B2B Services
Situation
A B2B services organization receives a large volume of inbound requests, heterogeneous in maturity and relevance. The sales team spends most of its time on pre-qualification, at the expense of high-potential opportunities.
Cabinet intervention
Deployment of a conversational qualification agent that structures the initial conversation, collects key business information and routes to the right path (sales meeting, documentation, escalation). The agent runs as chat or voice depending on visitor preference, with human validation for out-of-frame cases.
Observed effects
- Reduced sales time spent on pre-qualification.
- Better routing of qualified prospects to the right teams.
- Complete traceability of interactions for downstream analysis.