Intelligence behind flawless quote operations and zero-leakage renewals.
What’s breaking sales ops and how we fix it
The reality in modern Sales Ops
Outcomes intelligence enables
Revenue operations with intelligence embedded at every handoff
Renewals
Renewal workflows operate with SLA-based handoffs, automatic prioritization, and escalation triggers. Contract timelines tracked continuously. Customer health signals inform outreach timing. High-risk renewals flagged early with full context for account teams.
Quoting & CPQ
Quote generation runs through controlled playbooks with automated validation, pricing rule enforcement, and discount governance. Product bundles configured correctly the first time. Approval chains triggered based on deal parameters. CPQ errors caught before quotes reach customers—reducing rework, accelerating cycles, and protecting margin.
Revenue Leakage Prevention
Pricing policy enforcement at point of quote creation. Discount thresholds validated automatically. Non-standard terms flagged for review before commitment. Revenue recognition rules applied consistently across deal types. Leakage prevented structurally through embedded controls—not discovered during QBRs or audits.
Deal Operations
Contract reviews, legal approvals, and commercial sign-offs orchestrated with clear ownership and turnaround SLAs. Non-standard clauses routed to the right stakeholders automatically. Contract hygiene maintained through structured templates and validation checks. Deals close faster—without margin erosion or compliance risk.
Our Sales Ops intelligence layer is built to operate in environments where renewals are complex, pricing is dynamic, and governance cannot fail.
01
Renewals execution
Proactive renewal workflows, SLA-based handoffs, and governance
02
Quoting & CPQ operations
Standardization, validation, approvals, and exception handling
03
Revenue leakage prevention
Controls, auditability, and policy enforcement across deals
04
Deal desk operations
Faster turnaround, cleaner contracts, fewer reworks
05
Unified revenue signal
Reconciliation between Salesforce, billing, ERP for one source of truth
Revenue operations with intelligence embedded at every handoff
Agentic Deal Desk
Quotes out faster. Errors gone. Sales teams sell.
Data sources - AI-operated CPQ, contract generation, amendments, and approval orchestration. CRM opportunity data, product and price catalogs, discount approval matrices, contract templates, historical deal terms, margin data, and workflow logs flow into the system.
Platforms & integrations - Salesforce CPQ, DealHub, Conga, PandaDoc, DocuSign CLM, Apttus, Oracle CPQ, SAP CPQ, and HubSpot integrate seamlessly.
Agentic Renewals & Retention
Catch the churn signal before the customer leaves.
Data sources - Proactive renewal tracking, risk scoring, and lifecycle orchestration across subscription portfolios. Subscription data, product usage telemetry, support ticket trends, NPS/CSAT signals, billing history, engagement scores, and churn patterns drive renewal intelligence.
Platforms & integrations - Salesforce, Gainsight, ChurnZero, Totango, Zuora, Recurly, Chargebee, HubSpot, Klaviyo, and Braze enable coordinated renewal execution.
Agentic Forecast Intelligence
One pipeline. One truth. Confidence in the number.
Data sources - Unified CRM, billing, and ERP pipeline intelligence with AI-driven forecast modeling. CRM pipeline data, historical win/loss records, billing actuals, ERP revenue data, demand signals, POS sell-through trends, and seasonal patterns improve forecast accuracy.
Platforms & integrations - Salesforce, HubSpot, Clari, Gong, InsightSquared, NetSuite, SAP, Oracle ERP, Power BI, Tableau, and Looker integrate for unified visibility.
Agentic Contract Intelligence
Every clause validated. Every dollar accounted for.
Data sources - Continuous SLA validation, billing assurance, and compliance documentation across the contract lifecycle. Contract documents, SLA definitions, billing records, usage data, vendor invoices, rate cards, spend reports, and compliance databases ensure control.
Platforms & integrations - Icertis, Ironclad, DocuSign CLM, Agiloft, Coupa, SAP Ariba, ServiceNow SPM, Ivalua, and Apttus integrate for contract governance.
Anchored where revenue complexity and deal velocity determine growth
High-Tech / SaaS
Multi-product bundles, usage-based pricing, co-terms, and evolving contract structures create renewal risk and CPQ variance. Intelligence layer brings structured renewal execution, CPQ governance, and revenue integrity controls to reduce leakage, stabilize forecasting, and protect ARR growth.
Telecom
High-volume deals, bundled offers, regional pricing variations, and layered approval chains increase operational friction and booking delays. Intelligence layer streamlines deal desk operations, enforces commercial governance, and reconciles revenue signals to accelerate quote-to-book without compromising margin.
Financial Services
Revenue operations require strict auditability, policy enforcement, and regulatory alignment. Intelligence layer embeds control frameworks, standardized approvals, and system reconciliation to prevent leakage while maintaining compliance and forecast confidence.
What this looks like in practice
Commercial OEM streamlines sales with Salesforce CPQ and OmniStudio
Faster quoting. Higher accuracy. Unified sales workflows and better customer experiences.
Leading OEM lifts NPS by 30% with Salesforce Service transformation
Elevated customer satisfaction. Streamlined service processes. Faster case resolution and stronger support outcomes.
Social media platform accelerates revenue growth with automated pricing and billing
Improved monetization accuracy. Faster billing cycles. Scalable automation for higher revenue throughput.
