90% faster lead handling with AI agents routing a distributor network

The challenge

This B2B manufacturer sells through a complex distributor network, with leads assigned by company type, region, and even related product model. Inbound leads were low quality and heavy with spam, and every one had to be reviewed and routed by hand.

Processing took time, errors were hard to detect, and international leads that arrived overnight were a constant problem. Putting AI to work here meant operating inside the company's real mix of marketing, sales, distributors, CRMs, intake forms, internal rules, and human decisions.

What we did

Trellist implemented LeadFlow AI, the product of our AI transformation work embedding AI directly into cross-functional workstreams.

• Spam filtered at intake. LeadFlow AI removes spam at the point of intake, before it reaches anyone's queue.
• A shared heuristic. We developed the lead-handling heuristic collaboratively with the client, then trained a team of AI agents on it.
• Instant processing. The agents process inbound leads as they arrive, 24 hours a day.
• Accurate routing. Each lead moves through the distributor logic tree to the right distributor.
• Built in place. The whole system runs inside the client's existing infrastructure, which keeps it secure, scalable, and affordable to maintain.