Deal Desk

AnaplanAppHub
Not applicable
Are your sales reps relying on spreadsheets to look up pricing information for customer quotes? That leaves too much room for pricing and discounting adjustments. Leveraging your CRM data, Anaplan ensures your sales team is productive and efficient by providing them with a standard deal desk process for constructing, pricing, and discounting sales deals. Price and quote with confidence.

Information

Business Function
SalesConfigure Price & Quote Optimization
Industry
High TechHospitalityInsuranceOtherPharmaTelecom
App Last Updated
October 11th, 2015
Size
381 MB
Language
English
Terms & Conditions

App stats

Modules
51
Roles
3
Formulas
359
Reports
8
Complexity
Intermediate

Why Anaplan for Deal Desk?

Import sales opportunities from any CRM system and construct customer quotes with pricing and discounting information. Price and quote with confidence.
View all historical customer quotes with complete pricing and discounting so you can continue to provide standard and consistent quotes.
Standardize the workflow process in Deal Desk for customer quote approvals, including automatic approvals, single-level approvals, and complex multi-level approvals.
Provide sales reps with insight into how pricing and discounting impacts their incentive compensation earnings for a sales deal.

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Import sales opportunities from any CRM system and construct customer quotes with pricing and discounting information. Price and quote with confidence.View all historical customer quotes with complete pricing and discounting so you can continue to provide standard and consistent quotes.