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AI Automation / B2B Companies

AI automation for
B2B companies.

AI automation for B2B companies: lead routing, CRM upkeep, proposal drafting and renewal tracking, so sales and marketing work from the same clean data.

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In short

AI automation for B2B companies handles the repeating work between marketing, sales and customer success: new leads are enriched and routed, the CRM is kept current, proposals are drafted from templates and renewals are tracked. Salespeople review and send; they stop re-keying.

Why the work piles up

Where the hours
actually go.

The pattern we see in B2B companies with a sales team.

  • Leads wait hours for a first reply.
  • The CRM is out of date because updating it is nobody's favourite job.
  • Each proposal is rebuilt from the last one.
Where to automate

Four places it
pays off.

We start with one, prove it, then move to the next.

  • 01

    Lead handling

    • Enriching new leads with company data
    • Scoring against your ideal customer
    • Routing to the right owner
  • 02

    CRM upkeep

    • Logging calls and emails
    • Updating deal stages from activity
    • Flagging stalled deals
  • 03

    Proposals

    • Drafting from approved templates
    • Pulling in pricing and case material
    • Checking terms against policy
  • 04

    Customer success

    • Tracking renewal dates
    • Summarising account health
    • Preparing review decks
Example workflow

Inbound lead routing,
automated.

An illustration of how one process changes. Every build is designed around your own systems.

Before

Form fills land in a shared inbox, someone looks the company up by hand and the lead reaches a salesperson the next day.

After

  1. 01

    A new enquiry is captured the moment it arrives.

  2. 02

    The company is looked up and the record enriched.

  3. 03

    The lead is scored and assigned by territory and size.

  4. 04

    A draft first reply is prepared, using what the enquiry asked.

The person in the loop: The salesperson reviews the draft, adjusts it and sends.
Questions

AI automation for B2B companies,
answered.

Which CRMs does this work with?

The widely used CRMs allow the connections needed. We confirm what yours supports first.

Will it send emails without a person checking?

Only if you choose that for simple acknowledgements. Anything commercial is drafted for a person to send.

How does this relate to your B2B marketing work?

They support each other. Clean lead and pipeline data is what makes marketing measurable on revenue.

Same industry / 03

Everything we do for B2B companies.

B2B overview
  1. 01 · MarketingMarketing for B2B companiesDemand generation, marketing leadership and social, aligned with sales and measured on pipeline.
  2. 02 · You are hereAI automation for B2B companiesLead routing, CRM upkeep, proposal drafting and renewal tracking, run on fixed steps.
  3. 03 · Agentic AIAgentic AI for B2B SaaSAgents for the recurring work across sales, onboarding and support, with a person approving.
Other sectors

AI automation for
other businesses.

Have a problem worth solving?

Send us a note or an email. We will keep the first conversation practical.

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