Quotes generated, pricing enforced, and stalled deals surfaced, all through one conversation inside the Salesforce you already run.
Three places deals lose speed and margin, and what changes when agents close the gap.
The Problem
A simple question, "where are my stalled deals over $100K?", means tabs, exports, and waiting on RevOps.
The Conforge Difference
Reps ask in plain English. The Smart Query and NLP Data Entry agents answer and act directly inside Salesforce, no new tab.
The Problem
Building a quote means pulling products, price books, and discount rules by hand, then waiting on approvals while the buyer cools off.
The Conforge Difference
The Quote Generation agent builds the quote from the opportunity, applies your price book, and sends it for approval in seconds.
The Problem
Discounts get approved out of habit, pricing rules live in spreadsheets, and nobody sees the leak until the quarter closes.
The Conforge Difference
Every quote is checked against your pricing and discount policy. Anything outside the limits goes to a human first.
Conforge Intelligence reads the request, routes it to the right agent, and executes on live Salesforce data through an authenticated connection.
Plain-English request
“Create a quote for the Acme opportunity.”
Speed means nothing if it bypasses the rules that protect revenue. You decide where agents act alone, and where a human signs off.
no new destination
executes, not just answers
language, not forms
your rules at the center
every action on record
Connect a sample CRM environment and generate your first quote in plain English
No new CRM. No duplicate data. No tab switching.Just agents working inside the sales workflow you already have.
