AI-powered Lead Triage & sales enablement
In production. On the first try.
Measurable impact in the first 60 days. And this is only Part 1.
AI Lead Triage & Sales Enablement
Inbound leads in, manual triage out.
High inbound volume in inconsistent email formats. Classification and routing scaled poorly, follow-ups slipped, and there was no clear view of pipeline health — decisions ran on instinct, not data.
IT and Sales Ops rebuilt the workflow with AI inside it.
Rather than bolt a point tool onto the inbox, the team redesigned the end-to-end inbound lead process on AgilePoint — embedded AI with human-in-the-loop validation at every decision point.
Classify, route, follow up, and see everything.
AI email classification across five categories with reasoning shown; smart routing by region, category and industry on a 3-day SLA; a 3-week automated follow-up cadence; no-login customer forms; and live pipeline dashboards covering every lead.
Live across every lead in 60 days. ROI ahead of schedule.
The engine handled 2× the inbound volume with manual workload down to roughly 0.15–0.2× per email — and Year-1 ROI was already ahead of schedule. Win-rate and cycle-time gains are being collected for Part 2.
Results in production.
Q1 vs. prior period.
↓
2.05×
↓
0.15–0.2×
↓
<40%
↓
50–70%
↑
1.5–2×
