Trumpet

What is Trumpet?

Trumpet is a comprehensive digital sales room platform that enhances buyer engagement and accelerates deal closure by centralizing all sales and onboarding activities in customizable, interactive workspaces called Pods. It enables teams to create personalized, branded environments tailored to each prospect or customer, integrating documents, proposals, videos, and real-time collaboration tools. With features like drag-and-drop editing, custom domains, CRM synchronization, and secure e-signatures, Trumpet supports the entire customer lifecycle from initial contact through onboarding and success management.

Key Features

• Personalized Digital Sales Rooms

  Create fully branded Pods that reflect the buyer’s identity by auto-applying their logos, colors, and fonts from their website URL, making each interaction unique and engaging.

• Intuitive Drag-and-Drop Editor

  Build and customize Pods quickly using over 70 content and integration widgets without any design skills, enabling fast creation of tailored sales and onboarding experiences.

• Secure Collaboration and eSignatures

  Facilitate contract signing and document sharing in a secure, legally compliant environment with instant notifications and bulk send capabilities, streamlining deal closure.

• CRM Integration and Custom Variables

  Sync with major CRMs like Salesforce and HubSpot to auto-populate buyer data and use dynamic fields to personalize content at scale, reducing manual entry and errors.

• Advanced Security and Compliance

  Enterprise-grade security with SOC 2 Type II, ISO 27001, GDPR compliance, plus SSO and SCIM for seamless user management and data protection.

• Built-in Video and Screen Recording

  Record and share personalized video messages, demos, and screen recordings directly within Pods to enhance communication and accelerate sales cycles.

Use Cases

• Sales Engagement : Sales teams use Trumpet to create interactive proposals, share demos, and track buyer engagement, improving response rates and shortening sales cycles.
• Customer Onboarding : Customer success teams centralize onboarding materials, training videos, and mutual action plans in one place to ensure smooth transitions and faster time-to-value.
• Marketing and Account Management : Marketing and account managers deliver personalized content and updates to clients, maintaining engagement and supporting upsell or renewal conversations.
• Collaboration and Communication : Teams leverage built-in chat, voice and video notes, and multi-person calls within Pods to keep all stakeholders aligned and informed throughout the deal or project lifecycle.

FAQs