AI Sales Agents in Salesforce Enrich Leads and Draft Outreach for a B2B Software Company

Industry

TechnologySaaS

Services

AI Sales AutomationSalesforce DevelopmentAI Agent Development

Technologies

Salesforce Sales CloudApexLightning Web ComponentsOpenAI GPT-4oClearbitPythonAWS Lambda

Challenge

A B2B software company's sales development team spent most of its day researching accounts and writing emails rather than talking to prospects.

Lead data in Salesforce was incomplete, and outreach was generic:

Hours of manual account research per rep each day.
Incomplete and outdated lead and account data.
Generic outreach with low reply rates.
Poor visibility of which leads to prioritise.

Leadership wanted more qualified meetings from the same team without lowering the quality of outreach.

Solution

Winklix built AI agents that work inside Salesforce, so reps get research, scoring and drafts in the tools they already use.

Account research agent

Enriches new leads and accounts with firmographics, technology signals and recent news, summarised in a short brief on the record.

Lead scoring

Scores leads against the ideal customer profile and engagement history, and surfaces the best ones in a prioritised Lightning view.

Outreach drafting

Drafts personalised emails and LinkedIn messages that reference each prospect's context, ready for reps to edit and send.

Governance

All AI actions are logged, prompts are managed centrally and reps stay in control of what is sent.

B2B Software Company solution delivered by Winklix

The Approach

Workflow first — We mapped the real workflow with the people doing the work before choosing models or tools.
Human in the loop — Every AI output had a clear review point, confidence thresholds and an escalation path to a person.
Prototype, then scale — A working pilot on real data proved the value before the solution was rolled out more widely.
Measured from day one — Baseline metrics were captured up front so improvements could be tracked objectively.

Outcome

The engagement delivered clear, practical results for the client:

Research time per lead reduced from around 20 minutes to under 2.
Reply rates roughly doubled with personalised outreach.
Cleaner, more complete CRM data.
Reps focused on conversations rather than admin.

B2B Software Company

Want AI working inside your Salesforce? Talk to Winklix.

Contact Winklix

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Challenge

A B2B software company's sales development team spent most of its day researching accounts and writing emails rather than talking to prospects.

Lead data in Salesforce was incomplete, and outreach was generic:

Hours of manual account research per rep each day.

Incomplete and outdated lead and account data.

Generic outreach with low reply rates.

Poor visibility of which leads to prioritise.

Leadership wanted more qualified meetings from the same team without lowering the quality of outreach.

Solution

Winklix built AI agents that work inside Salesforce, so reps get research, scoring and drafts in the tools they already use.

Account research agent

Enriches new leads and accounts with firmographics, technology signals and recent news, summarised in a short brief on the record.

Lead scoring

Scores leads against the ideal customer profile and engagement history, and surfaces the best ones in a prioritised Lightning view.

Outreach drafting

Drafts personalised emails and LinkedIn messages that reference each prospect's context, ready for reps to edit and send.

Governance

All AI actions are logged, prompts are managed centrally and reps stay in control of what is sent.

The Approach

Workflow first — We mapped the real workflow with the people doing the work before choosing models or tools.

Human in the loop — Every AI output had a clear review point, confidence thresholds and an escalation path to a person.

Prototype, then scale — A working pilot on real data proved the value before the solution was rolled out more widely.

Measured from day one — Baseline metrics were captured up front so improvements could be tracked objectively.

Related Case Studies:

HR Tech Start-up

Building an AI-Powered Recruitment SaaS Platform from the Ground Up

Read full post

Legal Services Group

A Secure Generative AI Assistant for Legal Research, Drafting and Contract Review

Read full post

Multi-Location Healthcare Clinic

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Read full post

Essential

Analytics

Marketing

AI Sales Agents in Salesforce Enrich Leads and Draft Outreach for a B2B Software Company

Challenge