Lead Enrichment & CRM Routing
A B2B SaaS startup needed a reliable way to qualify and route inbound leads to their sales team without manual research bottlenecks.
Problem
The existing process was manual and inconsistent. Sales reps spent hours researching leads, and high-intent prospects were slipping through the cracks due to slow response times.
- Manual lead research taking hours per prospect
- Inconsistent qualification criteria
- High-intent leads falling through cracks
- Slow response times hurting conversion
System Built
Built a multi-source ingestion system that captures leads from ads, forms, and partnerships. Implemented layered enrichment using multiple data providers with AI validation to score and qualify each lead. Automated CRM routing with real-time Slack notifications for high-priority leads.
Multi-Source Ingestion
Captures leads from ads, forms, and partnerships automatically via webhooks and API integrations.
Layered Enrichment
Uses multiple data providers (Clay, RocketReach, Serper) to build comprehensive lead profiles.
AI Validation & Scoring
AI analyzes lead data to score and qualify each prospect based on company fit and intent signals.
Automated Routing
Routes qualified leads to CRM with real-time Slack notifications for high-priority prospects.
Outcome
The automated system eliminated manual research bottlenecks and ensured high-intent leads were immediately routed to the sales team.
Tools Used
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