Today
- 01Sellers copy the same context into several requests.
- 02Reviewers receive incomplete information at different times.
- 03The final decision is hard to reconstruct later.
Work
02Revenue operations
Move the deal without the internal relay race.
Sales submits one complete deal. Pricing, legal, finance and security review the same record. The seller sees one clear next step.
See the employee workspace 5 connected systems Deal desk director decides
Pilot targets
Validate with live work
4 daysdeal review target
One brieffor every reviewer
Visibleterms and owners
01 The change
Less chasing. One clear place to work.
New way of working
- 01The opportunity becomes the shared deal record.
- 02Pricing, contract and security checks run at the same time.
- 03Each exception goes to the person who owns that decision.
02 How it works
The system prepares the work. People keep the decision.
01
BuildCreate the deal brief
Account history, call notes, quote and requested terms are brought into one record.
02
CheckShow the exceptions
The 24% discount and two contract changes are compared with policy and past deals.
03
RouteAsk the right owners
Finance sees the discount. Legal sees only the changed clauses. Security sees two open controls.
04
UpdateKeep the deal current
After approval, the quote, contract and opportunity are updated from the same decision.
Connected systems
SalesforceGongSalesforce CPQDocuSign CLMSnowflake
03 What the employee sees
A work screen, not another chatbot.
The employee sees the open work, the evidence behind the recommendation and the decisions that need their judgment.
Deal reviewDeal desk director
Recommended next stepOPP-77421
Approve 24% discount for a 36-month non-cancelable term.
Margin stays above the floor. Legal fallback language is ready. Security owners are named.
Margin above floorFallback clauses readySecurity actions assigned
SellerOne request and one clear next step.
ReviewerOnly the exception they are responsible for.
Revenue leaderStalled value, review time and discount patterns.
04 Systems and control
Connected to the tools you already use.
Access is limited by workflow. The system can read and prepare work; sensitive or final actions remain with a named person.
SalesforceAccount and opportunity
GongCustomer commitments
Salesforce CPQPricing and quote
DocuSign CLMContract and redlines
SnowflakeMargin and precedent
ActionSystemPerson
Read deal contextAllowedAccount team
Draft quote and clausesAllowedReviewer can edit
Approve discountNeverFinance above band
Send to customerNeverAccount owner
05 How to begin
Start with one live queue.
Use real work in a controlled pilot. Compare the recommendation with the team’s decision before adding write access.
Map deal paths
Define exceptions, owners and the current cycle time.
Run in shadow mode
Build briefs while the deal desk remains authoritative.
Launch one segment
Enable guided intake and quote drafts for renewals.
Have a workflow in mind?
Discuss the workflow