AI workflows for B2B sales orgs. Lead enrichment, SDR follow-up, quote generation, CRM hygiene, account research, deal intelligence — every workflow that takes hours off reps' weeks and puts them back into conversations that close deals.
Studies say sales reps spend 60–70% of their week on non-selling activity. Logging calls, updating CRM, researching accounts, drafting follow-ups, formatting proposals.
Most of that work is high-volume, pattern-rich, and AI-shaped. None of it needs the judgment of a senior account executive.
AI workflows give that time back. Reps get to do the part of their job they trained for — and that they're paid to do — and revenue per rep climbs accordingly.
Concrete examples. Each is a real production workflow shipped for a B2B sales team. Yours will look different, but the shape is the same.
Append firmographic data, intent signals, social context, and recent news to every inbound lead. Reps walk into every conversation already knowing who they're talking to and why.
Context-aware multi-touch outreach drafted for human review. References the prospect's actual company, role, and likely pain point — not "Hi {First Name}, I noticed you work at {Company}."
Pull pricing rules, generate branded PDF quotes from a description in plain English, route for approval where needed, push to e-signature. Reps sell instead of formatting documents.
Auto-deduplicate contacts, fill missing fields from public sources, flag dead deals, surface stalled pipeline. Your CRM finally tells you the truth about your pipeline.
Pre-meeting briefs synthesized from the web, news, social, CRM history, and past conversations. Reps walk into discovery already knowing the company's recent priorities.
Surface stalls, predict at-risk deals, suggest next actions based on stage and history, flag deals where engagement is dropping. Sales managers stop guessing where the pipeline really stands.
New leads scored, qualified, and routed to the right rep within minutes. Hot leads escalated. Non-fits auto-responded with helpful context. Speed-to-lead drops to under 5 minutes.
When deals close, auto-generate structured win/loss notes from CRM data, call transcripts, and email threads. Build a real database of why deals are won and lost — not anecdotes from gut feel.
SaaS, services, distribution, manufacturing — anywhere with named-account selling, multi-touch cycles, and reps with quotas.
Logging activity, updating fields, drafting follow-ups, formatting proposals. Time they should be spending in conversations.
Stale records, missing fields, dead deals nobody closed out. The data layer that's supposed to drive decisions instead muddies them.
Sales orgs are expensive. AI workflows give every rep more leverage, so revenue per rep goes up — without proportional headcount.
The fastest way to lose a sales team's trust is to ask them to leave their CRM. We don't do that. Workflows live where your reps already work.
Two weeks. A ranked backlog of every automation worth building.
Learn more →Bespoke AI agents for the workflows where a single prompt isn't enough.
Learn more →Senior Magento, Adobe Commerce, and headless engineering. Our original craft.
Learn more →