Skip to content
B2B SaaSCRM & AI Lead Qualification60 days

CloudDesk Grew Their Sales Pipeline 520% With AI Lead Qualification

+520%
Pipeline Growth
48h → 3 min
Lead Response Time
+180%
SQL Conversion
11 days
Setup Time
ClientCloudDesk
EngagementCRM & AI Lead Qualification
Delivery window60 days

The Challenge

CloudDesk had 500+ inbound leads per month from content marketing but only 3 SDRs to qualify them. Average time-to-first-response was 48 hours, and 60% of leads went cold before anyone reached out. Their CRM was a mess of duplicate contacts and outdated deal stages.

Our Solution

  • 01AI lead scoring model trained on their closed-won data to auto-qualify inbound leads
  • 02Instant lead engagement via WhatsApp and web chat within 60 seconds of form submission
  • 03CRM cleanup and migration — deduplicated 12,000 contacts, rebuilt pipeline stages
  • 04Automated SDR assignment based on lead score, geography, and product interest
  • 05Real-time Slack alerts for high-intent leads with conversation context

Rollout Playbook

Phase 1

AI lead scoring model trained on their closed-won data to auto-qualify inbound leads

Phase 2

Instant lead engagement via WhatsApp and web chat within 60 seconds of form submission

Phase 3

CRM cleanup and migration — deduplicated 12,000 contacts, rebuilt pipeline stages

Phase 4

Automated SDR assignment based on lead score, geography, and product interest

What Made It Work

CRM & AI Lead Qualification was scoped around the specific operational bottleneck, not a generic template rollout.

The team had one clear target window: 60 days. Delivery sequencing was designed backwards from that constraint.

Success was measured in live business outcomes, not just implementation completion.

Our SDRs used to spend 4 hours a day qualifying junk leads. Now the AI handles qualification and they only talk to people ready to buy.

Neha Krishnan, VP Sales, CloudDesk

Get Similar Results for Your Brand

Book a free strategy call — we'll audit your current setup and show you exactly where the growth is.

Book a Free Strategy Call