Outcome in Numbers

Faster quotes with
higher deal confidence

80%

faster quote creation

discount leakage

rep productivity and faster deal cycles

Solutions

Salesforce-native
quoting automation

This AI quoting agent operates natively within Salesforce CPQ
that guides sales teams through complex quoting workflows
using conversational, policy-enforced interactions.

Modernization and
AI-readiness

  • Application and architecture inventory and observability baseline
  • Code quality analysis and specification generation from existing code
  • Target-state architecture and agent-ready integration patterns
  • Modernization roadmap with 2–4 week quick wins and phased migration

Guided quote
creation

  • Guide reps through product selection, configuration, and pricing
  • Replace click-heavy CPQ flows with conversational interactions
  • Reduce dependency on expert users for complex deals

Policy and pricing
enforcement

  • Apply pricing rules, discount thresholds, and approval policies automatically
  • Prevent invalid configurations and pricing errors
  • Reduce rework and downstream corrections

Salesforce-native intelligence

  • Operate directly within Salesforce CPQ and RevCloud
  • Use full CPQ data context, products, pricing, and entitlements
  • Leverage Salesforce profiles, permissions, and trust controls
Why Gruve

Agents, backed by enterprise service

Strong
data foundation

We start with a clear data roadmap and leverage our AI-native expertise to build an enterprise-grade foundation that is secure, governed, and continuously optimized for AI quoting and CPQ automation at scale.

Built on
security

We secure your AI workloads with industry-ready compliance and an AI-native security force that unifies networking, AI, and security teams, ensuring every layer of AI is defended.

Outcome based
pricing model

We act as an extension of your team, sharing both the risk and the reward by charging only when outcomes are achieved, making AI quoting tools accessible and scalable.

FAQs

1. What does an AI quoting agent do in Salesforce CPQ?

The quoting agent guides sales reps through CPQ workflows, helping them create accurate, compliant quotes faster using conversational interactions inside Salesforce.

2. Does the AI quoting agent replace Salesforce CPQ?

No. The agent operates on top of Salesforce CPQ, enhancing usability and speed without changing your underlying data model or rules.

3. How does the AI quoting agent enforce pricing and discount policies?

Yes. All pricing rules, discount thresholds, and approval policies are enforced automatically within Salesforce.

4. How long does AI CPQ quoting agent take to go live?

Most customers launch a production pilot within 4–8 weeks using existing products and scenarios.

5. Will this replace sales operations or managers?

No. The agent reduces repetitive quoting work so sales operations and managers can focus on exceptions, strategy, and complex deal reviews.

Unlock your
true speed to scale 

Accelerate what data and AI can do together.