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Pipeline hygiene, deal desk, RFP response and quote-to-cash acceleration.
Six high-impact use cases delivered by built-in and customizable agents.
Stale deal detection, stage-fit, MEDDIC scoring.
Draft answers from approved library with citations.
Pricing, T&Cs, approvals routing.
Configuration, discount governance, quote drafts.
Auto-summary, risk flags, manager prep.
Account briefs, exec bios, talking points.
Pipeline hygiene, deal desk, RFP response and quote-to-cash acceleration.
Use the starter pack to ship in weeks, then extend with custom agents that fit your unique workflows.
Agents do the work that slows sellers down — research, RFP responses, deal desk, forecasting — so reps spend their time selling.
Pre-call briefs, account intel, competitive landscape and stakeholder maps prepared automatically before every meeting.
RFPs, proposals, SOWs and contracts drafted using approved language and prior-deal patterns.
CPQ runs autonomously within guardrails; non-standard requests route to deal desk with the full context.
Discount, term and risk approvals route through your matrix with the supporting analysis attached.
Pipeline hygiene, win-probability models and forecast commentary refreshed continuously, not at quarter-end.
Real numbers from production deployments across regulated enterprises.
When the agent does the research, drafts the proposal, configures the quote and updates the CRM, your sellers spend their time with customers — which is what they were hired for.
Complex deals that took weeks of back-and-forth now move in days. Discount, term and risk approvals get the analysis they need without the loop-back delays.
Concrete patterns from regulated enterprises across financial services, healthcare, telecom, public sector and manufacturing.
Institutional banking RFPs drafted with prior-win patterns and product-pricing intelligence.
Multi-class quotes built with broker-portal awareness and reinsurance-treaty alignment.
Provider-network contracting with fee-schedule modelling and compliance checks.
Complex multi-service deals modelled with margin, churn-risk and provisioning assumptions.
Government bid responses drafted within statutory format and compliance constraints.
Complex BOM configurations priced with margin protection and supplier-cost awareness.
The CRM was supposed to free sellers. Two decades on, sellers spend more time updating it than selling.
A guided journey from your first workflow to enterprise rollout.
Pick one workflow; run alongside your team in copilot mode.
Validate KPIs and ROI against a clear baseline.
Layer policies, approvals and audit thresholds.
Expand to additional workflows and teams.
Plays well with
Your approved content library — citations included by default.
No — agents prepare; humans approve.
See xyner in your environment with a guided executive demo.