Where to start
Most B2B teams should start with first response, lead qualification, and follow-up orchestration. These flows are repetitive and directly tied to pipeline health.
“Automation applied to an efficient operation will magnify the efficiency.”
Bill Gates
Prioritization framework
- Weekly volume of the task
- Revenue impact
- Operational risk
- Implementation complexity
Start with high-volume, high-impact, low-complexity flows for the fastest time-to-value.
“What gets measured gets managed.”
Peter Drucker
Core KPIs
- First-response time
- Qualified opportunities created
- Meetings booked per channel
- Sales hours recovered per sprint