Use Cases — Sales

Sales Back-Office

Handles all post-order administration: order confirmations, shipping notifications, invoice generation, and customer communications — freeing reps from inbox management after a deal closes.

Deploy this agent All Sales agents

Billing unit

Per document processed

Pay only for the value delivered. No upfront cost.

The result

The agent handles all post-close communication automatically. Reps focus on the next opportunity the moment the contract is signed.

The problem

What happens without this agent.

Before

After closing a deal, reps spend hours on paperwork: confirming orders, chasing logistics, sending updates to customers. This kills momentum for the next deal.

How it works

Step by step: how the Sales Back-Office operates.

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

  1. 1

    Deal marked as closed-won in CRM triggers the agent

  2. 2

    Agent generates order confirmation and sends to customer

  3. 3

    Connects to ERP/logistics system to track fulfillment status

  4. 4

    Sends shipping notification with tracking details when order ships

  5. 5

    Generates and sends invoice at the appropriate milestone

  6. 6

    Alerts rep only if customer responds with a question or issue

Why it matters

Built for your Sales team.

The Sales Back-Office 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 document processed, 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

After closing a deal, reps spend hours on paperwork: confirming orders, chasing logistics, sending updates to customers. This kills momentum for the next deal.

With the agent

The agent handles all post-close communication automatically. Reps focus on the next opportunity the moment the contract is signed.

FAQ

Common questions about the Sales Back-Office.

What does the Sales Back-Office do?
Handles all post-order administration: order confirmations, shipping notifications, invoice generation, and customer communications — freeing reps from inbox management after a deal closes.
What is the business impact of the Sales Back-Office?
The agent handles all post-close communication automatically. Reps focus on the next opportunity the moment the contract is signed.
How is the Sales Back-Office deployed?
The Sales Back-Office 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 document processed.
How much does the Sales Back-Office cost?
The Sales Back-Office follows theywork365's pay-per-action model: you pay only per document processed, 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.
Related agents

Other Sales agents you can deploy.

View all Sales agents

Ready to deploy the Sales Back-Office?

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