Ecommerce01
AI Chatbot for Customer Support
Support inbox was dominated by repetitive order questions, slowing responses for complex issues.
~38% reduction in repetitive tickets
B2B SaaS05 / 06
Lead Qualification Automation
A B2B SaaS company scaling inbound with a lean sales team.
- Better-fit meetings
- Improved SLA adherence
- Cleaner attribution reporting
Industry
B2B SaaS
Integrations
5 tools
Workflow steps
4
Outcomes tracked
3
The story
From problem to measurable outcome
The problem
Inbound demos mixed SMB and enterprise; routing was inconsistent and SLAs slipped.
The goal
Increase conversion from lead to qualified meeting without adding manual triage.
The solution
Qualification questions + enrichment + routing rules + automated tasks for AE/SE alignment.
How the workflow runs
- 1
Inbound form captures firmographic signals
- 2
Routing assigns AE based on segment
- 3
Automated tasks require qualification fields before stage advance
- 4
Meeting booked triggers prep pack for the rep
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CRM Automation for Lead Follow-Up
Leads from calls and web forms were logged inconsistently; speed-to-lead varied by rep.
Higher contact rate in first 5 minutes