IT SERVICES

A repeatable outbound engine for a Salesforce consultancy

A lean sales team was spending more time on admin than selling. Wexa's agent took over outreach, follow-up and scheduling across US and India time zones.

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outbound meetings per month (from ~6–8)
time to first response (from 3–12 hours)
rep email time per week (from ~18)
lead coverage in 45 days

CLIENT: Salesforce consulting and implementation firm
REGION: US / India
WHEN: 2025
ENGAGEMENT: Production deployment
WEXA COMPONENTS: AI SDR agent · CRM and email connectors

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The challenge

Slow follow-up even on warm leads
Thousands of idle CRM contacts
Manual email, tracking and meeting setup
Good prospects going cold without a follow-up rhythm

What Wexa built

Personalized outreach emails and multi-step follow-up sequences
Meeting scheduling and calendar invites
Real-time replies to inquiries, including out of hours
Connected to the client's CRM and email; campaigns on autopilot

02Case 03

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 03

Product in use

FigureThe smart cadence builder used to configure multi-touch sequences (product screen).

04Case 03

Results

Measure	Before / without Wexa	With Wexa
Rep hours on email and follow-up per week (5 reps)	90 hours	23 hours
Annual cost of the process	$194K	$50K
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

"The Wexa agent has become an integral part of our sales team. It consistently books meetings for us, even at 2 AM, and ensures every lead is followed up."

Pre-Sales Manager, client

The client now co-presents Wexa solutions to its own customers.