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Mercero Deal Desk

The deal desk platform for growing businesses.

Overview

Say hello to Mercero’s intelligent case management system designed to enable efficient cross-functional collaboration —allowing you to close more deals, faster.

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  • Unified Approvals Bring approvals from all your apps into one place. Whether it's happening in Slack, email, CLM or CPQ. We make it easy to see the status of approvals across your entire team and diagnose which approvals bottleneck your process.

  • Detailed Metrics Utilize insights to find bottlenecks in your quote to cash process, manage your teams and make data-driven strategic decisions. Leverage a real time deal feed with info across point solutions to have full visibility.

  • Seamless Handoffs Tribal knowledge and requests with lack of context kill deal velocity. With Mercero, you can confidently request help from partner teams by submitting a case. Mercero ensures all needed context, approvals and communications are there.

Mercero focuses on three goals. First, maximize deal desk performance. We make it easier to manage, prioritize and track requests from start to finish for effortless scaling. Second, reduce the time it takes for sales to engage with deal desk so that they can focus on selling. Third, make it easy for deal desk managers and other stakeholders to measure and make strategic decisions around the order to cash process. Real Time Deal Feed - Email threads - Chatter - Inline comments - Slack - CPQ and CLM systems Dynamic Typing System To Easily Define Case Types - SLA for case types - Inline guidance for case types - Cases linked to opportunities and quotes Automated Case Routing - Cases types assigned to business units and owners - Smart prioritization - Projected completion of cases and deals Intuitive Custom Dashboard - Purpose built filtering - Hover assign - Hover status update - Cases grouped by opportunities Advanced Reporting - Case audit logs - Deal and Case Velocity - Daily pulse on case flow - Distribution of cases - Case time vs SLA - Quarterly performance - Deal Desk involvement

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package