AI-Powered Lead Qualification & Sales Automation

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SaaS & Technology

AI-driven inbound lead triage and CRM automation for a SaaS platform receiving thousands of leads monthly.

3 min

Response Time

+22%

Lead-to-Demo Conversion

~40%

Sales Workload Reduction

Overview

A rapidly growing SaaS platform received thousands of inbound leads monthly through web forms, chatbots, email, and Stripe checkout pages. Manual qualification was inefficient and inconsistent, causing the sales team to lose warm prospects.

Challenges

Sales team overwhelmed with low-quality leads

No standardized scoring process

Long response time → losing warm prospects

CRM disorganized with inconsistent fields

No visibility into funnel performance

What We Delivered

AI model to score leads in real time based on industry, company size, intent, tech usage

Automated segmentation into High, Medium, and Low readiness

Personalized AI-crafted outreach emails

Auto-creation of tasks for Sales Reps

Enrichment workflows (Clearbit + LinkedIn scraping)

Performance dashboard showing conversion by lead type

Tech Stack

OpenAI, Make.com, HubSpot, Clearbit API, Airtable, Retool

Results

3 min

Response Time

+22%

Lead-to-Demo Conversion

~40%

Sales Workload Reduction

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AI Lead Qualification Case Study | SaaS Automation