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B2B SaaS· Monthly Leads: 2,000+

Sales & CRM Automation for Enterprise SaaS

Problem: Leads leaking between marketing and sales

End-to-end CRM automation—lead capture, scoring, assignment, and follow-up with live executive dashboards.

Challenge

Manual lead qualification, sales team missing hot leads, no scoring system, no follow-up automation, and reports built manually every month. Conversion rate stuck at 2.8%.

  • Manual lead qualification
  • Sales team missing hot leads
  • No scoring system
  • No follow-up automation
  • Reports built manually every month
  • Conversion rate stuck at 2.8%

What We Built

We designed an end-to-end CRM Automation Pipeline:

  • Auto lead capture from ads + website
  • Intelligent lead scoring engine
  • Auto-assignment to sales reps
  • Follow-up email + WhatsApp automation
  • Escalation triggers if no action in 24h
  • Executive dashboard with live metrics

Results

  • Conversion improved from 2.8% → 6.9%
  • 40% faster sales response time
  • 100% lead tracking accountability
  • Revenue pipeline visibility in real time

Business Impact: Marketing and Sales finally aligned with measurable performance.