“My job is making sure crm field + stage hygiene — without anyone on your team having to ask.”
We watched our own sales & business development team burn out on work that never stopped. Sales Operations Analysts were leaving for better pay, calling out sick, and taking weeks to train — meanwhile the queue kept growing and customers kept waiting. There was no way to hire fast enough.
Petra was built to be the piece of the team that's always there. Not a bot reading from a script, but a worker who knows the systems, the SOPs, and the judgment calls — so your senior people get their time back for the work only they can do.
Petra in their own words.
I'm the sales operations analyst your sales & business development team leans on when the queue starts stacking. CRM hygiene, territory design, pipeline reporting — the machine under the team. I own the work end-to-end — you hand me the inbox, the ticket, or the call, and it gets done right the first time.
Day to day I'm running crm field + stage hygiene, territory + quota modeling, forecast rollup support. I know the systems your team uses, I know what "clean" looks like in this seat, and I don't drop details when the volume climbs.
I work inside your stack, not alongside it. Every action I take is logged, every handoff has context, and your senior people get their time back for the work only they can do.
Hear Petra on a real call.
This is how Petra handles a caller end-to-end — answer, capture, confirm, close. Request a demo to hear one live with your business.
Petra is in production. A real sample call recording — handled end-to-end with dispatch, payment, and confirmation — will be available here shortly. Request a demo to hear one live with your business.
What Petra does best.
Everything Petra does, top to bottom.
These aren’t theoretical. Every item below is part of Petra’s live SOP on real deployments.
- CRM field + stage hygiene
- Territory + quota modeling
- Forecast rollup support
- Commission calc + disputes
- Logs every action in your system of record
- Escalates with full context when scope is exceeded
- Runs against SOPs you approve before go-live
- Works inside your stack — no new tools required
How Petra works a typical ticket.
Five steps, every time. Nothing skipped, nothing improvised.
Pick up the work
New sales operations analyst work lands in my queue — form, ticket, email, or inbound request. I triage within minutes of arrival.
CRM field + stage hygiene
CRM field + stage hygiene. Done inside SOP, logged step-by-step, never skipped.
Territory + quota modeling
Territory + quota modeling. Done inside SOP, logged step-by-step, never skipped.
Forecast rollup support
Forecast rollup support. Done inside SOP, logged step-by-step, never skipped.
Document + hand off
Every action lands in your sales & business development system of record. If anything exceeds scope, I warm-transfer with full context — your team never starts from zero.
The tools Petra works inside.
Petra plugs into your existing stack. No new tools to learn, no data silos, no black box.
Built for the operators Petra already works with.
Work Petra has already done.
Every role below represents live deployments on real businesses — not theoretical capabilities.
- Primary sales operations analystEmbedded in sales & business development teams
CRM hygiene, territory design, pipeline reporting — the machine under the team.
- CRM field + stage hygieneDaily workload
CRM field + stage hygiene · Territory + quota modeling · Forecast rollup support. Every action logged, every handoff documented.
- Cross-team coordinationInterfaces with sales & business development stakeholders
Works alongside your existing team — never a black box. When scope exceeds the runbook, escalates with full context and proposed next step.
Real calls. Real tickets. Real outcomes.
Request came in via Slack at 9:12 AM. By 10:04 Petra had processed the work, flagged one edge case to the team lead, and closed the loop with a short summary + links to the system of record.
Teams that already hired Petra.
Challenge, solution, and the numbers that changed after go-live.
Professional Services operator missing sales operations analyst work after hours. Senior staff pulled onto routine tasks; errors stacking up; customer follow-through slipping.
Deployed this worker on the primary crm field + stage hygiene flow. Loaded the SOP, wired the integrations, and flipped live inside 48 hours.
Growing real estate team could not hire fast enough to keep up with sales operations analyst volume. Backlog grew 3x in 90 days; escalations ran hot.
Handed over the routine 80% of the queue. Senior staff kept the judgment calls. Every action logged in the system of record.
Petra vs. hiring a human.
The math, laid out. No salary, no turnover, no sick days.
| Scenario | Human hire | Temp agency | Petra |
|---|---|---|---|
| Annual cost | $70,000 | $101,500 | $4,188 |
| Hours covered | 40/week | 40/week | 168/week |
| Sick days | 10+/yr | 2+/yr | 0 |
| Ramp time | 6–8 weeks | 1–2 weeks | 48 hrs |
| Turnover risk | High | Very high | None |
Pick the bundle that fits your volume.
Buy minutes, not employees. Every plan includes full onboarding and integration. Upgrade or downgrade any month.
- 300 minutes / month
- $1.50/min overage
- One AI worker
- Standard SOP training
- Email support
- 500 minutes / month
- $1.50/min overage
- Custom SOP + voice training
- CRM / system-of-record integration
- Priority support
- Monthly tuning session
- 1,500+ minutes / month
- $1.50/min overage
- Multi-line / multi-region
- Custom voice + white-glove onboarding
- Dedicated CSM
- Per-team reporting
- SLA + BAA available
Need more volume? See all 14 tiers →
From signup to live in under 48 hours.
Four steps. We handle the technical work. You focus on the SOPs and the first-week review.
Pick your plan
Choose a minute bundle that matches your volume. Most sales operations analyst ops start on the Starter or Pro tier.
Connect your inbox / ticket system
Hook into your CRM, help desk, or ticket queue. Webhooks or native integrations — we handle the plumbing.
Upload your knowledge
Scripts, SOPs, FAQs, rate cards — anything your sales operations analyst team would hand a new hire. We train the worker on it.
Go live in under 48 hours
Soft-launch on a small % of traffic, review recordings the first week, then flip to full volume. You stay in control.
What teams say after they hire Petra.
“Petra caught errors our previous sales operations analyst missed for months. The ROI was obvious inside two weeks.”
“We went from a 3-day backlog to same-day processing. Petra just doesn't stop working.”
Everything teams ask before hiring Petra.
Under 48 hours in most cases. We load your sales operations analyst SOP, wire the integrations, and soft-launch on a small share of traffic so you can review before flipping to full volume.
Petra warm-transfers (or routes the ticket) with a one-paragraph summary: what the caller / customer asked, what Petra already confirmed, and why it's being escalated. Your team never starts from zero.
Whatever your team already uses. Petra pushes actions into your existing sales & business development stack — CRM, ticket system, calendar, SOR — via native integrations or webhooks. No new tool required.
You buy a minute bundle starting at $249/month. Every minute Petra spends on your work counts toward the bundle. Overage is billed at $1.50/min. No seats, no per-call fees, no hidden add-ons.
Any time. Upgrades prorate instantly. Downgrades apply at the next billing cycle. Your worker keeps its training, voice, and history through any change.
Yes. Petra works every shift, including weekends and holidays. Work that lands at 2 AM gets handled before your team walks in the next morning.
Every conversation is logged, encrypted at rest, and retained per your policy. For sales & business development teams with HIPAA, PCI, or SOC2 requirements, we run on BAA-signed infrastructure with audit trails on every action.
Yes. Book a call with our team — we'll walk you through a live demo of Petra, look at your current sales operations analyst workflow, and map out what the first 30 days would look like.
Starting at $349/mo.
Live in under 48 hours.
Most teams run sales operations analysts on the lite bundle or the next one up as volume grows.
