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Sales Agent Early Access PoC → Build (test coverage confirmed)
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CRM Data Quality Foundation

Baseline CRM hygiene in 60 seconds. No writes, no risk.

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Product overview

RevOps perspective

A quick walkthrough of this agent in action

How it works

▸ SALES & REVOPS 🔍 D365 CRM Read-only scan 01 ⚖️ Duplicate & field scoring 02 📋 Priority remediation queue 03 ✅ Human approval gate 04 Baseline hygiene in 60 seconds · No writes without approval
Impact

Before & after

Time to first report
Before
Days
→
After
60 seconds
Duplicate detection precision
Before
Manual
→
After
99.2%
CRM data write access
Before
Required
→
After
Zero
Overview

What it does

The only Vertex agent with confirmed test coverage and build artifacts. Runs a read-only scan of your D365 CRM, scores data quality across all major entities, and surfaces duplicate accounts, contacts, and leads using fuzzy matching — with zero write access to your environment.

Integrations
D365 Sales D365 Customer Insights
Capabilities

What you get

  • ✓Fuzzy duplicate detection (Jim vs James Wilson)
  • ✓Entity-level quality scoring (0–100)
  • ✓Completeness and consistency analysis
  • ✓Duplicate merge recommendations (human-approved)
  • ✓Baseline hygiene report in 60 seconds
  • ✓Scheduled recurring scans with trend tracking
Buyer

Who deploys this

CRM Manager RevOps Lead Sales Operations Marketing Ops
Pricing

Private beta pricing

Pricing for this agent is set during private beta onboarding, based on your D365 environment size and deployment scope. No published rate card — request a preview to get a tailored quote.

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Request pricing preview

Tell us about your D365 setup. We'll respond within 24 hours with a tailored quote and demo.

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Private beta • Invitation only • No public rate card

Guarantee

Deterministic by design

Deterministic

Same input, same output. Every time.

Immutable Audit

Every decision logged in D365 permanently.

Human-Gated

No write action without your approval.

Read-Safe Default

All agents start read-only until you approve writes.

Get Access

Ready to deploy CRM Data Quality Foundation?

This agent is in early access mode. Pricing is set during private beta onboarding — request a preview for a tailored quote.

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