Agentic Solutions for Sales Operations
Every quote out the door, every deal on the books
Every hour a quote sits unfinished is time for a prospect to move on. Your associates know the procedures, but compiling data from multiple systems and applying the right pricing rules takes too long. Matterway's Agentic Assistant streamlines the entire process so it is fast to execute and accurate every time, so quotes go out faster and deals close on time.
Talk to a sales operations expert
Up to 65%*
Handling time reduction
3-5x*
Productivity improvement
2-3x*
Faster resolution time
*Average metric improvement across a portfolio of Customer Support use cases
See how it works in
real sales operations workflows
Results
Handling Time Reduction
24 → 9 Minutes
Required User Actions
202 → 27 Actions
Annual FTE Savings
15 FTE
See full walkthrough
The problem
When customers request contract renewal quotes, back-office associates must compile data from the CRM, master data systems, and internal compliance tools to determine discount eligibility. They then generate the quote, create document copies in multiple formats, and update the deal record. With 12,000 monthly transactions, every extra minute per quote costs real capacity.
With the Assistant
The Agentic Assistant triggers when the associate opens a renewal request and automatically gathers data from Salesforce, Azure SQL, and the compliance tool. It calculates discount eligibility, pre-fills the quote for associate review, and flags cases where input from the pricing unit is needed, drafting follow-up tasks on the associate's behalf. Once approved, the Assistant handles document creation and CRM updates in real time.
Beyond the metrics
We’re talking about outcomes that aren’t just numbers.
Faster productivity time
New associates follow the same guided flow as experienced ones. The Assistant reflects the latest procedures in real time, so ramp-up takes days instead of weeks.
Faster quotes
Every hour a quote sits unfinished is time a prospect goes elsewhere. The Assistant compiles pricing data, checks eligibility rules, and pre-fills documents so associates spend less time assembling information and more time getting accurate quotes out the door.
Pricing accuracy
When associates apply discounts and pricing rules manually, mistakes create downstream problems: revenue leakage, compliance flags, and rework from the pricing unit. The Assistant enforces the correct rules as associates work, so quotes go out right the first time without needing to route every edge case through a separate review.
Agentic Assistance solution areas
Explore use cases in which the Agentic Assistant lets you process more work, with
higher accuracy.
higher accuracy.
Quote, Order & Contract Processing
CRM & Data Operations
Sales Support & Administration
Quote, Order & Contract Processing
Get quotes out faster and process orders and contract changes accurately across every system involved. The Assistant guides associates through each transaction, step by step.
Use cases:
Quote & Proposal Generation
Order Intake & Confirmation
Contract Changes
Invoice Process Handling
CRM & Data Operations
Keep customer records, pricing data, and deal information accurate and accessible. The Assistant handles the lookup, validation, and updates so associates stay focused on the task at hand.
Use cases:
CRM Updates
Unified Search
Price & Data Lookup
Inventory & Capacity Checks
Sales Support & Administration
Handle change requests, complaints, and refund processing without slowing down the commercial pipeline.
Use cases:
Change Request Management
Issue & Complaint Handling
Refund Issuing
Commission and Incentive Validation
Join the world’s leading Ops teams optimizing further
Get a powerful assistant that allows you to boost productivity and unlock hidden efficiencies that would otherwise remain untapped.
Talk to a sales operations expert
Matterway is an enterprise-grade, AI-native intelligent assistance platform that simplifies complex employee workflows for large organizations and BPOs. Combining AI agents, automation, UX, and human-in-the-loop capabilities, it helps amplify human potential at scale. Acquired by Cognizant (Nasdaq: CTSH) in October 2025.
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