timelines inside the Pod.
4. Invite buyers and stakeholders; collaborate asynchronously through comments, voice notes, videos, and live sessions.
5. Track engagement: see who’s viewing what, when, and for how long; uncover key stakeholders and tailor follow-ups.
6. Close and onboard: share live documents, finalize proposals, collect e-signatures, and onboard customers in a centralized space.

---

How to Use Trumpet

• Start by booking a demo or starting a self-guided tour to see a live Pod in action.
• Create a Pod for each deal; populate with content and attach a Mutual Action Plan.
• Invite decision-makers; use comments, video notes, and widgets to guide the conversation.
• Monitor engagement to identify hot deals and adapt content delivery accordingly.
• Use the onboarding template to centralize handoffs, ensure consistent customer experience, and speed time-to-value.

---

Use Cases

• Account Based Selling: One hyper-personalized space per target account with multi-stakeholder visibility.
• Post-Demo Follow-Up: Share a tailored Pod with demos, ROI data, and next steps.
• Customer Onboarding: Centralize mutual actions, training content, and onboarding documents.
• Revenue Intelligence & Forecasting: Track buyer engagement and identify new stakeholders or risks.
• Proposal & Contract Management: Bundle proposals, revisions, and e-signatures in one place.
• Partnerships & Channel Enablement: Shared spaces for partner deals with governance and branding controls.

---

Security, Compliance & Governance

• Enterprise-ready authentication (SSO/SCIM) and automated provisioning.
• Granular permissions and role-based access control.
• Password protection, domain lockdown, and secure sharing.
• SOC 2 Type II, ISO 27001, and GDPR compliance.
• Centralized content management with brand-safe, global updates.

---

Why Teams Choose Trumpet

• Accelerates deal velocity by consolidating content, collaboration, and buyer interactions.
• Improves buyer experience with a single, customizable digital space.
• Provides actionable insights to forecast and prioritize opportunities.
• Delivers a consistent onboarding experience and faster time-to-value for customers.

---

Getting Started

• Take a guided tour or book a demo to see Trumpet in action.
• Sign up and configure your first Pod with your core templates and content.
• Connect your CRM and other tools to automate data enrichment and status updates.

---

Core Features

• Digital Sales Room (Pods) for centralized buyer collaboration
• Revenue Intelligence with engagement signals and stakeholder mapping
• Mutual Action Plans for collaborative deal governance
• Proposals & Quotes with built-in tracking and e-signatures
• Video, micro-demos, and asynchronous collaboration (voice/video notes, comments, screenshares)
• Personalization with widgets and templates
• Centralized content management with global updates and access control
• E-Signature, Forms & Surveys within the Pod
• Rich integrations with CRM and other tools
• Enterprise security: SSO/SCIM, granular permissions, password protection, and compliance

---

Platform Tour, Resources & Support

• Trusted by revenue teams to centralize the buyer journey from first touch to renewal.
• Extensive customer stories and guides, plus a creator program for content excellence.
• Pricing, self-guided tours, and live demos available on the official site.

---

{Note: This is a concise, high-level overview of Trumpet’s Digital Sales Room and Revenue Intelligence platform, intended for tooling catalogs and integration briefs.}