Guide
Salesforce Deal Desk
A Deak Desk is responsible for ensuring that all sales meet the organization’s criteria for profitability, risk, and strategic alignment, while also facilitating communication and collaboration between Sales, Legal and Finance teams. While they can sometimes be a source of pain and complaints from Sales, the Deal Desk balances the desire of the organization to close sales, while ensuring that the contracts make financial sense, are legally sound, and do not expose the organization to unnecessary or unwise risk.
In this resource, we explore best practices for setting up and operating a Deal Desk in Salesforce, as well as common challenges and solutions. Download your guide today for a deep dive on:
- How to get started with a Deal Desk
- Common and advanced configurations in Salesforce
- Deal Desk challenges
- Deal Desk best practices
Thank You.
Here is your link to the resource. We'll send a copy to your email as well.
Guide
Salesforce for Outlook Retirement
Salesforce has introduced several integrations for Outlook over the years. While similarly named, these integrations […]
Get the GuideGuide
Salesforce Data Sampling for Mock/Sandbox Migrations
This helpful resource gives you the steps to sample data when migrating from a legacy CRM to a Partial Copy Sandbox for a mock data migration.
Download The GuideSign up for the latest tips & news from CloudKettle