How to Create Digital Sales Rooms on Buyerstage

Quick summary

A digital sales room in Buyerstage lets revenue teams centralize deal content, invite buyers, and track engagement — all in one collaborative workspace. Sales reps can manage the full buying committee, share resources, set mutual action plans, and access real-time buyer activity insights without leaving the platform.

Steps

1. Create a new sales room by clicking the Create button from the main dashboard.
2. Select a template from the list to define the structure of your room.
3. Select the account you want to associate with the room.
4. Hit the Create button to finalize room creation.
5. Click Invite Buyers to add members of the buying committee to the room.
6. Enter the buyer's email address and select a reason for the invite.
7. Hit the Send Invite button to deliver the invitation.
8. Access the shared resources section to view all content available to buyers.
9. Click the share button to add a new resource for buyers.
10. Select the content you want to share from your library.
11. Hit the Add Resource button to publish the content to the room.
12. Open the Mutual Action Plan to collaborate on deal milestones with buyers.
13. Select an Action Point from the mutual action plan list.
14. Click the due date field to set a due date for the selected action point.
15. Choose the date from the date picker to confirm the deadline.
16. Navigate to the room insights section to access detailed engagement analytics.
17. Open content intelligence to see how buyers are interacting with shared materials.
18. Click the buyer activity tracker to monitor all actions taken by the buying committee.