Solutions · Sales & CRM

Agents that abide by the Deal Desk

Account managers are getting agents that log calls, update deals and price renewals. Magertron™ keeps those agents on their owner's accounts, inside discount limits, and away from bulk exports.

The risk

A CRM agent can access anything the AE can, at machine speed.

Update the wrong account. Apply a discount the deal desk never saw. Send the contact list to an address in a convincing email. Each one is a single API call.

Magertron checks every call the agent makes for its owner. Routine work goes through. Large discounts wait for the sales director. Some calls are refused outright.

Lisa's sales agent, guided demo: the wrong account and a contact export refused, an $8,000 discount allowed, $45,000 more held for Dana, and Lisa refused when she tries to approve it
What does the work

The controls

See it run end to end against a live Magertron install: try it now.

Questions

Frequently asked

▸Does this need a particular CRM?

No. Any CRM with an API your agents call can sit behind Magertron. The rules are written against the calls, not the product.

▸Can an agent run on its own overnight?

Only if you allow it. Magertron can require a person behind every agent call in a namespace. An agent calling alone is refused, and the refusal is audited.

▸Where do the discount limits live?

In policy data, read by the policy engine you run. Changing a limit doesn't need a new release of the CRM or the agent.

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