Enterprise CRM AI Integration
Enterprise SalesThe Challenge
A large B2B sales organization was struggling with lead overload. Their CRM held thousands of inbound leads with no reliable way to prioritize outreach. Sales reps were spending 2–3 hours per day manually triaging leads and drafting cold emails, leading to delayed follow-ups and missed pipeline opportunities.
The Solution
We built a serverless Lambda API that connects directly to their CRM via webhook. On each new lead event, the API queries enrichment data, scores the lead using a custom OpenAI prompt trained on their historical win/loss patterns, and auto-generates a personalized outreach draft for the assigned rep. The system deploys via Serverless Framework on AWS with full audit logging.
Key Technologies
- AWS Lambda
- OpenAI GPT-4o
- Serverless Framework
- Node.js
- Salesforce API
- DynamoDB
Outcome & Results
35% increase in sales team efficiency within 60 days. Average lead response time dropped from 18 hours to under 2 hours. Reps reported spending less time on admin and more time on high-value conversations.