Buyer. Customer. Champion. Repeat: How to Build an Effective Customer Engagement Strategy

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Converting leads into paying customers is the top focus of all businesses, but implementing customer engagement throughout your sales funnel is key to the success of modern revenue teams. From sales development to success management, enhanced customer engagement has the ability to boost customer satisfaction and increase overall sales. More importantly, when done correctly an effective customer engagement strategy can not only create loyal (and return) customers, but it can actually turn these customers into advocates that gladly refer others to your business.

Watch the recap as we explain how organizations can utilize data and communication solutions to implement, execute and measure touchpoints in three very real-to-life customer engagement scenarios:

  • Identifying the Buying Committee and Gaining Access
  • Renewing and Expanding Accounts
  • Creating new opportunities when Champions Transition Roles
Accompanying Slide Deck

Meet the Presenters


Tim Harris


Prior to joining DialSource in 2018, Harris served as CEO of Insight Public Relations. At Insight, Harris lead an agency that served both national and regional brands in developing new business opportunities, attracting talent, and aligning internal communication. His experience ranges from executive team consulting through hands-on design and implementation of communication strategies built to unlock growth opportunities and strategically position the products, services, individuals, and companies he serves.

In 2015, Harris was recognized as a 40 Under 40 Award Recipient by the Sacramento Business Journal. He currently supports a number of charitable organizations and is a co-founder of two locally-based nonprofits, The Council for Giving and Assemble Sacramento.


Ariana Shannon


Ariana serves as the Marketing Director for SalesIntel is the most comprehensive contact and company data provider that helps you target your ideal prospects and accelerate revenue growth. SalesIntel is the top provider of accurate and affordable sales and marketing contact data. With 95% accurate, human-verified contacts, 70+ Million machine processed data, and the most direct-dial contacts in the industry, SalesIntel is your resource for contact data. SalesIntel’s new method is to have every direct dial number and email tested and re-verified every 90 days. Our combination of automation and researchers allows us to reach 95% data accuracy for all our published contact data while continuing to scale up our number of contacts. With the most comprehensive contact & company data and our excellent customer service, SalesIntel is your partner in growth!