Where automation, collaboration, and visibility intersect.
Mercero provides the critical deal desk infrastructure and automation to build the perfect quote-to-cash process —enabling data-driven decisions and raising your bottom line.
Let’s talkOur features
It’s almost like having an unfair advantage
Case management and ticketing software has a negative connotation because it's not integrated into workflows, creates extra overhead, and feels annoying. Mercero is built to be enjoyable to use by providing the context you need, integrating where it matters, and summarizing information in the most impactful way.
Let’s talkVisibility and automation to close deals faster
Never sift through Slack, email and Chatter again.
Robust deal audit log
No need to constantly switch platforms or rely on email chains and chat logs —every detail is aggregated and summarized across platforms into Salesforce to give you all the data you need to manage requests in a glance.
Instantaneous reporting
Imagine having a clear, real-time snapshot of your entire value chain —allowing your team to make informed strategic decisions as well as tactical day-to-day solutions around load management. There’s good news: you no longer have to imagine it.
Approvals all in one place
With complex deals requiring several approvals across business units, Mercero notifies the right people to ensure approvals get signed and deals get to the finish line faster while identifying bottlenecks.
Get up and running in minutes
Native to Salesforce, our case management system removes unnecessary friction and saves your organization thousands of hours of overhead in the deal management process —leading to effortless collaboration to grow and scale.
More than just integrations
Deal desks come with a myriad of apps. We’ve built Mercero to be a unifying platform for elegant communication and handoffs between teams and their tools. Mercero creates a cohesive quote-to-cash technology stack —giving your team the freedom to work seamlessly and have 360-degree visibility.
Look under the hood of Mercero
See how Mercero decreases your time-to-close.
Real-Time Deal Feed
With a living deal feed everyone involved can see exactly what is going on at any second. Stakeholders have the context at a glance to grant approvals in seconds.
Dynamic Typing System To Easily Define Case Types
Whether its a product customization, MSA request, vendor onboarding form, with Mercero you can automate the motions throughout the deal's lifecycle.
Automated Case Routing
Automate requests without using the context so requests can be approved in record time.
Intuitive Custom Dashboard
See a detailed lifecycle of all your keep opportunities at a glance, see how your team is doing, and how your quote-to-cash process is working.
Advanced Reporting
Complete visibility into everything going on with a deal in real time. From managing workloads to identifying bottlenecks, Mercero has you covered.
Why teams are raving about Mercero
Don’t take our word for it, take theirs
"PwC has seen successfully implemented deal desks significantly reduce sales cycle times (by up to 25–40%), improve customer experience, and enhance sales productivity (by up to 15–20%)"
"PwC has seen successfully implemented deal desks significantly reduce sales cycle times (by up to 25–40%), improve customer experience, and enhance sales productivity (by up to 15–20%)"
"PwC has seen successfully implemented deal desks significantly reduce sales cycle times (by up to 25–40%), improve customer experience, and enhance sales productivity (by up to 15–20%)"
Ready to transform your deal management?
Explore the possibilities of what Mercero can do for you.
Let’s talk
Your questions, answered.
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What size organization is this for?
Mercero was specifcally built to help organizations with at least 200 employees —who recognize the bottleneck to scaling comes from operational ineffciencies between their deal desk, sales team, and other departments. There’s no limit to the size of business we can handle.
Can’t I build this solution internally?
You could, but you’re likely not doing your own root canals. Building a deal management platform requires a significant investment of time, money, and energy. When it's not done correctly it leads to an underperforming asset that takes away precious bandwidth on what really matters: moving the needle. No, thanks.
How fast can we get up and running?
Native to Salesforce, getting started with Mercero is as effortless as it gets. In less than an hour, you can be up and running —and experiencing an intuitive, easy-to-use platform that adapts to your business's needs, not the other way around.
Can Mercero integrate with _______?
The answer is likely yes. We’ve architected Mercero to effortlessly integrate across thousands of apps and communication channels. For a conversion to discuss how Mercero can solve your unique challenges and pressing opportunities —click below to connect with our team.
Ready to transform your deal management?
Explore the possibilities of what Mercero can do for you.
Let’s talk