Deal Desk functions to facilitate the Sales organization by streamlining the quote-to-cash process. We serve as the first point of contact for field sales support and expedite the resolution of any matter which may disrupt the sales motion.
Our ongoing concentration includes but is not limited to the following:
Trial Key Provisioning
Nonprofit and Academic
To submit a request: 1. Go to the Salesforce Account page of the respective end customer or partner. 2. Select Cases > New. 3. Select type: MSA, Evaluation, NDA, Partner, Pricing, Supplier Form. 4. Answer related questions. 5. Choose Submit 6. Sales Ops reviews request:
Pricing: Analysis in Pricing Scenario Calculator (confidential - owned by Finance) and escalated according to Approval Matrix (see link below).
Terms: Escalated to Legal and approved by Finance; DocuSign to a Contract Approval Owner for initial and CEO for signature.
NDAs/Supplier Forms: DocuSign to a Contract Approval Owner for initial and CEO for signature.
Deal Desk Manager: Elaine Yue (@elaine.yue)
Sr. Order Administration Specialist: Kaelyn Wright (@kaelyn.wright)
Mattermost Channels: Sales & CS: AMER/APAC, S: EMEA Team & Sales: 3 - Trials
Deal Desk email: firstname.lastname@example.org
Orders email: email@example.com