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.
在formation
Business Function
SalesConfigure Price & Quote Optimization
在dustry
High TechHospitalityInsuranceOtherPharmaTelecom
App Last Updated
October 11th, 2015
大小
381 MB
Language
English
应用程序数据
模块
51
Roles
3
Formulas
359
Reports
8
复杂性
在termediate
Why Anaplan for Deal Desk?
- Track sales opportunities and associate customer quotes
- View historical customer quotes
- Establish workflow process for customer quote approval
- 在tegrate customer quotes with incentive compensation
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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