Data Workers for sales and revenue data teams
Pipeline, forecast, territories and Customer 360 are the most-read data in the company. This is how revenue data teams run them on agents.
What going fully agentic and autonomous means for this team
- •A forecast verified before the call. Pipeline ties to the CRM and bookings to finance every morning.
- •Fiscal-year resets in a morning. Hierarchies are versioned and history restated.
- •Seller agents on governed data. Every recommendation uses the same definitions as the dashboard.
- •Access that follows the territory. Row-level access re-scopes with every move.
The shift
Revenue data changes every week and is read by the most senior audience in the company. CRM changes, territory resets and conflicting definitions consume the team that should be building seller-facing products.
Data Workers maps CRM changes the day they happen, verifies the forecast before every call and keeps seller agents on governed definitions.
Use-case guides
- •Account intelligence data: Sellers and their agents see the same account.
- •Pipeline health data: Pipeline reviews start from trusted numbers.
- •Sales forecasting data: The forecast is verified before the call.
- •Churn and renewal risk data: Risk surfaces months before renewal.
- •Territory and quota planning data: The new year starts on the first day.
- •CRM workflows: CRM changes never break downstream data.
Use cases, in depth
CRM changes absorbed the same day
Today. A stage split breaks Monday's forecast.
With Data Workers. Schema Evolution maps the change, Pipeline Building updates the forecast and Conductor holds it for RevOps.
What changes. The forecast call runs on trusted numbers.
Fiscal-year reset
Today. New territories and hierarchies break dashboards for weeks.
With Data Workers. Agents version hierarchies, restate history and re-scope access before sellers log in.
What changes. Sellers start the year on their new book.
Customer 360 for seller agents
Today. Seller agents read whatever tables they find.
With Data Workers. Context Wizard serves governed account, opportunity and product context.
What changes. Agents and dashboards agree.
The impact metrics we move
- •CRM change mapped: from about 2 days to 15-30 min
- •Forecast verified: from about 8 hours to 8-15 min
- •Fiscal-year reset: from about a month to 3 h
The pilot
- •Scope. CRM change mapping and forecast verification at L2.
- •First week. Agents run at L1, observing only, and show the fixes they would have made, with receipts.
- •By week two. The routine work above runs on its own; anything sensitive stays with a named approver.
- •At day 30. We review the impact metrics against your baseline:
- •CRM change mapped: from about 2 days to 15-30 min
- •Forecast verified: from about 8 hours to 8-15 min
- •Fiscal-year reset: from about a month to 3 h
- •Cost. Start with a pilot ($7,500 one-time, credited in full against the first year). Scale is from $1,000 a month and Enterprise from $3,000 a month, billed annually, with unlimited seats, no usage meter and no markup on model spend. See pricing.