SaaS Firm Cuts 60% of Follow-Up Tasks in Just 2 Weeks
A high-growth SaaS company recently partnered with NoLo Automation to streamline its sales onboarding process. Facing rapid expansion, the company was struggling to manage the sheer volume of manual follow-ups and lead touchpoints required to move new prospects through the pipeline. Despite having Salesforce and Slack in place, the team was overwhelmed by repetitive administrative work that slowed down onboarding and created unnecessary delays.
The Challenge
Sales reps were spending valuable time logging updates, nudging leads, and coordinating handoffs—all manually. Managers lacked visibility into onboarding progress without repeatedly asking for updates. Leads were slipping through the cracks, and onboarding timelines were stretching longer than necessary. The company needed a way to reduce manual workload and speed up conversion—without adding yet another third-party tool to the tech stack.
The Solution
NoLo Automation deployed a custom AI agent built directly inside Salesforce and Slack. Instead of relying on outside automation platforms like Zapier or Make.com, NoLo designed a native solution tailored to the client’s workflows. The AI agent acted as an intelligent assistant, monitoring lead stages, triggering reminders, and proactively prompting reps when onboarding steps were missed or delayed.
The implementation took less than one week and required no additional licenses or external platforms. Reps continued using the tools they already knew—Salesforce and Slack—while the AI quietly worked behind the scenes.
The Results
Within just two weeks, the company reported a 60% reduction in manual follow-up work across its sales team. Onboarding timelines shortened by an average of three days, and no leads dropped off during the initial engagement phase.
Sales reps praised the AI assistant for reducing mental load and increasing productivity. One account executive remarked, “This is the first time I’ve been able to focus purely on conversations without worrying about forgetting something.”
- Other measurable improvements included:
- Faster response times to new leads
- Improved Salesforce data hygiene
- Enhanced pipeline visibility for leadership
- Higher rep satisfaction and performance consistency
Why It Worked
The key to success was embedding automation within existing systems, rather than adding complexity. By designing a custom AI agent to fit the company’s unique onboarding flow, NoLo Automation avoided the common pitfalls of tool sprawl and change resistance.
The agent not only automated repetitive tasks but also brought intelligence into the process—tracking behaviors, flagging delays, and nudging reps when human follow-up was most impactful.
What’s Next
After the success of this onboarding automation, the company is now expanding its use of AI agents to Customer Success and RevOps. Plans are underway to automate QBR preparation, renewal workflows, and account health scoring—all using the same native, no-code approach.
This case demonstrates how fast-moving companies can achieve big wins by aligning AI with existing operations, without overhauling their stack.
No-Code. Low-Code. No Limits.™
That’s the NoLo difference.