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How to Improve
Deal Desk Efficiency with Agile CPQ

Streamline deal desk operations with automation and collaboration

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Why Deal Desk Efficiency Matters?

Boosting Deal Desk Agility with CPQ

CPQ (Configure, Price, Quote) solutions are now essential for optimizing sales processes. Integrated with CRMs, ERPs, and other tech tools, CPQs streamline approvals, pricing, and quoting to drive revenue efficiency. By combining Agile CPQ with a deal desk framework, organizations enhance sales velocity and collaboration between departments. Learn how leveraging the right tools and workflows transforms deal desk operations.

What You'll Learn?

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Enhancing process efficiency through dynamic playbooks

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Driving revenue growth with automated approval workflows

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Improving collaboration with seamless CRM and CPQ integration

Meet the experts

Learn from Industry Leaders

Steve Chung
Steve Chung
Founder, Deal Desk Association
Bruce Harris
Bruce Harris
Director, Finance Applications, Torchy’s Tacos
Katie Zinman
Katie Zinman
Director, Global Deal Desk, Braze
Eyal Orgil
Eyal Orgil
CRO & Co-Founder at DealHub

Key Discussion Topics

People
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Enabling deal desk teams to drive efficiency and alignment.
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Enhancing cross-functional collaboration between sales, finance, and legal.
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Improving communication and decision-making through structured workflows.
Process
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Leveraging dynamic playbooks to standardize deal structuring.
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Implementing guided selling to enhance quoting accuracy.
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Accelerating approval processes with automated workflows.
Technology
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Utilizing CPQ automation to reduce deal cycle times.
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Managing discounting and margin controls effectively.
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Strengthening control over deal compliance and approvals.

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