A fast-growing SaaS marketing platform serving mid-sised businesses needed help automating their lead nurturing and sales qualification process. Their sales team was overwhelmed with unqualified leads, and marketing lacked visibility into user intent and behavior.
Merto was engaged to design and implement an AI-driven email automation and lead scoring system to streamline their funnel and boost conversions.
The platform faced several friction points:
We began by auditing the existing CRM and customer journey. The key was building intelligent workflows that responded to user behavior and scored leads based on intent.
Approach highlights:
Our team deployed an AI-enhanced system that combined marketing automation with smart lead prioritisation:
“The automation workflows Merto built are pure gold. Our sales team finally works smarter, not harder — and it’s showing in our numbers.”
– VP of Growth, SaaS Marketing Platform
HubSpot
Zapier
Google Tag Manager
Mixpanel
Custom Python scripts for lead scoring logic
Mailgun (for transactional email delivery)
We continue to support A/B testing for emails, optimise scoring thresholds, and explore predictive analytics for future upgrades.