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Squaretalk Launches WhatsApp Integration to Enhance Secure and Trusted Business Communication

Squaretalk CPaaS Logo

Squaretalk, a cloud-native contact center solution built for high-performing sales and outreach teams, has officially announced the go-live of WhatsApp into its omnichannel suite, allowing businesses to connect with customers through one of the world’s most popular messaging platforms. This update is a response to the shift in client expectations towards real-time, safe, and compliant interactions in both B2C (Business-to-Customer) and B2B (Business-to-Business) environments. With WhatsApp now embedded directly into Squaretalk’s interface, companies can handle core communication methods (phone and messaging) in one unified space, providing higher customer engagement, stronger security, and improved channel oversight.

“As communication preferences continue to shift, so do the safety expectations,” remarked Elie Rubin, CEO of Squaretalk. “We are seeing that customers are far less inclined to answer calls or engage with messages from unfamiliar numbers. WhatsApp’s popularity, strict verification process, and security framework make it a valuable channel for companies that prioritize transparency and responsibility. This additional channel in Squaretalk’s platform gives companies another dependable way to connect with their target audience.”

Read More: SalesTechStar Interview with Jagan Reddy, Founder and CEO of RightRev

Built-In Fraud Prevention from First Message to Last

One of the benefits of Squaretalk’s WhatsApp integration lies in minimizing fraudulent interactions. With WhatsApp’s end-to-end encryption safeguarding message content and Squaretalk’s own security tools, like brute-force login protection, IP- and role-based access control, and AI-powered sentiment analysis, the platform reinforces communication safety on multiple levels.

By sending pre-approved templates and AI-suggested responses from Meta-verified profiles to opt-in contacts, businesses build trust and reduce the likelihood of phishing, SPAM, and impersonations. This credibility is vital for a wholesome sales and support process, and significantly increases response rates to outbound messages.

Read More: The ‘Predictive Pipeline Orchestrator’: Using AI to Anticipate Bottlenecks and Optimize Lead Flow for Maximum Conversion

WhatsApp’s SOC 2 certification reinforces Squaretalk’s data security and compliance with international regulations like GDPR and PCI DSS. The platform ensures all communications are logged and stored, streamlining audits and reviews. For industries where data privacy and security are critical, these features offer an invaluable, built-in protection and compliance.

“Our goal is to provide features that answer the real-life needs of support teams and outreach specialists,” Elie Rubin continued. “With WhatsApp now integrated directly into Squaretalk, every conversation is protected, fully auditable, and structured to meet internal quality standards.”

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

Beyond CPQ (Configure, Price, Quote): The Rise of “Intelligent Configuration” in High-Complexity B2B Sales

Picture this: A worldwide company is getting ready to give a price for a specialised industrial machine. Each part of the machine has its own limits, compatibility concerns, price ranges, and delivery times, therefore, each component must fit together perfectly. The sales rep puts together a proposal using a standard CPQ (Configure, Price, Quote) application. After hours of making changes by hand, verifying spreadsheets, and switching between systems, the rep sends in a quote. Days later, engineering says that the configuration can’t be established. The cycle starts over, but this time it’s slower, more expensive, and more dangerous.

This isn’t an isolated incident; it’s part of a growing problem in B2B sales, where standard CPQ systems can’t keep up with the expanding complexity of products. CPQ solutions were first made for easier selling situations. They were meant to automate quoting by letting sales staff choose from pre-made setups, apply price criteria, and make polished bids. This worked well for industries with offerings that don’t change too much. But in today’s fast-changing B2B world, when customisation, worldwide pricing, and cross-functional coordination are the norm, these tools aren’t enough anymore.

Standard CPQ systems work with strict logic, which means they have set rules, fixed product bundles, and simple approval workflows. They assist in automating operations that need to be done again and over again, but they aren’t very good when B2B sales procedures need to be flexible, fast, and accurate under pressure.

This is especially true in fields like high-tech, industrial equipment, telecom, and modular software, where there are thousands or even millions of different setups. In these situations, human vendors and systems that follow rules have a hard time keeping up. They can’t dynamically handle edge circumstances, figure out how compatible huge databases are, or make setups better depending on real-time factors like inventory or client intent.

What happened? The speed of sales goes down. Mistakes happen more often. Margins are going down. And maybe the worst part is that clients get angry when they have to wait a long time for accurate bids, especially when competitors are already using better tools. This complicated problem has made it very important for B2B sales technology to change. Intelligent Configuration is the AI-powered replacement for traditional CPQ. Intelligent Configuration employs AI and machine learning to quickly digest complicated rules, make compatibility models, and suggest the best configurations. It goes from static logic to solving problems in real time.

Intelligent configurators don’t just put together items based on fixed rule trees. They also learn from past deals, engineering limits, and how customers act. They can guess what combinations are most likely, find problems early, and even recommend ways to sell more or cross-sell based on patterns. AI systems also handle complicated pricing by taking into account things like discounts, geographical differences, contract history, and profit targets, all without needing manual overrides or time-consuming checks.

This change changes the game for sales teams. Reps don’t have to deal with spreadsheets or wait for engineering permission for every custom build anymore. Instead, they are led through intelligent, flexible workflows that check inputs, suggest settings, and make quotations that are not only correct but also best for profit. In B2B sales, when deals take a long time to close and there is a lot of competition, this flexibility can make or break a business. Mmm nn

Also, intelligent configuration makes it easier to scale. B2B sales companies require systems that can swiftly change as they grow into new areas, product lines, and types of buyers. AI-powered systems can handle localisation, compliance, and regulatory filters by automatically changing quotes to meet local needs or norms for a certain industry.

And the rewards don’t just go to salespeople. Marketing teams may make sure that their messages match what the product can do right now. To make sure that the AI engine works, engineering might send it updated compatibility data. Finance can keep a better eye on changes in prices and margins. The whole company becomes more responsive, more data-driven, and in the end, more focused on the client.

In short, Intelligent Configuration not only makes the quotation process better; it changes how B2B sales work in contexts with a lot of complexity. It lets businesses personalise their services, make sure they are accurate, and speed things up without hurting their bottom line. This change is not a luxury for businesses that are becoming more complicated and have shorter sales cycles; it is a requirement.

Companies that are into B2B sales are under more pressure than ever to provide faster, smarter, and more personalised solutions. Those who still use old-fashioned CPQ systems are at risk of slipping behind. The future is already here, and Intelligent Configuration is the way to go.

The Complexity Crisis: When Rules-Based Systems Fail

The things we offer have changed a lot in today’s high-stakes world of B2B sales, but the tools we use to sell haven’t changed much. The complexity of what companies acquire and sell is getting to the point where it is too much. This includes modular software packages, custom-engineered gear, and subscription-based service bundles. But still, most businesses use old, rules-based systems to set prices and make changes.

What happened? A sales environment that is full of problems, such as friction, sluggish quotation cycles, and frequent mistakes, which leads to missed chances to make money. Let’s take a closer look at what’s causing the complexity issue in B2B sales, why traditional methods are failing, and how this bottleneck is slowing growth in areas where speed, accuracy, and flexibility should be the standard.

Modern B2B Configurations: A Different Kind of Beast

The changing nature of the B2B sales process is at the heart of the problem. No more fixed SKUs and straight product catalogues. Today, consumers expect—and often demand—customized solutions that fit their specific demands in terms of operations, technology, and money.

This means that sellers need to think about:

  • There are thousands to millions of possible configurations:

There can be a lot of different hardware, accessories, software add-ons, and compliance options for one industrial system. The same goes for bundles of enterprise software and IT infrastructure services.

  • Real-time compatibility checks:

Just because a part is there doesn’t guarantee it works with all the other parts. It’s very important to check compatibility dynamically, especially when the wrong combination could result in a failed implementation or expensive rework.

  • Highly dynamic pricing models:

Pricing isn’t only about a basic cost and a discount anymore. Managing pricing manually or through hard-coded rules is practically impossible because of things like volume-based tiers, contractual conditions, regional considerations, supply chain variations, and customer-specific agreements.

  • Regulatory and compliance issues:

The healthcare, energy, and defence industries add another level of difficulty. To meet regional laws, certifications, and data-handling standards, every proposal must go through a maze of compliance assessments.

This isn’t just complicated; it’s compounded complexity, and it’s increasing faster than standard systems can keep up with.

Why Rules-Based CPQ Falls Short

People built Configure, Price, Quote (CPQ) systems to make it easier to make quotes. But most of the CPQ tools that people use today are based on rules-based, static logic. If X, then Y. If Y, then leave out Z. This method worked when there were fewer variables, but now it slows down modern B2B sales workflows a lot.

Why?

Because rules have limits:

  • They don’t scale well:

The rules library gets too big and hard to maintain because there are millions of possible combinations.

  • They’re difficult to maintain:

Every time a product is updated, a new region is added, or a new price agreement is made, new rules have to be written, tested, and put into place by hand.

  • They can’t change on the go:

If a supply chain problem makes one part inaccessible for a short time or a new compliance law comes into effect, rules can’t change right away without someone doing it.

This rigidity makes it harder to get quotes, makes mistakes, and makes sales engineers’ jobs harder, which is already a limited resource in many companies.

The Cost of Complexity: What’s at Stake

When old CPQ tools are used in B2B sales, the repercussions are felt throughout the company. Think about these effects:

1. Sales Velocity Slows Down

A client with a lot of value sends in a request for a configuration. They have to wait days or even weeks for an estimate since sales, engineering, and finance have to agree on whether or not the project is possible and how much it would cost. This delay is deadly in marketplaces where there is a lot of competition. Deals stop. Prospects go on.

2. The number of mistakes goes up

The more complicated the setup, the more likely it is that something will go wrong, such as erroneous pricing, elements that don’t work together, or not following the rules. Mistakes don’t merely affect profits; they also hurt trust. A terrible agreement can ruin a long-term relationship.

3. Margins Get Smaller

Costs go up when people have to check every quote by hand. Many firms provide blanket discounts or low prices to “be safe,” which is worse because they leave money on the table. Sellers can’t be sure that every deal is as profitable as it should be without dynamic optimisation.

For companies that sell aerospace, industrial equipment, or enterprise technology to other organisations, this complexity is a big problem because the stakes are high and the configurations are rarely easy.

Complexity Needs Intelligence, Not More Rules

So what else is there?

The answer that is coming up is Intelligent Configuration, which is are AI-powered systems that go beyond static rules to provide real-time, flexible, and maximized configuration logic.

Instead of using infinite “if-then” chains, smart systems use machine learning and constraint-solving algorithms to find suitable configurations on their own.

  • Price based on real-time information (cost, availability, and customer value).
  • Suggest margin-optimized bundles.
  • Use up-to-date regulatory data to make sure you are following the rules.

This isn’t just a theory. Smart configuration engines are already being added to the B2B sales stacks of major software and hardware companies. The results: faster quotation turnaround, fewer mistakes, and more wins.

It’s Time to Rethink the Tools Behind the Sale

It’s time to stop and think if your company is having trouble with more complicated services and your quote process feels more like a discussion with your technology than with your customer.

Are your sales tools helping growth or getting in the way of it?

For too long, B2B sales leaders have thought that things were always going to be complicated. But the truth is that you can beat complexity with the correct architecture. That means getting rid of brittle rules and using smart, AI-powered configuration models instead.

In a market where speed, precision, and personalisation are more important than ever, rigid systems aren’t enough anymore. To survive the complexity problem and transform it into a competitive advantage, B2B sales must move beyond rules and embrace intelligence.

For a long time, Configure, Price, Quote (CPQ) tools have been the most important part of B2B sales. But let’s be honest: those systems are now more trouble than they’re worth. The old CPQ paradigm, which is based on strict rules and old logic trees, is falling apart because sales are getting more complicated. Legacy CPQ is not working at all in a world where clients want hyper-personalized solutions, dynamic pricing, and easy purchasing. It’s time to face the truth: if you’re still utilising rules-based CPQ, you’re holding back your own growth.

Enter Intelligent Configuration—the AI-powered reboot that B2B sales desperately needs.

Why Rules-Based CPQ Is Outdated—and Dangerous?

Let’s get rid of the corporate sugarcoating. When B2B sales meant selling static products with set prices and minimal choices for customising them, traditional CPQ systems were made for that time. From the B2B world today is anything from stable. Companies today provide solutions that can be changed in thousands, or even millions, of ways. Add to that real-time compatibility checks, fluctuating prices, and rules that are always changing, and you have a nightmare that rules-based CPQ was never meant to handle.

What do you do when your system can’t keep up? Sales speed comes to a stop. Reps spent hours trying to get price approvals or figuring out why their quote didn’t pass validation. The customer experience gets worse, which is a deal breaker in B2B sales.

Read More: SalesTechStar Interview with Jagan Reddy, Founder and CEO of RightRev

What is intelligent configuration?

Intelligent Configuration isn’t just a jargon; it’s a lifeline. It is an AI-powered system that learns, changes, and improves settings in real time. Intelligent Configuration employs machine learning to find the best and most useful combinations of products based on past data, contextual factors, and real-time limits. Static rule engines do not do this.

It’s like CPQ on steroids. It doesn’t just do things automatically; it also thinks. It doesn’t merely handle data; it also makes predictions. Your CPQ tool becomes a strategic sales counsellor instead of just a fancy spreadsheet with Intelligent Configuration.

And let’s be honest: in the cutthroat world of B2B sales, that’s the edge you can’t afford to miss.

Let’s talk about how Intelligent Configuration alters the game:

1. Machine Learning Finds the Best Settings

AI models don’t use old if-then logic. Instead, they look for trends in past deals, pricing behaviour, and client preferences. It knows what combinations work, both technically and in business.

This information is worth its weight in gold in B2B transactions, where the margin is often made or lost during the configuration process.

2. Edge Cases Are Handled via Probabilistic Reasoning

What about those one-time setups that don’t follow the rules? When you use traditional CPQ, it gives you an error and leads your sales rep down a long, complicated path of manual overrides. AI doesn’t blink. It uses probabilistic reasoning to figure out if something is possible and automatically proposes other options.

Who is a huge step forward for B2B sales teams in businesses that have to cope with complicated compliance issues and pricing differences between regions.

3. The self-learning engine gets better with time

The system gets information from every quote, every rejected combination, and every successful closing. With each transaction, Intelligent Configuration gets wiser and better at making recommendations that lower risk and raise profits.

This kind of iterative intelligence is a game changer for B2B sales, where learning curves and feedback loops might take months instead of weeks.

4. Real-Time Guidance for Sales Reps

Intelligent Configuration gives salespeople real-time advice on what to bundle, how to price, which features to upsell, and where hidden margin risks are, instead of letting them guess. It changes reps from people who follow orders to those who give strategic advice.

Intelligent Configuration gives you the Holy Grail of B2B sales enablement.

Intelligent Configuration Isn’t Optional. It’s Inevitable

The B2B sales landscape is evolving fast. Customer expectations are rising. Procurement is becoming autonomous. Margins are razor-thin, and buying cycles are shortening. Traditional CPQ can’t keep up—not even close. Sales leaders who cling to legacy systems aren’t just making things harder—they’re actively losing deals.

It’s time for CIOs, CROs, and CTOs to wake up to the fact that Intelligent Configuration is no longer optional. If your CPQ system isn’t thinking for itself, it’s dragging your sales team down. In an AI-first economy, static systems are silent killers.

What This Means for the Future of B2B Sales

This shift isn’t about replacing humans—it’s about augmenting them. B2B sales reps aren’t going anywhere. But their roles are changing. In an era where AI handles configuration, pricing, and feasibility, human sellers can focus on trust, relationships, and strategy.

That’s the true promise of Intelligent Configuration: it restores humanity to B2B sales by removing the soul-crushing busywork.

Meanwhile, sales ops and IT leaders finally get what they’ve long wanted: scalable configuration logic, real-time analytics, and a system that actually improves over time. Intelligent Configuration makes your tech stack smarter. More importantly, it makes your business faster.

Stop Following the Rules. Rewrite Them.

If you’re still trying to make your sales process work with old CPQ, you’re going to lose. B2B sales have been asking for an upgrade, and now it’s here: Intelligent Configuration. This is your chance to trade in rigidity for intelligence, long cycles for real-time flexibility, and guesswork for accuracy.

So, don’t follow the rules anymore. Begin constructing a system capable of rewriting them. This is the single rule that matters in modern B2B sales: change or be left behind.

Core Pillars of Intelligent Configuration

B2B sales teams can’t use old configuration systems with static rules and inflexible logic trees anymore, since the digital economy moves so quickly. As businesses try to deliver increasingly complicated, personalised, and margin-sensitive products, real-time intelligence in the sales process is becoming a must-have. Intelligent Configuration is not only a modern replacement for classic CPQ solutions, but it also changes the way B2B commerce works at its core.

These are the four main parts that make Intelligent Configuration work and turn it from a simple feature upgrade into a strategic advantage in B2B sales.

1. Dynamic Compatibility Modeling

There used to be hard-coded configuration logic in CPQ systems that needed to be updated by hand all the time. AI uses technical data, past setups, and customer usage patterns to suggest only possible combinations with Dynamic Compatibility Modelling.

You can’t just guess or hope that a given set of product features will work together. It’s about letting the machine learn from thousands (or maybe millions) of real-world builds, field failures, warranty claims, and successful deliveries to help it set up future builds. It cuts down on quotation mistakes, speeds up the time it takes to get an approval, and speeds up the time it takes to get a quote.

In the high-stakes world of B2B sales, this means that salespeople may safely suggest custom solutions without having to check with engineering for every purchase. Customers get better deals faster. Your firm will have fewer problems with misconfigurations and smoother fulfilment.

2. Real-Time Pricing Optimization

Prices are never fixed, especially in B2B sales where personalised quotes are the norm, not the exception. Reps have to choose between predefined discount tiers or ask for special clearances on traditional CPQ platforms. It makes things take longer and adds more friction.

Intelligent Configuration changes the game by adding AI-powered pricing algorithms that figure out the ideal price point in real time. Before giving a final quote, these engines take into account market conditions, how competitors act, the size of the sale, the customer’s profile, their past buying habits, and their margin goals.

It’s like algorithmic pricing with some business rationale. It doesn’t just find a number that “works”; it finds the number that wins. And because this price changes in real time, it lets B2B sales teams work faster while still making money.

3. Feasibility & Supply Chain Awareness

One of the most annoying things about configuration is marketing something you can’t deliver. The part might be out of stock, the supplier might be late, or the project might need resources that you don’t have right now. These problems make deliveries late, undermine trust, and blow out margins.

Intelligent Configuration connects directly to supply chain and inventory systems to make sure that any proposed configuration is not only technically possible but also possible to put into action. Before giving you options, it looks at the existing levels of inventory, the limits of suppliers, and the timelines for manufacture.

This knowledge of the supply chain makes the quoting process much more real. This integration lowers risk and raises conversion rates in B2B transactions, where lead times and reliability are often deal-breakers. Your customers don’t simply want a promise; they want a promise that you can keep.

4. Guided Selling via Natural Language Interfaces

The last part of Intelligent Configuration is probably the most innovative: using natural language processing (NLP) and conversational AI to help people sell. B2B salespeople or even end customers can just say what they need instead of going through a maze of drop-down menus and options.

  • “Show me all the models that work with 220V and cost less than $50,000.”
  • “Set up a package for a medium-sized factory in Europe that will take 12 months to deliver.”
  • “I need the fastest shipping option that meets APAC’s compliance standards.”

The AI knows what these inputs mean and can set up workable, optimised solutions in a matter of seconds. This kind of contact that focusses on people makes it much easier for new sales agents to understand, gives everyone access to complicated product catalogues, and lets consumers help themselves even when they have complicated demands.

For B2B sales teams, it means making it possible to sell smartly on a large scale without hiring more people or losing accuracy.

A Smarter Path Forward

These four parts of Intelligent Configuration—Dynamic Compatibility, Real-Time Pricing, Feasibility Awareness, and Guided Selling—don’t merely make existing workflows better. They make them new again. Intelligent Configuration isn’t just beneficial in today’s B2B sales, where customisation is a must and speed is king. It is required.

Companies with the biggest catalogues won’t be the ones that sell the most in the future. Companies with the best setups will. The ones who can answer right away, make changes on the fly, and promise what they can truly deliver. Intelligent Configuration is how the finest B2B sales teams will win now and tomorrow.

Strategic Benefits: Turning a Problem into an Opportunity

The quote-to-cash process is sometimes too complicated for B2B sales, which is a high-stakes business. The configuration and quoting process often becomes a bottleneck that slows down negotiations, frustrates sales teams, and erodes client trust. This is because of highly customisable items, changing prices, or cross-functional approval layers. But intelligent configuration, which is powered by AI, is changing that bottleneck into a competitive edge.

We will speak about how this change helps modern B2B sales organisations in a strategic way by making everything faster, more accurate, better for customers, and more profitable.

Sales speed has gone from days to minutes

One of the most obvious and quantitative benefits of smart configuration is that it speeds up sales by a lot. In the past, it could take days or even weeks to make a complicated quote in a B2B sales process. Before making a good proposal, sales reps would talk to product teams, engineering, finance, and compliance.

AI-powered configuration platforms completely change the game. These systems can make optimised, customer-specific offers in minutes by looking at huge amounts of data in real time, such as product catalogues, historical configurations, pricing trends, and inventory availability. This means that sales teams will have less time to wait and more time to sell. For customers, it means quicker responses, better service, and fewer delays.

This time advantage is not simply tactical—it’s strategic in a market where speed is sometimes the most important factor.

Reduced Errors and Rework

Human mistakes are a common source of problems in traditional B2B sales. Rework, delays, and lost trust are all caused by misquotes, incompatible configurations, and missed compliance issues. Every mistake hurts both the company’s internal efficiency and its reputation with the outside world.

Intelligent configuration lowers these risks by making sure that compatibility tests happen in real time, using previous data, and working with actual inventory systems. AI makes sure that every quote is possible, can be built, and follows the rules for margins and compliance.

This level of accuracy stops the expensive back-and-forth between sales, engineering, and operations. It also lowers the chance of offering solutions that can’t be delivered, which is something no B2B sales team wants to have to explain to a customer who is already doubtful.

Higher Win Rates with Tailored Accuracy

Accuracy not only makes things work better, but it also makes people feel more sure of themselves. A sales proposal that meets all of a customer’s needs, gets to them fast, and doesn’t have any surprises shows that the company is professional and trustworthy. That level of accuracy is possible with intelligent configuration.

AI makes it possible to provide personalised quotes that take into consideration things like where the customer is, what regulations they need to follow, how big the deal is, how they acted in the past, and more. What happened? A proposition that seems custom-made because it is.

In B2B sales situations where decision-makers routinely compare several vendors, that extra level of customisation can make or break a purchase. When quotes are accurate, timely, and very relevant, the number of wins goes up.

Better margins without slowing down

A lot of B2B sales leaders think that protecting their margins and moving quickly are two things that can’t happen at the same time. The faster you go, the more likely it is that you will miss value or set the wrong price. But smart configuration tools put that idea to the test.

AI may recommend configurations and prices that are not just good for the business but also good for buyers by looking at how much customers are ready to spend, how much products cost, how discounts work, and how the market changes in real time. Smart recommendations often lead salespeople to more profitable combinations that they might have missed if they had done it by hand.

What happened? Deals that are faster and have larger margins are a rare combo in the typical B2B playbook.

Scalable Across Teams, Geographies, and Channels

One of the best things about an intelligent setup is that it can grow. As B2B sales companies grow around the world, sell through many different channels, and support hybrid workforces, the need for solutions that are consistent, smart, and easy to use grows quickly.

Configuration systems that use AI can be used by different teams and areas with very little customisation. They let channel partners, remote reps, and even customer self-service portals all use the same information, pricing logic, and configuration rules without needing to be watched over by a person.

That scalability changes a work that used to be done by hand and required a lot of knowledge into a process that can be repeated and relied on as the firm grows.

Changing Sales from a Cost Centre to a Growth Driver

In the end, smart configuration changes the B2B sales function from a reactive order-taker to a proactive revenue engine. What used to be a slow, error-prone, and manual bottleneck is now a strategic lever that makes customers happier, speeds up deals, and makes more money.

Businesses no longer have to choose between quality and quantity because they may now have speed and intelligence, as well as precision and scalability. They get both, which changes the game in complicated B2B environments.

Sales leaders need to rethink their IT stacks as buying cycles get shorter and customers want more personalised, precise solutions. Intelligent setup isn’t just a nice-to-have; it’s the key to surviving and doing well in a future when data is king and competition is fierce.

The Future of Sales: Smart Configuration as a Must-Have for Competition

In today’s high-stakes, high-complexity selling circumstances, traditional sales processes are falling apart because they are so inefficient. As industrial manufacturers, high-tech B2B solution providers, and businesses that offer complicated service bundles all try to be faster, more accurate, and more unique, one thing is becoming clear: intelligent configuration is no longer a “nice-to-have.” It is a must for B2B sales.

Intelligent configuration is about to change quoting, pricing, and deal velocity in the same way that CRM systems changed client engagement and pipeline visibility twenty years ago. This is especially true in industries where complexity slows things down and costs money.

  • Changing the way industrial manufacturing sales work

Industrial manufacturing is one of the few fields that feels the weight of configuration complexity the most. Manufacturers typically have to deal with thousands, if not millions, of possible product configurations, from heavy gear to custom-built machines. Each client request may have to deal with restrictions about compatibility, engineering, pricing, and regional compliance.

In this kind of situation, using spreadsheets or rules-based CPQ solutions is a sure way to make mistakes while quoting and slow down production. Intelligent setup transforms the game by employing AI to help you find your way through all of this intricacy in real time.

B2B sales teams don’t have to check compatibility or price logic by hand anymore. Instead, they may use intelligent configurators that learn from past builds, engineering data, and transaction outcomes. What happened? Quicker quotes, better proposals, and more wins. This automation makes sure that quality and uniformity are maintained on a large scale for global manufacturers with sales teams spread across.

  • High-Tech B2B Solutions: More than Just Products, Platforms

When you sell high-tech solutions like cloud software, telecom services, or IoT deployments, you usually have to package them with licenses, support tiers, usage limits, and service-level agreements. These aren’t just SKUs on a shelf; they’re living, changing configurations that are based on how well they fit in with the ecosystem and what customers want.

  • Intelligent setup is an important link between what can be done and what is best

Intelligent configuration gives tech B2B sales agents real-time help with pricing strategy, solution packaging, and modelling profitability. AI-powered tools can suggest not only a workable solution, but also the best one by taking into account the buyer segment, usage projections, and cross-sell tendencies.

This kind of accuracy isn’t just good for business; it’s also a weapon in marketplaces where the difference between winning and losing a trade is often how quickly and correctly you can change your offer.

  • Simplifying Complex Service Bundling

In fields like logistics, managed services, or consulting, selling isn’t only about setting up products; it’s also about putting together services into specialised, high-margin packages.

In the past, this meant protracted cycles of back-and-forth between B2B sales teams, delivery teams, and finance. These silos are broken down by intelligent configuration.

Businesses can quickly make complicated service proposals by putting service logic, capacity data, pricing models, and contractual limits into an AI engine. They can be sure that the ideas can be delivered and that the margins will be kept. This is especially helpful for companies that offer “as-a-service” models, where the packages change and the prices depend on how much you use them.

  • Not a Trend—A Change

The move towards smart configuration is not just a passing trend. This shows how B2B sales have changed over time, going from making deals based on gut feelings to making deals based on statistics. Customers want things to happen quickly, clearly, and correctly. Sellers, on the other hand, need tools that can handle more complexity without making them work slower.

Intelligent configuration is accomplishing for solution design and proposal creation what CRMs did for customer relationships. “Knowing your customer” isn’t enough anymore. You also need to know right away what you can sell, how much to charge, and how to get the most value for both sides of the table.

Those who start using smart setup early will make things run more smoothly, please customers, and protect their profits. People who wait can fall behind, not simply in technology, but also the competition.

The Path Ahead

People who can handle complexity quickly, accurately, and with confidence will be the ones who succeed in B2B sales in the future. Intelligent arrangement makes this feasible by turning what was previously a problem into a key strategic advantage. AI-powered configuration is the new standard for business success, whether you’re pricing parts for planes, SaaS bundles, or global managed services.

Just like CRM adoption changed the way people sell, intelligent configuration is going to be the next big thing in changing the way businesses sell.

Final Words

For years, B2B sales teams have had to deal with a basic trade-off: the more complicated a product or service is, the longer and more likely it is that mistakes will happen during the sales process. Traditional tools like outdated CPQ (Configure, Price, Quote) systems have not been able to keep up with companies that have highly designed solutions, complex configurations, dynamic pricing models, and compliance constraints. But that time of compromise is coming to an end, thanks to the emergence of AI-powered intelligent configuration.

We are now at a really important point. Intelligent configuration isn’t simply a new technology; it’s a new way of thinking about how to sell with accuracy. B2B enterprises may finally do the impossible: get speed, accuracy, and profit all at the same time by using AI, machine learning, and real-time data in the configuration process.

This change not only makes it easier to create quotes, but it also changes how B2B sales teams work. Instead of having to remember product limits or check settings by hand, merchants can use smart algorithms to quickly suggest the best options. Instead of looking at spreadsheets for pricing logic or worrying about compatibility issues, salespeople get real-time advice on what to provide, how to price it, and how to stay compliant while making the most money. Automation makes sales less reactive and more strategic, but human understanding still guides it.

It’s apparent what this means for CIOs and revenue leaders: it’s no longer a good idea to remain with rule-based CPQ systems. There is a risk of competition. Those who stick with old tools will fall behind as competitors update their stacks with smart configuration. They’ll be slower to quote, slower to close, and more likely to make mistakes that hurt trust and margins.

In B2B sales settings that change quickly, clever configuration makes complicated things a competitive edge. Think about high-tech sectors where every deal is different, or industrial manufacturers who have to cope with hundreds of part variations, regional compliance standards, and supply chain dependencies. These aren’t unusual situations; they are the new normal. And in that normal, only smart systems can keep up with the speed and accuracy needed to win.

But intelligent configuration has benefits that go far beyond just making things work better

inside. People who buy them also like them. Customers need customised solutions, clear prices, and quick responses in today’s world. Intelligent configuration gives them all of that. It lets potential customers know that you aren’t just trying to sell them something; you know what they need and can give it to them exactly. This is what modern B2B sales is all about: using data to create high-tech empathy.

This change also helps things work on a global basis. Intelligent setup makes sure that every sales rep has the same tools, no matter where they are or how much expertise they have. This is true whether you’re selling through direct teams, distributors, or partner channels. Everyone can give quotes fast, accurately, and make money. Everyone can help the company make more money. In B2B sales, when one error may cost millions, hurt relationships, or delay manufacturing, this consistency is very important.

It’s crucial to note that it takes work to set up clever settings. Cleaning up product data, integrating systems, and managing change are all very important steps. But these problems can be solved, and the return on investment is quick. Quotes get out faster. The chances of winning go up. Mistakes go down. And B2B sales turns become a way to make money instead of a problem.

You shouldn’t wait to use this technology. You can’t afford to wait to get this talent. Like the CRM revolution before it, intelligent configuration is quickly becoming the way that successful businesses sell. Those that accept it early will move faster, sell better, and get stronger. People who wait may never catch up.

The main point is clear: smart configuration is now required. It’s very important. In a world that requires both speed and accuracy, this is the only way for businesses that do complicated B2B sales to stay competitive.

Now is the time for CIOs and revenue executives to act. The future of B2B sales will not be determined by those who merely adapt; it will be shaped by those who reinvent possibilities. Your plan is an intelligent arrangement.

Read More: The ‘Predictive Pipeline Orchestrator’: Using AI to Anticipate Bottlenecks and Optimize Lead Flow for Maximum Conversion

Royal Cyber Unveils Salesforce CyberAgent: AI-Powered Agents Transforming Enterprise Efficiency

Royal Cyber proudly announces the launch of Salesforce CyberAgent—a dynamic AI-powered solution designed to revolutionize how organizations operate.

Royal Cyber, a global leader in digital transformation and a certified Salesforce Summit Partner, proudly announces the launch of Salesforce CyberAgent—a dynamic AI-powered solution designed to revolutionize how organizations operate within Salesforce.

Developed to meet the demands of fast-paced, customer-centric enterprises, CyberAgent is redefining how businesses across industries are building smarter, faster, and more responsive teams by blending human expertise with AI-powered autonomous agents. Tailored for industries like retail, manufacturing, automotive, insurance, finance, travel, and healthcare, CyberAgent enables businesses to scale with confidence while boosting productivity and customer experiences.

CyberAgent marks a new chapter in Salesforce efficiency. We’ve moved beyond workflow automation—it is about creating intelligent, autonomous assistants that help teams sell smarter and serve faster.”

— Huzefa Peshawarwala, Executive Vice President at Royal Cyber

Built to Power the Future of Work

As digital transformation matures, businesses are under pressure to scale operations without scaling costs. CyberAgent is built for this moment. By combining Royal Cyber’s deep Salesforce expertise with generative AI and automation, CyberAgent delivers a flexible, pre-built agent framework that integrates seamlessly into your Salesforce instance—across Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud.

Proven Success, Trusted by Global Brands

Royal Cyber’s Salesforce solutions, including CyberAgent, are already powering digital innovation for global brands. CyberAgent is built upon this same expertise—tailored to help businesses not only automate tasks but drive lasting outcomes through intelligent, insight-driven engagement.

What Makes Salesforce CyberAgent Unique?

• Autonomous AI Agents Across Functions – From case management and lead qualification to service ticket resolution and email outreach, CyberAgent automates everyday tasks, reducing manual load and operational friction.
• Always-On Workflow Support – CyberAgent continuously assists users by logging notes, suggesting responses, auto-filling forms, retrieving records, and recommending next best actions—all in real time.
• Real-Time Sentiment & Context Awareness – Built-in AI detects customer sentiment and behavior across interactions, helping agents prioritize cases and personalize service delivery.
• Intelligent Email & Call Summaries – Automatically generate structured call logs and personalized follow-up emails, ensuring nothing is missed while saving hours of effort.
• Knowledge Suggestions on Demand – CyberAgent recommends relevant support content, documents, or product information during customer conversations, improving accuracy and speed.Industry-Tailored AI for Every Business

CyberAgent is not a one-size-fits-all. Royal Cyber has developed specific AI agents to meet the unique operational needs of:
• Retail & eCommerce – Enable personalized promotions, manage high-volume order queries, and improve omnichannel service with real-time insights.
• Insurance & Finance – Accelerate claims processing, generate policy quotes, and assist customers with automated document management.
• Manufacturing & Automotive – Improve post-sales service, schedule maintenance, and assist with product inquiries using intelligent agents.
• Healthcare & Travel – Offer appointment scheduling, secure communication, and faster inquiry resolution through AI-driven service flows.

Fast to Launch. Easy to Scale.

CyberAgent is pre-built and fully customizable. Whether you’re just getting started with Salesforce or looking to enhance your existing implementation, CyberAgent can be deployed quickly—bringing measurable results within weeks, not months.

“The future of business lies in human-AI collaboration,” said Lala Asif Allana, Director of Salesforce at Royal Cyber. “CyberAgent empowers your team to focus on what really matters—customers—while the AI takes care of the rest.

Experience CyberAgent in ActionRoyal Cyber invites organizations to explore how Salesforce CyberAgent can transform their business. From complimentary consultations to custom demos, Royal Cyber’s Salesforce team is ready to help you build a smarter, more autonomous workforce with AI.

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Openforce Ushers in a New Era of Independent Contractor Management with AI-Built Master Toolkit Solution

By combining visibility and payments into a single experience, Openforce gives master contractors the speed, clarity, and control they need to scale.

Openforce, the leading software platform for managing commercial relationships between contracting companies and their 1099 independent contractor vendors, announced the official launch of Master Toolkit following a successful pilot program. Master Toolkit is a powerful AI solution designed to give master contractors greater control over their operations.

“The addition of the Master Toolkit has significantly streamlined our contractor management process, giving us better insight, control, and efficiency across the board,” said Roger Brown, President of ASAP Expediting Service, a current Openforce client who participated in the Master Toolkit pilot program.

Read More: SalesTechStar Interview with Sahil Rekhi, Chief Revenue Officer at Graia

The release addresses two of the most persistent challenges facing masters of all kinds (regional service providers (RSPs), delivery service providers (DSPs), freight agents, owner operators, etc.): limited visibility into subcontractor onboarding and disparate systems for managing payments. Through a centralized and proprietary Openforce dashboard, masters can now track onboarding status in real time across their entire subcontractor network, with document-level indicators showing whether items are approved, missing, or rejected. Additionally, integrated payment solutions allow for direct settlement submissions within the Openforce platform, reducing administrative time and costs and increasing payment accuracy.

“Master Toolkit delivers exactly what master contractors have been asking us for: more control, less friction,” said Wendy Greenland, CEO at Openforce. “This is about putting critical information and actions in one place so masters and our clients can operate with speed and confidence. Because when masters succeed, so do the businesses that rely on them.”

For contracting companies who rely on master contractors, Master Toolkit delivers faster compliance readiness, streamlined subworker management, and greater operational efficiency. By supporting master growth and enabling stronger relationships across subcontractor networks, Master Toolkit helps contracting companies scale faster, reduce risk, and drive more consistent outcomes across their extended workforce.

Read More: Beyond CRM: How SalesTech is Shaping the Future of Deal Management?

“Our engineering team continues to deploy artificial intelligence to accelerate development and deliver smarter, more secure solutions faster than ever before,” said Jared Allen, CTO at Openforce. “With an agile, onshore team and the most advanced tools at our fingertips, we’ve shortened time-to-market while increasing precision and scalability. We are proud to continue building tools that support independent contractors.”

Openforce continues to deepen its commitment to practical, scalable solutions for independent contractors and the businesses that depend on them. By combining payments and onboarding into a single platform, Openforce has empowered faster, more transparent operations, reducing risk and helping companies scale with confidence.

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SecureG Collaborates with 1Finity, Intel, and Rhythmic Technologies to Enhance O-RAN with Supply Chain Traceability

NTIA Funds Open Radio Commercialization and Innovation Project to Research Standards and Develop Architecture for Identity Assurance and Interoperability

SecureG, announced it has aligned with 1Finity (a Fujitsu company), Intel, and Rhythmic Technologies to research and develop an end-to-end supply chain traceability registry for open radio access networks (O-RAN). SecureG will lead a coalition of US-based chipset, open radio unit (O-RU) manufacturers, and mobile network operators (MNOs) to enhance the security and interoperability of O-RAN. The National Telecommunications and Information Administration (NTIA) awarded SecureG and its partners more than $6M to enhance critical infrastructure protection for the telecommunications industry.

“Nation state threats against critical infrastructure have become omnipresent and supply chain risks are at an all-time high,” said Todd Warble, CTO, SecureG. “This O-RAN interoperability team is committed to improving critical infrastructure protection for mobile network providers to secure the future of O-RAN.”

O-RAN is an open and interoperable standard that has been adopted by dozens of mobile networks operators and hundreds of vendors. O-RAN specifications have been developed by the O-RAN Alliance, 3GPP, and IEEE, among others. However, it can be challenging for mobile MNOs and ORU manufacturers to make sense of the hundreds of technical documents published by multiple standards developing organizations (SDOs).

Read More: SalesTechStar Interview with Sahil Rekhi, Chief Revenue Officer at Graia

“Through NTIA funding, 1Finity and SecureG can evaluate, integrate and demonstrate the efficacy of SecureG’s Supply Chain Traceability Registry through our O-RAN incubation testbed,” said Greg Manganello, Senior Vice President of the Network Software & Integration Business Unit at 1Finity. “By ensuring supply chain security, we will enable further adoption and advancement of Open RAN architectures, bringing faster integration, innovation and agility to the broader ecosystem.”

SecureG will be conducting a multi-phase research and development project to test a new identity assurance architecture and supply chain traceability (SCT) registry platform, which could securely enable O-RU manufacturers to easily and rapidly develop O-RAN radios that are easily integrated into any MNO’s network.

“Transparency and traceability are essential to establishing trust in the supply chain.” said John Healey, Vice President of Inte Corporation, “Incorporating FIDO Device Onboard (FDO) into O-RAN deployments, powered by Intel platforms, further standardizes the secure transfer of devices between suppliers and operators, providing a mutually authenticated foundational framework for the late-binding of runtime secrets and configurations.”

The group of companies will research how to most effectively implement a SCT registry with an architecture built to address security and interoperability for O-RUs in a vendor-neutral manner. Development will begin with a high-fidelity proof of concept that demonstrates existing security and interoperability issues to identify areas to improve performance.

Read More: SalesTech for Sales Email Engagement – What Works and What Doesn’t

“Enabling the interoperability of open radio units should be married to security, but security cannot hinder the innovation of open radio access networks,” said Dobroslav Slavenskoj, Director of Professional Services at Rhythmic Technologies. “Our mission is to enable the efficiency and effectiveness of these mission-critical workloads, while maintaining their security.”

SecureG and the coalition of companies will target deploying the results of this project across the 5G O-RAN ecosystem and related industrial IoT environments, as well as proposing extensions or enhancements to relevant 3GPP and O-RAN SDOs.

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Jeeva AI Introduces AI Sales Agents Designed to Streamline Outreach and Accelerate Meeting Scheduling

Jeeva AI | LinkedIn

Jeeva AI Sales Agents automate outreach, reduce admin by 57%, and book qualified meetings 24/7, accelerating sales pipeline growth efficiently.

The new agentic platform combines live-verified data with intelligent sales automation to cut non-selling time by half and supercharge AI-driven lead generation for B2B teams.

Sales teams spend just 28% of their workweek actually selling, with the remainder consumed by administrative work like prospect research, data entry, and manual outreach follow-ups. To solve this long-standing bottleneck, Jeeva AI announces the general availability of its breakthrough AI Sales Agents a fully autonomous network of AI-powered sales assistants that discover ideal buyers, enrich every record in real time, launch personalized, human-tone sequences across multiple channels, auto-schedule meetings, and sync every interaction directly to the CRM. The platform guarantees industry-leading ≥98% email deliverability and maintains a hard bounce rate below 2%, ensuring clean, compliant outreach at scale.

Sales leaders crave results, not tools—Jeeva AI delivers meetings that move the needle.”

— Gaurav Bhattacharya, CEO, Jeeva AI

The Go-To-Market Challenge
Fragmented sales stacks and siloed data vendors have created a “swivel-chair” effect, forcing reps to juggle multiple tools that don’t talk to each other, losing precious selling time and pipeline momentum. According to HubSpot’s 2025 sales productivity research, sales reps only allocate about 12 hours per week to direct prospect engagement, while the remaining 31 hours are spent on research, data hygiene, and manual task management. In this environment, even the most advanced AI sales tools fail to scale pipeline consistently due to integration gaps, outdated data, and limited multichannel orchestration.

Read More: SalesTechStar Interview with Jagan Reddy, Founder and CEO of RightRev

How Jeeva’s Agentic AI Transforms Sales Outreach
➤ Autonomous Discovery at Scale:
Jeeva AI’s agents leverage machine learning to continuously mine a database of over 300 million global companies and contacts. Advanced filters use technographic data, buyer intent signals, firmographics, and compliance flags to pinpoint ideal targets automatically prioritizing high-fit prospects for outreach.

➤ Live Data Verification for Maximum Accuracy:
Each email, phone number, and firmographic record is re-verified milliseconds before sending an outreach message. Invalid or bounced contacts are immediately replaced from the live database to maintain data hygiene and boost deliverability, reducing wasted touches and complaint risk.

➤ Hyper-Personalized Human-Tone Messaging:
Powered by cutting-edge large language models, Jeeva AI crafts personalized outreach by blending CRM fields, public web research, and buyer context into authentic, on-brand communications. This approach bypasses spam heuristics, increases reply rates, and improves engagement quality.

➤ Dynamic Multichannel Orchestration:
AI Sales Agents deploy sequences intelligently across email, LinkedIn, SMS, and voice drops, adapting timing and messaging cadence based on real-time engagement data. This multichannel approach ensures prospects receive timely, relevant outreach through their preferred channels.

➤ Seamless Self-Scheduling and CRM Integration:
Integrated calendar functionality allows prospects to book meetings instantly with no back-and-forth. Call summaries, next-step notes, and engagement metadata automatically sync to popular CRMs like HubSpot and Salesforce, triggering downstream workflows and RevOps alerts all without writing code.

➤ Continuous Machine Learning Feedback:
Jeeva’s platform leverages conversion data, engagement metrics, and revenue outcomes to refine targeting criteria and message tone continuously. AI models evolve within hours, ensuring campaigns improve over time and deliver higher pipeline velocity.

Why Jeeva AI Stands Out
➤ End-to-End Autonomy: Jeeva replaces disparate data, sequencing, and enrichment tools with a single autonomous AI sales agent that runs the full funnel, eliminating tech stack complexity.

➤ GDPR-Safe, SOC 2 Audited Data: Jeeva ensures compliance with global privacy standards, including CAN-SPAM, CASL, and GDPR across 40+ markets, with native double opt-out logic and country-specific quiet hours.

➤ Deliverability with Guardrails: Industry-first custom warm-up routines, adaptive send windows, and DKIM/DMARC configuration maintain sender reputation, supported by a unique <2% bounce-rate credit policy that financially backs deliverability claims.

➤ Zero-Code CRM Sync: Native OAuth connectors push every interaction directly to CRM activity timelines in real time, enabling automated workflows without technical overhead.

Read More: The ‘Predictive Pipeline Orchestrator’: Using AI to Anticipate Bottlenecks and Optimize Lead Flow for Maximum Conversion

Compelling Business Impact
➤ 57% Administrative Time Saved: Early customers have halved manual data entry and follow-up efforts within their first 30 days.

➤ 4.6× Increase in Pipeline: Across 80 beta accounts, qualified opportunities grew nearly fivefold quarter-over-quarter, accelerating revenue generation.

➤ 2-Day Payback Period: Rapid ROI achieved by cutting prospecting time and increasing meeting velocity, drastically shortening sales cycles.

➤ Industry Recognition: Jeeva AI recently secured the #2 Product of the Day and #1 Product of the Week awards on Product Hunt, receiving over 1,000 upvotes and 320 positive public reviews.

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FlavorCloud Launches Localized Market Pricing to Improve Global Consumer Experience & Increase Shopping Cart Conversion

Cross Border Shipping Made Easy | FlavorCloud

Intelligent Local Pricing Model Drives 13x Conversion for Global Shoppers

FlavorCloud, a leading provider of cross border shipping solutions announced the launch of Localized Market Pricing, a powerful recommendations and analytics tool designed to enhance the international consumer experience. The new solution enables Shopify sellers to display fully landed costs—including duties, taxes, shipping, and fees—as a part of SKU-level pricing, giving international shoppers a seamless, local buying experience.

With increasing tariff volatility and global trade concerns, many brands selling globally reported seeing lower consumer conversions on shopping carts when viewing total cost of purchase inclusive of tariffs. FlavorCloud’s State of Cross Border Report showed trade lanes like Made in USA goods shipping into Canada seeing a 32% decrease in shopping cart conversion and Made in USA shipping into China decreasing 80%. FlavorCloud’s Localized Market Pricing feature gives merchants a way to combat tariff and duty concerns by bundling product pricing at the SKU-level for a seamless local experience. The recommendations engine leverages network data for similar verticals as well as historical performance within their own account to deliver tailored recommendations to ensure margins are protected.

Read More: SalesTechStar Interview with Sahil Rekhi, Chief Revenue Officer at Graia

“FlavorCloud wants to ensure we provide an optimal buyer’s experience tailored to consumer expectations in each market, rooted in data and intelligence at the network level. This ensures that margins are protected for brands even during volatile tariff changes,” said Rathna Sharad, CEO and Co-founder of FlavorCloud. “With Localized Market Pricing, we’re enabling merchants to deliver optimal market and SKU-based product pricing across their website by working seamlessly with Shopify Markets. We’re not only boosting conversion rates and preventing margin erosion but also building trust and loyalty in a rapidly evolving global market.”

Key advantages of Localized Market Pricing include:

• Significant Conversion Uplift: Merchants implementing Localized Market Pricing have seen conversion rates rise dramatically, with cases reporting a 13x improvement when paired with Delivered Duty Paid (DDP) options.
• SKU-Level Pricing: FlavorCloud’s localized market pricing stands out with dynamic recommendations engine for SKU-level pricing, based on historical performance across verticals as well as within the merchants own account.
• Margin Protection: The platform can adjust pricing based on true landed costs, allowing retailers to choose whether to absorb or pass on cost changes. Robust reporting provides visibility into cost recovery percentages and pricing impact.
• Automation & Efficiency: Price updates are managed automatically, triggered by schedules or specific events, eliminating the need for manual adjustments and constant monitoring of tariffs or currency fluctuations.

Read More: SalesTech for Sales Email Engagement – What Works and What Doesn’t

This intelligent solution empowers brands to increase international conversions while effectively managing profitability in a dynamic regulatory and market landscape.

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Growvana and Settle Collaborate to Accelerate 1P Retail Access for Emerging Brands

Partnership Streamlines Vendor Onboarding and Purchase Order Financing for Marketplace Sellers

Growvana, Rebelution’s advanced e-commerce enablement platform, announced a strategic partnership with Settle, the leading provider of flexible working capital for modern CPG brands. The collaboration provides brands with seamless access to Growvana’s operational infrastructure and non-dilutive financing through Settle’s Working Capital product, enabling eligible brands to scale profitably across first-party (1P) retail channels.

Through this collaboration, brands now have access to:

  • Secure 1P vendor status with top retailers
  • Financing for purchase orders and inventory without giving up equity
  • Tools to automate order fulfillment, payments, and cash flow visibility

Read More: SalesTechStar Interview with Sahil Rekhi, Chief Revenue Officer at Graia

“First-party retail is the holy grail for many brands. It offers higher margins, better control over customer experience, and faster payment terms,” said Rohan Thambrahalli, founder and president of Growvana. “However, breaking into this space has historically been challenging and capital-intensive. This collaboration allows us to simplify access and execution for our customers, unlocking new levels of scale and profitability for emerging brands. We are incredibly excited to help even more manufacturers build sustainable retail businesses.”

Growvana’s tech-enabled platform automates 1P vendor onboarding, EDI/API setup, and fulfillment workflows. In parallel, Settle’s Working Capital product offers eligible brands upfront financing, with flexible repayment terms between 30 and 180 days. Together, these offerings deliver a powerful combination of retail access and flexible cash flow support, ultimately giving brands the ability to grow fast without diluting ownership or overextending reserves.

Read More: SalesTech for Sales Email Engagement – What Works and What Doesn’t

Uniquely positioned to accelerate brand growth in 1P retail, Growvana delivers the strategic guidance and operational muscle manufacturers need to succeed. From navigating retailer requirements to scaling fulfillment operations, Growvana helps brands turn complexity into opportunity.

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Onebeat and Zipline Launch Strategic Integration to Power Real-Time Execution and Smarter Retail Operations

Busy Beaver calls the new solution a “game-changer” for connecting AI-driven inventory decisions to fast, consistent action in stores.

Onebeat, the AI-driven inventory optimization platform, and Zipline, the leading retail execution and communication platform, announced a strategic integration designed to help retailers close the gap between HQ strategy and in-store performance. By combining real-time, SKU-level inventory decisions with seamless store communication and execution, the partnership gives retailers a more responsive, aligned, and profitable way to operate and optimize their inventory.

Retailers face growing pressure to adapt quickly to shifting demand, while maintaining consistency across hundreds of locations. With Onebeat and Zipline, they now have a connected system that ensures smart inventory recommendations are understood and acted on by store teams—at speed and at scale.

Read More: SalesTechStar Interview with Sahil Rekhi, Chief Revenue Officer at Graia

“Forecasting isn’t enough anymore. Retailers need to be able to leverage the real-time, store-specific data already available to them. More importantly, they need the tools and capability to act on that data quickly and consistently – that’s what this partnership delivers,”  said Yishai Ashlag, CEO and Co-Founder of Onebeat. “By connecting Onebeat’s dynamic AI-driven inventory decisions with Zipline’s execution platform, we’re closing the loop between insight and action and empowering retailers to move faster, perform better, and stay ahead of demand.”

While Onebeat delivers real-time, AI-powered inventory optimization—including dynamic allocation, pricing, and replenishment decisions—Zipline ensures these strategies are communicated clearly and executed consistently across all stores.

The impact of the partnership is already clear. Busy Beaver, a rapidly growing home improvement retailer with more than 19 locations across PennsylvaniaOhio, and West Virginia, adopted the integration to optimize store-to-store inventory transfers. By connecting Onebeat’s real-time recommendations to actionable tasks in Zipline, Busy Beaver streamlined product moves between stores—reducing excess stock while ensuring customers find what they need on the shelves.

“With Onebeat and Zipline working together, we’re not just identifying transfer opportunities—we’re actually getting them done at the store level, quickly and correctly,” said Adam Gunnett, Director of IT & Business Intelligence at Busy Beaver. “It’s a game changer for us because it connects our strategy directly to the frontline in a way that’s simple and actionable.”

Read More: SalesTech for Sales Email Engagement – What Works and What Doesn’t

“At Zipline, we believe that store execution is everything,” said Melissa Wong, CEO and Co-Founder of Zipline. “This integration gives retailers the agility to act on real-time data in the flow of day-to-day work so they can move faster. It’s about connecting strategy to the frontline so teams can execute with consistency, even as conditions change.”

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Sendbird Introduces Trust OS for AI Agents to Deliver Enterprise-Ready Controls for Safer, Smarter Customer Interactions

New framework provides policy, data and knowledge checks to ensure responsible, trustworthy agent behavior

Sendbird Inc., the AI communications platform trusted by the world’s largest brands, introduced Trust OS, the only enterprise-grade AI accountability system that combines observability, control and human oversight. This framework includes 14 unique features designed to give businesses a complete foundation for making AI agents accountable, responsible and scalable for enterprise use, all built on a platform proven to support billions of conversations.

A recent Gartner report revealed that one of the top inhibitors to adopting agentic AI is a lack of customer trust. As companies increasingly seek to integrate more AI agents into the customer experience and give greater autonomy to automate tasks, there is a necessary gap to fill in holding these agents accountable. Sendbird’s Trust OS provides the visibility, control and oversight needed to evaluate and manage the responsibilities of  AI agents.

Read More: SalesTechStar Interview with Jagan Reddy, Founder and CEO of RightRev

“AI agents have extraordinary potential to shape the front lines of customer experience, moving beyond simple interactions to take meaningful actions on our behalf,” said John Kim, co-founder and CEO of Sendbird. “But as these agents gain agency, they must also be grounded in accountability. Trust doesn’t emerge by accident; it’s the result of building rigorous safeguards into the foundation of every AI agent, establishing controls that ensure outcomes are positive and answers are accurate.”

This release puts the principles of responsible AI into practice, reinforcing responsible agent deployment at every level. Each new feature is designed to support one of four key areas of focus:

  • Observability – Gain complete visibility into every AI agent decision, output and interaction, enabling faster troubleshooting and continuous improvement;
  • Control – Give your team full control over how, when, and what gets deployed. Track changes, fine-tune behavior, and ensure each deployment aligns with your goals, policies, and brand voice from day one;
  • Oversight – Enable human supervision to review and guide AI agent actions, ensuring precision and accountability when stakes are high; and
  • Scale-Proven Infrastructure – Confidently scale from pilot to global rollout without compromising trust by supporting high-volume, high-velocity agent activity with solid performance and reliability.

Read More: The ‘Predictive Pipeline Orchestrator’: Using AI to Anticipate Bottlenecks and Optimize Lead Flow for Maximum Conversion

By using Sendbird Trust OS, businesses can expect:

  • 90% reduction in pilot-to-production timelines through automated testing, eliminating the need for manual QA.
  • 99% of hallucinations are caught and resolved with flagged messages and AI suggestions of knowledge and action books.
  • Improved AI performance and accountability with the ability to trace and correct every agent interaction; and,
  • Safely run multiple AI agents across the environment with role-based access and selective deployment, increasing AI agent autonomy without losing oversight.

Sendbird Trust OS is generally available to all current and future customers who utilize the AI agent builder product within the platform.

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