Case Study: Transforming B2B Sales with AI-Powered SDR and Agentic AI Automation
Client: Ravi’s SaaS Company, Dubai
Industry: SaaS / Technology
Region: UAE
Background
Ravi ,As a founder and CEO of a rapidly growing SaaS business in Dubai, Ravi found himself expanding the organisation, but struggling with how to implement a scalable sales apparatus to sustain the trajectory of the company’s growth. Despite having a qualified sales team, the use of an updated CRM application, and all of the infrastructure available to create an efficient sales process, inefficiencies persisted. For example, Ravi’s sales development representatives were spending hours a day on repetitive, manual outreach, responding slowly to inbound leads, and missing follow-up opportunities with prospects who had previously indicated interest in the company’s services.
The culmination of these issues resulted in lost sales, flat sales pipelines, and revenue targets being missed month after month. To resolve these issues, Ravi focused on finding an AI-based SDR solution that would help automate the bureaucratic and administrative burden of sales development that was causing his team to underperform.
The ultimate goal of integrating a new SDR solution was to create a more efficient and effective sales outreach system to allow for accelerated outreach to prospects, immediate follow-up with prospects, and creating a level of personalisation for B2B buyers. The expected end result would be to alleviate the unnecessary burden of the SDR team and allow them to spend their time on more qualified conversations; thus improving lead qualification, increasing booked meetings, and increasing conversion rates.
Challenges
Ravi’s sales teams experienced many operational challenges as a result of the following:
- Little to no manual outreach for new leads
- SDR teams spent too much time performing repetitive tasks rather than engaging in productive sales activities.
- Customer relationship management (CRM) software was not up to date because the SDRs did not log into it regularly to update their information
- Recruiting more people would have increased operational costs associated with scaling outreach to reach more potential customers
- The current tools being used for automation did not integrate well and were not able to perform the same level of function.
Ravi realised that to see his team’s growth, he needed to implement an AI SDR automation system.
AI SDR + Agentic AI Automation
Ravi utilised Archiz Solutions to implement an advanced AI SDR platform with Agentic AI (workflow) automation working with him.
The Solution: AI-Powered SDR and Agentic AI from Archiz Solutions
Archiz Solutions implemented an AI-driven sales automation platform combining AI SDR capabilities with Agentic AI’s adaptive workflows and powerful API integrations.
Key Components:
1. Automated AI SDR
The AI SDR was able to perform the tasks associated with personalising outreach, qualifying prospects in real-time and booking meetings automatically via WhatsApp, LinkedIn, email and voice. All leads would be reached out to.
2. Agentic AI System
Agentic AI was responsible for orchestrating multi-step workflows, interpreting context and optimising engagement sequences and automating the delegations of tasks between systems autonomously.
3. API Integrations
The use of contemporary API connectors to connect the AI SDR with all company systems, such as CRM, WhatsApp, payment gateway and Calendar, provides for the AI to take actions independently rather than making simple predictions.
4. Webhook Automations
All replies, contact details and timestamps for every contact sent via WhatsApp were logged into the CRM automatically via webhooks. There were no manual entries.
Implementation
Archiz Solutions implemented this transformation over a 3-month phased rollout.
- Custom API connectors provided a seamless flow of data from one system to another (two-way data flow).
- The AI SDR was able to take over from the sales team immediately; therefore, the outreach and qualification process for leads could be performed quickly and efficiently.
- The ability to automatically schedule meetings and send demo links to potential clients using synced calendars.
- Throughout the process, the WhatsApp conversation threads were captured and saved automatically.
- Their work is tracked using real-time dashboards for both the growth of the sales pipeline and the productivity of the SDRs.
- This method resulted in a smooth transition to new ways of operating with zero interruption to existing sales procedures while improving both speed and efficiency.
Results
- 300% Pipeline Growth : The immediate increase in qualified Leads as a direct result of instant multi-channel outreach.
- 2X Higher Conversion Rate : Improved Efficiency in closing Deals due to faster engagement and accurate Qualifying.
- 60-70% Time Saved for SDRs : Sales Reps are no longer performing repetitive processes and instead are engaging in high-value conversations and closing Deals.
- Accurate CRM Data : Automated Logging of CRM Activities has eliminated previously existing gaps and allowed for improved Forecasting.
- No Additional Hiring Required : AI SDR scaled the Outreach without causing an increase in Operational Cost.
Client Feedback
Why Archiz Solutions?
Archiz has combined innovative AI SDR technology with Agentic AI intelligence to give businesses an advantage in sales.
- Our workflow designs are tailored to the specific needs of our clients.
- We integrate with CRM, WhatsApp and other APIs to optimize sales workflow.
- Our systems are designed to scale with the growth of our clients, whether they are SMBs or enterprises.
- We provide dedicated support to ensure clients achieve maximum return on investment.
Conclusion
The AI SDR and Agentic AI capabilities offered by Archiz Solutions have the potential to help organizations in the UAE and India to reduce manual bottlenecks, increase pipeline growth, and improve revenues while maintaining the same size of their workforce. Through automated engagement, qualification, follow-ups, and workflow orchestration, organizations will benefit from improved speed of conversion, increased speed to pipeline, and sustainable growth.
Ready to unlock your sales potential?
Visit archizsolutions.com to schedule a demo or request a custom sales automation audit.