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Case Study: Lead Management Automation

Smarter Qualification, Faster Conversions, Stronger Pipelines

Sales teams waste countless hours chasing unqualified leads. IBS Fulcro helped a B2B SaaS enterprise transform its pipeline with agentic lead management automation. The result: a 27% increase in conversion rates, 40% less rep time wasted, and ISO 27001 certified data protection.

Client Background

Who We Helped

  • Industry: SaaS (B2B)
  • Scale: 50,000+ inbound leads per month
  • Challenge: Reps spent too much time chasing poor-quality leads

The Challenge

Why Lead Management Needed Reinvention

  • No unified scoring system → inconsistent prioritization
  • Reps manually researched lead details before outreach
  • Poor CRM data quality led to wasted efforts
  • Slow response times → missed opportunities

The Solution

IBS Fulcro’s Agentic Lead Management Automation

01

Lead Capture Integration

Centralized leads from forms, ads, events, and referrals

02

Data Enrichment

AI agents enriched leads with firmographics, industry data, and engagement signals

03

Predictive Scoring

LLM-based scoring ranked leads by conversion likelihood

04

Automated Routing

High-quality leads assigned instantly to reps

05

Nurture Campaigns

Lower-scored leads moved to automated nurture sequences

06

Compliance Layer

ISO 27001 certified logging of all customer/prospect data

The Impact

Measurable Results

  • 27% increase in lead-to-customer conversion rates
  • 40% time saved by sales reps on low-value leads
  • CRM data completeness improved to 95%
  • Faster follow-ups improved customer acquisition velocity
  • Full auditability ensured compliance

Technology Stack

Tools We Used

CRMs

Salesforce + HubSpot

APIs

Clearbit, LinkedIn for enrichment

AI Models

OpenAI GPT + Google Gemini for predictive scoring

n8n Orchestration

Lead routing and nurturing

Dashboards

Pipeline health, conversion reports

Security

ISO 27001 certified protocols

Key Takeaways

Why This Case Study Matters

  • Agentic lead automation directly drives revenue uplift
  • Enriched data improves both marketing and sales efficiency
  • ISO 27001 ensures trustworthy and compliant sales ops
  • Scalable solution ready for global deployment

Frequently Asked Questions

How much did conversion rates improve?

Conversions improved by 27% after automation.

Did sales reps spend less time on admin?

Yes. Rep time spent on poor leads reduced by 40%.

How was lead data enriched?

Through APIs (Clearbit, LinkedIn) and AI-driven classification.

Was data security ensured?

Yes. IBS Fulcro is ISO 27001 certified, ensuring secure data management.

Can this be applied beyond SaaS?

Absolutely — works for BFSI, retail, manufacturing, pharma, and more.

Transform Your Sales Pipeline with IBS Fulcro

IBS Fulcro’s lead management automation helps enterprises convert smarter, faster, and more securely.

Book a Free 30-Minute Consultation

Discover Related Insights

Lead Management & Scoring (Solution Overview)

CRM Data Enrichment & Syncing

ROI of Agentic Solutions

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