Case Details

Lead Automation for a Service Business

Accelera helped a growing service business automate its lead handling process, reducing response time, improving lead quality, and eliminating manual follow-ups through intelligent AI-driven workflows.

Client

Service-Based Business

Industry

Professional Services

Service Provided

AI Lead & Sales Automation

The Challenge

The client was receiving leads from multiple channels, including website forms, emails, and messaging platforms. However, their lead management process was entirely manual.

Key challenges included:

The Solution

Accelera designed and implemented a complete AI-powered lead automation system tailored to the client’s existing tools and workflows.

Key automation components:

Automated Lead Capture
All incoming leads from forms, emails, and chat channels were automatically collected and centralized into one system.

AI Lead Qualification
An AI-driven workflow analyzed lead data and categorized inquiries based on predefined criteria, ensuring high-quality leads were prioritized.

Instant Lead Response
Automated messages and AI chatbots responded instantly to new inquiries, confirming receipt and providing next steps.

CRM & Sales Automation
Qualified leads were automatically added to the CRM, assigned to the right team member, and followed by automated reminders and follow-ups.

Workflow Monitoring & Optimization
Accelera continuously monitored performance and refined the automation to improve accuracy and efficiency.