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SaaS

Lead Routing for B2B SaaS

Detailed implementation of an AI automation system for a fast-growing German B2B SaaS team.

Lead Routing for B2B SaaS case study visual

Baseline Challenge

Leads were distributed manually across tools. Response time was 24-48 hours.

Solution Design

Tawi AI integrated CRM + email + qualification bot with clear scoring rules.

8-Week Implementation

  • Week 1: Process audit, lead scoring logic, and KPI definition
  • Week 2-3: CRM integration, email orchestration, and routing rules
  • Week 4-5: Qualification bot with guardrails and quality gates
  • Week 6: Dashboard for response time, SQL rate, and conversion
  • Week 7-8: Team enablement, rollout, monitoring, and optimization

Outcomes

Faster first touch, cleaner handoff to sales, higher close rate.

  • -68% response time
  • +22% SQL rate
  • +17% pipeline value

Next Scale Stage

  • Automate outbound playbooks for targeted follow-up sequences
  • Feed product-intent signals into lead scoring
  • Expand executive reporting for revenue forecast and pipeline quality

Tawi AI

If you want similar outcomes for your team, we will define the fastest implementation path in a strategy call.

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