Must-have for launching an ABM program
May 23, 2017

Must-have for launching an ABM program

Mitchell Hanson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Engagio (legacy)

Overall Satisfaction with Demandbase

While there's lots of focus in account-based marketing applications to enable lead to account matching, and coordinated plays, campaigns and orchestrations, what I really appreciate about Engagio is the focus on enabling reporting of account-level metrics for ABM. It puts them in pole position as the platform for an ABM program. And yes, the lead to account matching is flawless and the time to value was fairly instantaneous.

Engagio has been the backbone of my ABM program. It's really helped me understand my account-level benchmarks, report on them to my C-suite to prove the value of my and my teams efforts, and get my sales team excited and involved.
  • Enables ABM-focused analytics in SFDC. Helpfully puts many things into SFDC-native fields to enable cross-object reporting, alerts, workflow, etc.
  • Account-level reporting - sent right to my reps inboxes based on segment.
  • Doing a lot to help automate plays, as well as thought leadership to consistently give the market new ideas on how to do those brilliantly.
  • Some summaries/rollups in the app would be helpful so I don't have to add things up.
  • Would like for it to aggregate lead-level activities onto the account level.
  • Looking forward to more being built out in the Playmaker product.
  • Our ABM program does 19X pipeline to cost.
  • Our ABM program does 3X ROI.
  • My reporting every week only takes around 15 mins to complete each week, thanks to Engagio.
They are the only ABM application focused on both metrics and tactical execution across all tactics. Reporting is the most important thing to do first and get right and work well with SFDC, and they meet all those criteria best. If anyone has pole position on being the go-to ABM platform of record, Engagio is it.
This should be the first piece of technology purchased if you're firing up an ABM-ABE program. After setting up a process you want to focus on metrics first.

However - Make sure your data is cleaned up first! No, really! If you don't have that fixed, you don't want to start this yet.

Using Demandbase

25 - Sales, Marketing, Customer Success