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AIFintech

AI Lead-Scoring Engine for Crescendo Capital

Crescendo Capital

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

3.2x
increase in lead-to-customer conversion rate
60%
reduction in time-to-first-response
Live
scoring inside Salesforce with zero toggle
100%
automated lead prioritization, zero manual review

Tech Stack

OpenAI GPT-4SalesforceApexPythonFastAPIGCPBigQuery

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