Case Study: DialSource improves lead qualification and sales-marketing alignment with EverString

How deep account intelligence helps marketing connect sales with precision-qualified leads

DialSource, a sales engagement and voice communication solution, faced challenges with misalignment between its marketing and sales teams, as they had differing definitions of a qualified lead. They needed a data-driven approach to target the right accounts and operationalize intent data to improve efficiency. To address this, they partnered with vendor EverString.

EverString implemented its Audience Platform to build an Ideal Customer Profile model, enabling DialSource to pre-qualify leads based on fit and monitor intent signals. Their Sales Intelligence Panel also provided these insights directly within Salesforce. The results were a significant increase in qualified opportunities and a major reduction in time spent qualifying leads. This streamlined process, including a successful use at Dreamforce, greatly improved inter-departmental trust and sales efficiency.

DialSource

Tim Harris

Vice President of Marketing