Sales Agent for data quality dedupe and governed routing
AI-assisted CRM hygiene and routing with governed approvals and traceable changes.
Sales Agent that keeps customer and deal data clean and actionable
CRM hygiene breaks at scale: duplicates appear, required fields go missing, stage changes become inconsistent, and handoffs to finance and ops fail. Sanka’s Sales Agent is designed to keep customer and deal data operationally safe by turning cleanup and routing into governed workflows.
Identify records that violate rules (missing terms, duplicates, conflicting ownership) and route them to the right owners.
Turn stage changes into next-step workflows so deals become orders, billing, and onboarding without manual coordination.
When changes are suggested or made, tie them to validation rules and record history so the outcome is inspectable.
Focus on the CRM work that actually blocks revenue
- Detect duplicates and propose merges with review steps
- Enforce required deal fields before late-stage advancement
- Standardize billing contacts and terms so invoicing is predictable
- Sync status signals from billing and fulfillment back to CRM views
| CRM hygiene issue | What it causes | Expected agent output |
|---|---|---|
| Duplicate accounts/contacts | Billing and support confusion | Merge suggestions + review workflow |
| Missing deal terms | Bad invoices and disputes | Field completion tasks + approvals |
| Stage drift | Forecast volatility | Exceptions + governance on edits |
Keep handoffs to ops and finance clean
The agent should help with coordination, but the workflow should remain governed.
- Create checklists for “ready for billing” or “ready for onboarding”
- Route discount and term exceptions through approvals
- Make ownership explicit for the next operational step
Example Sales Agent workflows
Use the agent to keep the CRM reliable without turning RevOps into a permanent cleanup team.
Detect near-duplicates early, propose merges, and route approvals to data owners.
Before a deal moves forward, validate required terms and trigger the right handoff workflows.
Surface billing and fulfillment status on CRM records so teams communicate accurately.
Governance for AI-assisted CRM operations
CRM is a system of record. Keep agent assistance permissioned, reviewable, and auditable.
Critical edits (terms, identifiers, ownership) stay restricted to the right roles.
Merges and high-impact changes route through review, not silent updates.
Every suggestion and action is logged with links to the affected records and the reason.
