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Mercero Deal Desk

By Mercero

The deal desk platform for growing businesses.

Starting at $120   USD/user/month
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Business Need
Productivity

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

Compatibility

Salesforce Editions
Enterprise
Unlimited

App Details

Version
Mercero Deal Desk/ver 0.1 0.18.0
Listed On
02/07/2022
Latest Release
02/03/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 18
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.18.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/31/2022

Additional Details

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

Need help?

Mercero

24/7 support with a dedicated Salesforce Admin to ensure success.

Support Phone(720) 446-6005
Other ResourcesEmailTerms & Conditions