How an $80M SaaS company gave every rep 10+ hours back each week.

The sales team was doing the system’s job.

The company had accumulated eight years of fragmented data across two CRMs. Reps logged calls manually, updated fields by hand, searched for contact information and tried to determine which leads deserved attention. More than 10 hours of each rep’s week disappeared into administration.

The cost was larger than lost time. Roughly 30% of opportunities were dying because follow-up was late or leads reached the wrong owner. Leadership had no dependable, real-time view of the pipeline while the company prepared to launch a major new product.

This was not a single-tool problem. The workflows, data and ownership rules underneath the tools had to be redesigned.

One agentic workflow from first signal to sales follow-up.

We consolidated the company’s revenue data into one system of record, cleaned the historical data during migration and deployed a connected agentic marketing and sales workflow.

• A lead-intelligence agent gathered and structured account context before a rep engaged.
• Call-intelligence agents converted transcripts into account details, qualification signals, summaries and next steps.
• CRM automations wrote structured outputs back to the correct contact and deal records.
• Rules-based workflows routed each lead by ownership, geography and context.
• Automated nurture and follow-up prevented leads from waiting for someone to remember.
• Buyer activity triggered personalized inbound outreach and rep alerts.
• Live pipeline reporting showed leadership what was moving, stalled or at risk.

The agents handled research, extraction and first-pass analysis. Automations moved data and triggered actions. Reps retained control over qualification, communication and deal strategy.

Less software. Less administration. A revenue engine the team could trust.

• Reps recovered 10+ hours every week for customer and selling work.
• Lead-routing accuracy reached 100%, eliminating leakage caused by unclear ownership.
• Tool consolidation removed approximately $60,000 in annual software cost.
• Leadership gained live context on every deal instead of waiting for manually assembled reports.
• The infrastructure supported a new product line reaching $2.2M in closed-won ARR within 10–11 months.

The transformation came from redesigning the complete workflow—not deploying an isolated AI feature.