Roobrik Transformed Their Post-Demo Sales Engagement With Arrows Sales Rooms
22%
10%
23 hours/week
Implementing this solution led to noticeable efficiency gains across the board. Not only did our team save hours every week, but customers reached their milestones faster, and the long-term engagement benefits are already visible.
Roobrik provides decision-support surveys and chat solutions to engage and convert prospects in senior living and healthcare verticals.
Sales & Marketing Tech
Louisville, KY, US
November 2013
51-200 employees
The Challenge: Lost Control of Post-Demo Narrative
Evan Friedkin, Head of Business Development at Roobrik, faced a critical challenge in their B2B SaaS sales process. While their demo phase was well-structured, the crucial post-demo period—where most sales actually happen—lacked the same level of strategic control.
Evan explains:
"Majority of the sales doesn't happen on the demo. It happens after the demo. The opportunity I saw was how do I make sure that I'm in control and my team is in control of the narrative that's happening when we're not there."
Previous Attempts
Roobrik had previously implemented another digital sales room solution, but it wasn't delivering the seamless experience they needed.
They recognized that the traditional approach of sending scattered follow-up resources and generic collateral wasn't serving their prospects effectively.
The Arrows Solution
After seeing how successfully their onboarding team was using Arrows, Evan realized something crucial: onboarding doesn't start after the sale—it starts from the very first interaction. This realization led him to implement Arrows sales rooms across their entire sales process.
The transition was remarkably smooth. As one Account Executive noted after creating their first room: "Oh, that's it? That was a lot faster than I had expected."
The Change
With Arrows, Roobrik transformed their post-demo process from a generic "feature and resource dump" into a dynamic, collaborative workspace. Key changes include:
- One-click room creation directly from HubSpot
- Customized content delivery based on specific prospect conversations
- Integration with HubSpot for seamless data flow
- Activity tracking to inform deal scoring and follow-up strategies
The Results
Within minutes of receiving their first Arrows sales room, a prospect responded:
"Love the shared workspace format. Very efficient for storing all relevant info specifically for us."
Beyond individual reactions, Roobrik has seen broader benefits:
- Enhanced buyer experience: "our buyers were not typically getting a sales experience that is so unique to them and dynamic based on the conversations we've had," says Evan.
- Streamlined sales process: the sales process has evolved from generic follow-ups to a strategic project management approach.
- Unified customer journey: Roobrik now delivers a consistent experience from first touch to ongoing customer success.
Looking Forward
Roobrik continues to innovate with Arrows, using room activity data to inform deal scoring and trigger targeted follow-up workflows. As Evan puts it:
"Building an entire external prospect or client facing process around [Arrows] is probably the single most important thing we can be doing to make sure that every interaction they have with the Roobrik brand is as good as can be."
The partnership with Arrows has proven particularly valuable due to the team's responsiveness and willingness to collaborate on new features. "The biggest differentiator is how willing your team is to work with my team to make sure that we're getting what we need," Evan notes.
Get a personalized Arrows walkthrough with our team and discover how Arrows can elevate your sales process to the next level!
