Solution Portfolio

Salesforce-Connected AI Workflows You Can Deploy in Phases

Each solution is designed around deterministic metrics, permission-scoped data access, and output formats built for real operating decisions.

Pricing Integrity

Detect discount drift and margin leakage early with deterministic evidence tied to source records.

  • Out-of-band pricing alerts
  • Discount variance by region and segment
  • Owner-level remediation actions
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Renewal Briefing

Prepare account teams for renewal calls with verified history, risk indicators, and next-best actions.

  • Renewal readiness summaries
  • Risk and upsell driver analysis
  • Role-specific call planning guidance
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Executive Briefing

Deliver leadership updates that combine deterministic KPI signals with auditable AI narrative.

  • Weekly decision-ready briefing
  • Top risk and opportunity drivers
  • Action tracking by owner
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Start with One Workflow

Deploy one governed workflow, prove measurable value, then expand into adjacent decisions across pricing, renewals, and executive reporting.