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How to Target the
Best Accounts for
Your ABM Programs
Live Broadcast: October 18th, 2018
INTRODUCTION
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
Krystan Resch
Director of Partnerships, DiscoverOrg
Krystan is DiscoverOrg’s Director of
Partnerships and has served in roles
across the organization in Sales,
Customer Success, Learning and
Development and Marketing.
@krystanresch @torreydye #ABM
INTRODUCTION
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
Torrey Dye
Director of ABM, Terminus
Torrey is the Director of ABM at
Terminus, focusing on scaling
account-based programs to create
more opportunities and increase
pipeline velocity.
@krystanresch @torreydye #ABM
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
Agenda
1
2
3
4
5
Intros
360-degree View
Data Strategy
Key Takeaways
6 Q&A
@krystanresch @torreydye #ABM
Welcome
DECK TITLE | @krystanresch
@torreydye #ABM
360-degree View
Firmographics, Intent, and Engagement
1
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
What do we mean by
360-degree view of
accounts?
@krystanresch @torreydye #ABM
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
How quickly can you answer:
● A sales development rep asking you which account they should
prioritize next?
● An account executive asking which accounts they should stop
focusing on?
● What are the top 100 accounts for a mid-quarter high-touch
campaign?
● How successful your account-based programs are?
@krystanresch @torreydye #ABM
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
Fragmented Tools & Data
@krystanresch @torreydye #ABM
Spreadsheets
Marketing Automation
Salesforce
DiscoverOrg Bombora
Everstring
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
360-Degree View
@krystanresch @torreydye #ABM
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
Account List Challenges
Account list management is:
● Manual
● Labor intensive
● Time consuming
@krystanresch @torreydye #ABM
Account lists are:
● Quickly outdated
● Difficult to re-prioritize & refresh
● Hard to track & measure
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
What Makes a Good View of Accounts?
● Account-level fit
● Intent signals
● Engagement insights
● Opportunity data
● Contact data
@krystanresch @torreydye #ABM
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
If it's not in Salesforce, it doesn’t exist
@krystanresch @torreydye #ABM
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
Account List Measurement
It needs to be easier to measure:
● Individual accounts
● Tiers & segments
● Account-based programs
@krystanresch @torreydye #ABM
DECK TITLE | @krystanresch
@torreydye #ABM
Data Strategy
Is your data up to the challenge?
2
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
Organizational
Structures
Understanding the Sphere of
Influence
• Who influences each other’s decisions?
• Which teams would be involved with
your solution?
• Which teams would be involved with
your solution?
@krystanresch @torreydye #ABM
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
Your success is only as good as the quality of
your data
Of a sales rep’s day
is spent in
non-selling
activities (such as
data entry and
prospect research)
Gartner
Of Sales Executives
feel their sales reps
are challenged by
the time it takes to
research prospects
CSO Insights
Of the data in
your database
decays each year
Informatica
The cost of one
bad record in
your MAT or
CRM
Eloqua
@krystanresch @torreydye
$1130+%82%2/3
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
Standardize Your Data to Increase Revenue
Map data points directly
into Salesforce to clean
existing records and
attach a DiscoverOrg ID
that will maintain the
record over its lifetime.
66% increase in revenue organizations could see as a result of
strong data quality standards - Sirius Decisions
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
Timing is Everything
• Past, Present, & Future
• Projects, funding, hiring,
and business initiatives
• Customize to your target
accounts
DECK TITLE | @krystanresch
@torreydye #ABM
Key Takeaways
Action items and food for thought
3
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
More Data Points Create...
Stronger
Profiles
Better
Messaging
More
Relevant
Content
Higher
Engagement
How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc.
Questions?
@krystanresch @torreydye #ABM
[Webinar Slides] How to Target the Best Accounts for Your ABM Program

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[Webinar Slides] How to Target the Best Accounts for Your ABM Program

  • 1. How to Target the Best Accounts for Your ABM Programs Live Broadcast: October 18th, 2018
  • 2. INTRODUCTION How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. Krystan Resch Director of Partnerships, DiscoverOrg Krystan is DiscoverOrg’s Director of Partnerships and has served in roles across the organization in Sales, Customer Success, Learning and Development and Marketing. @krystanresch @torreydye #ABM
  • 3. INTRODUCTION How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. Torrey Dye Director of ABM, Terminus Torrey is the Director of ABM at Terminus, focusing on scaling account-based programs to create more opportunities and increase pipeline velocity. @krystanresch @torreydye #ABM
  • 4. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. Agenda 1 2 3 4 5 Intros 360-degree View Data Strategy Key Takeaways 6 Q&A @krystanresch @torreydye #ABM Welcome
  • 5. DECK TITLE | @krystanresch @torreydye #ABM 360-degree View Firmographics, Intent, and Engagement 1
  • 6. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. What do we mean by 360-degree view of accounts? @krystanresch @torreydye #ABM
  • 7. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. How quickly can you answer: ● A sales development rep asking you which account they should prioritize next? ● An account executive asking which accounts they should stop focusing on? ● What are the top 100 accounts for a mid-quarter high-touch campaign? ● How successful your account-based programs are? @krystanresch @torreydye #ABM
  • 8. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. Fragmented Tools & Data @krystanresch @torreydye #ABM Spreadsheets Marketing Automation Salesforce DiscoverOrg Bombora Everstring
  • 9. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. 360-Degree View @krystanresch @torreydye #ABM
  • 10. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. Account List Challenges Account list management is: ● Manual ● Labor intensive ● Time consuming @krystanresch @torreydye #ABM Account lists are: ● Quickly outdated ● Difficult to re-prioritize & refresh ● Hard to track & measure
  • 11. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. What Makes a Good View of Accounts? ● Account-level fit ● Intent signals ● Engagement insights ● Opportunity data ● Contact data @krystanresch @torreydye #ABM
  • 12. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. If it's not in Salesforce, it doesn’t exist @krystanresch @torreydye #ABM
  • 13. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. Account List Measurement It needs to be easier to measure: ● Individual accounts ● Tiers & segments ● Account-based programs @krystanresch @torreydye #ABM
  • 14. DECK TITLE | @krystanresch @torreydye #ABM Data Strategy Is your data up to the challenge? 2
  • 15. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. Organizational Structures Understanding the Sphere of Influence • Who influences each other’s decisions? • Which teams would be involved with your solution? • Which teams would be involved with your solution? @krystanresch @torreydye #ABM
  • 16. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. Your success is only as good as the quality of your data Of a sales rep’s day is spent in non-selling activities (such as data entry and prospect research) Gartner Of Sales Executives feel their sales reps are challenged by the time it takes to research prospects CSO Insights Of the data in your database decays each year Informatica The cost of one bad record in your MAT or CRM Eloqua @krystanresch @torreydye $1130+%82%2/3
  • 17. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. Standardize Your Data to Increase Revenue Map data points directly into Salesforce to clean existing records and attach a DiscoverOrg ID that will maintain the record over its lifetime. 66% increase in revenue organizations could see as a result of strong data quality standards - Sirius Decisions
  • 18. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. Timing is Everything • Past, Present, & Future • Projects, funding, hiring, and business initiatives • Customize to your target accounts
  • 19. DECK TITLE | @krystanresch @torreydye #ABM Key Takeaways Action items and food for thought 3
  • 20. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. More Data Points Create... Stronger Profiles Better Messaging More Relevant Content Higher Engagement
  • 21. How to Target the Best Accounts for Your ABM Programs | ©2018 Terminus Software, Inc. Questions? @krystanresch @torreydye #ABM