Sales Lead Evaluator

Challenges

In today's sales world, it is crucial to identify high-quality leads quickly and efficiently in order to deploy resources in a targeted manner and increase the likelihood of closing deals. However, manual lead evaluations are time-consuming, error-prone, and often inefficient. At the same time, the quality of contacts must not suffer when processes are automated. The challenge was to minimize the exclusion rate of high-quality leads while significantly increasing the efficiency of the sales process.

Solution

To meet these requirements, we have a AI-powered lead qualification solution developed. The tool automatically evaluates and filters leads based on predefined criteria and imports the relevant contacts into the CRM system for further processing.

Technical implementation:

• Automated lead evaluation: A large language model (LLM) evaluates leads that come from LinkedIn exports (often with over 100 contacts).
• Integration of modern technologies: The solution combines Microsoft Semantic Kernel with GPT-4to carry out a precise analysis of leads.
• Criteria-based filtering: Leads are systematically evaluated based on parameters such as industry, company size, and the role and position of the contact person.
• batch processing: Leads are processed in small groups, which enables efficient and scalable analysis.

To optimize AI-based filtering, an iterative development approach was chosen, which included the following measures:

• Unit tests to validate filter logic
• Development of a complex prompt flow for precise AI control
• Fine adjustment of parameters and system prompts to balance quality and efficiency

Benefits

With the Lead qualification through AI We were able to significantly increase the efficiency of the sales process and at the same time ensure the quality of the generated contacts. The automated evaluation significantly reduces processing time, ensures a consistent assessment of leads and enables potential customers to be addressed in a targeted manner.
Thanks to the structured development process, we were able to create a solution that not only reduces sales costs, but also sustainably improves the success rate. AI-based lead qualification thus makes an important contribution to digitizing and increasing the efficiency of our sales strategy