AI / Sales Automation / B2B Growth

AI Sales Automation Platform — B2B sales and lead scoring automation

A system for automating the sales pipeline, lead scoring, and outbound campaign handling.

Firma technologiczna B2B / software houseAI / B2B Sales / Sales Automation2025
Discovery of the B2B sales processSales automation architecture designLead scoring and segmentationCRM and data source integrationPipeline workflow automationSales analytics and process optimization
Dashboard AI Sales Automation

Overview

Softech designed and implemented an AI Sales Automation platform supporting B2B sales teams in automating lead acquisition and qualification. The solution combines lead scoring, segmentation, CRM integration, and sales workflow automation in one system.

Problem

The client was running B2B sales activities across several markets using many fragmented tools: CRM, spreadsheets, manually built lead lists, and separate outreach systems. This made qualification and prioritization of opportunities slow and inconsistent.

Solution

We created a dedicated AI Sales Automation platform that integrates lead data from multiple sources and automatically evaluates lead potential. The system uses scoring rules, segmentation, workflow automation, and CRM synchronization to move qualified leads faster into the right sales path.

Business impact

After implementation, the company reduced the time required for manual lead qualification and organized the transition from a new contact to a sales conversation. Sales reps worked on prioritized leads instead of scattered raw inputs.

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Use case

Technology

Next.jsNode.js / NestJSTypeScriptPostgreSQLRedisAI scoring engineCRM integrationsEmail automationWorkflow engineDockerCloud infrastructure

Implementation timeline

  1. 1. Discovery and process mapping

    Analysis of qualification logic and sales team workflow

  2. 2. Architecture design

    Definition of scoring, routing, and data model

  3. 3. CRM integration

    Connecting lead data and pipeline context

  4. 4. Automation layer

    Workflow automation and lead prioritization

  5. 5. Optimization and scaling

    Further refinement of scoring and process performance

Client testimonial

“The platform finally gave us one structured process for lead qualification and sales prioritization. It noticeably reduced chaos in the early stages of the pipeline.”
Sales Director
B2B Technology Company

FAQ

What is the AI Sales Automation Platform?

It is a system that automates parts of the B2B sales pipeline, especially lead scoring, prioritization, and workflow routing.

Does it integrate with CRM?

Yes. CRM integration is one of the key components of the solution.

Does it replace outbound tools?

Not necessarily. It can work alongside outreach systems, helping to qualify and prioritize leads before or during outbound execution.

Who is it for?

It is especially useful for B2B companies and sales teams that handle multiple markets, large lead volumes, or fragmented processes.

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