Customer & Business Operations · SaaS
Telecalling & Lead Qualification
Built an outbound telecalling and lead-qualification process that filtered and scored inbound leads for the sales team.
+35%
Qualified lead rate
15/week
Sales team hours saved
Ongoing
The Brief
B2B SaaS Company needed a partner to move quickly on telecalling & lead qualification without compromising on quality or long-term maintainability. CloudGrips ran the engagement end-to-end, from discovery through production support.
What We Built
- Implemented and integrated CRM integration as part of the delivered solution.
- Implemented and integrated Call scoring as part of the delivered solution.
Phase-by-Phase
001DISCOVER
Scoping & discovery
Mapped current workflows, stakeholders and constraints to define a phased delivery plan.
002BUILD
Build & iterate
Delivered in short iterations with regular stakeholder demos and course-correction.
003DEPLOY
Deploy & support
Rolled out to production with monitoring in place, followed by a stabilization period.
At a Glance
Sector
SaaS
Capability
Customer & Business Operations
Tech Stack
CRM integrationCall scoring
Illustrative engagement
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