Automating Lead Qualification for a B2B SaaS Company
Reduced manual lead handling and improved sales response time using AI-driven qualification workflows.
introduction
A B2B SaaS company with strong inbound demand was facing inefficiencies in its sales pipeline due to manual lead handling and delayed follow-ups.
the challenge
We designed a smart automation pipeline that embedded AI into the qualification workflow, giving sales teams faster, more reliable signal-to-action.
Intent Scoring Model: We built a scoring system that combined textual intent analysis with firmographic data.
CRM Integration: Qualified leads were automatically populated into the CRM with scores and recommended next actions.
Routing Logic: Leads were routed to the right sales owner based on score and territory rules.
Audit Trail: Every decision and score was logged for transparency and improvement.
Solution
We implemented an AI-driven lead qualification system that analyzed inbound data, intent signals, and firmographic information. Leads were automatically scored, enriched, and routed to the right sales owner inside the CRM with full transparency.
Result
The new system transformed sales efficiency:
35+ inbound leads processed daily through automation
4 systems integrated into one seamless pipeline
Response time reduced from hours to minutes
Manual review workload cut by ~70%
Consistent, prioritized lead routing in place
Sales productivity improved immediately, with the team engaging more qualified leads faster and closing deals with greater consistency.
