Introduction
Flexential, a leading hybrid IT and data center solutions provider, looked to us to integrate Qualified, a conversational marketing and AI SDR (sales development representative) tool, into their website to drive pipeline. Standing up a high-performing conversational marketing platform from scratch? It takes a sharp strategy and a team that knows how to turn tech into revenue.
That’s where ROI·DNA came in. We rolled up our sleeves and engineered a fully connected, conversion-ready Qualified strategy. We synced Flexential’s Salesforce, MAP, and 6sense segments to build a smarter, sharper motion. ICP and high-value opp lists? Dialed in. Dynamic chat flows? Personalized to real-time buyer behavior. We built smart routing that matched high-intent visitors with the right reps, and layered in custom ABM playbooks to hit every stage of the funnel with precision.
Let’s get into it.
The Challenge
Implementing Qualified on Flexential’s website wasn’t just about dropping in a tool. While many platforms tout ‘easy setup’ with a quick install, the reality is always more complex. For Flexential, implementing Qualified meant going far beyond plug-and-play, requiring thoughtful strategy, deep integration, and alignment across teams to make it truly impactful. Qualified’s flexibility is unmatched, but its real power shows up when built around a strategy engine. Flexential needed smart implementation and tailored messaging that would turn first touches into completed journeys. From starting conversations, to closing deals.
Goal #1
Drive more pipeline through real-time visitor engagement
Goal #2
Scale sales support efficiently without adding more sales reps
Goal #3
Develop a seamless web experience that automates lead qualification
The Solution
Quick wins are nice, but we never stop there. To get the most out of Qualified, we built a high-impact strategy that combined smart automation with AI-powered engagement and real-time human oversight. We integrated Qualified into Flexential’s sales and marketing stack and aligned with their workflows from day one. This setup was built to scale, flex, and keep delivering as the Flexential business grows.
How we did it:
- AI-enabled engagement that kicked off conversations and nurtured prospects in real time without slowing down the sales team
- Behavior-based chat sequences tailored to firmographics and 6sense intent signals that provided instant answers and highlighted relevant content without manual input
- Real-time monitoring by Flexential’s Lead Development Representatives (LDRs) to step in when high-intent buyers were active on the site
- Integration with Flexential’s marketing and sales tech stack for smarter segmentation and lead handoff between marketing and sales
VP of Revenue Marketing, Flexential
Through our tenured partnership with ROI·DNA, Qualified has been transformative in scaling our lead development capabilities. The strategic guidance, deep expertise, and seamless execution delivered by ROI·DNA enabled us to launch in record time, delivering immediate return on investment by capturing a significant deal within the first 30 days of implementation!
The Results
Flexential’s Qualified instance is fully optimized, with a tailored strategy that connects Salesforce target account lists, 6sense segments, and real-time buyer intent signals. We made it easier for the right reps to connect with the right buyers, and gave them tailored messaging to keep conversations moving. It’s all built to boost engagement now and support bigger growth down the line.
meetings booked in first 30 days
closed/won deals
in pipeline in first 30 days
With a scalable foundation in place, Flexential can now expand its conversational marketing capabilities and drive even greater revenue impact. As Flexential grows, Qualified is built to grow with them—keeping their sales team responsive and ahead of the curve on AI-powered lead gen.
Looking to implement or optimize Qualified to drive better pipeline results? Let’s talk about how we can help you achieve results like these.
