WHY WE BUILT THIS MODULE
Where approvals get stuck
1
Scattered commercial rules
Prices, campaigns, contracts and exceptions are often checked across different sources.
2
Slow, hard-to-track approvals
Discounts or exceptions travel through email, phone or chat without a clear operational history.
3
Differences between systems
The ERP and CRM can have statuses, customers or commercial terms that are out of sync at the moment of the order.
Designed for commercial approvals and controlled exceptions
The module turns scattered commercial rules and approvals into a tracked flow, from request to decision.
- Applies different rules for discount, margin, contract, campaign or exception
- Automatically routes the approval to the right role
- Keeps the commercial context of the request throughout the flow
- Flags cases that fall outside the configured limits or policies
- Records the decision, the reason and the change history
- Links the approval to the quote, order or action that needs to be executed
Key features
Approval workflows
Different routes based on discount, margin, customer, quantity or exception type.
Reconciliation
Compares the relevant information between the order, ERP, CRM and internal rules.
Discount control
Policies, thresholds, budgets and approvals for commercial discounts.
Campaign rules
Eligibility, periods, products and segments controlled within the flow.
Exception management
Flags cases that cannot continue automatically.
Optional call support
Conversation analysis and live support where the phone channel justifies the investment.
MODULE PREVIEW
One single flow between recommendation and execution
A sales process can draw on CRM information, ERP pricing, commercial agreements, campaign conditions and approval rules at the same time. AI Sales 2.0 can surface the relevant context on the same screen and route the action according to the configured rules, without turning AI into the final authority over commercial terms.
- order / customer / product reconciliation
- role-based approvals
- discount and commercial budget
- exceptions and traceability
THIS IS A MODULE OF AI SALES 2.0 PLATFORM
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Simplified architecture
From data to controlled action
The ERP and CRM remain the source of truth for operational values. AI Sales 2.0 adds interpretation, rules, prioritization and workflow on top of your existing systems.
Order / action
ERP + CRM context
Commercial rules
Reconciliation / exception
Role-based approval
Operational action
Benefits delivered by the platform
1
Exceptions no longer travel through email and phone
Discounts, campaigns and special terms go into a visible, controlled flow.
2
Commercial rules are applied consistently
AI can propose, but margins, limits and approval levels decide what can proceed.
3
Management sees where sales get stuck
Approvals, delays and exceptions become measurable data, not scattered conversations.
Comparison
How the same commercial flow can be kept under control
AI Sales 2.0 is useful when rules need to stay deterministic, but the context and exceptions are varied enough that the team loses time on manual checks.
| Capability | Manual | Workflow / BPM | AI Sales 2.0 |
|---|---|---|---|
| Commercial rules | Checked by the agent | Configured in the workflow | Configured rules + explained ERP/CRM context |
| Exceptions | Email / phone | Predefined routing | Routing + automatic context summary |
| Discount | Manual calculation and check | Thresholds and approvals | Thresholds, budget, margin, campaign and history |
| Audit | Fragmented | Workflow history | Action history + data used + approval |
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ALSO IN AI SALES 2.0
You can run AI agents on top of your data!
The agent can follow a commercial flow beyond a simple recommendation and orchestrate the steps between people, CRM and ERP.
- detects quotes or exceptions that require approval;
- checks thresholds, discounts and commercial rules;
- requests approval from the right person;
- updates the status and continues the process after the decision.
Other connected modules
Intelligent B2B Order Taking & Technical Sales
The prepared quote goes straight into price, discount and approval checks.
See the module
Next Best Action & ERP Revenue Recommendations
Turns exceptions and deal status into the next action recommended to the agent.
See the module
AI Agents for ERP & CRM Data
They can orchestrate the steps between systems, keeping human approval where the consequences require it.
See the module
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The AI Sales 2.0 platform includes nine modules. Book a 30-minute presentation.
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Last updated: 6 November 2026
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