Dan Martinez & Associates Powers Sales Success with D&B Hoovers

Dan Martinez & Associates, a Texas-based state sales and use tax consulting firm, is on a mission: to deliver expert tax solutions with efficiency and precision. Since opening its doors in 1991, the firm has helped companies across the state navigate audits and reduce tax liabilities—saving clients over $450M in credits and refunds.

The Challenge: Finding Accurate Contact Information

Before adopting D&B Hoovers, the sales team at Dan Martinez & Associates struggled to identify and target the right contacts to close deals. Gatekeepers blocked access to decision-makers, and finding accurate contact information was a tedious, manual process—slowing  outreach and limiting growth potential.

The Solution: Smarter Prospecting with D&B Hoovers

In 2013, the company transformed its business development process with D&B Hoovers. With customizable lists, a user-friendly interface, and seamless CRM integration, the sales team finally gained the tools to identify key contacts, streamline outreach, and improve sales performance.

The Impact: Efficiency, Growth, and Big Wins

D&B Hoovers enabled the sales team to:

• Build custom lists tailored to niche industries.
• Directly export to Excel and CRM systems for easy integration.
• Boost team morale with trusted buyer data and insights.

The results speak for themselves. After adopting D&B Hoovers, the team has:

• Closed contracts that were previously out of reach.
• Converted cold leads into lucrative deals.
• Reduced one client’s tax liability by over $1M.

Today, D&B Hoovers is a cornerstone of the firm’s growth strategy, helping Dan Martinez & Associates deliver value to clients and maintain a competitive edge.