TechFlow Solutions: 3.2× Pipeline Hygiene Improvement
How a B2B SaaS company transformed their revenue operations by automating lead qualification, reducing response times from 45 minutes to 3 minutes, and improving pipeline accuracy by 320%.
The Challenge
TechFlow Solutions, a rapidly growing B2B SaaS platform with $25M ARR, was losing potential customers due to slow lead response times and inaccurate pipeline forecasting.
Pain Points
- Manual lead qualification taking 45+ minutes per lead
- 60% of hot leads going cold before first contact
- Pipeline forecast accuracy at 67% causing planning issues
- Sales team spending 70% of time on data entry vs selling
Business Impact
The Solution
Khipu Labs implemented a comprehensive revenue operations automation platform that transformed TechFlow's entire lead-to-customer journey through intelligent automation and real-time insights.
Automated Lead Scoring
Custom algorithm analyzing 15+ data points including company size, industry, technology stack, and behavioral signals.
- Real-time lead qualification
- Instant priority ranking
- Automated routing to best-fit rep
Pipeline Intelligence
AI-powered forecasting and pipeline health monitoring with predictive insights for deal progression.
- Predictive close probability
- Risk identification alerts
- Revenue forecasting accuracy
Workflow Automation
End-to-end process automation from initial lead capture through deal closure and customer onboarding.
- Automatic follow-up sequences
- Meeting scheduling integration
- Document generation
Real-Time Notifications
Instant alerts and notifications to sales team via Slack, email, and mobile for immediate action on hot leads.
- Hot lead instant alerts
- Deal stage progression tracking
- Performance dashboard updates
Technical Implementation
Salesforce CRM
Native Apex & Flow BuilderLead scoring, pipeline management, automated notifications
n8n Workflow Engine
REST API & WebhooksCross-system data synchronization and business logic orchestration
Slack
Slack APIReal-time notifications and team collaboration
HubSpot Marketing
HubSpot APILead source tracking and marketing attribution
8-Week Implementation Timeline
Week 1-2: Discovery & Analysis
- Revenue process mapping and bottleneck identification
- Salesforce data audit and quality assessment
- Lead scoring model design and validation
- Integration requirements and security review
Week 3-6: Development & Testing
- Custom lead scoring algorithm development
- Salesforce workflow automation configuration
- Real-time notification system implementation
- Sandbox testing and performance optimization
Week 7-8: Deployment & Training
- Production deployment with phased rollout
- Sales team training and workflow adoption
- Performance monitoring and fine-tuning
- Success metrics validation and reporting
Results & Impact
"Khipu Labs transformed our revenue operations completely. We're now responding to leads in minutes instead of hours, and our pipeline forecasting has never been more accurate. The automation has freed up our sales team to focus on what they do best - selling."
Quantified Business Impact
Operational Improvements
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