Insights
🤖 AI Development
SmartLead AI
Automated lead qualification system — reducing sales workload by 70% in 6 weeks.
70%Less workload
3×Faster qualify
6 wksDelivered
94%AI accuracy
🔴 The Problem
A fast-growing B2B SaaS startup received 200+ inbound leads per week. Furthermore, the sales team was spending 60% of their time manually qualifying leads — leaving little time for actual selling. As a result, high-value leads were being missed or significantly delayed.
🟢 The Solution
OGC NewFinity built a custom AI qualification engine that automatically scores and categorises incoming leads based on fit, intent signals, and company data. Therefore, the sales team receives only pre-qualified leads ranked by priority — ready for direct outreach.
How It Works
smartlead.ai — Lead Dashboard
📥
Inbound lead received
↓
🤖
AI analyses fit & intent
↓
⚡
Qualification score generated
↓
📤
Routed to sales team
Lead Scoring — Live Preview
Company fit
92
Intent signal
85
Budget fit
78
Timeline match
95
Project Timeline
Wk 1–2
Discovery, data audit, and AI model scoping. Furthermore, existing lead data was analysed to train the qualification model.
Wk 3–4
AI model training, scoring logic development, and initial accuracy testing against historical lead data.
Wk 5
Backend API development and HubSpot CRM integration. As a result, leads flow automatically from intake to scoring to CRM.
Wk 6
Frontend dashboard, QA testing, and production deployment. Therefore, the sales team was fully onboarded within the same week.
Results
70%
Reduction in manual qualification time for the sales team
3×
Faster lead qualification from inbound to sales-ready status
94%
AI accuracy rate validated against 6 months of historical data
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