Quadra IntelliLink for RevenueOps

Quadra IntelliLink for RevenueOps is a Microsoft 365 Copilot Agent designed for manufacturing enterprises to unify Salesforce CRM, SQL Server systems via Model Context Protocol (MCP), SAP S/4HANA, and ServiceNow into a single conversational experience.

Built using Copilot Studio and Microsoft cloud services, IntelliLink eliminates fragmented workflows across sales, inventory, procurement, finance, and customer support. Manufacturing organizations can manage the complete lead-to-cash lifecycle from opportunity creation and inventory validation to SAP procurement, invoicing, and issue resolution -simply by interacting with Copilot.

By combining AI reasoning, MCP-enabled data grounding, multi-agent orchestration, and governed human-in-the-loop approvals, Quadra IntelliLink accelerates revenue operations while improving data accuracy, compliance, and cross-functional collaboration.

Key Capabilities

• Conversational Salesforce CRM: Create and update Accounts, Contacts, Opportunities, Quotes, and Invoices in Salesforce using natural language. Adaptive Cards ensure structured, compliant data capture aligned with manufacturing sales processes, pricing rules, and customer requirements.
• SQL Server Inventory & Warehouse Intelligence (MCP): Using MCP, IntelliLink securely reads and writes data from Microsoft SQL Server–based inventory systems to check real-time stock across plants and warehouses, validate inventory before order commitment, ensure accurate order promising and delivery timelines, and synchronize inventory, pricing, and fulfillment data with Salesforce. MCP grounds AI responses in governed, real-time operational data without exposing backend systems.
• SAP Procurement Automation: Automate Purchase Requisition (PR) and Purchase Order (PO) creation through conversational workflows. Materials, quantities, vendors, and pricing are validated before submission to reduce ERP errors and approval delays.
• AI-Driven Quote & Invoice Generation: Generate manufacturing quotes and invoices directly from Salesforce with automated pricing and discount validation. Exceptions trigger Microsoft Teams–based approval workflows to enforce finance, audit, and compliance controls.
• Integrated ServiceNow Help Desk: Create, update, and track ServiceNow tickets conversationally. CRM, inventory, order, and invoice context is automatically included to improve SLA adherence and resolution speed.

Built for Manufacturing-Focused Teams

• Sales Representatives: Prepare accurate quotes using MCP-powered inventory validation, update CRM records, and generate invoices without system switching.
• Sales & Operations Managers: Approve pricing deviations, track pipeline health, and monitor order readiness across Salesforce, SQL, and SAP systems.
• Supply Chain & Warehouse Teams: Access real-time, MCP-grounded inventory insights to improve production planning, allocation, and fulfillment.
• Finance & Accounts Teams: Validate invoices, enforce pricing controls, and streamline approvals to reduce billing discrepancies and revenue leakage.
• IT & Support Teams: Log and manage ServiceNow tickets with complete business context while maintaining governed, secure integrations.

Business Benefits & Impact

• Faster manufacturing sales cycles through unified CRM, inventory, and ERP workflows
• Higher productivity with natural-language-driven operations
• Improved order accuracy using MCP-based real-time inventory validation
• Faster cash flow via automated invoice generation and approvals
• Reduced manual Salesforce and SAP S/4HANA data entry
• Improved customer responsiveness and support resolution

KPIs Impacted

• 70% faster quote creation and approvals
• 60% reduction in invoice processing time
• 40–60% fewer manual Salesforce updates
• 80–90% reduction in SAP PR/PO entry errors
• 30–40% improvement in invoice accuracy and compliance
• Up to 15× ROI through operational efficiency gains
  

Why Quadra IntelliLink

Purpose-built Microsoft 365 Copilot Agent for manufacturing revenue operations, with MCP-based SQL Server grounding, unified automation across Salesforce, SAP, SQL Server, and ServiceNow, multi-agent orchestration with governed approvals, rapid deployment, and enterprise-grade Microsoft Cloud security and governance.

Quadra IntelliLink transforms manufacturing Revenue Operations into a conversational, intelligent, and automated experience powered by Microsoft 365 Copilot.