Case Study

B2B sales process automation: from lead to contract without manual friction

Published: February 20, 2026

A B2B services company with 4-8 week sales cycles was losing opportunities due to slow response times and inconsistent follow-up. We automated the entire commercial flow, from lead capture through contract signing and client onboarding.

Business challenge

• Qualified leads waiting 48-72h for a personalised commercial proposal.
• Manual email follow-up with an outdated CRM and missed opportunities from lack of reminders.
• Paper-based contract signing process taking 5-10 business days.
• Non-standardised client onboarding dependent on one key team member.

Solution delivered

• Automatic lead qualification with behaviour and industry-based scoring, integrated into the CRM.
• Automatic generation of personalised commercial proposals within 2 hours of the discovery meeting.
• Automated follow-up sequences via email and WhatsApp Business based on pipeline stage.
• Integrated electronic signatures with dynamically generated contracts.
• Structured onboarding with automatic checklist, kick-off scheduling, and client platform access.

Bottom-funnel SEO targeting

This page targets high-intent searches such as "B2B sales process automation", "automated CRM for service companies", "automatic commercial follow-up software", and "automate business proposals".

Impact

In 8 weeks: proposal time reduced from 72h to 4h, close rate improved by 28%, and average sales cycle shortened by 12 days. The sales team now spends 80% of their time selling, not on admin tasks.

Frequently asked questions