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Generative AI consultancy building custom software for service and brick-and-mortar businesses under $100M ARR, helping early AI adopters.

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Multi-Channel Sales Process

Generative AI

Multi-Channel Sales Process

See how a company switched from managing leads by hand to using an automated, multi-channel sales platform. This case study shows how the new system contacts leads across various channels and boosts the rate at which leads turn into calls.

The Story

The Client

A SaaS startup spent too much time manually contacting inbound leads across various channels. This slowed down engagement and made the process inefficient.

The Challenge

Build an automated system that starts outreach across multiple channels as soon as a lead is captured. This improves sales productivity and increases engagement.

The Solution

We built a sales engagement system that works with the current CRM. It automatically routes and nurtures leads, allowing immediate communication with new leads via email, LinkedIn, and WhatsApp.

This case study shows how using automation and CRM tech in sales made a big difference. By automating lead engagement, the company improved sales efficiency and set a new benchmark for managing leads.

Achievements

Multi-Channel Sales Process

Leads are contacted quickly on their preferred channels, which increases the chance they become customers.

Efficiency

Sales reps cut down on manual work, reaching leads 10x faster and spending much less time messaging.

Conversion Rate Increase

The conversion rate from leads to calls went up by 27% after switching from a slow, manual process to an automated system.

Data Accuracy

CRM data accuracy saw a remarkable improvement, eliminating previous issues with inaccuracies and incomplete information through automatic updates.

Why This Matters

Moving from manual to automated lead management shows how technology can improve sales operations. If you want to boost your lead-to-call conversion rate, cut down on manual work, and keep data accurate, this case study offers useful insights into how automation can help.