We run the work
Operations as a managed service.Agents run it. A dedicated manager owns it.
Every engagement includes a named Agent Operations Manager — one person at Soberan who configures the agents, runs weekly reviews, and is accountable for every outcome on your account. You pay per result, not per seat.
Operates on the systems you already run
- Salesforce
- HubSpot
- NetSuite
- SAP
- Zendesk
- Genesys
- Five9
- Snowflake
01What we run
Automate work across five functions.
Every engagement is tracked end-to-end. These are the numbers your Agent Operations Manager reports back weekly.

01CRM
We run your pipeline.
First touch to closed deal — we work the CRM on your behalf, under your policies.
Explore the platform- Lead qualificationper qualified lead
- Data hygieneper 1K records cleaned
- Outbound prospectingper meeting booked
- Meeting schedulingper meeting scheduled
- Follow-up remindersper deal tracked
- Account researchper account profile
- Sales enablement contentper asset produced
- Deal desk and quote-to-cashper quote processed

02ERP
We run your back office.
Procurement, inventory, and fulfillment — we do the work on your systems. You approve the spend and exceptions.
Explore the platform- Procurementper PO processed
- Inventory reconciliationper SKU reconciled
- Demand planningper SKU forecast
- Master data managementper record created
- Order managementper order processed

03Contact Center
We handle your support queue.
Inbound, async, and QA'd — we resolve the tickets so your team works the relationships.
Explore the platform- Inbound phone supportper call resolved
- Tier 2 technical supportper ticket resolved
- Chat and email supportper conversation resolved
- QA and call scoringper call scored

04Contact Center
We make the calls.
Inbound conversion, outbound prospecting, renewals, expansion — we run the conversations so you close the deals.
Explore the platform- Inbound lead conversionper meeting held
- Outbound cold callingper meeting booked
- Renewal callsper renewal secured
- Upsell and cross-sellper expansion closed

05Contact Center
We run your collections.
Compliant first-party collections, payment negotiations, and disputes — we work the accounts so you recover the revenue.
Explore the platform- First-party collectionsper account recovered
- Payment plan negotiationper plan closed
- Dispute handlingper dispute resolved
02What we deliver
Measured on results, not hours.
Every engagement is tracked end-to-end. These are the numbers your Agent Operations Manager reports back weekly.
- 72htypical time to pilotFrom signed scope to first live workflow.
- 100%audit trail coverageEvery agent action logged against your systems.
- 24/7continuous operationNights, weekends, holidays — no queue drops.
- 1manager per accountA named AOM accountable for every outcome.
03How we start running your ops
From scope to running in four steps.
Your Agent Operations Manager owns every phase — from kickoff to quarterly business reviews.
- 01
Discover
We map your processes, systems, data, and policy boundaries with your team. You get a scoped statement of work: priced outcomes, target SLAs, and a clear picture of what we'll run.
- 02
Configure
We connect to your CRM, ERP, and telephony, load your SOPs, and set the agent's policies and guardrails. We run UAT on real workloads — so when we go live, we're already calibrated.
- 03
Operate
We go live. Your AOM runs weekly reviews, reports outcomes against scope, and handles escalations. The work runs 24/7 — you review results, not queues.
- 04
Optimize
We tune on live data continuously. Policy, workflow, and prompt refinements ship as we learn. New functions get added to the same engagement as you expand.
04Your Agent Operations Manager
One person accountable for the work. Not a queue. Not a ticket.
Every client gets a dedicated Agent Operations Manager (AOM) who owns the results — not a rotating team, not a chatbot, not a shared inbox. They're your operational counterpart: the person responsible for what we deliver, how we tune it, and what gets escalated to you.
- Runs weekly performance and outcome reviews
- Owns SOP, policy, and guardrail changes
- Reports outcomes and SLAs against the signed scope
- Handles escalations and exception workflows
- Coordinates new function rollouts on your account
- Single point of contact for your executive sponsors
05Traditional BPO vs Soberan
Same accountability model. No seats. No shifts. No idle time.
Soberan replaces the seat-hour with the completed outcome.
| Dimension | Traditional BPO | Soberan Agent Services |
|---|---|---|
| Pricing unit | Per seat-hour, per FTE | Per completed outcome |
| Time to deploy | Weeks to months | Days to first production run |
| Operating hours | Shift-based, limited by headcount | 24/7, no shift gaps |
| Scaling | Hire, train, retain | Elastic capacity on the same agent |
| Audit trail | Call recordings, manual QA | Every action logged against your systems |
| Account lead | Account manager over a staffed team | Agent Operations Manager over the agent |
06Where we run
Built for operations-heavy companies.
The engagement model is industry-agnostic. We see the strongest fit in high-volume, regulated, and service-heavy environments.
- B2B SaaS & software
- Financial services & banking
- Insurance
- Fintech & lending
- Healthcare services
- Life sciences
- Telecommunications
- Professional services
- Logistics & supply chain
- E-commerce & D2C
- Real estate & property services
- Education services
07Security and governance
Your data. Your systems. Your policies.
Soberan operates inside your controls. We never relocate your data to train foundation models.
Your systems of record
The agent operates on your CRM, ERP, and telephony through supported integrations. No platform migration required.
Data stays yours
You retain ownership. We do not use your data to train general-purpose models. Per-client isolation is the default.
Human in the loop
Thresholds, approvals, and escalation rules are defined by your team. The agent operates strictly within those guardrails.
Complete audit trail
Every agent action is logged — input, decision, output, system of record touched. Exportable for your compliance reviews.
Frequently asked questions
We run your business operations for you. Soberan's team handles CRM work, back-office (ERP) workflows, and contact center functions — end to end, on your systems. You don't build, configure, or operate an agent. We do. Every engagement includes a dedicated Agent Operations Manager who owns the outcomes on your account.
It's a managed service — you're buying work done, not software to operate yourself. We integrate with your systems, load your SOPs, configure policies, run production, and tune on live performance. You provide the approvals and business judgment. We handle the rest.
Every client is assigned a dedicated Agent Operations Manager (AOM) at Soberan. The AOM is your single point of contact: they own implementation, weekly performance reviews, outcome reporting, policy and SOP changes, escalation handling, and continuous tuning. Think of them as the equivalent of a BPO account manager — but responsible for an agent, not a staffed team.
Five categories: CRM (lead qualification, outbound prospecting, account research, meeting scheduling, sales enablement, quote-to-cash, data hygiene, follow-up), ERP (procurement, inventory reconciliation, demand planning, master data, order management), and Contact Center across Service, Sales, and Collections (inbound and outbound phone, chat, email, tickets, renewals, upsell, dispute handling, recovery).
All services are billed per outcome — per meeting booked, per PO processed, per ticket resolved, per renewal secured. You don't pay for idle capacity, seats, or implementation hours. Specific rates are scoped during discovery based on volume and complexity.
A traditional BPO sells staffed time — you pay for hours whether the work happens or not. Soberan sells the completed outcome. We run on your systems 24/7, you pay per result (per meeting booked, per PO processed, per ticket resolved), and your AOM is accountable for delivery the same way a BPO account director is — just without a floor of seats behind them.
No. Soberan is a done-for-you service. Our Agent Operations team handles discovery, integrations, policy setup, prompt and workflow configuration, UAT, and production operation. Your team provides SOPs, approvals, and subject-matter input — we do the building and running.
Yes. The agent operates on your existing systems through supported integrations. You don't need to migrate to Soberan's platform to use the services.
Most engagements move from scoping to a running pilot in days, with a progressive rollout by category and function. Full go-live depends on data readiness and integration scope.
You own the data. Your team sets the policies, thresholds, and approval rules. The agent executes within those guardrails and escalates exceptions for human judgment.
08We run the work
One team. Every function. Done.
We run your CRM, back-office, and contact center — one outcome model, one accountable person, no seats to staff.