Client
Presales Automation Platform
How we automated presales for a SaaS client and reduced project kickoff time by 50–70%
- Client
- Under NDA - confidential SaaS platform
- Industry
- Presales Automation
- Solution
- SaaS
Challenge
The client struggled with fragmented presales processes, lack of a standardized estimation approach, and increasing pressure to respond faster and scale efficiently.
- Incoming requests were handled manually across multiple tools
- Estimation relied on spreadsheets and ad-hoc calculations
- Frequent inconsistencies and errors in project scoping and pricing
- Presales became a slow and resource-heavy process
- High risk of delays and lost deals due to slow response times
Business Goals
- Reduce incoming request processing time
- Automate initial project estimation
- Standardize project structure and documentation
- Minimize developer involvement at early stages
- Reduce manual work for Project Managers
- Accelerate project kickoff
- Increase transparency for both clients and internal teams
Solution
A centralized SaaS platform that automates and structures the entire presales process - from incoming request to project kickoff.
01 Data collection
- API integrations with CRM and internal tools
- Structured input of client requirements and project data
02 Processing and estimation
- Standardized estimation logic and project scoping
- Automated generation of initial project calculations
03 Analytics
- Visibility into pipeline, requests, and presales performance
- Clear overview of project requirements and scope
04 Output and delivery
- Automatic generation of proposals and project documentation
- Consistent and standardized project structure ready for kickoff
AI Implementation
AI modules were integrated into the platform to analyze incoming data, reduce manual effort, and support faster, more accurate decision-making in presales.
- Anomaly detection in client inputs and project data
- Improved accuracy of estimations and scoping
- AI-driven recommendations for next steps and solution structure
How the Solution Works
The platform captures incoming client requests, structures the data, and automatically generates project estimates and proposals. AI analyzes inputs, suggests solutions, and guides the next steps, allowing teams to move from request to project kickoff faster with minimal manual effort.
Results
- 50–70% reduction in presales processing time
- Faster project kickoff (time-to-kickoff)
- Up to 60% reduction in developer involvement at early stages
- Centralized data and workflows in a single system
- Increased transparency across presales and delivery processes
Tech Stack
- SaaS architecture
- AI/ML modules
- API integrations (CRM and internal systems)
- Analytics and reporting tools
