Deal Desk
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Deal desk is a place where complex high value deals can be discussed between sales finance and product.
Deal desk. This role will interact with almost every function in the company such as sales sales ops finance accounting competitive intelligence legal and product while this person has daily responsibility to run the deal desk it is a. If your organization sells complex high value deals a dedicated deal desk can make your life a lot easier. The typical deal desk includes leaders in sales product finance and customer success who meet to review information about the deal in consideration.
A deal desk gathers all important stakeholders and information in one single place and often includes representation from the sales team finance legal product marketing customer. In general organizations that effectively use this tool are empowered to move faster increase revenue velocity. This position works collaboratively with the field and internal organizations such as legal finance support and sales ops to.
A deal desk is an approvals process in the sales cycle that ensures new deals particularly non standard ones align with sales and product strategy. Intelligent growth explore the models and frameworks sales marketing and product leaders use to help their organization make better decisions execute with precision and. This is part of the opportunity to close process that aligns pricing revenue structure and risk with an organization s sales strategy the following are common elements of a deal desk.
Deal desks give field sales teams the tools they need to configure price and quote deals and help them coordinate all the teams that ultimately approve and finalize a sale. Deals submitted to the desk should be tracked for metrics such as turnaround time win rates cycle times average deal size profitability and pricing compliance. A deal desk manages sales proposals negotiation and contracts with customers.
The deal desk process. The director of deal desk will report into the svp finance and build the deal desk function from the ground up. Deal desks don t handle all sales deals.
A high level of authority and empowerment to make decisions are two critical attributes of a deal. How initial confrontation creates peace. Deal desk analysts are responsible for supporting the field teams in structuring deals leveraging pricing strategy quote management facilitating contract reviews and managing the overall quote to cash processes.
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