Sales Deal Desk Approve deals and log all sales activity in your collaboration tool

Accelerate deals with real-time notifications, speedy approvals, actionable reminders, and automated sales reporting.

Problem

Logging data in your CRM and approving deals can lead to a bottleneck in sales activity. As a result, deals move more slowly through the pipeline and insights about projections are harder to gather.
Solution

Orchestrate an entire deal desk, including creating quotes and managing approvals, all via chat. Approve deals quickly and get a complete view of your accounts including support tickets, personnel changes, and other relevant activity.
Impact

No need for context switching - significant time saved in logging sales data straight from your chat app. Win more with streamlined deal management and easy-to-access data reporting and insights.

Approve deals immediately

Update all of your opportunities and sales records in seconds
A single interface

Log all sales activities in Slack, leave the messiness of CRMs behind
Reporting and insights

Leverage all logged sales activity to gather data and surface actionable insights
In-progress reminders

Track meetings, schedule demos, and know exactly where you stand in a deal

SVP Products & Strategy, Quickbase

“Workato offers a new future where digital transformation can happen very quickly and provide value in very short periods of time”