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Agents Product Matching Compliance Agent
Product Matching Compliance Agent Icon

Product Matching Compliance Agent

Automates extraction, audit, and synchronization of upsell interaction records across CRM and ERP for compliance assurance.

Manual entry and fragmented updates of upselling and cross-selling interactions present significant risks for compliance, record completeness, and operational efficiency. Sales teams often spend considerable time reconciling disparate logs, leading to potential gaps in audit trails and inconsistent reporting, especially during compliance evaluations or client audits.

Product Matching Compliance Agent addresses this by automating the end-to-end capture, write-back, audit trail generation, and system-wide synchronization of all compliance-relevant customer interactions related to upsell and cross-sell activities. The agent leverages internal data sources including Customer Interaction Logs, Recommendation Outcomes, Approval Records, Feedback Data, CRM Data, ERP Transactions, Finance Records, unstructured feedback comments, approval rationales, and email correspondence to identify relevant touchpoints. It extracts this information, writes validated records into CRM and ERP platforms, compiles a tamper-proof audit trail, and synchronizes data across all relevant systems, ensuring traceability and rapid compliance reporting without manual intervention.

With this agent, organizations eliminate inefficiencies associated with manual recordkeeping, reduce compliance risks, and create a single source of truth for upselling and cross-selling activities. It delivers high process and employee productivity as all required compliance records are captured and accessible while enabling cost savings through automation. The workflow is streamlined, and audit readiness is maintained at all times, supporting continuous operational excellence.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Product Matching Compliance Agent:

From: Mark Chen m.chen@apexsolutions.com
To: Sarah Jenkins s.jenkins@apexsolutions.com
Date: 2023-10-26 10:15 AM
Subject: RE: Approval Request: Quantum Dynamics Upsell - Opp #94511


Hi Sarah,


Approved.


The 15% discount is justified to strengthen our strategic partnership with Quantum Dynamics ahead of their multi-year renewal discussions in Q1. This also positions us favorably for the upcoming enterprise-wide platform bid.


Please proceed with generating the quote and finalizing the sales order in the system.


Best,
Mark Chen
Sales Director, Enterprise Accounts




From: Sarah Jenkins s.jenkins@apexsolutions.com
To: Mark Chen m.chen@apexsolutions.com
Date: 2023-10-26 09:30 AM
Subject: Approval Request: Quantum Dynamics Upsell - Opp #94511


Hi Mark,


I am requesting your approval for an upsell opportunity with our client, Quantum Dynamics Inc. (Account ID: QD-8820).


We have successfully proposed adding the "Quantum-Tier Analytics Suite" to their existing "Enterprise Data Platform" subscription. The client has verbally agreed to the terms, contingent on a 15% discount on the add-on, which is beyond the standard discount threshold.


    

  • Client: Quantum Dynamics Inc.
    • 

  • CRM Opportunity: #94511
    • 

  • Product Upsell: Quantum-Tier Analytics Suite
    • 

  • Value: $45,000 annually
    • 

  • Requested Discount: 15%
    • 



Could you please review and provide your approval rationale so I can proceed with the formal quote and system update?


Thank you,
Sarah Jenkins
Senior Account Executive

Deliverable Example

Sample output delivered by the Product Matching Compliance Agent:

Upsell Interaction Compliance Report


Report ID: COMP-AUD-20231026-015
Timestamp: 2023-10-26 10:17:02 UTC
Summary: Automated analysis of an email correspondence for an upsell approval event. Key details have been extracted and synchronized with relevant systems of record.




1. Extracted Interaction Details


    

  • Customer Name: Quantum Dynamics Inc.
    • 

  • CRM Account ID: QD-8820
    • 

  • Opportunity ID: 94511
    • 

  • Interaction Type: Upsell Approval
    • 

  • Sales Representative: Sarah Jenkins
    • 

  • Approving Manager: Mark Chen
    • 

  • Upsell Product: Quantum-Tier Analytics Suite
    • 

  • Approval Status: APPROVED
    • 

  • Approval Rationale (Extracted): "The 15% discount is justified to strengthen our strategic partnership with Quantum Dynamics ahead of their multi-year renewal discussions in Q1. This also positions us favorably for the upcoming enterprise-wide platform bid."
    • 

  • Source Document: Upsell_Approval_Correspondence_QuantumDynamics_CRM_OPP_94511
    • 





2. System Write-Back & Synchronization Log


The following actions were automatically executed to ensure data consistency across platforms.






System
Record ID
Action
Status






Salesforce CRM
0068p00001Fc9xJAAR
Update Opportunity Stage
SUCCESS




Salesforce CRM
5008p00001Kn3yBCC
Create Approval Record
SUCCESS




NetSuite ERP
SO-74482
Create Draft Sales Order
SUCCESS




Compliance DB
20231026-015
Create Audit Trail Entry
SUCCESS








3. Audit Trail Entry


A permanent, tamper-proof record of this event has been created for compliance and reporting purposes.


    

  • Event ID: 27a9c11e-73f1-419b-83c3-6e54f0a2d9b1
    • 

  • Event Type: Sales.Upsell.ManagerApproval
    • 

  • Timestamp: 2023-10-26 10:17:01 UTC
    • 

  • Actors: user:s.jenkins@apexsolutions.com, approver:m.chen@apexsolutions.com
    • 

  • Details: Approval granted for Opportunity #94511 (Quantum Dynamics Inc.) for product "Quantum-Tier Analytics Suite" with a 15% discount.
    • 

  • Data Integrity Hash (SHA256): a3c5d88f1a8e0e1f7b8c9d0a1b2c3d4e5f6a7b8c9d0e1f2a3b4c5d6e7f8a9b0c
    •

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