Departments: Revenue Operations
Less time on the process around the deal. More on the deal.
We deploy governed agents around account research, CRM workflows, pipeline operations, quoting and revenue exceptions, in the CRM, email and document systems your revenue team already uses.
Where work gets stuck
A deal slows down between teams, not inside them.
These are the patterns we look for in a revenue function.
The CRM is out of date because keeping it right is nobody's favourite job.
A pricing exception waits for approval while the customer waits for a quote.
Legal review is routed by email, and nobody can say where a contract is.
The same security questionnaire is answered again from scratch, by a different person, each time.
The forecast is assembled from a spreadsheet the night before it is due.
Handoff to the customer team loses what the sales team learned.
What we deploy
Workflows we deploy agents around.
Each agent works on one workflow. Together they form an operating layer for the revenue team.
Account research
Builds a briefing from public sources and your own records before a call: who the account is, what changed, and what has been said before.
People Sellers decide what to do with it, and every outreach is theirs.
CRM hygiene and lead routing
Keeps records complete and consistent, routes leads by the rules you set, and flags the ones that break them.
People Revenue operations owns the rules and the exceptions.
Deal desk and pricing approvals
Checks a proposed price or term against policy, assembles what an approver needs, and routes the request to the right person.
People Approvers decide every exception to pricing policy.
Security questionnaires
Drafts answers from your approved material, marks the ones it is unsure about, and cites where each answer came from.
People Security and legal review before anything is sent.
Forecast preparation
Gathers the pipeline state, explains the movement since last period, and lists the deals whose data looks wrong.
People Sales leaders own the call, and the number that goes up.
Contract coordination and customer handoff
Tracks a contract through review and signature, and packages what the customer team needs the moment a deal closes.
People Legal decides the terms, and people own the customer relationship.
Also in scope: commission validation, renewal preparation and quote generation.
A run
A deal, from creation to customer handoff.
This is how one run is put together, with a pricing exception and a legal review in the way.
Illustrative example with made-up data. It shows how a run is put together, and it is not a customer result.
- 01Deal created. A new opportunity appears in the CRM.
- 02CRM enriched. The agent fills the account record from your systems and public sources.
- 03Pricing policy checked. The proposed price is checked against policy, and the result is recorded.
- 04Legal exception found. A non-standard term is flagged, with the clause and the policy it breaks.
- 05Approval. The right approvers get the evidence they need, in the tools they use.
- 06Contract prepared. After approval, the agent prepares the contract from approved templates.
- 07Customer handoff. The customer team receives the deal record, the decisions made and the reasons.
Levels of Agency
How much authority each workflow earns.
Every workflow has a starting level and a ceiling. The ceiling reflects the risk, not the ambition.
| Workflow | Starts at | Ceiling | Always with a person |
|---|---|---|---|
| Account research | Every decision about whom to contact, and what to say. | ||
| CRM hygiene and lead routing | The routing rules, and the disputes about ownership. | ||
| Deal desk and pricing approvals | Approval of every exception to pricing policy. | ||
| Security questionnaires | Review of every answer before it leaves the company. | ||
| Forecast preparation | The forecast call itself. |
Some workflows stay well below the top level on purpose. What matters is that each one holds the level its evidence supports.
People
What stays with your team.
Selling is a human job. The agents take on the work around it.
- Every conversation with a customer or a prospect.
- Judgment on price, terms and risk.
- The forecast call, and the accountability that goes with it.
- Decisions on compensation disputes.
Your systems
We work where your team already works.
Nothing is migrated. Approvals reach people in the tools they already open.
CRM
Email
Slack or Teams
Contract and document systems
Shared drives
Spreadsheets
Data warehouse
Controls
Controls built for a revenue function.
Pricing, legal and security answers are commitments. The agents treat them that way.
Read and write access set for each system, with no ability to send to a customer on its own until a workflow earns it
Pricing policy checked before any proposal, with each result recorded
Answers drawn only from approved material, each with its source
Approval by the right role for each kind of exception
A complete record of what changed in the CRM, and why
Escalation to a named person whenever the agent is unsure
Measures
How we know it is working.
We agree the baseline in the audit, and measure against it.
- Time from request to approval for a pricing exception
- Time to answer a security questionnaire
- CRM completeness and accuracy
- Exception, escalation and human intervention rates
- Confidence calibration: whether high confidence goes with correct outcomes
- Cost per completed workflow
FAQ
Common questions
Not until a workflow has earned it. Anything that goes outside the company starts with a person approving it, and some things always will.
No. It checks a proposed price against policy and routes the request. A person with the authority approves every exception.
No. The agents work in your CRM, email and chat. Approvals and briefings arrive where sellers already work.
Usually with security questionnaires or account research: repetitive, evidence heavy, and low in risk. The audit confirms the right place for your team.