AI Lead Qualification Agent for B2B SaaS

Problem

A B2B SaaS team lost leads to slow follow-up. SDRs couldn't respond within minutes, and marketing had no way to qualify intent before handoff to sales.

Solution

Vanta embedded an AI inquiry agent on the marketing site—visitors describe their needs, get instant tailored responses, and qualified leads sync to CRM with conversation context for sales.

Outcome

On-site demo engagement tripled, sales cycles shortened, and the team captured leads that previously bounced after hours.

Workflow

• →Visitor triggers AI agent from homepage or pricing page
• →Agent qualifies use case, team size, and timeline
• →Hot leads route to CRM with full conversation transcript
• →SDR receives Slack alert for high-intent prospects
• →Marketing reviews funnel metrics in a live dashboard

Tech stack