For Deal Desk & Sales Ops leaders
Assete is a browser extension you and your reps install. It maps how work actually flows across CRM, CPQ, spreadsheets, and the rest, and surfaces where your team loses time: data duplicated between systems, deals stuck in re-approval. From there, our team hands you a specific, step-by-step plan to fix it.
Runs locally in your browser. We do not see your data.
$150K/yr
reclaimed across the sales org
Half a year stuck on our DealHub and Ironclad gaps, too many people and no clear picture. Assete handed us the data and the exact fixes, and we got it done in weeks.
5+ hrs
less waiting on a single deal
Saves me at least five hours of waiting on a single deal.
The captured data is your objective baseline and the neutral referee for ROI.
Runs locally in the browser, where everything is stored too. There are no Assete servers, no accounts, and no cloud sync, so nothing ever leaves your device on its own. We receive only what you deliberately choose to share. Each person filters out any personal activity and gives consent before anything is shared.
Anonymized findings from a deal-desk assessment, 500-person enterprise in IT.
| Workflow | Before | After |
|---|---|---|
| A context-aware AI assistant the team loves | One restricted export-code request meant about a week digging across Jira, Gmail, Drive, Salesforce, and contracts. | A context-aware AI assistant answers it same day, with sources, right where you work. The team uses it daily. Days of cross-team digging cut to seconds, about 3 hrs/week reclaimed (around $11K/year). |
| Pricing and SKU upkeep | Over 600 cross-system switches in a week, one person hand-syncing pricing, Salesforce, and CPQ one SKU at a time. | Single source of truth with sync and a finance-approval gate, plus a dashboard SDRs find easy to use. ~12 hrs/week reclaimed (about $45K/year), and nothing sells before Finance approves it. |
| Backlog cleanup | Over 500 stale contract workflows, with a full-time hire on a backlog that still never cleared. | Bulk-cleared, then auto-closed on deal close. ~1 full-time role freed, about $70K/year. |
| Standard-deal approvals | 24 to 48 hour re-approval delays as Legal, Finance, and Deal Desk re-approved terms already approved upstream. | Standard deals skip re-approval. 1 to 2 days faster to close, so cash is collected sooner and revenue recognized correctly. |
| Contract and CRM reconciliation | Over 100 manual checks in a week to confirm a contract matched its opportunity. One order form drew over 50 events in a day. | Contract data written back automatically. ~6 hrs/week reclaimed, about $23K/year. |
| Combined | Faster, cleaner revenue plus $150K/year in reclaimed cost. The team freed up for strategic work and new revenue instead of drowning in operations. | |
Hours are observed in the assessment. Dollar figures are illustrative, assuming a fully loaded operations cost of about $75 per hour.
Start free. You only pay once there is a measured number on the table and you decide to act on it.
Free
Install it yourself, no IT, and see where time goes across every tool. We review it together over a quick screen share of your local dashboard, so nothing is uploaded.
Paid, flat fee
You get prioritized findings, step-by-step SOPs, and automation specs, each with the ROI it unlocks. Not a slide deck: a working deliverable detailed enough to hand straight to your implementation team, ready as-is.
Paid, custom-scoped
When you want us to help build it, we deliver inside your environment, with custom pricing that depends on the scope of the work.
This is roughly what you would see by the end of week one: your time broken down by tool and task. Interactive, so click any bar or card to drill into the detail.
If we cannot find ROI worth acting on, it costs you nothing.