IT SERVICES

An always-on sales development agent for an IT consultancy

A fast-growing consultancy had warm leads waiting days for follow-up and thousands of dormant CRM records. Wexa deployed an agent that works like a full-time SDR, around the clock.

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qualified meetings per month (5–6 → 35–40+)
SDR time saved on outreach tasks
to acknowledge any inbound lead, 24/7
of dormant CRM leads worked systematically

CLIENT: US IT consultancy (enterprise workflow-platform specialist)
REGION: US / India
WHEN: 2025
ENGAGEMENT: Production deployment
WEXA COMPONENTS: AI SDR agent · CRM, email and calendar connectors

01Case 01

The challenge

Warm website and demo leads waited hours or days for a reply
Thousands of CRM contacts dormant for lack of bandwidth
Email writing, follow-ups, enrichment and scheduling took 20+ hours per rep per week
Broken sequences on colder and mid-funnel leads

What Wexa built

Sales outreach agent acting as a full-time SDR
Two-way CRM sync for contacts, activity and records
Email and calendar integration on the client's own addresses
Tone and messaging trained on the client's sales voice; multi-touch sequences personalized by industry, size and interest

02Case 01

How it runs on Wexa

FigureHow this use case runs on Wexa: client systems connected, ontology discovered, context graph in the Wexa memory layer, agents and process flows, and governance. Highlighted components are central to this use case.

03Case 01

Solution architecture

FigureHow the Wexa sales development agent works: sourcing, persona tagging, messaging, cadence, scheduling, review and launch.

04Case 01

Results

Measure	Before / without Wexa	With Wexa
SDR capacity to book ~40 qualified meetings a month	4 SDRs	1 SDR supervising the agent
Annual cost of the process	$260K	$65K
Time to implement the AI solution	4 months	2 weeks
AI build cost (one-time)	$192K	$7K
AI operating cost per year (models, infrastructure, upkeep, platform)	$141K	$69K
Total AI cost in year 1	$333K	$77K

With Wexa

net annual value to the client after Wexa's own operating cost

faster to implement

lower AI operating cost

less AI spend in year 1

Average monthly qualified meetings rose from 5–6 to 35–40+ within the first month
Reps reclaimed 75–80% of outreach time for calls and demos
Every inbound inquiry acknowledged within seconds, at any hour