- +1 (669)-293-6007
- reach@techdatapark.com
- 3080 Olcott St D205, Santa Clara, CA 95054, United States
The client is a prominent accounting solutions provider based in the United States, specializing in QuickBooks integration, migration and implementation services. As a certified QuickBooks Solution Partner and a trusted Microsoft Dynamics 365 Business Central expert, they help small and mid-sized businesses streamline financial processes, modernize operations and transition from legacy accounting systems to cloud-based platforms.
With the growing adoption of QuickBooks Online among SMBs, the client sought to expand its outreach to finance and operations leaders who actively rely on QuickBooks as their primary accounting solution.
US Based Accounting Solutions and Cloud Migration Provider
Accounting Software Services and Financial Systems Integration
United States
Verified QuickBooks Online Users List with Direct Dials and Firmographics
As competition increased among accounting and ERP solution providers, the client needed a more targeted approach to reach QuickBooks Online users. Their goal was to connect with financial decision makers such as CFOs, Controllers, Accounting Managers and Operations Directors across Illinois and the broader US market.
However, limited visibility into verified QuickBooks Online users made outreach inefficient. To scale effectively, the client required a trusted data partner capable of delivering clean, segmented and fully verified QuickBooks user intelligence.
TechDataPark provided the ideal solution.
Before partnering with TechDataPark, the client encountered several obstacles that slowed their outbound campaigns.
Public sources did not provide accurate segmentation by US state or region.
Past lists contained invalid records, resulting in poor engagement and wasted outreach effort.
Disconnected phone numbers and unverified dials significantly reduced connect rates.
Lack of firmographic and technographic insights made targeted messaging difficult. These challenges made it clear that the client needed a reliable data partner capable of delivering high accuracy, detailed segmentation and verified communication channels.
TechDataPark developed a customized solution tailored to the client’s geographic, technographic and decision maker requirements.
Our fulfillment team conducted an extensive research and enrichment process to identify active QuickBooks Online users across the United States. Through this effort, we were able to pinpoint key financial and operational decision-makers, validate their direct business emails and phone numbers, and enhance the dataset with detailed firmographic and technographic intelligence. In addition, the data was segmented geographically by state, including Illinois.
The final dataset included more than 24,000 verified QuickBooks Online user contacts with detailed financial and operations decision maker profiles, direct business emails and verified phone numbers including 3,159 mobile verified direct dials, along with comprehensive attributes such as company size, revenue range, industry classification and technology usage.
Each record went through email validity checks, phone verification, opt-out and compliance filtering, and a final manual quality review, ensuring an accuracy rate above 95 percent.
The dataset was provided in CSV or XLS format through TechDataPark’s secure fulfillment system, offering transparency and compliance throughout the process.
The collaboration empowered the client to transform their QuickBooks focused outreach efforts.
The client successfully launched focused email and calling initiatives aimed at verified QuickBooks users in their priority markets.
Verified direct dials dramatically improved outbound calling success.
The dataset revealed high value prospects with strong potential for integrations, migrations and cloud transitions.
Pre verified records eliminated the need for extensive internal data cleaning.
The success of this project led to an ongoing partnership for future campaigns and product launches.
This case study highlights how accurate, compliance ready QuickBooks Online user data can strengthen sales pipelines for accounting and ERP solution providers. TechDataPark’s verified dataset enabled the client to reach the right financial decision makers, improve targeting precision and enhance the ROI of their outbound initiatives.
Key Takeaways
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