Salesforce RevOps Automation
Executive Summary
A fast-growing B2B SaaS company struggled with SDR efficiency due to manual lead preparation, enrichment gaps, and inconsistent outreach quality. AutomataWorks deployed an end-to-end RevOps AI agent integrated into Salesforce, enabling cleaner data, faster outreach, and measurable pipeline lift.
Client Background
The client operates in a niche B2B software category with long sales cycles and a high volume of inbound leads. Their SDRs spent 30–40% of their time on non-selling tasks: manually researching leads, drafting outreach emails, updating CRM fields, and cleaning duplicates.
The Challenge
The leadership team identified three core problems:
- Incomplete lead data slowed down SDR preparation.
- Non-standard outreach quality led to inconsistent conversions.
- Poor CRM hygiene caused reporting gaps and pipeline inaccuracy.
Manual fixes were no longer scalable with their growth.
The Solution — A Salesforce-Integrated RevOps Agent
AutomataWorks designed and deployed a Salesforce-native agentic AI assistant capable of:
- Enriching firmographics, personas, industries, and intent signals
- Drafting customized email outreach aligned with tone and persona
- Cleaning duplicates and incomplete entries
- Auto-updating fields based on the latest conversations
- Highlighting stale leads and routing them for re-engagement
The agent was governed by strict enterprise guardrails, including approval flows, domain allowlists, and full action logs.
How It Works
- Lead Ingestion
New leads trigger the agent to look up missing data from approved sources. - Outreach Preparation
The agent drafts email templates tailored to industry, segment, and persona. - Rep Handoff
SDRs review and approve outputs before sending or updating.
Results & Impact
Within 60 days:
- 30% reduction in admin time
- 20% lift in response rates on enriched leads
- 2× faster lead preparation
- Significantly cleaner pipeline enabling revenue forecasting accuracy
Leadership gained clear visibility into SDR activity without adding new tools.
Why It Matters
The agentic layer transformed RevOps into a predictable, data-driven process while freeing SDRs to focus on conversations—not research or cleanup.