Deal Desk

Deal-ing with Success: The Ultimate Guide to Starting a Deal Desk in Your SaaS Company

Adam Ballai
Mar 25, 2023

Knock, knock. Who's there? Alpaca. Alpaca who? Alpaca the revenue when you start a deal desk in your SaaS company! Alright, we promise that's the last of the puns (or is it?). Let's get down to business.

If you're a SaaS company looking to optimize your sales process and grow revenue, starting a deal desk is an excellent way to do just that. In this blog post, we'll tickle your funny bone while arming you with the knowledge you need to build an efficient deal desk from scratch. Let's dive in!

Find Your Deal Desk Champion:

First things first, you need to identify a deal desk champion – a person who will take charge, streamline sales efforts, and act as the glue that holds the deal desk together. This person should have experience in sales, finance, and operations. They should also have a good sense of humor because, let's face it, we're all here to have a little fun while crushing those sales goals.

Assemble Your Deal Desk Dream Team:

Think of your deal desk as the Avengers of your SaaS company.

When it comes to deal desk, collaboration is the name of the game. It's time to put together your dream team! Think of your deal desk as the Avengers of your SaaS company. You need experts from sales, finance, legal, and operations all working together to save the day (or, you know, close deals). Make sure everyone on the team is committed to working together, staying flexible, and, most importantly, making deals happen.

Set Clear Goals and Metrics:

You can't manage what you can't measure, right? Establish clear goals and metrics for your deal desk to ensure everyone is working towards the same objective. Whether you're aiming for shorter sales cycles, higher average deal sizes, or increased win rates, setting these targets will keep your team focused and motivated. And remember, the only thing better than meeting your goals is celebrating them with a good ol' fashioned pun-off!

Create a Streamlined Deal Approval Process:

Nobody likes a traffic jam, especially when it comes to closing deals. Make sure your deal desk has a streamlined approval process in place to avoid any unnecessary bottlenecks. Keep the steps simple, well-defined, and efficient. A smooth approval process will not only speed up deal closure but also keep your team in high spirits as they see the fruits of their labor materialize.

Establish a Knowledge Repository:

A deal desk without a knowledge repository is like a joke without a punchline – it just doesn't make sense. Create a central hub where your team can access information about pricing, discounts, and contract terms. This will empower them to make informed decisions and ensure that everyone is on the same page (or screen) when it comes to closing deals.

Embrace Continuous Improvement:

Once your deal desk is up and running, don't rest on your laurels. Continuously evaluate your team's performance, identify areas for improvement, and implement changes to keep your deal desk at peak performance. Remember, improvement is a never-ending journey – kind of like the search for the perfect pun!

With these six steps in mind, you're well on your way to starting a deal desk that's both effective and entertaining. Keep the mood light and the process efficient, and your SaaS company will soon be deal-ing with success like never before. Now go on, break a leg, and may the best deals be ever in your favor.


Co-Founder & CEO

Adam Ballai

Adam loves to test the boundaries of what's possible with technology and learn what people value with it. From VR to the web, he loves to intersect this experience into the sales technology space by bringing new ideas to light directly with customers.

Other Posts You Might Like

Curated revenue and SalesOps content sent to your inbox!