Account-Based Analytics Software Resources
Glossary Terms, Discussions, and Reports to expand your knowledge on Account-Based Analytics Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find feature definitions, discussions from users like you, and reports from industry data.
Account-Based Analytics Software Glossary Terms
Account-based marketing (ABM) targets accounts with higher revenue expansion potential and steers marketing efforts toward them. Learn about its types.
by Sagar Joshi
Explore our Technology Glossary
Browse through dozens of terms to better understand the products you purchase and use everyday.
Account-Based Analytics Software Discussions
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Question on: Adobe Marketo Engage
How do I gain experience with Marketo?
My company doesn't pay for Marketo. Whats the best way to learn how it works and gain experience using it to drive marketing automation programs?
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Marketo has made quite a bit of content available on their website - https://www.marketo.com/education/training/fundamentals/#marketing-automation/learn
But without an instance - and Marketo does not have a free trial period - it will be difficult to gain experience in Marketo. Mautic is a free open-source option for this perhaps.
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Unfortunately, I’ve found it very difficult to understand how marketo works without having access to the tools.
Use my has some courses on marketo basics. There is a free course called “marketo foundation training series” on udemy which may be a good place to start.
Docs.marketo.com is also a great resource to get a feel for the product.
Finally, many of the top digitalpi partners have great and helpful blogs (digitalpi.com; beachhead.io; briansolis.com; leadmd.com for example)
Hope this helps! But ultimately getting access to the tool really it required to get it.
It’s mostly understanding Boolean logic, data management best practices to get started.
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Aside from the training materials online from Marketo and partners, your best way to learn is through users. Marketo User Groups meet regularly in many large cities and are open to the public. Experienced users would be happy to answer your questions and give you a demo of the tool. Marketo is also hosting some roadshow events this year in DC, Boston and Chicago. And of course you can learn a ton at the Adobe
Marketo Summit annually. Hope this helps.
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Question on: Metadata.io
What regions does Metadata.io operate in and is it GDPR Compliant?
Regions Served & GDPR Compliance
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Metadata.io serves all markets and is GDPR compliant
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Question on: Adobe Marketo Engage
Marketo: Whats the best way to run a recurring survey?
I have a custom net promoter score (NPS) survey I'm trying to send out automatically after a purchase. Whats the best way to set this up? My CRM is shared with SFDC.
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When you say 'purchase', I am assuming you mean a purchase made on your website or some other 'online' system. I am not assuming a physical purchase made at a store.
There are a couple of moving parts that you will need for this...
First, your online E-Commerce system where the 'purchase' happens should be added some business logic to send the 'purchase information' to Marketo.
It can be done using Marketo API call or even a behind the scene HTTP Post request to a Marketo form. The API call can be to create / update a lead with purchase related information and also potentially add to a list or so.
Then in Marketo, you can create a smart campaign that will listen to new 'purchases' submitted by your E-Commerce system. Ie. Listen to new leads added to the list, and send out an email inviting the person to take a CSAT survey. (You can tweak this for repeated purchases, but I am not going in to specifics here)
The CSAT survey itself can be created in Marketo or any other solution you might be using...
Hope this helps. Please feel free to reach out if you have any questions.
Rajesh Talele
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Account-Based Analytics Software Reports
Mid-Market Grid® Report for Account-Based Analytics
Spring 2026
G2 Report: Grid® Report
Grid® Report for Account-Based Analytics
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Account-Based Analytics
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Account-Based Analytics
Spring 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Account-Based Analytics
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Account-Based Analytics
Winter 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Account-Based Analytics
Winter 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Account-Based Analytics
Winter 2026
G2 Report: Grid® Report
Grid® Report for Account-Based Analytics
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Account-Based Analytics
Winter 2026
G2 Report: Momentum Grid® Report