The challenge
At Atlas Merchants, new leads sat in a spreadsheet until someone had time to research them. By the time a rep reached out, many had already talked to competitors.
“Speed was costing us deals, and we didn’t even realize it,” says Jonah Teague, VP Sales at Atlas Merchants.
The approach
Atlas connected its forms, CRM, and enrichment tools to Lumora. An agent now researches each lead, scores it against the ideal customer profile, and assigns it to the right rep.
Reps get a Slack message with the lead’s context, so the first conversation starts informed.
The results
Leads now reach the CRM in 90 seconds, reps work 2.4 times more leads, and conversion is up 28%.
“New leads are researched, scored, and in the CRM before I’ve even opened my inbox.”
Atlas Merchants has since added agents for follow-up reminders and deal hand-offs.
New leads are researched, scored, and in the CRM before I've even opened my inbox.
AM
Jonah Teague
VP Sales
AM
Atlas Merchants
INDUSTRY
E-commerce
COMPANY SIZE
140 employees
CHAMPION
Jonah Teague
01
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