AUM BioTech's CEO, with no prior coding experience, built lead-gen forms and a support chatbot on Salesforce and is finishing an Agentforce SDR agent to respond to thousands of conference leads, score them, book meetings, and hand top leads to human reps. The SDR agent was not yet live at publication and no outcomes are reported.
Reported outcomes
No quantified outcome has been published in the sources we found. We will update this case when one appears.
Outcomes are reported exactly as stated by the source; we have not independently audited them.
How it works
- Leads are collected at 5–6 scientific conferences a year (up to 10,000 leads).
- SDR agent responds instantly, scores each lead, and answers basic questions in multiple languages, 24/7.
- Books meetings on request; higher-priority leads go directly to human sales reps.
- Marketing Cloud campaigns nurture the rest.
Risks & compliance
- Guardrails restricting agent access to sensitive data (stated by the CEO)
- Email consent for outreach
Healthcare cases cover operational and commercial workflows. Nothing here is medical advice or a claim about a device's or drug's efficacy.
Casefile: MedTech angle
Trade-show lead follow-up is a common pain for small device and diagnostics companies.
Tools mentioned & how to build it
Disclosure: Some links may earn us a commission; it never affects grades. Tools are listed by fit to this case, never by payment.
Tools mentioned
- Agentforce (Salesforce)
Salesforce's agent platform across service, sales and field service.
Build a version yourself
- Relevance AI
Build an 'AI workforce' of agents, e.g. BDR agents that research and book meetings. - Apollo.io
Prospect data plus sequencing; pairs with SDR agents. - HubSpot (Breeze agents)
SMB-friendly CRM with Breeze AI agents for prospecting and support.
Sources
“Now, he’s putting the finishing touches on a Sales Development Representative (SDR) agent, which will allow the company to instantly respond to thousands of leads, score each one, and identify the best candidates for more extensive outreach.”How a Small BioTech Firm is Using Agentic AI to Take on Industry Giants
Grade rationale: Named organization; agent in final build, no outcome reported. Automated check on Oct 17, 2026: 1/1 quotes and 0/0 outcome claims matched the source. Compiled by the Agent Casefile research desk (AI-assisted; see methodology). Spot an error? Request a correction.
