Flowla

AI-Powered Deal Room Creation

Flowla allows users to create branded digital sales rooms with all necessary materials for buyers, streamlining the sales process and improving buyer experience.

Automated Sales & CS Workflows

The platform automates follow-ups, proposals, and handoffs, reducing administrative work for sales and customer success teams using AI agents and workflows.

Revenue Pipeline Orchestration

Flowla aims to provide comprehensive management of revenue processes, offering insights and analytics for predictable revenue generation while integrating with existing tools.

• Sales Teams: Utilize Flowla's digital sales room to unite all deal materials, increasing clarity and closing deals.
• Customer Success Managers: Automate Sales-to-CS handoffs using Flowla agents, streamlining onboarding and improving customer satisfaction.
• Revenue Operations: Improve revenue intelligence with Flowla's reports and analytics, gaining insights into deals and optimizing sales processes.
• Marketing Teams: Leverage Flowla's content management to create personalized experiences for clients, building clarity and confidence in sales processes.
• Account Executives: Use mutual action plans in Flowla to collaborate with clients, driving deals forward with clear communication.

What is Flowla?

Flowla is a platform designed to streamline the sales and customer success process. It provides a centralized "deal room" for buyers, uniting all necessary materials in one place. Flowla also leverages AI to automate tasks and move deals forward, from initial contact to closing and onboarding.

What problems does Flowla solve?

Flowla addresses common issues in sales processes such as information getting lost in email threads, lack of stakeholder visibility, and time wasted on administrative tasks. It aims to improve clarity and confidence for clients, automate sales and customer success handoffs, and ensure CRM systems are updated automatically. Flowla helps prevent deals from dying in the post-demo phase.

What kind of automation does Flowla offer?

Flowla automates various tasks including follow-ups, reminders, proposals, and handoffs. The system queues up personalized actions for review, allowing users to approve them with a single click. This automation is intended to free up sales and customer success teams to focus on more strategic activities.

What integrations does Flowla offer?

Flowla offers two-way synchronization with various tools, including HubSpot, Salesforce, and Slack. These integrations aim to allow users to continue using their existing processes and tool stacks without requiring significant changes or adoption time. Explore all integrations on the integrations page.

What are digital sales rooms in Flowla?

Flowla’s digital sales rooms are custom-branded journeys that offer sales and customer success teams a place to unite everything a buyer needs in a single location. This ensures the information is not lost in long email threads.

How does Flowla improve onboarding time?

According to information provided by Flowla, users have reduced onboarding time by leveraging the platform. For instance, one Senior Customer Success Manager noted a 35% reduction in onboarding time, attributing this to Flowla's ability to automatically send client data to their CRM.

Flowla Tutorial

Flowla is a digital sales room and command center designed to streamline sales and customer success processes. It unites necessary materials for buyers and offers AI-driven automation. Flowla aims to improve deal clarity, stakeholder engagement, and sales efficiency.

• Begin by creating a Flowla account or logging into an existing one; use the "Sign up free" or "Login" options at flowla.com.

• Initiate a new "room" for a specific deal or client. This becomes a centralized hub for all related information and interactions.

• Populate the room with relevant content using the "Content Management" feature. This includes proposals, follow-up materials, and onboarding documents.

• Utilize Flowla's AI-powered automation through "Flowla AutoPilot" to schedule follow-ups, send reminders, and trigger other actions.

• Invite stakeholders using a shareable link, ensuring easy access. Track engagement and identify key decision-makers through provided analytics.

• Customize the room using "Digital Sales Rooms" features for branding and user experience. This ensures a professional and personalized buyer journey.

• Employ "Mutual Action Plans" within the room to collaborate with clients and build agreement on key milestones and timelines.

• Use "Flowla Forms" to collect data from clients directly within the room, eliminating back-and-forth emails and centralizing information.

• Review AI-crafted actions in the command center, approving personalized follow-ups and proposals to maintain control and efficiency.

• Connect Flowla to existing tools using integrations such as HubSpot and Salesforce for data synchronization and workflow automation.

• Monitor deal progress and gain revenue insights using "Reports & Analytics" to identify bottlenecks and optimize sales strategies.

• Onboard clients faster using automated handoffs. This automation allows seamless transitions from sales to customer success.

• Leverage the pre-built templates, such as the "Digital Sales Room Template", to quickly establish a professional and effective sales process.

• Analyze the reports and analytics to understand client engagement and identify areas for improvement in the sales process.

• Review success stories to understand how other companies have benefited from using the product.