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Sales & Lead Automation

A growing B2B services company needed to improve how leads were captured, qualified, and managed across multiple systems. Manual processes slowed response times and limited pipeline visibility.

Industry

B2B Services

Year

2025

Client

Euphoria

Challenge

Leads were handled manually across disconnected tools, resulting in delayed follow-ups, inconsistent data, and repetitive administrative work for the sales team.

Our aproach

We designed an AI-powered sales workflow that automated lead handling while maintaining full visibility and control for the sales team.

Workflow Audit

Reviewed existing lead sources, CRM structure, and handoff processes to identify inefficiencies.

Workflow Audit

Reviewed existing lead sources, CRM structure, and handoff processes to identify inefficiencies.

Workflow Audit

Reviewed existing lead sources, CRM structure, and handoff processes to identify inefficiencies.

Automation Design

Designed automated workflows for lead capture, enrichment, qualification, and CRM updates.

Automation Design

Designed automated workflows for lead capture, enrichment, qualification, and CRM updates.

Automation Design

Designed automated workflows for lead capture, enrichment, qualification, and CRM updates.

AI Scoring Logic

Implemented AI-assisted lead scoring and prioritization to route high-quality leads instantly.

AI Scoring Logic

Implemented AI-assisted lead scoring and prioritization to route high-quality leads instantly.

AI Scoring Logic

Implemented AI-assisted lead scoring and prioritization to route high-quality leads instantly.

Deployment & Optimization

Deployed workflows in stages and optimized based on real sales activity.

Deployment & Optimization

Deployed workflows in stages and optimized based on real sales activity.

Deployment & Optimization

Deployed workflows in stages and optimized based on real sales activity.

Results

Faster lead response times, reduced manual data entry, and improved sales pipeline visibility.

Client’s testimonial

Real feedback from teams using AI automation in their daily operations.

“The automation significantly improved our sales efficiency and reduced manual workload.”

Anna

CEO at Euphoria

“The automation significantly improved our sales efficiency and reduced manual workload.”

Anna

CEO at Euphoria

“The automation significantly improved our sales efficiency and reduced manual workload.”

Anna

CEO at Euphoria

Sales & Lead Automation

Challenge

Our aproach

Results

Client’s testimonial

Ready to simplify your business with AI automation?

Ready to simplify your business with AI automation?

Ready to simplify your business with AI automation?