Growing SaaS Company
Sales and customer success teams drowning in manual processes. Lead routing, onboarding, and renewal tracking all done by hand.
Sales and customer success teams drowning in manual processes. Lead routing, onboarding, and renewal tracking all done by hand.
Built comprehensive automation for lead management, customer onboarding, and renewal tracking with AI-assisted routing.
Automated 80% of manual sales ops tasks
2 hours/day saved per rep, 25% faster onboarding
Context
A fast-growing SaaS company had outgrown their initial setup. The sales team was manually routing leads, customer success was tracking onboarding in spreadsheets, and renewals were falling through the cracks.
Constraints
- Rapid growth meant solutions needed to work immediately
- Technical debt from previous implementations
- Team needed minimal training time
Our Approach
We prioritized high-impact automations delivered in sprints. Starting with lead routing and customer onboarding, we built systems that eliminated the most time-consuming manual tasks first.
Key Changes
- Intelligent lead routing based on territory, product interest, and lead score
- Automated customer onboarding workflow with triggered welcome sequences
- Renewal tracking and alert system integrated with billing
- Real-time sales and customer success dashboards
Results
- 80% reduction in manual sales operations tasks
- 2 hours per day saved per sales rep
- 25% faster customer onboarding
- Sales team focused on selling instead of data entry
Ready to see similar results?
Let's discuss how we can help streamline your operations.