B2B Lead Enrichment & Routing
01.
Project Overview
A B2B SaaS team struggled with slow lead response and inconsistent qualification. SDRs lacked context, and routing rules lived in spreadsheets. We were asked to enrich inbound leads, score them, and route instantly to the right owner—complete with a short CRM summary.
We unified enrichment (company size, tech stack, region), scoring, and triage. New leads now arrive in the CRM and Slack with a one‑paragraph summary and next‑best action.
Date
03 Jul, 2025
Client
B2B SaaS (confidential)
Category
Sales Automation
Website
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+20%Qualified Meetings
NowInstant Routing
1‑paraCRM Summary
02.
Process & Challenge
We delivered a resilient, low‑latency routing loop.
- Webhook intake from forms, ads and chat; dedupe and normalization.
- Enrichment from public + internal data; configurable scoring rules.
- Owner assignment by region, product, segment; calendar‑aware routing.
- LLM summaries posted to CRM with rationale and next steps.
- Metrics: response time, SLA breaches, conversion by source.
03.
Summary
Qualified meetings rose by 20% and first‑response time dropped sharply. Reps entered conversations better prepared, and leaders gained visibility into source ROI.
