B2B SaaS Case Study

Technology

Revenue workflow automation for SaaS sales teams needing better CRM hygiene and follow-through.

Challenge

Messy CRM, weak notes, missed follow-ups, and poor forecast accuracy.

Solution

Meeting co-pilot for calls, emails, and docs with auto-summaries and CRM updates, plus qualification enforcement.

Stack & deployment

Salesforce + Gong/Zoom + Calendar + Email, RAG over proposals. Deployment: Cloud.

Outcomes

• SDR productivity +42%; closed-won +7.5%
• Forecast accuracy +18%; rep ramp time -30%
• ROI year 1 about 510%; payback about 5 weeks

All figures come from real engagements. We work under NDA as standard, so case studies are anonymised to protect our clients — the same discretion that will protect you.

Related services

• AI Automations
• Business Automation Solutions
• Software Development

Contact: [email protected]