National Logistics Corp transformed their B2B sales operation with an AI lead qualification engine that changed the economics of their entire revenue funnel.
The Challenge
With 400+ inbound leads per month, their sales team was spending two full days per week just sorting and qualifying new leads. By the time a qualified prospect received outreach, competitors had already been in conversation for 24 to 48 hours. High-value deals were being lost at the top of the funnel.
The Planext Solution
We built a real-time AI lead scoring system that evaluates 14 qualification signals the moment a lead enters the CRM: company size, industry, job title, behavior on site, source, firmographic data enrichment, and more.
High-scoring leads trigger an instant Slack notification to the right sales rep, complete with a GPT-4-generated brief covering the lead profile, likely needs, and recommended opening message. Response happens in minutes, not days.
Leads that score below the threshold enter an automated 5-touch nurture sequence that keeps Planext top-of-mind until they are ready to buy.
The Results
| Metric | Before | After |
|---|---|---|
| Time to First Contact | 2 days | 4 minutes |
| Qualified Pipeline (90 days) | Baseline | +280% |
| Sales Team Qualifying Hours | 40% of time | 5% of time |
| ROI Timeline | N/A | 6 weeks |
