Sales & Revenue Operations

Pipeline that is researched, priced and forecast properly.

Prospecting, deal desk, forecasting and customer-health agents working from your CRM, with approval on every commercial term.

Autonomous SDR

Enterprise account research, outreach and meeting booking

Sales development teams spend most of their week on research and administration. Response rates fall and turnover stays high.

The agent researches accounts, personalises outreach, manages sequences and keeps the CRM clean, passing reps only conversations that are ready for sales.

  • Account research and firmographic enrichment
  • Personalised multi-step outreach
  • Meeting booking across calendars
  • CRM hygiene and activity logging
Qualified pipeline
3.4×
Lift in reply rate
62%
Annual SDR cost avoided
$180k

Works with HubSpot, Salesforce, Apollo, Gmail, Slack, LinkedIn

Deal Desk Agent

Pricing, approvals and quotes, handled in the thread

Non-standard deals stall in approval queues, reps forecast without visibility, and legal reviews the same clauses every week.

The agent applies pricing and discount policy, routes only genuine exceptions for approval, and produces compliant quotes and order forms.

  • Pricing and discounting grounded in policy
  • Approvals coordinated across teams
  • Quote and order-form generation
  • Exception analysis to refine policy
Quote turnaround
−63%
Average selling price
+11%
Policy adherence
100%

Works with Salesforce CPQ, DealHub, Slack, DocuSign, NetSuite

Revenue Forecast Agent

A bottom-up forecast with deal-level rationale

Commit calls rest on instinct, and instinct misses. Boards discover the shortfall two quarters later.

The agent combines deal signals with each rep's history to produce a forecast that revenue operations can defend and coach against.

  • Deal scoring with rationale
  • Rep and team roll-ups
  • At-risk deals surfaced to leaders
  • Forecast accuracy tracked over time
Forecast accuracy
±3%
Coached deals closed
+22%
Unexpected misses
0

Works with Salesforce, Gong, Clari, HubSpot, Snowflake

Customer Success Health Agent

Renewal and expansion signals for every account

Customer success managers cover too many accounts, and renewal risk surfaces in quarterly reviews rather than in time to act.

The agent monitors account signals continuously and runs retention and expansion plays with a customer success manager in the loop.

  • Health scoring from multiple signals
  • A library of plays grounded in policy
  • Renewal and expansion opportunities flagged
  • Executive briefings prepared
Net revenue retention
+18%
Unexpected churn
−27%
Accounts per CSM
3×

Works with Gainsight, Salesforce, Intercom, Segment, Snowflake

Every agent above runs under the same security practice.

Deployed inside your perimeter, on zero-retention models under your keys, red-teamed before every release, with a person approving every consequential action and every step on the audit trail.

Read our security practice

Other functions

Tell us about the workflow.

We reply to every enterprise enquiry within one business day. Bring your security team; we will walk them through the architecture and every control.

Arrange a briefing Our security practice