AI Assistants for Automating Follow-Ups Workflow
Challenge
Client eager to resolve repeated business challenges related to their Sales operations - when hundreds of potential prospects just quietly drown and disappear within their CRM, just because nobody follows up leads at the right time. Missed follow-ups for them means lost opportunities. And they were looking for a qualified team to help them resolve this business issue, as the Client's internal engineering team was focused on product features development, on the one hand. They had no time for a lengthy hiring process. On the other hand, a smart cost budget allocation for software development was required, as hiring new engineers locally would significantly increase payroll and related financial overheads.
Client eager to resolve repeated business challenges related to their Sales operations - when hundreds of potential prospects just quietly drown and disappear within their CRM, just because nobody follows up leads at the right time. Missed follow-ups for them means lost opportunities. And they were looking for a qualified team to help them resolve this business issue, as the Client's internal engineering team was focused on product features development, on the one hand. They had no time for a lengthy hiring process. On the other hand, a smart cost budget allocation for software development was required, as hiring new engineers locally would significantly increase payroll and related financial overheads.
Solution
Listen carefully to the Client's request. Clover Dynamics made 2 steps to meet the request most effectively. We started with the 2-week Discovery phase. Based on the Discovery phase, the AI-driven CRM Follow-up Agent was designed and developed then.
To learn more read the full case, please
Listen carefully to the Client's request. Clover Dynamics made 2 steps to meet the request most effectively. We started with the 2-week Discovery phase. Based on the Discovery phase, the AI-driven CRM Follow-up Agent was designed and developed then.
To learn more read the full case, please
Results
- The ready-to-use AI follow-up agent
- Decrease up to 0% of missed follow-up in CRM
- Increased 1.5x conversion response rate.
- Reduce the number of SDRs from 4 people to 2.
- Sales team now focused on Warm / Active Leads in Pipeline
- Saved USD for Sales activity annually.
- The ready-to-use AI follow-up agent
- Decrease up to 0% of missed follow-up in CRM
- Increased 1.5x conversion response rate.
- Reduce the number of SDRs from 4 people to 2.
- Sales team now focused on Warm / Active Leads in Pipeline
- Saved USD for Sales activity annually.