Zilliant Deal Manager

What Zilliant Deal Manager is

Zilliant Deal Manager captures customer-specific pricing agreements, contracts, and quotes, then helps teams keep negotiated terms aligned with pricing guidance as conditions change. Before an agreement is signed, teams can apply guidance bands from Price Manager. The product flags terms outside those bands for approval while keeping deal context visible, and it tracks agreements from signature through renewal to surface pricing drift ahead of renewal. Documented workflows include on-invoice and off-invoice discounts, tiered discount schedules, and discount scenarios. Implementations can be configured for pricing guidance, price insights, line editing, search, automated line insertion, and formulaic mass editing. Deal Manager is built on Salesforce Platform; the platform's native Contract feature must be enabled before installation and implementation. Its mobile-enabled Agreement Management Quick Start uses a browser on tablets and the Salesforce app on iPhone or Android phones. That Quick Start supports one account record per agreement, which can represent a group of accounts. Deal Manager can draw pricing and sales guidance from Zilliant Price Manager, Price IQ, Cart IQ, Sales IQ, or other in-house or third-party sources. Zilliant positions its pricing and revenue solutions for manufacturers and distributors handling high volumes, complex agreements, and changing costs. Pricing is available on request.

Who it suits

Deal Manager suits manufacturers and distributors managing customer-specific agreements, quotes, and discounts that need pricing guidance and exception approvals. It is also relevant to teams that monitor agreements through renewal and want to connect guidance from Zilliant or other sources.

Limits

The documented Agreement Management Quick Start supports one account record per agreement, though that record can represent a group of accounts. Salesforce Platform's native Contract feature must be enabled before installation and implementation.

Getting started

1. Visit the Zilliant Deal Manager website and contact Zilliant for pricing.
2. Ensure Salesforce Platform's native Contract feature is enabled.
3. Work with an implementation to configure guidance, insights, editing, search, and related options.
4. Use a browser for tablet access to the mobile-enabled Quick Start.
5. Use the Salesforce app on iPhone or Android phones.

Verdict

Consider Deal Manager if your team needs guided agreement pricing, exception approvals, discount workflows, and renewal monitoring on Salesforce Platform. The documented Quick Start supports one account record per agreement, and Salesforce Platform's native Contract feature must be enabled before installation and implementation.