Salesforce Deal Validation
Every awarded deal in the CRM, checked by AI against the order the customer signed.
- Category
- AI and Automation
- Client
- Confidential
- Duration
- 6 weeks
- Location
- Cairo, Egypt
- Delivered by
- Ektra Tech
- Status
- Live
- Category
- AI and Automation
- Client
- Confidential
- Duration
- 6 weeks
- Location
- Cairo, Egypt
- Delivered by
- Ektra Tech
- Status
- Live
Like every Ektra project, this one began with a question, not a feature list: what is the one thing holding this business back? The fix came after the answer, and the result was judged by what it removed.
The constraint
A contractor’s sales team recorded every awarded deal in Salesforce and attached the signed purchase order or contract as a file.
- The figures inside those files, the date, the total and the currency, were never typed anywhere, so nobody could tell whether a deal in the CRM matched what the customer actually signed.
- Scanned pages, Arabic and English documents and totals with VAT inside made a manual check impossible to keep up with.
The fix
We built an AI layer that reads the documents themselves.
- For each awarded deal it finds the purchase order or contract among the deal’s files, reads it in Arabic or English, scans included, and takes out the date, the document type, the total without VAT, the currency and the brands.
- Every value is checked against the deal in Salesforce; anything that disagrees, or that the AI is not sure of, goes to a review list with a link straight to the document.
- Leadership and audit follow it on live dashboards, and a short data accuracy training showed the sales team how to keep their deals right at the source.
- The CRM is only ever read, never written to.
The delivery
From the first meeting to the work it does today
- 01
Discover
How deals and their documents live in the CRM, and where the figures drift from the signed paper.
- 02
Plan
The fields to read, the checks against each deal, and the rules for what needs a person.
- 03
Design
The review list and the dashboards for leadership and audit.
- 04
Build
Document selection, AI reading in Arabic and English, the checks, and the sync from Salesforce.
- 05
Test
Every reading compared with its document, the unclear ones routed to review.
- 06
Launch
The dashboards opened to leadership and audit.
- 07
Support
The data accuracy training for the sales team, and the review rounds that followed.
Bring us the problem.
We’ll find the cause.
Tell us what slows your business down. In one meeting we find the constraint behind it and show you what removes it.
