How Simfoni Scaled Outbound Pipeline with Reply.io’s Jason AI SDR

Simfoni needed more pipeline, and with only two SDRs and a fast-growing spend-management platform, they knew manual, human-only outreach couldn’t scale with the level of precision their market required. 

So they added Jason AI SDR. Within weeks, meetings were booked, volume scaled, and the team finally had breathing room to focus on higher-value work.

The Challenge

Simfoni’s procurement technology solves hard problems: spend visibility, sourcing optimization, tail-spend control. Their buyers range across industries and countries. But reaching interested buyers at scale was extremely hard with a small team. 

With two SDRs on staff, Simfoni faced a precision and capacity gap in their outreach strategy. They knew they needed a 3–4x pipeline, yet humans can only work so many hours.

Another challenge was targeted outreach. Procurement is full of confusing job titles. Roles overlap. Some functions share names with unrelated departments. A human SDR can adapt on the fly, but it slows everything down. With ambitious goals and limited people, the  math became difficult.

Inbound helped, but not enough. Outbound discovery of new procurement leaders was slow. Many potential buyers were never touched because of capacity limitations. Prospects that were already showing interest in Simfoni went untouched. 

The team realized staying ahead in their market meant modernizing their outreach – focusing exclusively on buyers that had already demonstrated digital interest in Simfoni’s solutions. Simfoni needed to be at the intersection of volume, speed, personalization, and creative messaging at scale. Jason AI SDR became the logical next step, and at a price point that made good business sense.

The Solution

Simfoni implemented Reply.io’s Jason AI SDR in July. 

The early goal was simple: increase targeted outbound volume without hiring more people. But what happened next reshaped their full outbound strategy.

Jason began by learning Simfoni’s product, ICP, and messaging structure. The team uploaded their playbooks, offers, and knowledge base. Then they refined guidance until the system produced messaging that felt human, natural, and true to their brand. Within a few weeks, Simfoni’s team trusted Jason to craft engaging, accurate outbound messages that resonated with the intended audience.

Jason went to work with:

1. Scaled, targeted prospecting

Jason didn’t cast a wide net. Every contact surfaced was evaluated against Simfoni’s defined ICP, buying roles, and relevance criteria. From there, it scanned real-time LinkedIn data to find procurement leaders who matched the ICP exactly. This included filters such as industry, geography, and job relevance. 

Many contacts were completely new to Simfoni’s CRM, yet Jason surfaced them instantly.

With Autopilot, Jason added new contacts daily — within guardrails defined by Simfoni’s ICP, role relevance, and messaging standards.

And because it validates email addresses with up to 98% accuracy, the team stopped wasting time on bad data.

2. Multichannel engagement at speed

Jason didn’t limit itself to one channel. It built full multichannel sequences automatically, combining:

• Personalized email steps
• LinkedIn messages and InMail
• Task-based steps for calls or manual touches

This mattered in procurement, where buyers are busy and hard to reach. Jason kept outreach flowing across channels, adjusting automatically as new contacts streamed in. With the SDRs freed from manual list building and message drafting, outreach could now be focused on following up with individuals that continued to show repeated interest in Simfoni.  

3. Rapid message testing and personalization at scale

Because Jason writes unique messages for every prospect using real-time data and the team’s playbooks, Simfoni could test dozens of variations at once. The system used information from LinkedIn profiles, company sites, and role-specific context to personalize messages without guesswork.

This created a huge advantage:

The sheer message volume showed the team what resonated with procurement leaders in different industries. SDRs then adopted these winning patterns in their own manual outreach. Jason learned from the team’s adjustments, and the team learned from Jason’s performance. The feedback loop strengthened both sides of the operation.

Outreach became faster, smarter, and far more predictable, which is exactly what Simfoni needed to reach new pipeline levels.

Smoothly transitioning into data, here’s how Simfoni’s workflow changed:

And this shift didn’t break their process. Integration with HubSpot was straightforward, though the team noted that setup required attention to detail. Still, compared with hiring and training new staff, it was simple and far more cost-effective.

 Early results showed that 92% of Reply.io meetings booked were within ICP, and Reply.io-driven meetings quickly grew to constitute 75% of all meetings booked by Simfoni’s BDRs. This validation gave the team confidence to double down on the approach.

Finally, a bonus benefit emerged:

Jason’s output helped the human SDRs refine their own approach. Outreach improved on both sides. The team saw what engaged sourcing leaders, what didn’t, and how to adjust tone or structure for procurement audiences.

In short, Simfoni gained scale, speed, better targeting, and a smarter outreach engine, all without adding headcount.

The Outcomes

Simfoni started seeing results within the first month. Meetings were booked almost immediately. This gave the team confidence that they were moving in the right direction, even before they optimized everything. Importantly, AI didn’t increase noise. It reduced it — by ensuring outreach was relevant, timely, and grounded in real buying signals.

Volume changed the game. Where outreach previously slowed, Jason ran continuously, opening opportunities at any hour. Human SDRs still handle replies and handoffs, but they no longer drown in manual work. Instead, they step in where human context matters most.

Another result was clarity. With so many messages going out, Simfoni now sees what works across industries, roles, and topics. This wasn’t possible before. Their SDRs now use AI-proven messaging in their own outreach.

And because AI identifies leads outside the existing CRM, the team gains a steady stream of net-new procurement contacts. This is crucial in a market where new decision-makers emerge often and where titles vary wildly.

Here’s the impact summarized:

Simfoni isn’t done refining their approach, but the direction is clear: AI is becoming a core driver of their future pipeline engine.

Outro

For Simfoni, AI isn’t about replacing human judgment — it’s about protecting it by removing low-value work from the system. Simfoni’s team sees Jason AI SDR as a long-term growth lever. They expect AI to take on more of the meeting-generation workload over the next year, freeing their people to focus on strategy, content, and high-impact tasks. As they streamline sequence creation and assets, the balance will shift even more from manual to autonomous.

For a company aiming to stay ahead in procurement technology, this hybrid model (AI for scale, humans for nuance) creates the outreach engine they need. And they’re just getting started.