Unified Salesforce CRM with AI-powered lead scoring, automated multi-channel follow-ups, and predictive pipeline analytics — driving $2.4M in tracked pipeline and 98% team adoption for a B2B SaaS company in Denver, CO.
Prism Solutions, a B2B SaaS company based in Denver, CO, had their customer data fragmented across 5 different tools — a legacy CRM, two spreadsheet systems, a standalone email platform, and a support ticketing tool. Nothing talked to each other. Sales reps were spending 60% of their time on manual data entry instead of actually selling, and lead response time had ballooned to an average of 18 hours.
They'd already burned through two CRM implementations in three years, and both times the team abandoned the system within a month and went back to spreadsheets. Their Sales Director was understandably skeptical about trying again.
We didn't just install Salesforce — we rebuilt Prism's entire sales motion from the ground up. We started by sitting with each sales rep individually to map their actual workflow, not the one in the process docs nobody followed. From there, we built a unified Salesforce CRM with an AI lead scoring engine that analyzes 40+ behavioral and firmographic signals to prioritize the right leads at the right time. Automated multi-channel follow-up sequences handle the first touch across email, SMS, and calls — cutting response time from 18 hours to 12 minutes. Predictive pipeline analytics give leadership real-time visibility into deal velocity, risk signals, and revenue forecasts.
Machine learning model that scores and prioritizes leads based on 40+ behavioral and firmographic signals, surfacing the hottest opportunities first.
Multi-channel drip sequences triggered by lead behavior across email, SMS, and calls — ensuring every lead gets a response within minutes, not hours.
Real-time dashboards with predictive forecasting, deal velocity tracking, and risk signals that flag stalling opportunities before they go cold.
MuleSoft-powered integration layer that creates a single source of truth connecting marketing, sales, and support data from all 5 legacy systems.
Full-featured Salesforce mobile app for field sales with offline sync, voice-to-CRM notes, and one-tap deal updates from anywhere.
AI-triggered notifications for deal risks, engagement drops, and upsell opportunities — pushed directly to Slack and mobile in real-time.
Enterprise-grade Salesforce ecosystem with custom AI integrations and real-time analytics infrastructure.
Honestly, I was skeptical about another CRM migration. We'd burned through two implementations in three years and both times my team ended up going back to spreadsheets within a month. The Rivan.ai team didn't just install Salesforce — they rebuilt our entire sales motion from the ground up. They sat with each rep individually to understand their workflow. The AI lead scoring alone paid for the project in the first quarter. My team actually WANTS to use this system, which is something I never thought I'd say about a CRM.
Let's build a CRM ecosystem that your team actually wants to use.
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