AI Agent

How Global SaaS Company Used Orion to Automate Lead Qualification

Background

A rapidly growing SaaS provider was facing challenges with wasted sales calls, low lead conversion rates, and time-consuming qualification steps.

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The Challenge: Unqualified Leads and Wasted Sales Calls

Before introducing Orion, the company faced issues common to many fast-growing SaaS businesses:

  • 20% of demo bookings ended up as no-shows, wasting valuable sales team time.
  • Sales managers were often spending the first 10–15 minutes of calls answering basic product and service questions that could have been addressed earlier in the buyer journey.
  • Many demo requests came from poorly qualified leads with no real buying intent, dragging out sales cycles and lowering conversion rates.
  • Sales productivity was suffering, with too much time spent on unqualified calls and administrative CRM updates.

For an enterprise focused on growth and efficiency, this was an unsustainable pattern.

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Meet Orion – The AI Sales Agent

For SaaS businesses operating at scale, website traffic is valuable—but turning visitors into qualified leads remains a constant challenge.

That’s why a leading global SaaS software provider implemented Orion, Centigen's AI-powered sales agent. Orion was built to engage website visitors in real time, answer pre-sales questions, and automatically book meetings with high-intent leads—all while seamlessly updating their CRM systems like HubSpot and Salesforce.

Orion works 24/7, ensuring no lead falls through the cracks and that the sales team spends time only on conversations that matter.

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The Solution: Deploying Orion for Smart Sales Automation

By deploying Orion on their website, the company transformed its lead engagement and qualification process.

Here’s how Orion delivered immediate value:

  • Real-Time Lead Qualification: Orion proactively engaged visitors, asked targeted qualifying questions, and ensured that only leads with genuine interest and intent progressed to book a demo.
  • Seamless CRM Integration: When a demo was booked, Orion automatically created new contacts and deals in the company’s CRM, giving the sales team full visibility and eliminating manual data entry.
  • Instant FAQ Handling: Orion addressed common pre-sales questions about pricing, features, and onboarding—saving sales reps from repetitive conversations.
  • Reduced No-Show Rates: By engaging prospects before booking and sending automated follow-ups via CRM, the company saw a noticeable drop in no-shows within the first month.
  • 24/7 Coverage: Orion ensured that lead capture and qualification didn’t stop when the office closed.

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The Results: More Focused Sales Conversations and Higher Efficiency

Since implementing Orion, the SaaS provider has seen:

  • A higher percentage of qualified leads entering the sales funnel.
  • Shorter, more productive sales calls focused on solution-fit and closing, not product education.
  • Reduced no-show rates, thanks to Orion’s pre-call engagement and CRM-integrated reminders.
  • Significant time savings for sales managers—freeing them up to focus on closing deals rather than chasing unqualified leads.

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Conclusion: The Future of Sales Engagement

For companies looking to save time, improve lead quality, and automate pre-sales engagement, Orion offers a proven solution. By combining real-time website engagement with smart qualification and CRM automation, Orion helps sales teams do what they do best: sell.

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