Use Cases — Sales

Price Optimization Agent

Suggests the optimal price for each deal based on historical win/loss data, customer profile, deal size, competitive context, and margin targets — maximizing revenue while maintaining win rate.

Deploy this agent All Sales agents

Billing unit

Per price recommendation made

Pay only for the value delivered. No upfront cost.

The result

Every rep receives a data-driven price recommendation for each deal. Win rates stay high and margins improve. Pricing decisions are consistent and explainable.

The problem

What happens without this agent.

Before

Pricing decisions are made by intuition, copying past deals, or applying blanket discounts. The team either leaves money on the table or loses winnable deals on price.

How it works

Step by step: how the Price Optimization Agent operates.

Every action is logged, auditable, and executed inside your Microsoft 365 environment. Nothing leaves your tenant.

  1. 1

    Deal reaches pricing stage and triggers the agent

  2. 2

    Agent reads deal context: product mix, account tier, deal size, competitive signals

  3. 3

    Analyzes historical deals with similar profiles: what price points won vs. lost

  4. 4

    Applies margin constraints from product and finance systems

  5. 5

    Generates a recommended price range: floor, optimal, and ceiling

  6. 6

    Posts recommendation to rep via Teams with supporting rationale

Why it matters

Built for your Sales team.

The Price Optimization Agent is designed specifically for Sales processes. It connects to your existing systems, works inside your Microsoft 365 environment, and delivers measurable results from day one.

  • Zero upfront cost

    Development is fully covered. You pay only per price recommendation made, starting from the first one the agent handles.

  • Inside your perimeter

    The agent operates entirely within your Microsoft 365 tenant. No data is shared with third-party platforms.

  • Agreed metrics, transparent pricing

    Before deployment, we agree what success looks like and how much each action costs. No surprises.

  • Production-ready in weeks

    We scope, build, and deploy in a structured sprint. Your team sees results within the first billing cycle.

Before vs. After

Without the agent

Pricing decisions are made by intuition, copying past deals, or applying blanket discounts. The team either leaves money on the table or loses winnable deals on price.

With the agent

Every rep receives a data-driven price recommendation for each deal. Win rates stay high and margins improve. Pricing decisions are consistent and explainable.

FAQ

Common questions about the Price Optimization Agent.

What does the Price Optimization Agent do?
Suggests the optimal price for each deal based on historical win/loss data, customer profile, deal size, competitive context, and margin targets — maximizing revenue while maintaining win rate.
What is the business impact of the Price Optimization Agent?
Every rep receives a data-driven price recommendation for each deal. Win rates stay high and margins improve. Pricing decisions are consistent and explainable.
How is the Price Optimization Agent deployed?
The Price Optimization Agent is deployed directly inside your Microsoft 365 environment. It integrates with your existing tools — Teams, SharePoint, your Sales systems — through secure MCP connectors. There is zero upfront cost: the agent is built to your specifications and you pay only per price recommendation made.
How much does the Price Optimization Agent cost?
The Price Optimization Agent follows theywork365's pay-per-action model: you pay only per price recommendation made, with no upfront development fee. Pricing is agreed before deployment based on your expected usage volume. This means the ROI is calculable from day one.
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