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Full IntegrationProfessional Services·12 business days
Sales Intelligence & Lead Enrichment Pipeline
Consulting firm, 150 employees
15min → 0
Research time
AI does the research before the rep even sees the lead
3x
CRM completeness
Records enriched with data reps never had time to gather
100%
Call prep
Every call backed by AI-generated talking points
The Challenge
Sales team manually researched each prospect (15-20 min per lead), pulling information from LinkedIn, company websites, and news articles. CRM records were sparse, and reps often walked into calls unprepared.
The Solution
We built a multi-system pipeline that triggers on new CRM leads, automatically researches the company and contacts, generates a detailed intelligence brief, enriches the CRM record, and alerts the sales rep with key talking points.
How We Built It
- 1Salesforce trigger on new lead/opportunity creation
- 2Company research: website scraping, news search, firmographic data
- 3AI generates structured intelligence brief: company overview, recent news, potential pain points, recommended approach
- 4CRM record enriched with company size, industry, tech stack signals
- 5Slack notification to assigned rep with brief summary and link to full report
- 6Weekly analytics: conversion rate by lead quality score
Tech Stack
SalesforceSlackClaude AIPostgreSQLREST APIs
"Our reps now walk into every call fully prepared. The AI catches things in company news that even experienced reps would miss. Close rate is noticeably better."
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