Selling That Works Across Every Channel and System
Sales copilots stop at the CRM. Agent-assisted selling reaches into pricing, inventory, and ERP, turning demand from any channel into accurate, margin-protected quotes.
Explore our other solutionsThe Challenge
Complex B2B selling still runs on manual work, with data scattered across systems a copilot can't reach.
Buying styles won't change
Complex orders still arrive by email and phone. Portal-only strategies stall and strain the relationship.
Spec-heavy, complex SKUs
Finding the right SKU, substitute, or compliant variant is slow and error-prone, and it erodes buyer confidence.
Quoting drains reps and leaks margin
Manual SKU resolution and pricing lookups burn rep hours, and every manual step is a chance for margin to slip.
Copilots locked to the CRM
A copilot that can't reach pricing, inventory, contract terms, and ERP can surface a suggestion, but it can't close the loop.
The answer isn't forcing buyers onto a portal, it's giving reps agents that work across every channel and reach into the systems where the real answer lives. One commerce brain, many interaction channels, with ERP authoritative but never in the critical path, and humans owning the exceptions that protect margin.
The Solution
Agents across the full revenue cycle — discovery to cash — reaching into your commerce core, pricing, inventory, contract terms, and ERP. Reps direct and review; agents handle the rest.
Guided Buying & Discovery
From a Goal to the Right SKU
Moves buyers—and the reps assisting them—from a goal to the right product through conversation, answering spec questions, comparing options, and recommending substitutes based on live availability.
Because it reaches into your systems, account-specific contract pricing and compliance requirements surface automatically.
Goal-based discovery
Conversation that narrows to the right SKU, not a wall of filters.
Live substitutes
Recommends alternatives based on real-time availability.
Contract pricing & compliance
Surfaced automatically, specific to the account.
Order Intake From Any Channel
Turn Email, Phone, and Portal Into Structured Orders
The agent reads unstructured demand like emails, call transcripts, and free-text line items, and resolves descriptions to confirmed SKUs using catalogue and order history, enriching with contract pricing and live inventory.
High-confidence orders flow to one-click approval; low-confidence or high-risk exceptions go to the rep queue. The high-value accounts that will never switch to a portal are served exactly as they are.
Parse any channel
Reads email and call transcripts, structured or not.
Resolve SKUs from free text
Maps nicknames and "the usual" using catalogue and history.
Enrich and route
Applies contract pricing and inventory; flags what it can't resolve.
Quoting, Margin & Approval
Fully-Costed Quotes, Reps Own the Exceptions
The agent generates structured draft quotes—pulling pricing tiers, contract overrides, MOQ rules, and live availability—with a confidence score and flagged exceptions for every one that reps can approve, edit, or reject.
Approved quotes become orders and sync to ERP with no rekeying and a full audit trail, ensuring margin protection at scale with human-in-the-loop by design.
Fully-costed draft quotes
Pricing, contract overrides, MOQ, and availability applied.
Exception review
Confidence scores and flags for margin, anomalies, and stock risk.
Quote → order → ERP
Synced without rekeying, fully audited.
Order Resolution & Collections
Proactive Service and Frictionless Collections
The agent monitors orders for delays, mismatches, and fulfilment issues, kicking off resolution workflows automatically before the customer notices a problem, creating account stickiness through both the order and the service around it.
On collections, it tracks invoice and payment status, sends proactive on-brand reminders, and can extend payment terms within your guardrails, escalating sensitive cases to a rep with full context.
Proactive monitoring
Watches for delays, mismatches, and fulfilment exceptions; starts resolution automatically.
Escalation with context
Rerouting, substitution, or rep handoff with everything attached.
Collections without friction
On-brand reminders, policy-bound flexibility, and human escalation when it matters.
Your Hardest Accounts Deserve Better Than a Copilot
Talk through where agent-assisted selling fits your channels, systems, and margin profile.
Outcomes
Agent-assisted selling shows up where it counts: revenue, rep capacity, margin, and retention. Agents handle the parsing, pricing, and follow-up that slow teams down and create risk, so reps can focus on the relationships and decisions that actually move revenue.
Revenue Acceleration
Guided discovery and faster quoting reduce abandonment and surface larger orders at the point of decision.
Increased Rep Capacity
Agents handle parsing and pricing; reps spend their time on exceptions and relationships, not data entry.
Protected Margin and Cash Flow
Contract pricing applied automatically and invoices followed up proactively so margin holds and cash comes in faster.
Stickier Accounts
Proactive service and resolution keep customers coming back, even the ones who never touch a portal.
How Orium Helps
We help revenue teams adopt agent-assisted selling deliberately and leave the capability with your team.
Use-Case Mapping
Identify the highest-friction selling and quoting workflows worth automating first.
Integration to Systems of Record
Connect agents to your commerce core, pricing, inventory, contract terms, and ERP.
Human-in-the-Loop Design
Define confidence thresholds, review queues, and approval flows that protect margin.
Embedded Co-Delivery & Scale
Build alongside your team, then expand across accounts and channels.
Sell Faster Without Losing Control of Margin
Talk with our team about agents that work across every channel and reach the systems your CRM copilot can't.
More Solutions
Agent-Assisted Shopping
Learn moreGuide shoppers to the right product and keep them coming back across discovery, purchase, service, and loyalty.
Agent Infrastructure
Learn moreThe foundation multi-agent systems run on: orchestration, identity, governance, and observability.
Agent-Driven Development
Learn moreRedesign software delivery with agents across the full lifecycle— production-grade, governed, and owned by your team.
Consults & Workshops
Learn moreExecutive briefings and workshops that turn agentic ambition into a prioritized, fundable plan.
