Function processes
Deal Desk
Approval routing by deal size, pricing policy, product mix.
- approval gate
- request packet
- policy gate
- approval trail
How it works
Today
Sales Operations packages requests, applies policy, chases approvers, and later reconstructs why a decision was made.
With Superprocess
Approvers get the request, policy, impact, evidence, and recommended path in one place.
01 · Package
Agents prepare the approval packet.
They assemble CRM, CPQ, and Billing, supporting evidence, and the relevant policy context.
02 · Govern
The process applies the approval rules.
Inside-policy requests move forward; exceptions wait for the correct approver with SLA and fallback handling.
03 · Decide
Approvers make the material decision.
The final record keeps who approved, why, what changed, and what was written back.
Pricing Exception Review
Margin analysis, comparable-deal lookup, approval with full reasoning trace.
- approval gate
- request packet
- policy gate
- approval trail
How it works
Today
Sales Operations packages requests, applies policy, chases approvers, and later reconstructs why a decision was made.
With Superprocess
Approvers get the request, policy, impact, evidence, and recommended path in one place.
01 · Package
Agents prepare the approval packet.
They assemble CRM, CPQ, and Billing, supporting evidence, and the relevant policy context.
02 · Govern
The process applies the approval rules.
Inside-policy requests move forward; exceptions wait for the correct approver with SLA and fallback handling.
03 · Decide
Approvers make the material decision.
The final record keeps who approved, why, what changed, and what was written back.
Commission Disputes
Evidence gathering, policy application, rep communication drafting.
- reconciliation
- record match
- variance
- finance owner
How it works
Today
Sales Operations compares records across systems, explains mismatches, and chases owners before anything can close.
With Superprocess
Matched items move through; real variances become a clear resolution queue.
01 · Match
Agents reconcile the source records.
They compare CRM, CPQ, and Billing and cite the exact records behind each match or variance.
02 · Hold
The process waits where finance work waits.
Missing files, approvals, payment holds, and close checkpoints stay durable instead of becoming inbox follow-up.
03 · Resolve
Owners clear only the exceptions.
The resolution packet includes reason, source evidence, suggested action, and writeback target.
Forecast Reconciliation
Reconcile rep-submitted forecasts with system data, flag gaps.
- planning
- signals
- scenarios
- planner signoff
How it works
Today
Sales Operations pulls planning inputs from multiple places, then spends the review explaining what changed.
With Superprocess
The team starts with changed inputs, scenario options, assumptions, and open tradeoffs already packaged.
01 · Assemble
Agents gather the moving signals.
They collect CRM, CPQ, and Billing and highlight the deltas that matter.
02 · Compare
The process turns signals into scenarios.
It calls the right planning logic, checks constraints, and keeps late inputs from breaking the run.
03 · Approve
People approve the tradeoff.
The owner sees the recommended scenario, assumptions, and operating impact before publication.
Ready to scope one of these for your operation?
We shadow your ops, scope the process, blueprint it, pilot it, and ship it to production. Typically 6–12 weeks to first production value.