Deal Desk
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:
Pricing
Deal Structure
Non-Standard Approvals
Trial Key Provisioning
Contract Review
Order Processing
True-Ups
Nonprofit and Academic
Export Compliance
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 owner: Jeff Pravlik
Order Management owner: Jeff Pravlik
Where to find us
Mattermost Channels: Sales & CS: AMER/APAC, S: EMEA Team & Sales: 3 - Trials
Deal Desk email: dealdesk@mattermost.com
Orders email: orders@mattermost.com
Resources
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