When deal-desk activity at a publicly-listed digital technology organization involved MSA negotiations, legal review used to happen in a parallel universe. Email threads. Slack pings. Manual ticket creation. Madison Ave built a CPQ implementation that wired deal-desk activity directly into their legal-ops workflow, so every contract redline automatically surfaced as a case in the internal ticketing system.
What We Delivered
A CPQ implementation with an integrated legal-operations workflow powered by Conga on the Salesforce platform. The build connected deal-desk activity to case management so contract negotiations no longer lived in parallel systems.
The Case Management Angle
When MSA terms went under negotiation, the deal-desk workflow automatically submitted cases to the internal ticketing system. Contract redlines routed directly to legal-ops case intake, with SLA tracking and owner assignment. Sales knew the moment legal picked it up. Legal knew exactly which deal they were looking at, with every version of the contract and every prior clause decision in context.
The Shape of the Outcome
Streamlined deal-desk and legal-review cycles through case-based routing. Friction between sales and legal teams dropped measurably. Deal velocity improved because approvals were visible, routed, and tracked in one place instead of buried in inboxes.
Why We Can’t Say More
Client is held under confidentiality. Pattern is repeatable; we’ve delivered versions of it for other enterprise software operators. If CPQ plus legal ops is on your roadmap, we can walk through the approach in an intro call.