Conduct a comprehensive audit of TeleBright’s sales operations and tech stack to identify integration gaps between telecom, energy, and expense management tools. Develop a unified RevOps automation roadmap to streamline data flows, automate manual processes, and ensure all pipeline and lead data syncs seamlessly across systems.

Implement AI-driven lead qualification and scoring that pulls from all integrated data sources (CRM, ManageRight, inbound, and web) to ensure only high-potential leads are routed to the sales team. Automated scoring prioritizes leads by sector, deal size, and engagement, and aligns with territory assignments for optimal conversion.

Boosts conversion rates by 20–30% by ensuring SDRs and AEs focus on the most qualified, well-aligned opportunities, while reducing time spent on low-fit or misrouted leads by up to 50%.

Deploy a system that automatically follows up with no-show prospects via email, SMS, and LinkedIn, offering real-time rescheduling options and syncing updates across the CRM and ManageRight. This ensures that valuable meetings are not lost due to scheduling mishaps and that territory/lead alignment remains accurate.

Reduces meeting drop-off rates by 25% and recovers otherwise lost opportunities, adding an estimated 10–15% more meetings back into the pipeline each month—directly supporting revenue growth goals.