www.vdrguide.com/what-does-a-sales-development-representative-do/
As an advisor, it is crucial to be knowledgeable about the various aspects of the deals you negotiate with your clients. This includes their data rooms. If your client needs an VDR for their M&A deal, a modern interface with granular permissions for documents and a strong team of support could make or break the deal process.
You can find out more about the different providers by reading reviews on sites like Capterra and G2. Be wary of a provider who has many 5-star reviews but only one of them is from a particular field or usage cases.
Make sure you are able to see transparent pricing during your research. Make sure that the plans are clearly explained and know what features are included in each plan and what are added ons. A lack of transparency regarding pricing can result in unexpected costs later on.
Look for a VDR that offers an opportunity for trial. Be sure to test the VDR with your team to determine whether it’s a fit before making a financial commitment. Avoid a provider that doesn’t offer a trial since it may limit your ability to evaluate the product’s capabilities, usability and performance in real-world conditions without having to pay.
Set up demos after you’ve narrowed down your options of providers to get a feel of their customer service and platform. Ask them questions about costs and security as well as integration capabilities. Also ask questions about scalability and ease of use.