Selling AI by the Credit: Inside Artisan's Deal Engine

When Artisan moved to credit-based pricing and broadened its product line, they needed a system that could keep quoting, contracting, and customer set-up easy for their high volume sales team.  They chose Revolear, and in two months, worked over 180 deals.

Artisan sells AI sales agents — software that automates the outreach a sales team would otherwise do by hand. As it grew, the company made two changes at once: it moved from flat subscriptions to credit-based pricing, and widened its product line. Both were the right calls, but they knew it would change the way it closed deals.

Artisan had been building quotes in their CRM, which was fine for basic subscriptions and simple terms. But their new model was a lot more sophisticated — with credits, dialer seats, mailboxes, add-ons — and the bundles those formed.  They also needed to do custom plans for enterprise customers.  

When the team negotiated something different, like a Proof-of-Concept period, Walker Fitch, Artisan’s Head of Sales, would crack open his Google Doc of custom clauses and paste in some language.  

Chichen Liu, who runs finance and operations, had his own challenges with the old system.  He found himself collecting credit cards and addresses after deals had already closed, and noticed the Customer Success team was missing the contact emails to kick-off the on-boarding. 

With a Sales team closing two or three deals a week each, that hand-work was about to hold everyone back.

So Artisan partners with Revolear to automate quote, contract and customer set-up, as part of an integrated architecture with CRM, Payments and Billing.  Two months and 180+ deals later, the picture looks like this: 

• Point-n-click pricing for all their modules,
• Automated order forms for all their permutations, 
• 100% capture of payment, account and contact information before signing,
• Deal data flowing to their downstream systems, plus Artisan’s provisioning, on Signature

And the median time from creating the deal in Revolear to publishing it out for the customer’s signature: just 7.7 minutes.

For Walker and Chichen, that shifted the economics in three ways:

1. Capacity. Closing a deal is no longer where reps spend their time. The admin is a rounding error, and once a deal is signed a rep touches it zero more times and chases nothing, so those hours flow back into selling. 
2. Control.  Sales leadership can see and shape what goes out the door, because every quote is built within approved structures, every agreement holds to standard language, and any negotiated change can be routed for approval.
3. Speed. A signed customer is provisioned and billable the moment they sign, not days later.

Speed and Ease

Start with the rep, because that's where the speed comes from. An Artisan seller works out of their CRM, as always; one click opens the deal in Revolear, carrying the company and contact records across with it. On an interface Revolear shaped around Artisan's commercial plays, the rep builds the deal in a couple of clicks — products, contract options, POC period or not — and the order form assembles to match. The rep selects the contacts to receive the proposal, and clicks ‘Publish’.  Done.

That whole sequence — opening the deal to publishing the contract — takes a median of 7.7 minutes, and it's worth remembering what those minutes replaced: a CRM quote built by hand, clause language pasted from a Google Doc, and approval threading through a Slack channel. The number barely moves as deals get complicated; a custom deal publishes about as fast as a simple one. 

The buyer receives an invite to the Artisan Deal Center via email, and is in with a click.  After entering their card information in the embedded payment element and providing some account details, the DocuSign ‘Sign Now’ activates and then can complete the purchase.

Artisan’s seller can see the customer’s activity throughout, and the whole team is notified of the completed signature in a shared Slack channel.

Sometimes, things change

Despite careful planning and the design of a sophisticated usage calculator to assess the customer’s needs, Artisan’s sellers quickly learned that the customer didn’t always know their requirements.  They needed some pre-set packages so every sale didn’t turn into a custom sizing exercise.

Artisan designed their new tiers, and the system was revised overnight.  The reps were selling the new structure the next day — no IT project, no frozen pipeline.

Keeping agreements consistent

Speed only helps if the paper holds up, and this is where Artisan kept room to negotiate without giving up control. Whatever shape a deal takes — a POC period before the annual term, a different payment cadence, a discount — it rides on a single dynamic agreement. Buyers still negotiate, but within a library of pre-approved fallback clauses Artisan defined ahead of time. The result: across more than 700 deal combinations, every customer has signed Artisan's standard paper, with no custom drafting. Where a term did move, the change is captured as a structured value, so Chichen and Walker can see exactly what shifted, and on which deal, without rereading a contract.

"Revolear helped us streamline clause replacements, which used to be a manual lift for our team. And it plugs cleanly into our billing stack, so nothing gets lost in translation on the finance side." — Walker Fitch, Head of Sales, Artisan

Straight-through processing

Because the buyer enters payment, technical contacts, and account details before they can sign, the deal is complete the moment it closes — nothing left for the sales team to chase.  The signing process completes in DocuSign, a webhook fires from Revolear and sets the automation in motion: billing, payments and provisioning - and everything updated in the CRM.

"Before Revolear, I was collecting credit cards and addresses from reps after the deal was signed. Now the customer can't sign until it's all in, or I give my approval.  The second it’s signed, it's in all our systems, correct every time, with nobody having to re-key the details. The cleanup I used to do is gone." — Chichen Liu, Head of Finance & Operations, Artisan

An ongoing partnership

Underneath all of it is a working relationship, not just a software license. Revolear tailored the initial build to Artisan's commercial plays, trained the reps, and monitors a shared Slack channel for the day-to-day questions. It's the same model that made the pricing change painless: Artisan never has to become a Revolear expert to get full value — they bring the commercial intent, Revolear handles the configuration. And Chichen and Walker get a live deal book on top, covering win rates, velocity, discounting, and the status of every deal across the team.

Results

Two months in, the impact is simple: the reps spend their time selling, leadership can see and shape what goes out, and revenue shows up faster. There's a certain logic to it — a company that sells AI to make selling easier is making its own sales process easier with Revolear.