Sales AI
Case Studies
See how AI helps teams qualify leads, automate follow-ups, and close more deals.
Select Your Case Study
Case Study #07
AI-Powered Lead Agent: Filters irrelevant leads, prioritizes hot ones, and routes them - fast and smart.
Use-Case Description
A 12-person sales team at a B2B SaaS company handled 800+ inbound leads monthly.
With 60% irrelevant, SDRs spent hours manually filtering, missed follow-ups, and lost hot leads due to lack of prioritization.
Problem
❌ Hundreds of unqualified leads each month
❌ Manual filtering based on vague criteria
❌ Missed follow-ups and delayed responses
❌ No clear prioritization → wasted sales time
AI Handles Following
🧩 Scores leads using company data, CRM history & behavior
🧩 Auto-categorizes based on deal size & conversion likelihood
🧩 Suggests next-best action for sales reps
🧩 Triggers alerts for high-priority contacts
The Results
✅ 45% increase in lead-to-opportunity conversion
✅ 70% reduction in time spent on low-value prospects
✅ Faster response times = better first impression
✅ Seamless CRM integration
Case Study #08
AI Voice Sales Assistant: Scales outreach, updates CRM, and and prioritizes responses - no admin, just selling.
AI Voice Bot, CRM Automation, Follow-up Efficiency, Customer Prioritization
Use-Case Description
The sales team was losing over 20 hours a week to admin tasks, outdated CRM records, and missed follow-ups. Opportunities slipped through the cracks while leads went cold.
They needed a way to focus on deals not data cleanup.
Problem
❌ Sales reps drowning in admin tasks
❌ Outreach is generic, lacks personalization
❌ CRM data is incomplete or outdated
❌ Opportunities fall through the cracks
❌ Leads go cold while waiting for follow-up calls
AI Handles Following
🧩 Drafts personalized emails and follow-ups
🧩 Updates CRM automatically post-call
🧩 Flags dormant deals and missed contacts
🧩 Voice bot speaks with leads and books meetings
The Results
✅ 25% more leads engaged across channels
✅ CRM hygiene improved by 90%
✅ Reps gained 5+ hours/week for selling
✅ Deal progress became more predictable
✅ 30% more meetings booked automatically
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Case Study #09
AI-Powered Quote Generator: Delivers fast, accurate proposals and catches pricing errors - before they stall your deals.
Accurate Quoting, Revenue Protection, Pricing Automation
Use-Case Description
Sales reps spent over 5 hours weekly preparing quotes.
Manual pricing led to frequent errors, delayed approvals, and missed opportunities - with nearly 1 in 3 deals stalling during the proposal stage.
Problem
❌ 5+ hrs/week wasted on manual quotes
❌ 30% of deals delayed by pricing errors
❌ 12% revenue lost to wrong pricing
❌ 70% of quotes need manual fixes
AI Handles Following
🧩 Auto-generates customized proposals using CRM & deal history
🧩 Recommends pricing & terms based on previous wins
🧩 Flags missing inputs or approval blockers
🧩 Instantly shares branded PDFs with clients
The Results
✅ 3× faster proposal delivery time
✅ 90% fewer pricing or formatting errors
✅ 2-week shorter average deal close cycle
✅ Higher conversion rate from quote to signature
