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Quality Assurance Services at iSteer

At iSteer, we provide comprehensive Quality Assurance (QA) services that guarantee our clients receive high-quality products, optimized for both usability and functionality. Our QA approach ensures that each feature meets the highest standards, delivering an exceptional user experience and robust performance.

Our QA Process: Comprehensive Test Planning and Execution

Our testing methodology is built on a structured, end-to-end process that ensures every aspect of your product is rigorously tested. We follow a series of steps to validate that the product meets your expectations and industry standards.

Test Planning

The foundation of our QA process begins with clear, detailed test planning. Our team works closely with stakeholders to understand the project requirements and expectations. This collaboration enables us to create test scenarios and cases tailored to the specific needs of your project.

Test Scenarios & Test Case Writing

Our experienced QA engineers design comprehensive test scenarios and write test cases based on business requirements, functional specifications, and user stories. These are crafted to cover a broad range of conditions, ensuring that both functional and non-functional aspects of the product are thoroughly tested. Test cases are created with precision to ensure accuracy and traceability.

Manual Testing Execution

We perform detailed manual testing across various environments to identify issues, verify functionalities, and ensure the product behaves as expected. Our meticulous approach allows us to detect critical defects, bugs, and inconsistencies that could affect the user experience or system performance.

Defect Identification & Reporting

Throughout manual testing, we identify and document defects based on severity (critical, major, and minor). These defects are logged in a tracking system, assigned to the relevant teams for resolution, and monitored until closure. Clear and consistent communication ensures that all issues are addressed promptly.

Timely QA Reporting

To keep our clients informed, we provide regular, detailed QA reports that include the status of test executions, defects found, and potential risks. These reports are actionable, transparent, and shared promptly to keep all stakeholders updated on progress.

Bug Lifecycle & Continuous Improvement

We treat defect management as an essential part of the QA process. Once bugs are identified, we follow a structured defect lifecycle that includes the following stages:

  1. Defect Logging: Detailed bug reports are logged, including issue descriptions, steps to reproduce, and severity levels.

  2. Defect Assignment: Bugs are assigned to the appropriate teams for resolution.

  3. Retesting & Verification: After the fixes are applied, we retest the solution to ensure no new issues arise.

  4. Closure & Reporting: Once defects are resolved and verified, they are closed, and the QA report is updated.

This process ensures continuous improvement and a high-quality end product.

Automation Testing Process

In addition to our manual testing, iSteer leverages advanced automation frameworks to increase efficiency and speed. Automation is ideal for repetitive tasks, regression testing, and larger-scale testing, delivering quicker feedback and more reliable results.

Framework Development

We develop robust automation frameworks using leading industry tools such as SeleniumBDD-Cucumber, and Cypress. These frameworks are scalable, flexible, and maintainable, allowing scripts to be reused across different projects and platforms.

Script Development & Reusability

Our automation scripts are modular and reusable, designed to cover functional, UI, and performance testing. By focusing on reusability, we reduce testing time and effort while ensuring comprehensive coverage.

Continuous Integration & Testing

We integrate automation into the development pipeline to ensure continuous testing with each new code release. This provides faster feedback, helping teams resolve issues early and reduce time to market.

Test Maintenance & Optimization

We continuously maintain and optimize our automation scripts to keep them aligned with new features, UI changes, and evolving business requirements. This ensures that tests remain effective and efficient, providing high-quality results every time.

Certainly! Here’s a seamlessly integrated paragraph about performance testing within your existing QA content:

Performance Testing

At iSteer, we recognize that performance is a critical aspect of product quality. To ensure your application can handle varying loads and deliver a seamless user experience, we incorporate performance testing into our QA process. Using tools like Apache JMeter and Grafana for advanced performance monitoring—we conduct load, stress, and scalability testing to simulate real-world traffic conditions. This helps us identify potential bottlenecks and performance issues before the product goes live. We monitor key performance metrics such as response time, throughput, and resource utilization, ensuring that your product can handle high traffic volumes and deliver optimal performance even under stress. Through this rigorous testing, we ensure that your product performs efficiently, maintains stability, and delivers an exceptional user experience across different scenarios.

Testing Frameworks and Tools

We use the latest testing frameworks and tools to ensure quality and precision. Our preferred tools include:

  • Selenium WebDriver: Widely used for automating web browsers with support for multiple programming languages.

  • Cypress: A fast, end-to-end testing framework for JavaScript-based applications.

  • JUnit/TestNG: Popular testing frameworks for Java used in unit, integration, and automated functional testing.

  • BDD-Cucumber: A behavior-driven framework that uses Gherkin syntax, often integrated with Selenium.

  • Mocha, Chai, Jest: Testing libraries for JavaScript, ideal for unit and integration testing.

  • Postman: A robust API testing tool for manual and automated testing of RESTful APIs.

  • Extent Reports: Provides user-friendly, detailed reports for test automation.

  • JMeter: A powerful tool for performance and load testing, widely used to simulate heavy traffic on web applications and APIs.

  • Grafana: A visualization tool that integrates with monitoring systems to create real-time dashboards for tracking the performance of applications and infrastructure.

At iSteer, we are committed to delivering top-quality products through thorough testing, automation, and continuous improvement. Our comprehensive approach ensures that your project is not only functional but also optimized for performance, usability, and user satisfaction.

iSteer StackWatch AI Agent – Cut Through the Noise, Get to the Root, Resolve Faster

iSteer StackWatch AI Agent – Cut Through the Noise, Get to the Root, Resolve Faster

In IT operations today, many hours are lost not in fixing problems—but in simply trying to understand what the problem actually is. Critical incidents often set off a chain reaction: conference calls begin, support groups light up on Teams, someone logs into TIBCO Administrator, another checks EMS queues, another sifts through Splunk logs. Yet after 15 minutes, three people, and five different systems, the answer is often still elusive: “Is the app even running?”

This is the heart of the challenge. Too much time gets lost in chasing information before resolution even begins. Every minute spent hunting for logs, dashboards, or process health is a minute that business systems remain down and customers are impacted.  

This is exactly the problem that the iSteer StackWatch AI Agent is designed to solve.  

At iSteer, we’ve spent years helping enterprises modernize their integration and support landscapes. StackWatch AI Agent is the next step in that journey — born from real-world problems in TIBCO ecosystems, designed hand-in-hand with support teams, and powered by AI to scale with your evolving needs.

Our vision is to turn every support desk into a smart desk — one where AI augments human expertise, so critical incidents are resolved faster, risks are detected earlier, and teams can operate with confidence.

The Challenge: Too Many Systems, Too Much Delay

Imagine this scenario:
A P1 ticket lands — a critical application is failing to transform messages to the CRM system. Within minutes, chat groups go live and multiple teams scramble to investigate.

  • Someone logs into TIBCO Administrator to check deployments.

  • Another digs into EMS queues using GEMS or CLI.

  • A different engineer fires up Splunk and runs raw log queries.

  • Meanwhile, messages fly across Teams channels: “Any update? Is the app even running?”

By the time an answer takes shape, it has consumed 15 minutes, 3 people, and 5 different systems. Multiply this across dozens of incidents, and the operational drag becomes enormous.

The question is simple: What if these answers were available instantly through a single conversational interface?

Meet StackWatch AI Agent: The Future of IT Ops Assistance

StackWatch AI Agent turns natural queries into instant, actionable insights. Instead of hunting across tools, your teams can simply ask:

  • “How many pending messages are in queue sample?”

  • “Show me last 10 errors for App X.”

  • “When was the last deployment for this app?”

The Agent securely connects to TIBCO EMS, TIBCO Administrator, Splunk, and Confluence, interprets the query using NLP, executes the right commands in real time, and responds back directly within familiar collaboration channels like Microsoft Teams.

StackWatch replaces complexity with clarity.

 Key Capabilities of StackWatch AI Agent

1. TIBCO EMS Integration
From queue health checks to listener monitoring, StackWatch leverages NLP to instantly surface EMS insights. No need for CLI commands or GUI logins — your teams can:

  • Monitor pending message counts for queues and topics.

  • Retrieve queue listener counts.

  • Identify consuming applications.

  • Run real-time health checks by simply asking in plain English.

2. TIBCO Administrator Integration
Application availability directly impacts business outcomes. StackWatch transforms how ops teams track deployments and application health:

  • Get the deployment status of any app on demand.

  • Retrieve last deployment timestamps.

  • List active, swapped, or aborted processes.

  • Monitor overall app health and availability continuously.

3. Splunk & Log Analysis
Searching logs shouldn’t require coding expertise. With StackWatch, teams can type natural queries like:

  • “Show last 10 errors for App X.”

  • “Fetch errors in the last hour for service Y.”

The Agent automatically translates the request into a valid Splunk query, executes it, and returns results in real time. It even builds sample queries when needed, turning complex syntax into simple human understanding.

4. Confluence Knowledge Access
Support doesn’t stop with systems — knowledge and documentation are just as critical. StackWatch integrates with Confluence to:

  • Fetch application overviews and architecture diagrams.

  • Provide direct links to runbooks.

  • Identify owners and points of contact (POCs).

  • Streamline onboarding by surfacing dependencies and guides instantly.

 StackWatch AI Agent Architecture  

The diagram shows how Microsoft Teams connects through Azure Bot Services to power natural queries, which are interpreted by AI (LLM) and passed to backend systems like Tibco EMS, Tibco Administrator, Confluence, and Splunk. The seamless flow illustrates how StackWatch serves as a bridge between human queries and complex enterprise systems.

 Capabilities in Action  

  1. Real-Time EMS Visibility  

Support can instantly:  

– Check pending message counts.  

– Monitor queues and topics.  

– Identify which apps are consuming queues.  

  1. Application Health Checks  

Teams no longer guess about deployments or app status. They can:  

– Retrieve health and availability instantly.  

– Track lists of active, swapped, or aborted processes.  

– Confirm when the last deployment occurred.  

  1. Automated Log Retrieval  

Without learning Splunk syntax, users can type:  

– “Errors from the last 30 minutes for BillingApp.”  

– The agent automatically builds the query, executes it, and returns results.  

  1. Knowledge at Your Fingertips  

Onboarding or escalation made easy with:  

– Links to runbooks.  

– Owner/POC information.  

– Architecture overviews that normally take time to dig out of Confluence.  

 Business Benefits  

Faster Incident Resolution: Eliminate delays caused by tool-hopping and cross-team dependencies. Teams get instant answers, reducing Mean Time to Resolution (MTTR).

Improved Productivity: Free support staff from repetitive queries. Let AI handle the basics so humans focus on complex troubleshooting.

Reduced Errors: Manual queries and lookups are prone to mistakes. StackWatch ensures precision every time with consistent, automated retrieval.

Knowledge Access Anywhere: New joiners and seasoned engineers alike can access documentation and process runs without sifting through multiple Confluence spaces.

Better Collaboration: Direct integration with Teams means everyone stays aligned, updated, and informed — without toggling screens.

 Why iSteer StackWatch AI Agent

At iSteer, we design solutions with one guiding principle: make technology work for people, not the other way around.

With StackWatch:

  • AI reduces incident chaos to simple clarity.

  • IT and support teams get time back.

  • Organizations shorten MTTR, save costs, and improve customer satisfaction.

StackWatch is not just another monitoring interface — it’s an intelligent agent that always knows where to look and how to answer.

StackWatch AI Agent — Faster insight. Smarter support. Better business.  

 
iSteer EMV 3D Secure Solutions: Transforming Card-Not-Present Authentication

iSteer EMV 3D Secure Solutions: Transforming Card-Not-Present Authentication

At iSteer.com, we understand that in today’s digital-first economy, card-not-present (CNP) fraud continues to challenge financial institutions and merchants worldwide. As online transactions surge, so does the sophistication of fraudulent activities, making traditional security measures insufficient. That’s why we’ve developed comprehensive EMV 3D Secure solutions that combine deep technical expertise with AI-powered intelligence to deliver unprecedented results for our clients.

iSteer provides a highly configurable, scalable authentication platform that can be setup to cover card-not-present transactions (ACS/3DS) and all other authentication scenarios such as login, profile update, beneficiary addition, wallet load, card link to wallet, fund transfers etc.

The ACS (3DS) platform is fully certified by EMV and all major global card networks and is provided as a hosted (SaaS) model from the PCI DSS & PCI 3DS certified cloud setup. The enterprise multi-factor authentication platform can be set up on the public cloud or on customer’s private cloud.

The system is designed to provide multiple authentication options that can be fully configured as per the business requirements. These include OTP (SMS, Email, IVR), knowledge-based questions, Out of band (in app) authentication such as biometrics, swipe, soft token, and silent factors, including device fingerprint and behavioral biometrics.

The payment security platform provided by iSteer is backed by a powerful, enterprise fraud risk monitoring system that is designed to evaluate risk real time across any channel/use cases whether financial or non-financial. The system has a highly configurable rule engine complemented by an AI-ML module to facilitate a robust risk analysis. Further, the system is equipped with a case management module to effectively track anomalies/case alerts and gather feedback to fine-tune the rules & models.

iSteer’s Comprehensive 3D Secure Solution Architecture

At iSteer, we believe that effective fraud prevention starts with understanding how EMV 3D Secure works at every level. Our solution encompasses the complete authentication ecosystem, from initial transaction processing to final authorization, ensuring seamless integration with your existing infrastructure.

Dual Authentication Experience Design

Our platform intelligently manages two distinct authentication pathways:

Frictionless Authentication for Low-Risk Transactions
When our AI determines a transaction is low-risk, authentication happens invisibly in the background. Customers see only a brief security confirmation before their purchase completes. Our system processes data points in milliseconds to make these accurate risk assessments.

Risk Based Adaptive Authentication for High Risk Transactions
For transactions requiring additional verification, our platform presents contextual challenges—SMS codes, biometric authentication, or security questions—tailored to the specific risk profile. This ensures security without abandoning legitimate customers.

iSteer’s ACS 3DS Transaction Flow

Our enterprise-grade architecture enables seamless integration with your existing systems while supporting future scalability. The diagram above illustrates how iSteer’s ESB architecture connects multiple authentication channels and methods.

Advanced Risk Based Authentication:

Key Integration Capabilities:

  • Multi-Channel Support: Unified authentication across mobile apps, web portals, API integrations, and partner channels

    • Centralized Authentication Hub: Our ESB orchestrates authentication requests between your Fraud Risk Management (FRM) systems, Business Rules Engine (BRE), and Multi-Factor Authentication (MFA) infrastructure

    • Comprehensive Authentication Methods: Seamless integration of OTP, Out-of-Band authentication, Silent Auth, SSO, Captcha, Knowledge-Based Authentication, and custom API workflows

iSteer’s AI-Powered Intelligence Platform

The platform is backed by a powerful, enterprise fraud risk monitoring system that is designed to evaluate risk real time across any channel use cases whether financial or non-financial.

The system has a highly configurable rule engine complemented by an AI-ML module to facilitate a robust risk analysis.

Also, the system is equipped with a case management module to effectively track anomalies/case alerts and gather feedback to fine-tune the rules & models.

iSteer’s Management and Control Platform

Intelligent Policy Manager

Our Policy Manager empowers your team to create sophisticated rules based on real-time data and customizable policies that align with your organization’s risk tolerance and business objectives. The system ingests transactional data from global networks and orchestrated risk signals to render accurate, consistent decisions.

Advanced Case Manager

Track, research, and manage potential fraud events with detailed transaction analysis through our intuitive Case Manager. When suspected fraudulent transactions occur, our system automatically generates cases for investigation, enabling your fraud analysts to identify attack vectors and fraud patterns for continuous improvement.

Flexible Configuration Manager

Optimize challenge flows and user interfaces on your timeline with our Configuration Manager. Maintain consistent branding across up to six languages while accommodating diverse payment methods. This flexibility allows complete customization of cardholder challenge flows without requiring additional professional services.

iSteer’s Advanced Feature Set

Adaptive Step-Up Authentication

Our platform provides personalized user interfaces with flexible authentication options including One-Time Password (OTP), token workflows, and Out-of-Band (OOB) authentication. High-risk transactions automatically trigger the most appropriate challenge method while maintaining optimal user experience.

Real-Time Analytics and Reporting

Track your ROI with comprehensive dashboards featuring key metrics including fraud detection rates, intervention rates, transaction volumes, and values. Our analytics platform helps you analyze site traffic, transactions, business trends, and performance data for continuous optimization.

Why iSteer’s EMV 3DS 2.0 Implementation Leads the Market

Our enhanced 3D Secure protocol implementation delivers significant advantages over legacy systems:
• Streamlined Processing: Reduced steps for both frictionless and challenge flows
• Enhanced Intelligence: More comprehensive risk assessment data integration
• Mobile-First Design: Native support for mobile and in-app transactions
• Superior User Experience: Dramatically reduced unnecessary challenges
• High Performance: Faster processing and response times
• Advanced Authentication: Full support for biometrics and behavioral analysis

iSteer’s Proven Implementation Methodology

Our successful 3D Secure implementations follow a proven methodology:

1. Comprehensive Risk Assessment
We begin by thoroughly understanding your current fraud landscape, transaction patterns, and business objectives.

2. Seamless Technology Integration
Our team ensures flawless integration with your existing systems, minimizing disruption while maximizing capability.

3. Intelligent Policy Configuration
We work with your team to set appropriate risk thresholds and challenge rates based on your specific business requirements.

4. Continuous Performance Monitoring
Ongoing optimization based on real transaction data ensures your system continues to improve over time.

5. Customer Experience Optimization
We rigorously test and refine authentication flows to ensure smooth customer experiences across all scenarios.

The Future of Authentication (Fraud Prevention) with iSteer

As digital commerce continues to evolve, iSteer remains at the forefront of fraud prevention innovation. Our platform incorporates emerging trends, including

• Real-time Behavioral Analysis: Advanced pattern recognition for immediate threat detection
• Enhanced Device Intelligence: Comprehensive device profiling and risk assessment
• Contextual Authentication: Smart authentication that adapts to user context and behavior
• Predictive Fraud Modeling: AI-powered prediction of emerging fraud patterns
• Seamless Omnichannel Experiences: Consistent security across all customer touchpoints

Ready to Transform Your Fraud Prevention Strategy?

The results speak for themselves: financial institutions partnering with iSteer consistently achieve 8-figure profit improvements while enhancing customer experience. Our comprehensive 3D Secure solutions combine sophisticated risk assessment, flexible authentication methods, and seamless integration capabilities to create a powerful platform that drives both security and profitability.

Contact iSteer Today sales@isteer.com




 

BenchBridge AI: Empowering Your Team, Reducing Bench Time

BenchBridge AI: Empowering Your Team, Reducing Bench Time

In today’s fast-paced business world, every moment and every resource matters. That’s why we created BenchBridge AI—a smart assistant designed to help your team spend less time on the bench and more time making an impact.

How BenchBridge AI Makes Life Easier?

If you’ve ever worried about talented staff sitting idle, you’re not alone. Many organizations struggle to quickly match people to the right opportunities, leading to wasted time and unnecessary costs. BenchBridge AI changes that by working behind the scenes to connect your team with the projects and clients that need them most.

Here’s how BenchBridge AI helps you save time and money, while keeping your team engaged and motivated:

  • No More Manual Searching: BenchBridge AI automatically scans client websites and job platforms for new openings, so your team doesn’t have to spend hours looking for work.

    • Faster Matches: The system instantly identifies which of your available staff are the best fit for new roles, helping you deploy talent quickly and efficiently.

    • Lower Costs: By reducing bench time, you avoid the costs of unutilized resources and keep your business running lean.

    • Happier Teams: When people are matched to meaningful work faster, morale goes up and turnover goes down.

What Else Can BenchBridge AI Do?

BenchBridge AI is more than just a bench management tool. It offers a range of smart services to help your business grow:

  • Custom Filters: Sort opportunities by technology, experience, or business unit to find the perfect match for every team member.

    • Real-Time Alerts: Get instant notifications about new roles and client needs, so you can act before the competition.

    • Personalized Recommendations: BenchBridge AI learns from your team’s history and preferences, suggesting the best opportunities for each person.

    • Easy Integration: Connect BenchBridge AI with your dashboards, email, or other systems for seamless updates.

Looking Ahead

We’re always working to make BenchBridge AI even smarter. Soon, you’ll see features like AI-powered role matching, quick summaries of job descriptions, and integration with platforms like LinkedIn and applicant tracking systems.

The Bottom Line

BenchBridge AI is here to help you get the most out of your team. By reducing bench time, automating opportunity detection, and making smarter matches, it empowers your people to do their best work—while saving your business time and money.

Ready to see how BenchBridge AI can transform your operations? Let’s connect and build a more agile, engaged workforce together.

Power your CPQ Business Process With Quality Items

Power your CPQ Business Process With Quality Items

The Problem 

Many manufacturing companies today, have many applications and systems (ERP, CRM)  where data is shared across organizational departments can easily become duplicated and  most importantly out of sync or outdated. When this occurs, integration of these systems has  no value, answering even basic questions such as “What are my site-specific items?”, “what  product(s) have the best margins?”, in some cases “Which are my products are  configurable?”, and critical questions about any type of metric or KPI. A technological solution  without corresponding changes to business process are likely to fail to produce satisfactory  results. 

One such business process Configure Price Quote (CPQ) solution requires high quality item /  product data in their system to accurately configure their complex products and services  and deliver a personalized quote to the customer. 

About the Solution 

Getting answers to above questions and allow business to gain insights, flow of accurate  master data with downstream systems such as CPQ, ERP, CRM are essential critical success  factors for seamless business process integration. iSteer’s Item data management solution  powered by TIBCO EBX allowed business to connect ERP and CPQ, CRM, Analytical systems  through a centralized, well governed “Item MDM solution”.

Solution Features 

✓ On-demand PLM, Items, Part Type extraction workflow from ERP system ✓ Part Type data standardization based on enumerated values on Colour, Grill  Type, Materials 

✓ Perspective driven data search & selection criteria for business users ✓ Composite Part Type views allowing business team to choose right data over  200+ part types, a unique implementation hierarchy-based navigation ✓ Item Synchronization between this MDM, Baan ERP and Infor CPQ based on  the RESTful API end points & JDBC connectivity 

✓ The application allows the users to transfer multiple items to cloud & on-prem  systems 

✓ Error reports for providing interface error details 

✓ Data Security based on user roles 

Benefits:

Single source of truth  

Consistent, high quality item / product information in a single place in the MDM , making  downstream data dissemination easier and build trust worthiness of the item master data in  the enterprise. This solution is record of all the key information about particular item of  inventory. It includes all the part types , colour , grill type ,glass, material.  

Data Governance and Security 

With IT & Business teams involvement data assets are qualified and quantified to enable the  business to maximize the value, A systematic policy based approach by data governance  council enhances information collection, security, use , retention and deletion. 

Reduced time to market 

For complex customer configurations its essential that quality data to be organized centrally  yet provide “site” specific types, allowing quick configuration, price and quoting process 

Innovative Company Image 

Ability to access latest master data, timely and accurately will result in great customer satisfaction and open avenues for cross and upselling. 

Reduced IT Costs 

Having a single container of master data , MDM solution eliminates the need of maintaining multiple copies of master data & associated maintenance activities.

Unlocking Predictive Sales Power with AI by Workato

Unlocking Predictive Sales Power with AI by Workato

In today’s data-driven world, managing sales processes efficiently requires more than just automation—it needs predictive insights that anticipate challenges and highlight opportunities. AI by Workato, integrated with Salesforce, empowers sales teams with actionable data, real-time forecasts, and intelligent automation, transforming how enterprises manage their sales pipelines. 

The Challenge of Predictive Sales Management 

Sales forecasting and opportunity management are complex, often requiring manual updates, subjective insights, and time-consuming processes. This not only slows decision-making but introduces errors that affect deal closures and revenue expectations. Sales teams need a solution that not only automates tasks but also provides data-driven, predictive insights

AI by Workato: Shaping the Future of Sales 

By leveraging AI by Workato , organizations can shift from reactive sales management to proactive strategies. AI delivers predictive forecasts, opportunity scoring, and automated follow-ups that align sales processes with data insights, offering sales teams the agility needed to close deals faster. 

Key Features of AI-Enhanced Sales Management: 

  • Predictive Opportunity Scoring: AI by Workato continuously analyzes data from Salesforce, scoring opportunities based on factors such as interaction frequency, deal stage, and sentiment analysis. The AI model updates scores in real-time, allowing sales teams to focus on high-value deals and flag at-risk opportunities
  • Sentiment Analysis on Communications: Natural Language Processing (NLP) by AI analyzes emails, call logs, and meeting transcripts stored in Salesforce. It identifies potential risks by flagging negative sentiment or lack of engagement, enabling sales reps to intervene early and re-align their strategies. 
  • Real-Time Sales Forecasting: By integrating historical performance and current opportunity health scores, the system generates highly accurate sales forecasts. As opportunities progress or new data comes in, forecasts are automatically updated, helping sales leaders make informed, up-to-the-minute decisions. 
  • Automated Follow-Ups: Workato recipes automate the follow-up process, triggering actions like sending emails or scheduling calls based on opportunity health scores. For example, if an opportunity stagnates, an automated follow-up is sent to re-engage the client, ensuring that no high-priority deal is neglected. 
  • Customizable Dashboards via Workato Insights:Workato Insights provides real-time visibility into key metrics, such as opportunity health and forecast accuracy. Sales managers can view detailed reports, analyze trends, and take immediate action based on AI-driven data presented in customizable dashboards.

Workato Recipes and Insights: The Backbone of AI-Powered Sales 

At the heart of this AI-driven solution are Workato recipes and Workato Insights—automation workflows and analytics that work together to provide seamless integration between AI, Salesforce, and sales operations. Workato Insights enhances the analytics experience, offering detailed dashboards and real-time data that allow sales teams to make data-driven decisions. 

  • Recipe for Opportunity Scoring with Workato Insights: Workato recipes pull opportunity data from Salesforce and feed it into AI models. Workato Insights then analyzes key sales metrics, providing detailed reports and dashboards showing how opportunities evolve over time. 

Example Recipe: 

——————————- 

Trigger: New opportunity created in Salesforce. 

Action: Analyze and score opportunities using AI by Workato and Workato Insights. Action: Update Salesforce with the score and display insights on dashboards 

  • Recipe for Sentiment Analysis with Insights: Emails, meeting notes, and call transcripts are automatically analyzed for sentiment using AI by Workato. Workato Insights stores and displays these results, allowing sales reps and managers to prioritize opportunities based on communication patterns. 

Example Recipe: 

——————————-

Trigger: New communication log in Salesforce. 

Action: Analyze sentiment using AI. 

Action: Update opportunity with sentiment score and display insights in dashboards. 

  • Recipe for Predictive Sales Forecasting with Workato Insights: Workato recipes generate sales forecasts using AI-driven predictions, while Workato Insights provides visualizations and dashboards for sales leaders to monitor forecast accuracy and identify trends. 

Example Recipe: 

——————————- 

Trigger: Weekly sales data update. 

Action: Calculate new forecast using AI predictions. 

Action: Update Workato Insights dashboards with forecast data generated by AI predictions. Why AI by Workato is Essential for Modern Sales Teams 

  • Data-Driven Decision Making: AI replaces guesswork with concrete data, empowering teams to act based on accurate opportunity health and sentiment analysis. ● Increased Forecast Accuracy: The combination of AI predictions and Workato Insights ensures that sales forecasts are more reliable than manual estimates. ● Higher Deal Closure Rates: Proactive alerts and automated follow-ups mean fewer deals fall through the cracks, leading to higher closure rates. 
  • Efficiency and Speed: Automating time-consuming tasks like follow-ups and scoring allows sales reps to focus on engaging with high-value leads. 

AI by Workato and Workato Insights: Beyond Sales Automation 

What sets this solution apart is the seamless blend of AI and automation with powerful analytics from Workato Insights. While traditional tools focus solely on task automation, AI by Workato adds the dimension of intelligence and prediction. Coupled with Workato Insights, businesses can visualize their data, adjust strategies in real-time, and continuously improve sales outcomes. 

Conclusion: Shaping Sales Success with AI by Workato and Workato Insights 

AI by Workato, enhanced by Workato Insights, takes sales management to the next level, providing more than just automation—it offers predictive power, intelligent insights, and real-time visibility. Sales teams are equipped to make smarter decisions, close deals faster, and forecast with accuracy, all while automating repetitive tasks. This makes it an invaluable asset for modern sales teams looking to stay competitive in a data-driven world.

Ready to unlock the full potential of AI in your sales operations? Reach out to us for a demo and see how Workato and Workato Insights can transform your sales process into an intelligent, automated powerhouse. Contact us today at sales@isteer.com to get started.