Automate lead qualification, sales follow-up, and client onboarding workflows. Built for B2B service providers who need predictable pipeline growth without expanding sales teams.
B2B SaaS services company automated lead scoring and routing, focusing sales team on high-fit prospects only
Professional services firm reduced lead response from 4 hours to under 30 minutes through automated qualification and routing
Sales team converted more qualified leads by automating follow-up sequences, calendar booking, and pre-call preparation
10 B2B service companies automated sales operations in 2024
Sales reps spend hours researching company size, tech stack, and budget fit. Unqualified leads consume calendar slots. Top reps focus on prospects that will never close.
Leads wait 4-6 hours for first response while competitors respond in minutes. Follow-up sequences require manual tracking. Prospects go cold before sales engages.
Sales emails lack personalization because research takes too long. Demo requests don't include context about prospect needs. Conversion suffers from one-size-fits-all approach.
73% of B2B buyers choose vendors who respond first with relevant information
Leads scored automatically by company size, industry fit, tech stack, engagement signals, and budget indicators. Enrichment data added instantly. Sales team sees qualification context before first call.
Demo requests trigger immediate confirmation, calendar link, and preparation questionnaire. Qualified leads routed to appropriate rep within minutes. Follow-up sequences personalized by lead source and behavior.
Company research, pain point identification, and relevant case studies assembled automatically. Sales emails include specific context. Demos tailored to prospect's industry and use case.
"We went from 20% of leads getting qualified to 65%. Our sales team focuses on prospects that actually fit, and our close rate doubled as a result."
— VP Sales, B2B Marketing Services
Automatic lead scoring based on firmographic data, engagement behavior, and qualification criteria. Enrichment with company data and tech stack intelligence.
Personalized email sequences triggered by lead behavior. Calendar booking automation. Meeting prep materials generated from prospect research.
Demo requests trigger instant calendar booking. Pre-call questionnaires collect context. CRM updated automatically with meeting details and prep notes.
Discovery call notes automatically populate proposal templates. Pricing calculated based on scope and client segment. Proposals delivered within hours, not days.
Automation handles research, admin, and follow-up—not the consultative conversation. Your reps spend more time advising prospects because they spend less time on data entry and scheduling.
Automation enables better personalization. Instant access to company research, tech stack data, and behavioral signals means every outreach is more relevant. Scale intelligence, not generic templates.
Automation scores and prioritizes, humans make final decisions. Your team sees qualification context instantly and focuses energy on borderline cases. Obvious no's get filtered automatically.
30-minute call to identify pipeline growth opportunities