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Case study · Tech services

Closing the conversion gap to recover ₹3.1 Cr in pipeline

A tech-services firm generated demand but lost it to slow follow-up and manual qualification. We automated the hand-off and AI-assisted the close.

+25%
win-rate lift
0 min
lead wait time
₹3.1 Cr
pipeline recovered
Figures illustrative of typical engagements.

The challenge

Marketing hit its number, but sales kept missing. Qualified leads waited hours for follow-up, reps drowned in admin, and the forecast was guesswork. The pipeline existed — the conversion engine did not.

Our diagnosis

A funnel baseline showed the leak sat squarely in the hand-off: inconsistent qualification, slow follow-up and no next-best-action. Reps spent more time on admin than selling.

Average qualified-lead follow-up measured in hours, not minutes
No consistent qualification or routing logic
Reps spending ~40% of time on non-selling admin

The implementation

1
Baseline the funnel

Mapped where speed and routing broke down.

2
Automate the hand-off

Instant routing, follow-up and qualification.

3
AI-assist the close

Next-best-action and content surfaced to reps.

4
Forecast on signal

Wired pipeline signal into a trustworthy forecast.

The outcome

Qualified leads now get instant follow-up, reps spend their time on conversations that close, and win rate rose 25%. Over two quarters the firm recovered ₹3.1 Cr of pipeline that was previously leaking away.

Dashboard snapshot · Revenue Automation
See the live dashboard
+25%
win rate
0 min
lead wait
+30%
rep selling time
₹3.1 Cr
recovered
Figures illustrative of typical engagements.
Lessons learned

What made it work

Speed wins deals

Instant follow-up was the single biggest lever on win rate.

Free the reps

Removing admin let the team focus on closing.

Trust the forecast

Signal-based forecasting replaced gut-feel.

Go deeper

Related to this engagement

Stop leaking hard-won pipeline.

We’ll close the gap between interest and revenue — automated follow-up, AI-assisted close.