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

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