Agentic AI at Work: The Future of Workflow Automation · 2026-05-02 · 27 min
Read the full article: Sales Operations Agents for Quote-to-Cash and CPQ Discover more at Agentic AI at Work: The Future of Workflow Automation Excerpt: Sales Operations Agents in Quote-to-Cash and CPQ In modern B2B sales, moving deals from proposal to order intake (often called the quote-to-cash process) involves many steps - product configuration, pricing, approvals, contract management, and billing. Traditionally these steps require tedious manual work. Sales teams assemble quotes in spreadsheets, reviewers check discounts and margins, and contracts and invoices are handled in separate systems. All too often this creates bottlenecks: deals stall while quotes sit in queues for approval, errors cascade from one system to the next, and reps waste hours on admin instead of selling. ... Continue reading
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
176: Why Headcount≠Growth: The 3-Lever Sales Planning Formula Every CRO Needs (w/ Dougie Loan, SourceWhale)Move The Needle · on CRM integration88 / 100
Inside Microsoft-scale sales operations with Chinesh GandhiThe Sales Compensation Show · on Sales operations86 / 100
Pipeline > Clicks: The Paid Ads Mistake Killing Revenue | Ep. 60 w/ Brian Koffler (D.I.G.S. Marketing)Is Anything Real? · on CRM integration81 / 100
The Scrappy ABM Moves Worth Stealing | Ep. 274 (Best Of)Scrappy ABM · on CRM integration80 / 100
E150: Making LinkedIn Ads work for youB2B Marketing Futures · on CRM integration80 / 100
How Does Marketing Automation Fit into a Broader Strategy? | With Daria KravchenkoThe Strategic Marketing Show · on CRM integration80 / 100
Top 12 PPC Optimization Agents for Bidding, Budgeting, and Creative58 / 100
Set It and Forget It: The 10 Best Self-Running Ad Agents for Meta & Reddit (Ranked by Real User Results)36 / 100
Top 10 Customer Support Triage and Resolution Agents57 / 100
Top 10 Localization and Multilingual Content QA Agents39 / 100Top 10 Recruiting and Candidate Screening Agents44 / 100