Case Study: ClickUp improves inbound lead handling with Breakout AI SDR agents

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ClickUp improves inbound SDR automation with Breakout as cold email reply rates fall

ClickUp, a productivity software company, faced the challenge of efficiently handling inbound leads on its website. The expensive part of outbound prospecting—figuring out who has a problem worth discussing—arrives free with inbound, but capitalizing on that attention quickly and at scale was difficult. They partnered with Breakout, a vendor specializing in inbound AI SDR agents, to automate these conversations.

The solution implemented by Breakout used an AI agent framework based on intent and relevance. This system automatically engaged visitors with low intent or lower relevance, ensuring only the highest-value, most ready-to-buy conversations were routed to human sales reps. This allowed Breakout to efficiently handle a large volume of initial interactions, qualifying leads and freeing up ClickUp's team to focus on closing high-potential deals.


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