B2B Services

Automated Sales Pipeline

CRM with AI-powered lead scoring, automated follow-ups, and workflow-driven deal progression. 3x increase in qualified leads.

CRMAI AgentsWorkflow

The Challenge

A B2B services firm had a sales team manually scoring leads, writing follow-up emails, and tracking deal stages in spreadsheets. 60% of leads went cold due to slow follow-up, and the pipeline had no visibility into conversion bottlenecks.

The Solution

Deployed UniCore's CRM with AI-powered lead scoring, the Growth Agent for funnel analysis, and the Comms Agent for automated follow-up sequences. Kafka workflows trigger stage transitions and escalations based on engagement signals.

Key Features Used

✓Lead scoring (0-100) with rule-based and ML-assisted scoring
✓Contact lifecycle: LEAD → PROSPECT → QUALIFIED → PROPOSAL → CLOSED
✓Comms Agent for personalized follow-up email sequences
✓Growth Agent for funnel analysis and conversion insights
✓Kafka workflows for stage-based automations
✓Real-time pipeline dashboard with deal value forecasting

Results

3x increase

Qualified leads

24 hours → 2 min

Follow-up response time

Spreadsheet → real-time

Pipeline visibility

+22%

Close rate improvement

“Our leads used to go cold because nobody followed up fast enough. Now every lead gets a personalized response in under 2 minutes.”

Sales Director — B2B Services Firm

Tech Stack

ERP Service (CRM/Contacts module)Kafka Workflow EngineGrowth AgentComms AgentAI Engine (GPT-4o)

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