Momentum Digital was spending 3+ hours daily, copying leads from forms to CRM, with qualified and unqualified leads mixed. 4+ hour response times (losing deals to competitors), no lead prioritization system. As a CRM Integration and Automation expert, I built:
• Intelligent form that auto-qualifies prospects
• Smart filter that blocks budget < $1,000 leads
• Automatic lead scoring (budget + timeline + authority)
• A random sales rep is assigned to each lead.
• Real-time CRM updates with zero manual work.
The results:
• 85% reduction in manual data entry
• 40% improvement in lead quality
• Sales team now focuses on $50K+ opportunities first