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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.
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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.
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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.
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.
Request a demoSolution Highlights
- Allows you to update a deal status in seconds
- Log all sales activities in a single interface
- Speedy deal approvals
- Automated reporting and actionable insights
- Reminders on key accounts
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Approve deals immediately
Update all of your opportunities and sales records in seconds
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A single interface
Log all sales activities in Slack, leave the messiness of CRMs behind
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Reporting and insights
Leverage all logged sales activity to gather data and surface actionable insights
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In-progress reminders
Track meetings, schedule demos, and know exactly where you stand in a deal
Jay Jamison
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”
Implementation Plan
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1
Discovery & Research
Discuss best practices from market leaders
Outcome: Prioritized Automation Plan
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2
Collaborative building
Outcome: Working Automation
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3
Testing & business unit training
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4
Go live!