Overview
Crescendo Capital's sales team was manually reviewing a large volume of inbound leads with no systematic prioritization, causing high-value opportunities to go cold.
The Challenge
Without intelligent lead scoring, reps spent 60% of their time on low-conversion prospects. The team needed a system that could surface the right leads at the right time, directly within their existing Salesforce workflow.
Our Approach
Built an ML-based lead scoring model trained on historical CRM data
Integrated OpenAI GPT-4 for qualitative lead enrichment (website analysis, LinkedIn signals)
Deployed as a Salesforce native app using Apex + API callouts
Created a real-time scoring dashboard for sales managers
Set up automated follow-up sequence triggers based on score thresholds
“The AI lead-scoring system NAT built surfaces our best prospects automatically inside Salesforce. Our conversion rate jumped 3.2x within the first month of deployment.”
Marcus Williams
VP of Sales, Crescendo Capital
Results
Tech Stack
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