<!--
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  Canonical URL: https://www.ept.ai/solutions/deal-room/
  Last modified: 2026-05-04
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<Component name="PageMeta">
title: "Deal Room for B2B Tech Sales Reps | ept AI"
lastUpdated: "2026-05-04"
route: "/solutions/deal-room"
description: "Deal Room gives B2B tech sales reps pre-call plans, cited answers, and cross-sell signals grounded in their real accounts."
products: ["Deal Room"]
owner: "rob@ept.ai"
kpis: [
]
</Component>

---

<Component name="HeroSection">
layout: "text-left-animation-right"
h1: "Run every account like it's your top account."
subhead: "Deal Room handles the research, prep, and monitoring you'd do for your biggest deal — across all of them. So every meeting starts with the context the job actually needs."
imageBrief: "Deal Room workspace showing a pre-call plan tab with objectives, hot buttons, watch-outs, a cross-sell signal card, and an AI chat grounded in a real Novanta account."
imagePath: "/images/pages/sales_ai.png"
altText: "Deal Room workspace with a pre-call plan, cross-sell signals, and cited AI answers for a live account"
ctaPrimary: "See it with a real account"
ctaPrimaryUrl: "https://go.ept.ai/meetings/eptai-demo/ept-ai-demo"
ctaSecondary: "How it works"
ctaSecondaryUrl: "/platform/overview"
embeddedMetrics: [
]
</Component>

---

<Component name="LogoStrip">
title: "Used by reps at"
logos: [
  { name: "TDK Lambda", logo: "/images/brand-icons/tdk_lambda.svg" },
  { name: "Synaptics", logo: "/images/brand-icons/synaptics.svg" },
  { name: "Liquid Instruments", logo: "/images/brand-icons/liquid_instruments.png" },
  { name: "EG4", logo: "/images/brand-icons/eg4.png" },
  { name: "Novanta", logo: "/images/brand-icons/novanta.svg" }
]
</Component>

---

<Component name="UseCaseStories">
title: "Different reps. Different hardest problem."
subtitle: "Three places the prep work doesn't fit into the week."
stories: [
  {
    useCase: "Sunday night, 9pm",
    title: "Rebuilding prep notes from scratch.",
    scenario: "CRM is stale, email threads are everywhere, and an hour later you still aren't sure your prep is good enough for the call tomorrow.",
    solutionLabel: "With Deal Room",
    solution: "Your pre-call plan is already built. Review it in 5 minutes on your phone in the taxi.",
    outcome: "→ You go in prepped and ready.",
    icon: "clock"
  },
  {
    useCase: "In the meeting",
    title: "Trying not to say \"I'll get back to you on that\" again.",
    scenario: "A competitor you don't recognize comes up, the customer asks a technical question you half-know, and pricing context isn't in front of you.",
    solutionLabel: "With Deal Room",
    solution: "Ask the AI in real time and get specific answers grounded in your catalog and their history.",
    outcome: "→ You stay in the conversation instead of punting the hardest moments.",
    icon: "message-square"
  },
  {
    useCase: "Six months into an account",
    title: "Picking up a big account gone cold.",
    scenario: "There may be a cross-sell opportunity across another division or product line, but connecting the dots takes time you don't have.",
    solutionLabel: "With Deal Room",
    solution: "Cross-sell signals surface automatically, before the call even starts.",
    outcome: "→ You see the opportunity before it slips by again.",
    icon: "search"
  }
]
</Component>

---

<Component name="CapabilitiesConsole">
title: "Four things that used to take hours. Now they just happen."
subtitle: "One workspace per account. Pre-call prep, cross-sell signals, real answers, and account history — all done before you sit down to your week."
features: [
  {
    title: "Pre-call plan, without the prep work",
    description: "Deal Room reads your emails, CRM history, and deal context to generate objectives, stakeholder hot buttons, risk flags, competitive context, and next steps for this specific account.",
    benefits: [
      "Not a template - the actual plan for this account",
      "Review it in minutes before the meeting",
      "\"Generated a full negotiation analysis for a 5% cost reduction demand in a single session.\""
    ],
    icon: "/images/icons/target.svg"
  },
  {
    title: "Cross-sell you would not have spotted",
    description: "It maps the customer's architecture against your full catalog across divisions and product families, so opportunities hiding in plain sight surface automatically.",
    benefits: [
      "430 cross-sell signals from 30 deal rooms in 10 weeks",
      "Find opportunities across business lines you do not normally touch",
      "See what is there before the call starts"
    ],
    icon: "/images/icons/trending-up.svg"
  },
  {
    title: "Ask it anything, get a real answer",
    description: "Ask how your product compares to a competitor, what the customer said about pricing last year, or which SKU fits the application and get cited answers grounded in your catalog and customer history.",
    benefits: [
      "Specific answers, not generic LLM filler",
      "Sources cited so you can check the reasoning",
      "\"Summarized a 20-page RFP into a 1-page exec brief in one session.\""
    ],
    icon: "/images/icons/search.svg"
  },
  {
    title: "Stop rebuilding context every time",
    description: "When an account goes quiet and then comes back to life, the history is still there - so you do not have to carry 30 accounts in your head or restart every handoff from zero.",
    benefits: [
      "Everything is there when you pick the account back up",
      "5-10h saved per deal handoff",
      "Handoffs do not start from scratch"
    ],
    icon: "/images/icons/clock.svg"
  }
]
</Component>

---

<Component name="CustomerQuotes">
title: "What sales people are saying."
quotes: [
  {
    quote: "Elevates our consultative selling, gives us confidence in our positioning and a clear competitive edge. We're faster, smarter, and have more strategic wins.",
    author: "Tom Wichert",
    title: "VP Sales",
    company: "TDK Lambda"
  },
  {
    quote: "There's so much information out there, but that's actually the problem. This puts it into a box that's manageable — so instead of drowning in research before a meeting, you're focused on what's actually going to make a difference. It saves a lot of time.",
    title: "Senior Director of Sales",
    company: "Global Semiconductor Company"
  },
  {
    quote: "I've gotten three or four first meetings with companies we'd never spoken to before, and this tool is how I got them. I tell everyone on my team to use it. It finds contacts who aren't on LinkedIn. It opens doors that just weren't open before.",
    title: "Sales Manager",
    company: "Global Industrial Supplier"
  }
]
</Component>

---

<Component name="MetricGrid">
title: "More pipeline. Less prep time. Reps who stick with it."
metrics: [
  { metric: "Pipeline expansion from 30 deal rooms in 10 weeks", result: "2x", url: "/solutions/deal-room", "product": "Pipeline"},
  { metric: "Saved per week for active users", result: "5-10h", url: "/solutions/deal-room", "product": "Efficiency" },
  { metric: "Of reps actively using Deal Room after 10 weeks", result: "100%", "product": "Usage", url: "/solutions/deal-room" }
]
</Component>

---

<Component name="FiveStepDealFlow">
eyebrow: "How it works"
title: "Set it up once. It runs from there."
subtitle: "After that, the work happens in the background. Every email you forward, every meeting you take, makes the next one sharper."
steps: [
  {
    id: "connect",
    meta: "~20 min",
    title: "Connect your accounts",
    description: "Connect CRM and email (optional), then pull in history for the accounts you pick.",
    cta: { label: "See integrations", href: "/platform/overview" }
  },
  {
    id: "forward",
    meta: "Ongoing",
    title: "Forward emails as you go",
    description: "Any customer email you forward makes the room smarter without creating another place you have to log updates."
  },
  {
    id: "check-in",
    meta: "~5 min",
    title: "Check in before every meeting",
    description: "Review the pre-call plan, scan the cross-sell tab, and ask anything you need before you walk into the meeting."
  },
  {
    id: "compound",
    meta: "Compounds",
    title: "It gets better over time",
    description: "After a few months, Deal Room becomes the deepest account intel you have ever had because it keeps compounding on the work you're already doing.",
    cta: { label: "See it on your account", href: "https://go.ept.ai/meetings/eptai-demo/ept-ai-demo" }
  }
]
</Component>

---

<Component name="BenefitsGrid">
title: "Inside a Deal Room"
subtitle: "The four key capabilties reps use before calls, during calls, and when an account wakes back up."
benefits: [
  {
    icon: "/images/icons/target.svg",
    title: "Pre-Call Plan",
    description: "Objectives, hot buttons, risk flags, competitive context, and next steps for your next meeting."
  },
  {
    icon: "/images/icons/trending-up.svg",
    title: "Cross-Sell Signals",
    description: "Opportunities across your full catalog and the customer's architecture, surfaced automatically."
  },
  {
    icon: "/images/icons/search.svg",
    title: "Account Intel",
    description: "Live signals layered on top of CRM - executive moves, news, competitive context, and account history."
  },
  {
    icon: "/images/icons/bot.svg",
    title: "AI Chat",
    description: "Ask anything and get answers grounded in your catalog and customer history, with sources cited."
  }
]
</Component>

---

<Component name="SecurityList">
title: "Questions worth asking before you try anything new."
backgroundColor: "#F3F8FF"
items: [
  {
    title: "\"I don't have time to learn another tool.\"",
    description: "Your first Deal Room takes about 20 minutes. After that, you mostly forward emails, review the prep, and ask questions. No extra data entry. No new system to live in."
  },
  {
    title: "\"What if it gives me the wrong answer?\"",
    description: "Every answer shows its sources so you can check the reasoning. There are 100+ quality checks per answer. It is not infallible, but it is accountable."
  },
  {
    title: "\"Is my customer data actually private?\"",
    description: "Your data never trains ept AI's models. All Deal Room data stays isolated and proprietary. On-premises deployment is available when required."
  },
  {
    title: "\"Will I actually still be using this in three months?\"",
    description: "100% of reps are actively using all core features at week 10 in our typical pilots. Teams don't abandon tools that make the job easier every week."
  }
]
footerText: "Private by default, source-cited answers, and built to work with the CRM and email you already use."
</Component>

---

<Component name="VideoEmbed">
title: "See a real Deal Room"
subtitle: "A short walkthrough of a live account workspace - pre-call plan, cross-sell signals, and cited AI answers."
provider: "vimeo"
videoId: "1186051967"
aspectRatio: "16:9"
maxWidth: "medium"
expandable: true
expandLabel: "Watch the 2-minute Deal Room walkthrough"
</Component>

---

<Component name="FAQBlock">
eyebrow: "Deal Room FAQ"
title: "What sales leaders ask about Deal Room"
items: [
  {
    question: "What is a Deal Room, exactly?",
    answer: "A Deal Room is a live AI workspace for a single account. It maintains a continuously-updated Living Profile of that account — stakeholders, deals, products in use, cross-sell signals, competitive notes — and lets reps ask cited questions, generate pre-call plans, and see cross-sell alerts tied to real pipeline."
  },
  {
    question: "How long does it take a rep to get value?",
    answer: "Minutes. A rep can open a Deal Room on an existing account and run a pre-call plan before their next meeting. First setups take around 20 minutes; at week 10 of a 12-week pilot at Novanta, ~100% of reps were still using it and we had surfaced 430 cross-sell signals across 30 rooms."
  },
  {
    question: "Does it replace our CRM?",
    answer: "No. Deal Room reads from and writes back to your CRM. It is the intelligence layer your reps live in day to day; your CRM remains the system of record."
  },
  {
    question: "How does it prevent hallucination?",
    answer: "Every answer is grounded in your connected systems — CRM, email, documents, product data — and every response carries inline citations back to the source record. Reps can click through to verify before acting."
  },
  {
    question: "What integrations are required?",
    answer: "Demo-ready with minimal integration. Production deployments connect to Salesforce or HubSpot, email/calendar, and your document stores (Google Drive, SharePoint, Confluence). OAuth and webhooks cover the rest of your stack."
  },
  {
    question: "Is it secure enough for enterprise deals?",
    answer: "Deal Room runs in private cloud or on-prem, respects existing role-based access controls, and never uses your data to train shared models. Full security posture is available under NDA."
  }
]
</Component>

---

<Component name="CTA">
backgroundImage: "/images/feature_highlight.png"
backgroundColor: "transparent"
headline: "See your first Deal Room with an account you're actually working."
copy: "Bring a real account to the demo. We will generate a pre-call plan live so you can see exactly what you would be walking into your next meeting with. No commitment and no integration required."
ctaText: "Request a demo"
ctaUrl: "https://go.ept.ai/meetings/eptai-demo/ept-ai-demo"
ctaSecondary: "See the full platform"
ctaSecondaryUrl: "/platform/overview"
dataEvent: "cta-deal-room-demo"
</Component>