B2B SOFTWARE

Account-based outbound for a distribution-software vendor

A software vendor selling to consumer-goods distributors wanted account-based outreach at scale. Wexa built a sales workspace whose sourcing, persona and campaign steps run as Wexa process flows.

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lead attributes tracked per account
outreach channels in one inbox
process flows: sourcing, persona, campaign

CLIENT: Route-to-market and distribution-software vendor
REGION: Global
WHEN: 2025
ENGAGEMENT: Solution build
WEXA COMPONENTS: AI SDR agents · process flows · lead tables · CRM and enrichment connectors

01Case 37

The challenge

Prospect lists built by hand
Generic outreach to niche industries
Replies spread across channels

What Wexa built

Lead sourcing by industry and category with enrichment
Persona creation and campaign flows run on Wexa
Unified inbox across email, professional network, messaging and phone
CRM synchronisation and meeting booking

02Case 37

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 37

Results

Measure	Before / without Wexa	With Wexa
SDRs for account-based outreach	4 SDRs	1 SDR supervising the agents
Annual cost of the process	$200K	$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