AI Sales Assistant Platform
How we helped a B2B SaaS company 3x their qualified leads with intelligent automation
Client Background
A mid-market B2B SaaS company in the enterprise workflow automation space. They had a strong product but struggled to scale their sales process efficiently. The sales team was spending 60% of their time on low-quality leads.
Scope & Engagement
ObjectSingle was hired to design and build an AI-powered sales assistant that could intelligently qualify leads, automate outreach, and provide real-time insights to the sales team. The system needed to integrate with their existing CRM and communication tools.
Drowning in unqualified leads
The sales team was drowning in unqualified leads. Their existing manual qualification process was time-intensive and inconsistent. They needed an intelligent system that could analyze lead signals, prioritize opportunities, and automate initial outreach—all while maintaining a human touch.
The challenge was building this in 8 weeks while integrating with legacy systems and achieving 90%+ accuracy in lead scoring.
Our Approach
A systematic methodology designed for speed without sacrificing quality.
Data-First Design
We started by analyzing 18 months of historical sales data to identify patterns in qualified vs. unqualified leads. This informed our AI model training.
Modular Architecture
Built a composable system with independent modules for lead scoring, outreach automation, and analytics—allowing for rapid iteration and testing.
Human-in-the-Loop
Designed the AI to augment, not replace, the sales team. Every AI decision was transparent and could be overridden with one click.
Progressive Rollout
Deployed in phases: first to 3 sales reps, then 10, then the full team—gathering feedback and tuning the model at each stage.
Key Outcomes
Measurable results delivered within the first quarter of deployment.
Increase in Qualified Leads
3xThe AI system identified high-intent leads with 94% accuracy, allowing sales reps to focus on the best opportunities.
Time Savings
60%Automated qualification and initial outreach freed up the team to focus on high-value conversations and closing deals.
Higher Close Rate
40%By focusing only on qualified leads, the team's close rate improved dramatically within the first quarter.
Annual Savings
$240KReduced wasted time and improved efficiency resulted in measurable cost savings across the sales organization.
Process Timeline
From discovery to production in 8 weeks.
Discovery
- Requirements analysis
- Data audit
- Architecture plan
Design & UX
- Wireframes
- User flows
- UI design
Core Build
- AI model training
- Dashboard build
- Integrations
Launch
- Testing
- Deployment
- Training & handover
Product Gallery
Key screens from the final product.
Dashboard Overview
Real-time lead scoring and pipeline analytics
Lead Scoring UI
AI-powered qualification with confidence scores
Analytics View
Performance metrics and conversion tracking
Mobile Experience
On-the-go access for sales teams
Technical Architecture
A modern, scalable stack built for performance and reliability.
Next.js 14
React 18
TailwindCSS
TypeScript
Node.js API
OpenAI GPT-4
Pinecone Vector DB
LangChain
Vercel
PostgreSQL
Redis Cache
AWS S3AI Workflow Pipeline
"ObjectSingle built exactly what we needed, on time and on budget. The AI assistant has become indispensable to our sales team. They understood our constraints, moved fast, and delivered a system that actually works."
Sarah Chen
VP of Sales, Enterprise SaaS Company
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