Every enquiry gets the right next step.
A growing sales team was drowning in enquiries, and the best leads disappeared among the rest. Now every enquiry is read, scored and routed straight away, with a person at the moments that matter.
- Client
- Anonymous B2B software company
- Product
- AI enquiry follow-up
- Industry
- B2B software
- Type
- Software
A growing B2B company
A Dutch B2B software company in the SMB segment with a fast-growing team and an overflowing lead pipeline.
The client stays anonymous. What matters is the pattern we see at many growing teams: more enquiries than people to follow them up properly.
What stood in the way.
The sales team received hundreds of inbound leads per month via forms, demo requests and content downloads. Manual qualification cost 8+ hours a week, follow-ups got left behind and good leads disappeared in the noise. They wanted a way to automatically filter and prioritise without losing intuition.
Every morning started with sorting instead of selling. Whoever looked first took the nice enquiries; what was left got an answer days later. And that is sometimes exactly where the biggest opportunities were.
What it does.
A flow around the existing CRM that does the sorting, so sales can do what it does best.
Every lead read
Forms, demo requests and downloads arrive in one place and are processed straight away.
Enriched
Company details and industry added, so nobody has to look up who it is first.
Scored
How well the lead fits the ideal customer profile, with the reason attached.
With the right person
Automatically to the right account manager, with a nudge for the best leads.
Fitting follow-up
Borderline leads get a series of messages until they are ready to talk.
Human in the loop
Critical steps wait for approval; the flow never decides over anyone’s head.
Every lead in the right place at once.
Every new lead in the existing CRM is automatically enriched with company data (registry, LinkedIn, industry signals), scored for fit and routed to the right account manager. Borderline leads get a series of follow-up messages, top leads an instant internal ping.
How a lead runs now
- 1In The enquiry arrives through the form, a demo request or a download.
- 2Enriched and scored Within minutes enriched and assessed on how well it fits.
- 3Assigned To the right account manager, or into a follow-up series if it is too early.
- 4Conversation Sales calls with the context already there, knowing what to talk about.
What it delivered
- 0134% higher conversion from lead to customer
- 028 hours per week saved on manual work
- 03Average follow-up 2.4× faster
- 04Every enquiry enriched and scored within 5 minutes
How it came about.
From a full inbox to a flow the team can trust.
- 1 Sitting with salesWhich leads are good, and why, in the team’s own words.
- 2 Rules and limitsWhat the flow may do itself, and where a person must decide.
- 3 Around the CRMConnected to what was already there, so nobody had to switch.
- 4 Testing with real leadsFirst alongside the team, so every score could be checked.
- 5 TuningScores and rules adjusted to what sales saw in practice.
See it in your own business.
Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.
Let clients book and pay for classes online, without phone calls or loose lists.
- Live class schedule
- Online booking and payment
- Reminders for your clients
- Website with booking built in