Ditch the Inbox: Why You Need More Than Email to Close B2B Deals

Email continues to lead as the preferred outreach channel, say 80% of sales reps. Rightly so, as email-only sequences yield significantly higher engagement than call-only outreach. While that might work at the start, given that 86% of deals stall along the sales cycle, sellers need to explore other communication tactics to maintain deal velocity.

Because email outreach also delivers a less positive experience: fragmented email threads with scattered quotes, disconnected documents, and unclear next steps. Suddenly email looks less like hitting the gas and more like hitting the brakes.

If your team is still trying to close complex, multi-stakeholder deals through this friction-laden process, don’t be surprised that it isn’t working. So, what’s the alternative to email-centric sales?

Picture a sales team using a single platform for centralized governance, approval workflows, and automated renewals. Now, add buyer collaboration, with back-and-forth redlining and a deal document library. That’s where DealHub CPQ and DealRoom come in, providing a unified, quote-to-cash workflow and digital sales room for greater alignment, compliance, and efficiency.

The Problem: Why Traditional B2B Sales Processes Fail Modern Buyers

80% of B2B buyers want a B2C buying experience. Think Amazon, characterized by instant access, full transparency, and an effortless path to decision-making. Instead, deals stall due to complicated sales-side processes and a reliance on overwhelming, infinite email chains. The result: lost opportunities and unhappy buyers.

In this sea of disorder, the sales teams that close deals will be the ones that stand out by making communication and engagement entirely friction-free for their buyers.

CPQ + Digital Sales Rooms: Aligning Buyers and Sellers for Faster Wins

Today’s fast-moving, omnichannel marketplace requires quoting that’s fast and flexible to seize opportunities before competitors do. CPQ is the engine that turns sales strategy into revenue, enabling faster deals, higher margins, and quoting that moves at the speed of your market.

Enhancing your CPQ with a digital sales room (DSR) further improves the buyer-seller dynamic by creating an interactive workspace tailored to each deal. Unlike traditional document-sharing, DSRs gather quotes, contracts, presentations, videos, chat, and action plans in one continuously accessible, version-controlled environment. Buyers and sellers don't simply exchange files—they collaborate. Documents update in real-time, milestones are transparent, and every stakeholder sees the same, current information. This shared space accelerates deal progress, aligning all parties on a unified narrative and eliminating the friction caused by fragmented communication.

Turning Every Deal into a Branded, Buyer-Ready Experience

CROs are going beyond only optimizing conversion to curating how their brand shows up in every deal. DealHub unifies CPQ with an integrated digital sales room to deliver a fully branded, governed, and buyer-centric selling environment. Providing more than quote-to-close efficiency, sales teams own the buyer experience from first interaction to final signature.

• Branded Digital Sales Room: present every proposal, contract, and touchpoint in a secure, personalized space that reflects your brand, not just your pricing.
• Live Buyer Collaboration & Signals: engage stakeholders through real-time chat and embedded mutual action plans. Trigger alerts via Slack, email, or CRM the moment buyer behavior changes, ensuring teams act on urgency, not assumption.
• Centralized Content Hub: house all deal materials, including pricing, legal, assets, and video, in a single, version-controlled location with permissioned access across stakeholder groups.
• Built-In eSignatures: accelerate agreement with native and DocuSign-powered eSignature flows, including multi-signer support and on-the-fly flexibility to adjust to each deal’s dynamics.
• Dynamic Buyer Data Capture: collect critical buyer inputs at each stage through embedded forms that sync directly with CRM and ERP, minimizing tab switching, dual entry, and lost context.

This breadth of capabilities, particularly centralization, automation, and integration, gives teams a competitive advantage in their GTM workflow.

Implementation and Adoption Considerations

Within weeks, teams can be up and running with DealHub CPQ thanks to a no-code configuration and an intuitive design. Best practices for going live include:

• Supportive kickoff: guided onboarding and proactive enablement from DealHub’s implementation team sets the tone early, shortening time to value.
• Revenue team alignment: involve Sales, Legal, and Finance early. DealHub supports governed flexibility, so rules and workflows reflect your reality.
• Governance without IT dependency: create branded templates, workflows, and approval paths using low-touch configuration, without routing every change through IT.
• Friction-free training: reps learn by doing, leveraging the intuitive UI to onboard through real sales experiences, often right after a customer call.
• Adoption champions embedded in sales: because peer validation builds trust faster than top-down mandates, identify 1–2 frontline sellers to pilot the platform and evangelize usage internally.
• Built‑in momentum: interaction analytics are immediate, so sellers discover their value the moment they share their first DealRoom link.

DealHub’s setup is a sales enabler. “DealRoom is the way of the future for quoting,” says Kevin Must, Director of Commercial Tech Stack at Cold Jet. “Sales loves it.” Reps don’t need to toggle between tools: DealHub CPQ lives directly in Salesforce, Dynamics, HubSpot, or Freshworks. That embedded experience, paired with live alerts via Slack or email, drives continuous usage and ensures consistent adoption.

ROI Analysis: The Impact of Enhanced Collaboration

With DealHub CPQ and DealRoom, key performance indicators shift dramatically:

• Quote turnaround time drops: reps cut time up to 80% when creating new quotes, reaching buyers faster than competitors.
• Sales quality improves: greater first-pass accuracy on quotes, thanks to guided selling prompts and smart governance.
• Deal velocity accelerates: some deals close 50% faster when buyers can engage collaboratively in a digital sales room.
• Buyer engagement scores increase: live analytics show deeper and broader content consumption.
• Productivity gains: sellers spend less time wrangling content or chasing attachments, freeing time for strategic selling.
• Buyer satisfaction rises: when stakeholders feel part of a transparent, empowered process, closing confidence improves.

The Future of B2B Sales Collaboration

Digital sales rooms are not a passing trend, but are the inevitable evolution of B2B selling. As buyer expectations rise for seamless, transparent, collaborative digital environments, the traditional model of “sales = meetings + emails” grows increasingly untenable. Platforms like DealHub unlock a new era: the continuous collaborative experience.

For sellers, this means turning every deal into a dynamic ecosystem; for buyers, it means real-time access, transparent milestones, and proactive support. Ultimately, DealRoom transforms stalled email chains into deal-driven digital environments. Combine that with the powerful DealHub CPQ, and sales teams are equipped to win in an era of empowered, sophisticated buyers.

Final Take

DealHub CPQ is a paradigm shift. It replaces disjointed email chains with unified, intelligent deal rooms where collaboration occurs in real-time, and insights replace guesswork. With embedded workflows, engagement analytics, and tight CRM alignment, DealHub accelerates deals and amplifies buyer trust. In a landscape where B2B deals flounder from manual processes and overwhelmed inboxes, DealHub CPQ and DealRoom eliminate sales friction and obstacles to improve the likelihood of repeatable deal closings.