How a B2B Company Saves $150,000+ Annually by Automating Sales & Marketing

A B2B SaaS company struggled with high sales team costs and inefficient marketing handoffs. APEX automated their outbound sales, CRM updates, and lead nurturing - reducing manual work while tripling outreach and improving conversion rates. Here’s how automation delivered massive savings while boosting performance.

Date

6 Mar 2025

Category

Business

Reading time

6 min read

How a B2B Company Save $150,000+ Annually by Automating Sales & Marketing
How a B2B Company Save $150,000+ Annually by Automating Sales & Marketing
How a B2B Company Save $150,000+ Annually by Automating Sales & Marketing

1. Traditional Sales & Marketing Costs


Before automation, the company had:

  • 3 SDRs handling lead research, cold outreach, and meeting scheduling

  • 3 Account Executives (AEs) manually tracking follow-ups and updating CRM

  • A marketing team generating leads but lacking a streamlined handoff process


Annual Costs (Per Role)


Role

Costs

Bonus

Overhead

Total per Employee

Total for Team

SDR

$50,000

$15,000

$10,000

$75,000

$225,000 (3 SDRs)

AE

$80,000

$40,000

$15,000

$135,000

$405,000 (3 AEs)

Marketing Automation Manager

$90,000

$10,000

$15,000

$115,000

$115,000

Total Sales & Marketing Cost (Before Automation)

$745,000






2. AI-Powered Automation & Cost Savings


With APEX’s automation setup, the company reduced its SDR team from three to one, streamlined AE workflows, and improved marketing-to-sales efficiency.


AI-Driven Sales & Marketing Workflow


Automated Lead Research & Enrichment – Scraping and verifying leads
AI-Powered Email & LinkedIn Outreach – Personalize and automate follow-ups
AI Meeting Scheduling & CRM Updates – Chili Piper + HubSpot ensure sales never miss a touchpoint ($150/month)
Automated Lead Qualification & Routing – AI scores inbound leads before handing them to AEs ($200/month)
AI Marketing Automation & Retargeting – Custom workflows nurture leads & re-engage cold prospects ($300/month)


3. New Cost Structure After Automation


Expense

Annual Cost

1 SDR Salary & Overhead

$75,000

AI Sales & Marketing Tools

$14,400 ($1,200/month)

APEX Agency Fee (Automation Setup & Management)

$60,000 ($5,000/month)

Total New Cost

$149,400


4. Total Savings & Revenue Growth


These changes allowed the company to reduce its SDR team from three to one while increasing outbound activity. Account executives, freed from administrative work, could now focus entirely on closing deals. Marketing and sales alignment improved, as AI seamlessly transitioned from lead generation to conversion.


The financial impact was significant. Instead of spending $745,000 annually, the company’s new cost structure - including one remaining SDR, AI-powered tools, and APEX’s automation service - came to just $149,400 per year. This resulted in over $500,000 in savings, all while increasing efficiency and revenue potential.

Conclusion

For $5,000 per month, APEX built and maintained the entire automation setup, eliminating the need for additional hires or expensive internal processes. The result? A leaner, faster, and more profitable sales and marketing engine - proving that automation isn’t just about reducing costs, but about unlocking new levels of growth. Book your strategy call today: APEX 15-Min Strategy Call

Jousef Murad

Jousef Murad

Founder of APEX

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