Pipeline & Conversion
Price, approve, and renew deals without the fire drills.
Configure, price, approve, and renew deals within guardrails: a CPQ setup, a threshold-tiered approval workflow, and a renewal motion, so a growing life sciences team closes cleanly instead of scrambling on every non-standard deal.
Why does every non-standard deal turn into a scramble, and why do renewals slip through the cracks?
Without a defined standard deal and a clear approval path, every discount becomes a debate and every renewal a surprise. This project sets the guardrails: a baseline standard deal so only true exceptions route for review, a tiered approval matrix that everyone understands, and a renewal motion that preserves the context a deal was built on.
Scope
What's included
CPQ configuration
Configure, price, and quote with product and bundle configuration and pricing and discount rules enforced.
Approval workflow
A threshold-tiered approval matrix, who approves what, at what discount, with what SLA, routed by tagged topic.
Renewal motion
A renewal quoting and processing motion that preserves deal context: terms, concessions, and who approved them.
Standard-deal baseline
A defined standard deal so exceptions, and only exceptions, route for review, keeping the common case fast.
How it works
From kickoff to handoff
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Define the standard
We establish the standard-deal baseline and the discount thresholds that trigger review.
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Configure CPQ and approvals
We set up CPQ with pricing controls and build the tiered, team-based approval workflow.
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Wire renewals
We build the renewal quoting motion that carries deal context forward.
Outcomes
What you walk away with
- CPQ configured with pricing and discount controls enforced
- A threshold-tiered approval workflow routed by topic, with SLAs
- A renewal quoting motion that preserves deal context
- A standard-deal baseline so only exceptions route for review
Questions
Frequently asked
Are we big enough for a deal desk?
If non-standard and discounted deals are creating recurring scrambles, you are. The desk scales with you: it formalizes who approves what so growth doesn't multiply the chaos.
What needs to be in place first?
A CRM and defined pricing and products. The desk builds on those to enforce configuration, pricing, and approvals.