case study   |   11 Jan, 2024

How AI SaaS Implementation Helps to Qualify B2B Leads

Sales teams often waste hours chasing the wrong leads. Our client needed a way to cut through the noise and focus on people who were actually likely to buy.

We built a Salesforce lead qualifier SaaS app that uses LangChain and OpenAI to score leads from 0–100 based on their role, company, industry, product fit, and territory. The backend is in Python, the frontend in React, and it plugs straight into Salesforce so sales reps see scores and explanations right inside their CRM.

The Problem

  • Too much time spent on low-quality leads.

  • No consistent scoring system for different industries or products.

  • Reps frustrated by chasing irrelevant contacts.

 

Our Solution

The app applies a clear set of rules for each product type—whether it’s tech, HR, sales tools, or industrial solutions—and only scores relevant decision-makers highly.

For each lead, it looks at:

  • Role & Decision Power – Do they control the budget or influence the deal?

  • Pain Point Urgency – Is there a real, timely need?

  • Industry Fit – Does the product make sense for their sector?

  • Territory Alignment – Are they in the right region?

  • Likely Challenges – Budget, timing, or existing tools.

It then gives a specific score (like 82, not just “hot”) with reasoning, plus a short explanation salespeople can use in outreach.

Five-Dimension Analysis for Every Lead:

  1. Direct Role Alignment – Authority and budget control.

  2. Pain Point Relevance – Urgency and problem severity.

  3. Industry & Company Fit – Market norms and adoption trends.

  4. Territory Alignment – Regional applicability.

  5. Sales Challenges – Anticipated objections and engagement strategies.

 

Tech Stack

  • LangChain – Prompt management and logic.

  • OpenAI – Lead scoring intelligence.

  • Python – Backend + Salesforce integration.

  • React – Interactive lead scoring dashboard.

  • Salesforce – CRM and data source.

 

Impact For Users

  • More meetings booked

  • Less time wasted on poor leads

  • Much higher close rate
    Sales adoption hit 92% because reps trusted the scores and could see exactly why each lead ranked the way it did.

 

It filters out low-value leads, adapts scoring to the product being sold, and explains every score so reps can approach the right people with confidence, all without leaving Salesforce.