event-to-meeting conversions
increase in call connect rates
hours saved per BDR
increase in trial-to-paid conversions
For many B2B teams, getting people into a free trial is the easy part. But turning them into customers? That’s a different story.
As a company focused on app maintenance and modernization, Adapts AI had a steady stream of trial users, but limited visibility into how they were actually engaging with the product.
That meant missed timing, generic outreach, and deals slipping through the cracks.
Once they paired Apollo as their data foundation with Dhisana AI’s GTM agents, everything got clearer — and within weeks, they saw an 11%+ lift in trial-to-paid conversions.
Adapts AI’s problem wasn’t a lack of data. It was knowing what to do with it.
Every trial user left a trail: product activity, signup details, CRM records. But it all lived in different places, and none of it translated easily into action. To understand what was going on in a single account, reps had to piece it together themselves.
This made it hard for Adapts AI’s sales team to answer the questions that actually drive conversions:
Where are users getting stuck?
Which accounts are actually worth prioritizing?
What’s the right moment to step in?
So outreach was often late or generic. High-intent users slipped through the cracks. And reps spent hours researching accounts that didn’t always lead to meaningful conversations.
Instead of adding (yet another) another tool, Adapts AI wanted to make their existing data more usable.
So they partnered with Dhisana AI, an Apollo API reseller, to build a custom GTM agent on top of Apollo’s data.
The goal was simple: bring everything into one place and make it actionable.
The agent pulled in product usage data, CRM records, and Apollo’s account and contact data, then stitched it together into a single, real-time view of each user and their company.
But the biggest value wasn’t just visibility. It was what they could do with it.
The agent flagged which users were most likely to convert and surfaced them right away. It also expanded the view beyond the individual user, using Apollo to map out the rest of the buying group.
For the first time, Adapts AI’s sales team wasn’t just reacting to activity. They had context.
Instead of chasing individual users, reps could engage entire accounts with messaging that actually reflected what was happening — both in the product and at the company level.
The agent also took care of the repetitive work. It drafted personalized outreach, suggested follow-ups, and tracked new activity so no warm leads got missed.
What used to take hours per account now took minutes.
More importantly, reps knew they were focusing on the right opportunities.
“With Dhisana AI, everything we needed — from product usage insights to account research powered by Apollo to past conversations and signals — came together in one place,” said Sharad Agarwal, COO at Adapts AI. “This made it much easier to land the right message at the right time, directly improving our conversions.”
- Sharad Agarwal, COO at Adapts AI
Apollo gave the team clean, reliable data on every trial user: who they were, what company they were at, and who else mattered in that account.
That meant less guessing and better decisions.
As for Dhisana AI — it didn’t replace Apollo, it built on top of it. By plugging into Apollo’s API, they turned that data into something the Adapts AI’s team could actually use day to day.
This enabled them to identify the right stakeholders, uncover relevant company signals, and prioritize opportunities with far greater precision.
Within weeks of deploying the GTM agent, Adapts AI’s sales team saw clear impact:
In other words? Adapts AI reps shifted their focus from gathering information to closing deals, and conversion rates followed.
This is the shift a lot of teams are trying to make.
It’s not just about having more data. It’s about actually using it.
With Apollo as the foundation and partners like Dhisana AI building on top, teams can turn scattered signals into something consistent and scalable.
What started as a fix for trial conversions can now apply across the entire funnel.
And for teams trying to grow without adding headcount, that kind of leverage makes a real difference.
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