Deal Desk Assistant
The Deal Desk Assistant agent helps sales reps navigate complex deal approvals, discount requests, and non-standard terms. It automatically checks deal data against company policies and suggests the fastest compliant approval path. The agent guides reps through the entire process, ensuring policy enforcement while accelerating deal velocity and maintaining margin discipline.
The Problem
- •Deal approvals are slow and require multiple manual checks
- •Reps don't know the fastest approval path
- •Policy violations lead to rejected deals
- •Lack of visibility into approval status
Benefits
- •Automates policy checks and validation
- •Suggests fastest compliant approval path
- •Reduces approval time by 50%
- •Maintains margin discipline automatically
Deal with discount or non-standard terms submitted
Gather deal data including pricing, terms, and customer information
Enrich with company policy rules and historical approval patterns
Analyze deal against policy requirements and margin thresholds
Evaluate compliance and identify fastest approval path
Generate approval request with policy validation and recommendations
Route to appropriate approvers with clear justification
How It Works?
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