Case Study #3
AI Agents for Scalable Lead Generation | SaaS Marketing Company
A major SaaS marketing company specializes in digital campaign management for B2B clients. But it was facing a problem, i.e., scaling outbound lead generation was costing them money and lacked enough personalization. Their sales guys were spending hours researching prospects & would-be clients. All manually! This manual research process slowed down their sales pipeline.
The Challenge
Complexities We Had to Tackle
The competition was intense. The client couldn’t rely on traditional sales automation tools. Such tools failed to deliver the kind of contextual personalization the SaaS company needed. So, their upper management gave the go-ahead to build a next-gen AI-driven solution to change the lead generation process. This tool was supposed to do the following:
- Identify and connect with decision-makers across thousands of target companies
- Personalize outreach at scale without generic, spam-like messaging
- Reduce manual work and free sales teams for high-value conversations
- Increase conversion rates from initial contact to booked meetings
Solution
Turning Challenges into Capabilities
We at CognoVerse partnered with them to design and deploy an AI-driven internal knowledge base. We used the latest RAG advancements using LLaMA-3. This Retrieval-Augmented Gen solution ensures secure and seamless access to policy documents for every employee.
Key Features:
- LLaMA-3 RAG architecture: The AI uses a state-of-the-art LLaMA-3 language model, enhanced with retrieval capabilities, to give factually accurate, context-aware responses by referencing the most relevant internal documents.
- Natural language querying: Staff members ask queries in plain language. They use the MS Teams software solution for this purpose. No need for complex search queries…
- Active Directory integration: The knowledge base was integrated with the AD of the client. So, each response is now tailored to the user’s department and role. Also, crucial or sensitive information remains protected.
- Role-based personalization: The AI also filters results and prioritizes them based on a user’s role and department. This way, it makes sure that every employee is getting only a relevant, actionable piece of information.
- Seamless MS Teams Experience: The knowledge base is accessible directly within MS Teams, the client’s primary collaboration platform, streamlining adoption and minimizing training requirements.
