Wish you could eliminate some of the manual and time-consuming work on your ABM programs? Find out how to make ABM a lot EASIER in this webinar presentation. Cheryl Chavez, Engagio Chief Product Officer, will reveal Engagio's NEW ABM Automation capabilities to help scale ABM programs by automating multi-channel actions in response to account engagement or inactivity. In this presentation you will learn how to: - Answer sophisticated questions easily based on engagement - Take action on account activity directly within the platform - Automate scenarios to automatically run key actions and plays at the right time - Receive notifications on target account behavior

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ABM Automation
Cheryl Chavez
Chief Product Officer

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Product
Roadmap
Themes
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Activate Activate Sales
DeliverDeliver Insights
Act on
Act on Key
Activities

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Activate
Sales
•Single Sign On with
Salesforce credentials
•Native Salesforce
Charts
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Native Salesforce Charts
• See Engagio insights
directly on the Account
in Salesforce
• Available Charts :
– Engagement Trend
– Account Highlights
– Engagement
Heatmap
– Engagement
Activities
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Activate Sales

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Deliver
Insights
• ABM Dashboard &
Scorecard
• Quick Cards/Quick
Links
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ABM Dashboard & Scorecard
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Deliver Insights
• Compare multiple
account lists across
stages in a single
view
• Understand how
accounts in each list
are trending over
time
• Export to CSV for
advanced formulas
and custom charts

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Quick Cards & Quick Links
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Deliver Insights
• Easily discover
answers to core
account-based
questions
• Faster adoption for
casual users
• Share insights
across the
organization

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Act on Key
Activities
• Actions
• Alerts/Subscribe to
Report
• Automations
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Take Action on Account Activity
Act on Key Activities
Take immediate
action from
anywhere
• Stalled Ops
• Open Oppty
with no activity
• MQA follow up

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Dynamically Select Audiences
Act on Key Activities
• Advanced filtering
• Create lists that
span both
account and
people objects
• Save/Favorite
Filters for ease of
use and
reusability

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Automate ABM Scenarios
Act on Key Activities
• Define if this, then
that to
automatically run
key actions at the
right time
• Orchestrate ABM
plays across
multiple channels
• “Trigger” based or
scheduled

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Receive Alerts
Act on Key Activities
• Triggered
• When “X” happens, notify
“Y”
• New key persona added
to Tier 1 account list
• When two people from
the same account fill out
a form, send an alert to
the AE and the ADR

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Batch Alerts/Reports
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Act on Key Activities
• On Demand/One Time
• Yesterday’s engagement
from an Account list
• Daily list of prospects with
more than 3 minutes of
engagement but no sales
touches in the last 7 days
• List of CXO/VP people from
prospect accounts located
in Boston for the upcoming
event

15. Thank you!
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