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B2B services · Sales Qualification and Follow-up

AI sales follow-up: consistent B2B enquiry follow-up whatever the entry channel, validated by your own sales people

For B2B services companies whose enquiries arrive by form, email, LinkedIn and referral, and whose follow-up depends on who is available.

Discuss your pipeline

What happens today

  • Enquiries are scattered between inbox, LinkedIn, forms and spreadsheets.
  • Qualification varies from person to person.
  • Follow-ups stop after the first exchange.
  • The CRM is not up to date and the pipeline is not reliable.

The workflow

  1. 01 · Inputs

    • Web forms
    • Emails and LinkedIn
    • Transcribed calls and meetings
    • CRM

  2. 02 · Processing

    • Capture in the CRM
    • Company and role enrichment
    • Qualification and scoring against your criteria
    • Follow-ups proposed and assigned

  3. 03 · Human checks

    • Messages validated before sending
    • Opt-outs and restrictions blocked
    • Low scores sent for review

  4. 04 · Outputs & actions

    • Complete enquiry with assigned owner
    • Follow-up sequence
    • Up-to-date pipeline
    • Weekly reporting

What changes

Today

With the system

Scattered enquiries.

One place, up to date.

Variable qualification.

Same criteria for everyone, visible score.

Forgotten follow-ups.

Follow-ups planned, validated by the sales rep.

Example

A web enquiry unanswered for three days is enriched, scored and surfaced to the sales rep with a proposed follow-up to approve.

Illustrative example of how the process can work.

Sales Qualification and Follow-up

Inbound and dormant enquiries → qualified, prioritised, assigned

Read more

What drives the economics of the project

No savings are guaranteed. The variables below are the ones we measure in Discover.

01

Number of enquiries per month and per channel

02

First-response time

03

Share of enquiries left without follow-up

04

Average value of a contract

Any estimate shows its assumptions: current conversion rate, average value, sales time freed up.

Implementation

  1. 01

    Discover

    Mapping of channels, qualification criteria, state of the CRM.

  2. 02

    Data & access

    Access to CRM, email, forms.

  3. 03

    Build

    Capture, enrichment, scoring, follow-ups.

  4. 04

    UAT

    The sales team tests on real enquiries.

  5. 05

    Go-live & RUN

    Rollout, monitoring, adjustment of the criteria.

Security and privacy

Prospect data is processed according to your policy and the applicable regulation; opt-outs are hard stops. Architecture documented before production.

Frequently asked questions

Does the system send messages on its own?

Not by default. It proposes; the sales rep validates.

Compatible with HubSpot, Odoo, Pipedrive?

If a viable API exists, yes. Confirmed after assessment.

How long?

Estimate after Discover.

Do we need to change our processes?

No. We start from your criteria and make them explicit.

Let's discuss your pipeline

Describe your channels and your CRM. We'll tell you where enquiries get lost and what can be automated.

Discuss your pipeline