Technology
Technology: Autonomous Sales Assistant
4.5
D
4.4
U
4.6
B
4.3
E
The Problem
B2B sales teams lose 70% of productive time to prospecting, outreach, and scheduling, with reps averaging just 2 hours of actual selling per day. A New York FinTech startup identified this inefficiency as a market opportunity but lacked the AI engineering expertise to build a production platform. With $237 average cost-per-lead and only 2-5% cold outreach conversion rates, the startup needed an autonomous assistant for top-of-funnel activities that their team could maintain and scale to 2,000+ users.
Type
B2B SaaS Startup
Industry
Technology / FinTech
Size
Small
Region
New York, United States
Users
2000+
The Analysis
The platform required an AI conversation engine capable of conducting multi-turn outreach sequences across email and SMS channels, analyzing prospect responses in real-time to score sentiment and detect buying signals, objections, and disengagement patterns. Lead qualification logic evaluated prospects against configurable criteria including company size, role seniority, budget indicators, and interest level. Calendar connectivity with Google Calendar and Calendly enabled autonomous appointment booking. CRM synchronization with Salesforce and HubSpot ensured conversation history and qualification data flowed into existing workflows. The handoff system needed clear decision logic for routing qualified prospects to human reps, with triggers including sentiment thresholds, meeting requests, and complex questions. The architecture had to support 2,000+ concurrent users with sub-3-second response times and clean code the startup team could maintain.
The Solution
Discovery
2 weeks
Development
8 weeks
Integration
4 weeks
Deployment
2 weeks
The Results
Key Outcomes
Key Learnings
CRM integrations required more API edge case handling than estimated. Build robust sync layers early.
Sentiment scoring thresholds needed tuning per industry vertical. Configurable models beat one-size-fits-all.
Documentation and architecture walkthroughs during development made handoff seamless. Start early, not after.
About DUBEScore™
On-time, on-budget execution. Measures project management quality, milestone adherence, and resource efficiency.
Real-world usefulness. Evaluates how well the solution solves the stated problem and meets user needs.
Measurable ROI and value creation. Tracks revenue impact, cost savings, and strategic outcomes.
Long-term sustainability. Assesses maintainability, scalability, and system resilience over time.