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.

Track historical quotes by status and discount percentage to ensure alignment when creating a new quote.
Optimize your quote process with data-driven metrics by account and rep.
Create a PDF export of the quote to send directly to the customer.
Use Deal Desk to submit quote discount percentage for approval.

Information

Business Function

Sales: Configure Price & Quote Optimization

Industry

High-tech, Hospitality, Insurance, Other Pharma, Telecom

Size

381 MB

Language

English

Terms & Conditions

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.