Anaplan for Deal Desk
and Pricing Optimization

With Anaplan deal desk and pricing optimization software, reps and deal desk managers can view critical elements of each account and analyze deal structures across all stages, including pricing and discounting patterns.

Generating discounts and producing customer quotes can easily become an overly complicated and inconsistent process, especially when overseeing multiple sales reps. The Anaplan platform gives you tools to standardize discounting and quoting for price structures with any degree of complexity. They can also assess the impact of potential pricing and quoting scenarios on broader business parameters: profit margin, cost of sales, and customer satisfaction.

Why Anaplan for Deal Desk and Price Optimization?

Track sales opportunities and associate customer quotes
Import sales opportunities from any CRM system and construct customer quotes with pricing and discounting information. Price and quote with confidence.

View historical customer quotes
View all historical customer quotes with complete pricing and discounting so you can continue to provide standard and consistent quotes.

Establish workflow process for customer quote approval
Standardize the workflow process for customer quote approvals, including automatic approvals, single-level approvals, and complex multi-level approvals.

Integrate customer quotes with incentive compensation
Provide sales reps with insight into how pricing and discounting impacts their incentive compensation earnings for a sales deal.

Establish pre-set pricing and discounting thresholds
Configure pre-set pricing and discounting thresholds to determine which sales deals will automatically be approved and which sales deals need to follow a workflow review and approval process.

Reference a single point of entry for all sales deals
Sales reps have a single point of entry for all sales deal pricing and discounting negotiations, reviews, and approvals coordinated between Sales, Finance, Legal, and Operations while following corporate standards and governance.

Additional Resources