Automating QuantusTechnik’s Marketing Lead Management Workflows
QuantusTechnik partnered with SDLC Corp to replace manual lead handling with a fully automated B2B marketing and lead management system covering capture, routing, nurturing, follow-ups, and campaign tracking.
B2B Marketing Automation for an Industrial Machine Tools Manufacturer
QuantusTechnik needed its sales team focused on closing deals not chasing leads manually. Here's what SDLC Corp built, why it was needed, and what changed after go-live.
Eight workflow types built around QuantusTechnik's industrial B2B sales cycle, from first web enquiry to qualified sales handoff.
Understanding the Client Behind the Marketing Automation Project
Rajesh Gaikwad needed a structured way to capture inquiries, assign leads, track follow-ups, and give the sales team better visibility across every stage.
Client Requirement
The client wanted to replace scattered lead handling with a connected automation system. The goal was to reduce missed follow-ups, improve lead routing, and make sales activity easier to monitor.
Primary Need
Centralized lead capture from inquiries, forms, and manual sales inputs.Main Challenge
Leads were scattered across sources, which slowed assignment and follow-up tracking.Project Focus
Automate lead routing, follow-up reminders, status tracking, and sales reporting.Expected Outcome
Better lead visibility, faster response time, and fewer missed opportunities.Rajesh Gaikwad
Rajesh Gaikwad worked with SDLC Corp to build a practical B2B lead management workflow that supports faster sales action and clearer pipeline visibility.
Six Operational Gaps That Were Costing QuantusTechnik Sales
Industrial B2B sales runs on timing and context the right rep, with the right information, reaching the right prospect first. QuantusTechnik's manual processes were breaking down at every one of those points.
No Single Lead Capture System
Enquiries from multiple channels had no shared format prospects were logged twice or missed entirely.
Follow-Ups by Memory
Reps used personal reminders to track follow-ups qualified leads were forgotten when workloads peaked.
No Visibility Into the Pipeline
Managers had no view of active or overdue prospects problems only surfaced after deals were already lost.
Leads Routed to the Wrong Rep
Enquiries were assigned by availability, not expertise response quality varied and specialists were underused.
No Campaign Attribution Data
Enquiries couldn't be linked to campaigns budget decisions were made without knowing what drove pipeline.
Sales Received Leads Cold
Handoffs had no source history or prior interactions reps started every conversation without context.
From Scattered Enquiries to a Structured Sales Automation System in Four Phases
Before building a single workflow, SDLC Corp mapped how QuantusTechnik's prospects move from first contact to purchase decision then built the automation around that reality.
Audit All Lead Entry Points
Every inbound channel reviewed forms, landing pages, trade sign-ups to map where data was lost and delays started.
Map the B2B Buyer Journey
Each stage awareness, shortlisting, technical evaluation, decision mapped to design communication that matched where the buyer actually was.
Build and Connect the Workflows
Eight types configured and linked: capture, scoring, routing, nurturing, follow-up alerts, re-engagement, attribution, and sales handoff.
Test Against Real Scenarios, Then Go Live
Validated using actual enquiry types edge cases included before going live across all channels.
Nine Automation Capabilities Built for Industrial B2B Lead Management
Each capability fixes a specific breakdown, from the moment a prospect submits an enquiry to the point a rep starts with full context.
Automated Lead Capture
All channels feed one standardised record. No manual entry, no duplicates, and no lost data.
Rules-Based Lead Routing
Leads are assigned by product, segment, and geography, so the right specialist gets every enquiry.
Long-Cycle Nurture Sequences
Prospects receive content based on their actual stage, not a generic drip schedule.
Automated Follow-Up Triggers
Reminders fire when follow-ups are due or overdue, so reps do not track ageing manually.
Campaign Attribution Tracking
Every enquiry links to its source campaign, so leadership sees what spend drives pipeline.
Structured Sales Handoff
Reps receive source, interest, and history with every lead. They start informed, not cold.
Segmented Journey Paths
Five paths cover new, warm, quotation, inactive, and existing contacts with separate logic.
Pipeline Visibility Dashboard
Owner, stage, and next action stay visible in one live view. No chasing and no status calls.
Lead Quality Scoring
Leads are scored on intent, source, and fit, so high-value prospects surface first for the sales team.
Seven Areas Where Automation Replaced Manual Work
See how QuantusTechnik moved from scattered manual work to a clear, automated lead management process.
What QuantusTechnik's Sales Team Gained After Automation Went Live
Less manual work, clearer pipeline, and marketing spend tied to real results across every stage of the B2B sales cycle.
Prospects Reach the Right Rep Faster
Routing rules replaced manual assignment. Enquiries land with the right specialist within minutes, not hours depending on who checked their inbox first.
No Qualified Lead Gets Forgotten
Ageing alerts fire before a follow-up goes overdue. The system tracks every open enquiry, so the sales team does not have to.
Long-Cycle Prospects Stay Warm
Stage-based sequences keep prospects engaged throughout months-long evaluations without relying on the sales team to remember who to contact and when.
Marketing Budget Tied to Real Pipeline
Every enquiry is tagged to the campaign that generated it. Leadership sees what spend is producing prospects, not just impressions.
Sales Starts Every Conversation Informed
Handoffs include source, product interest, and prior interactions. Reps no longer ask prospects to repeat themselves.
Built to Grow Without Rebuilding
New product lines, campaigns, and territories plug into the existing workflow structure. No rebuild is needed as the operation scales.
Still Running Leads Manually? Let's Fix That.
If the gaps in this case study look familiar, SDLC Corp can build the same system for your industrial or B2B sales team structured, automated, and built around your actual process.
- Lead capture from all inbound channels
- Rules-based routing by product and territory
- Nurturing for long B2B sales cycles
- Automated follow-up triggers and alerts
- Campaign attribution and source tracking
- Structured handoff with full lead context
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