LiftCertainX - B2B Leads Generation
Build a unified platform for real-time site-visitor tracking, in-market lead scoring, and a proprietary database to drive data-driven outreach. The goal was to scale sales for mid-market clients across FinTech, HealthTech, and Real Estate by automating B2B lead identification.
Key Results Achieved
The Challenge
Build a unified platform for real-time site-visitor tracking, in-market lead scoring, and a proprietary database to drive data-driven outreach. The goal was to scale sales for mid-market clients across FinTech, HealthTech, and Real Estate by automating B2B lead identification.
Business Challenges
- Scale sales outreach with a turnkey solution
- Connect seamlessly to HubSpot and Salesforce CRMs and Meta Ads
- Meet U.S. data protection and privacy standards
Technical Challenges
- Transform raw website logs into structured data flows
- Implement AI process automation for lead tagging and scoring
- Design a scalable architecture with fault tolerance
- Provide easy, API-based integrations
Timeline
Time-sensitive go-to-market push required production-ready MVP within 8 weeks to begin onboarding clients and collect feedback.
Our Solution
We built LiftCertainX SiteVisitor – a cloud-based dashboard that reveals anonymous website visitors’ identities, scores their intent using AI, and automates CRM integration. The solution processes raw logs into actionable insights using an ETL pipeline and vector-based AI lead scoring.
Core Features
- ETL Pipeline with AWS Glue to process web logs
- Real-time identity resolution and visitor filtering
- Agentic AI scoring and segmentation of leads
- One-click CRM and Ads platform integrations
- Full-text search and insights across proprietary data
Technologies & Implementation
Technologies & Platforms
Knowledge Stack
Technical Architecture
- Frontend with Retool and React
- Backend using Python with AWS Lambda & API Gateway
- Data stored in PostgreSQL
- ETL and log processing via AWS Glue
- AI-powered scoring using Vector Databases
AI Components
- Lead tagging using vector-based AI
- Marketing insights model for segmentation and forecasting
- Agentic AI for in-market lead scoring
Implementation Timeline
Week 1
Kickoff, architecture review, and technical design
Week 2
Define schema, APIs, finalize integration specs
Week 3
Setup CI/CD, code repos, and AWS access controls
Week 4
Prototype ETL pipeline with Glue and PostgreSQL
Week 5
Develop core ETL logic and validate ingest
Week 6
Handle errors, retries, and monitor pipeline
Week 7
Build identity resolution service APIs
Week 8
Develop visitor UI with real-time filters
Week 9
Integrate AI scoring engine and lead segmentation
Week 10
Add forecasting dashboards and export tools
Week 11
Create unified dashboard with search and insights
Week 12
Integrate HubSpot, Salesforce, and Meta Ads
Week 13
Run full QA, performance, and release testing
Results & Impact
Immediate Results
- Secured private funding round
- Onboarded 20+ beta users within first month
- Acquired 3 high-volume clients within launch month
Long-term Impact
- 30% increase in qualified leads for clients
- Expanded client base across multiple industries
- Platform processing thousands of leads monthly
“Proglia's expertise in AI and automation transformed our lead generation platform. The real time tracking and intelligent scoring have given our clients a significant competitive advantage.”
Key Lessons Learned
Real-time data processing is crucial for B2B lead generation
AI-driven qualification significantly improves sales efficiency
Seamless CRM integration is essential for user adoption
Dashboard usability directly impacts client success
Ready to Create Similar Results?
Let's discuss how we can help transform your business with AI and automation.