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Case Study · B2B SalesFast-Growing B2B SaaS2-Week Deployment

Autonomous Lead Enrichment & CRM Triage System

Captures inbound website leads instantly, researches company funding/headcount, scores intent, and drafts contextual follow-ups inside Salesforce.

Results

<30 sec

Response Speed

+34%

Lead Conversion

12 hrs/wk

Time Saved/Rep

Sub-30 second inbound lead response time

The Challenge

Sales reps took 4-6 hours to research inbound leads, losing prospects to faster-responding competitors.

The Approach

We deployed an autonomous AI lead agent that enriches lead data from LinkedIn/Clearbit within 10 seconds and drafts personalized outreach emails.

  • Sub-30 second instant lead response workflow
  • Automated firmographic lead enrichment
  • AI draft email generated inside CRM
  • Slack instant alerts for hot high-intent leads

Tech Stack

PythonSalesforce APIHubSpotOpenAI APIMake

Want something like this built?

This was built as part of our AI Lead Qualification & Sales Automation work for the B2B SaaS & Tech sector.

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