Approval and control workflows
Discount limits, quotation validity, credit exceptions, target changes and workforce actions route to the right approver with a full decision history.
Sales automation
Sales automation that enforces policy without chasing people
Policies fail when they depend on someone remembering. Salforce AI turns your operating rules into scheduled checks, automatic notifications and escalations with owners and deadlines.
Scheduled engines instead of manual follow-up
Daily scans handle overdue receivables, unkept promises, missed visits, stale locations, expiring documents and slipping performance pace.
Configurable, not hard coded
The Policy Engine and Rule Book let management change thresholds, grace periods and escalation levels without a redeployment.
Frequently asked questions
Can we start with only a few automations?
Yes. Rules can be enabled company by company, and each has its own thresholds and owners.
Is every automated action traceable?
Every rule execution, notification, escalation and manager decision is recorded in the audit trail.