Make deal desk approvals instantly, minus all the emails and meetings
Easily build automated workflows that auto-detect any opportunity stage changes within your CRM. You can instantly request review and approval from sales management, legal, finance, customer success, and any other stakeholder using your collaboration platform of choice, while automatically including all deal details relevant to them—including links to the opportunity, proposals, T’s and C’s, SOW, pricing, and discounting.
Auto-notify precisely the right team to review and approve every deal type
Whatever the deal type, territory, deal size, industry, or product, Tray Platform workflows intelligently route deal information to specific distribution lists or individual approvers for that deal, based on any standard or custom field in your CRM or CPQ. Tray Platform workflows can even auto-remind or escalate approvals as needed, so your deal desk runs on approval and policy perfection.
Store a full audit trail behind every deal desk approval
Cut the revenue risk and post-deal finger pointing. Tray Platform workflows log every approval detail behind every deal with timestamps, names, roles, teams, and any other information. You can also auto-write sign-off information directly to any field in your CRM or other sales app, so you always have a deal-level, point-in-time snapshot of who signed off and when.
Instantly alert reps with the latest sales enablement content
What is a deal desk without providing the best deal support possible? Tray Platform workflows can equip sales with the latest information specific to each deal, including relevant proactive proposals, solutions docs, the most recent RFI/RFP responses, security and compliance information, and contract tips and guidelines, for a first-class proposal every time. No matter the volume or sales stage, you can instantly ping your reps with links to the right enablement content for their specific deal type.
Streamline deal desk metrics, dashboards, and reporting
Workflows on the Tray Platform make it easy to track and get reporting for crucial deal desk metrics such as win rates, cycle times, average deal sizes, discounting trends, and policy compliance. Use our extensive library of out-of-the-box connectors to quickly extract and combine data from all sales apps and tools. Cut out all the hours of spreadsheet wrangling and provide up-to-date deal desk metrics and reports without all the manual effort.