1 / 4 leads
With a specified owner in this fictional example.
B2B RevOps · Pilot offer
Stop losing the next sales action between marketing and CRM.
A small, auditable workflow to carry lead source, ownership and next steps into the same pipeline view. Designed around your CRM and your team's approval rules—not a promise of instant revenue.
More contacts in your CRM are not useful unless source, owner and next action stay visible.
Interactive example · fictional data
See the handoff problem, then the proposed fix.
Switch between an inconsistent process and a proposed reviewable workflow. The example is not connected to customer data or a CRM.
0 / 4 leads
With a trackable next step in this fictional example.
Ad hoc follow-up
No consistent process or review point.
LinkedIn Ads
Example SaaS A
Owner: Not assigned
Next step: No agreed step
Website form
Example Tech B
Owner: Sales inbox
Next step: Not recorded
Unknown
Example Services C
Owner: Not assigned
Next step: No agreed step
Google Ads
Example SaaS D
Owner: Account executive
Next step: Follow-up untracked
Illustrative interaction only. All four organizations are fictional. The after view describes a proposed process, not a proven uplift, an active CRM integration or a client result.
A scoped 2–4 week pilot
One critical handoff. Four concrete outputs.
Timeline is a planning estimate, dependent on access and agreed scope. Every handoff is documented and reviewable.
Lead lifecycle
Agree what qualifies as an enquiry, an accepted lead and a sales opportunity. Name each owner and missing decision.
Source and status
Map available fields, campaign context and lifecycle stages from forms to CRM without silently overwriting records.
Human-approved actions
Flag records requiring follow-up or qualification. Keep communication and consequential edits behind explicit approval.
Simple decision report
Track completeness, ownership, follow-up and exceptions. Hand over workflow logic, limits and test cases.
Pilot acceptance criteria
Proof of a working process—not fabricated sales results.
We define acceptance criteria before implementation. The workflow must demonstrate traceability and predictable exception handling on agreed test cases.
Review at handover
- Source, status and owner mapped where available
- Missing values or mismatches flagged for review
- Duplicate and error cases documented
- No unapproved external messaging
- Owner and next action visible in a small dashboard
- Rollback, access and documentation agreed
Commercial starting point
From €2,750 excl. VAT
This uses Samsina's published AI workflow pilot as a starting reference, not an automatic fixed quote for every CRM. Software, licenses and third-party integrations are separate.
Good fit when
- Your team already receives B2B enquiries
- Marketing and sales disagree about lead quality or ownership
- You can designate a CRM owner for review and testing
- You want one dependable improvement before a larger rollout
Frequently asked questions
Scope, tooling and safeguards
Is this an autonomous AI sales agent?
No. The pilot is a controlled workflow for capturing context, proposing ownership and surfacing next actions. Customer-facing messages and consequential CRM changes require explicit approval.
Does this work with HubSpot, Zoho or Salesforce?
The design can be scoped for these CRMs, subject to the client's actual fields, access rights, integration capabilities and consent requirements. A live connection is never implied by the example.
What does a pilot cost?
The starting reference is Samsina's AI workflow pilot from €2,750 excluding VAT, software and third-party costs. A written proposal confirms the exact CRM scope and fees.
How do you handle personal data?
We begin with fictional data. Any client data requires a documented purpose, lawful basis, access controls, retention rules and appropriate processor/vendor agreements before implementation.
An honest first conversation
Is your lead handoff the real growth bottleneck?
Share your CRM, current lead sources and the point where follow-up becomes unclear. We will identify whether a pilot is the right next move.
Sina Dadmehr. Founder in Utrecht. You work with the person who analyzes, builds and explains the decisions.