[ AdRoll ... Reviews ](https://www.g2.com/products/adroll-abm-formerly-rollworks/reviews) [ AdRoll ... Reviews ](https://www.g2.com/products/adroll-abm-formerly-rollworks/reviews) # AdRoll ABM (Formerly RollWorks) Features ##### ## Data Availability (9) Contact Data Availability Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc. Company Data Availability Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc. Industry Research Availability Does this product offer industry research data that you require? Technographic Data Availability Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used Contact Data Availability Provides detailed contact-level buyer intent data Account Data Availability Provides aggregated intent data for individual contacts to supply an account-level view of intent Offline Data Ability to connect offline databases to collect information that can be matched to online devices Real-Time Data Receive data and information in real time Intent Data Data results that indicate future customer interest in products Show More ##### ## Data Accuracy (3) Contact Data Accuracy How accurate and up to date is the contact data? Company Data Accuracy How accurate and up to date is the company data? Technographic Data Accuracy How accurate and up to date is the technographic data? Show More ##### ## Features (13) Lead Builder Ability to create targeted contact lists. Integration to CRM/Marketing Automation Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software. Data Cleaning/Enrichment Ability to clean/enrich existing data that is maintained in other systems Data Segmentation/Filtering Functionality to filter or segment data from within sales intelligence software Search Offers search tools that allow users to find the data they need quickly News/People Alerts Alerts you to changes happening to industries, companies and people you follow Reporting Provides ability to create the reports that meet your business requirements Messaging Provides ability to message contacts directly from within the sales intelligence software Real-Time Data Receive data and information in real time Intent Data Data results that indicate future customer interest in products Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Email Marketing Create and send email blasts/campaigns Real-Time Reporting Active reporting of data and metrics Show More ##### ## Platform (36) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Reporting/Dashboards Access pre-built and custom reports and dashboards. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. APIs Enables integration to external systems Deal Management Defines specific deal parameters to negotiate and secure deals Sales Pipeline Management Pipeline view and tracking lead status Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Contact Management Manage, organize, and store contact information Workflow Management Create, design and manage workflows for repetitive tasks Territory Management Organize customer data and accounts by user or geography Sales Activity Management Define, track, and/or automate sales activities and sales processes API / Integrations Application Programming Interface - Specification for how the application communicates with other software such as other ad servers, DSPs, DMPs, etc. Custom Reports Able to create custom reports to cater to specific metrics and key performance indicators. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Enterprise Scalability Provides features to allow scaling for large organizations. Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. Notifications Alerts marketer of the performance of particular campaigns. Budget Management Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Display Ad Management Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Ad Inventory Management Manage advertised inventory that is featured and tracked across marketing campaigns Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Management Store, manage, and track all electronic documents in a centralized location File Management Create, save, and store files Workflow Management Create, design and manage workflows for repetitive tasks Email Management Manage, store and organize emails within the system or via third-party apps Display Ad Management Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads. Calendar Management Track and manage schedules and meetings via an integrated calendar Task Management Create, manage and track all task activities and progression Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Deadline Management Specify or track the date/time a project, task, etc., is due for completion Client Management Manage contact details and communication with clients Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Show More ##### ## Channel Functionality (1) Display Functionality Overall product functionality for display advertising. Show More ##### ## Video Functionality (1) Video Functionality Overall product functionality for video advertising. Show More ##### ## Social Functionality (1) Social Functionality Product functionality for social advertising. Show More ##### ## Campaign Management (14) Campaign Dashboard Overview of all media purchases and campaigns in a single interface. Campaign Optimization Enables marketer to set metrics by which their campaigns are automatically optimized. Reach Amount and quality of inventory partner sites on which ads can be placed. Bulk Editing Enables marketers to edit campaigns in bulk as opposed to one piece at a time. Batch Uploading Allows marketer to upload campaign inventory in a single batch instead of one piece at a time. Brand Safety Ensures marketer's ads are placed on respectable websites that won't damage brand image or reputation. Fraud Protection Ensures marketer's ad reach and performance is not inflated by bots or spam websites. Frequency Capping Allows marketer to set a limit on how many times a consumer sees their ad. Budget Pacing Allows marketer to set a daily or weekly campaign budget that the ad sever uses to make appropriate bids. Creative Optimization Tools offered for creating and optimizing creative components of campaigns. Rich Media Capabilties Supports rich media display and video ads that involve user interaction. Mobile Rich Media Capabilities Supports rich media mobile ads that involve user interaction. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Retargeting Ads Ads that target individuals who have previously interacted with a brand or visited a specific website Show More ##### ## Targeting (5) Targeting Able to target desired audiences based on demographics and behavior variables. Retargeting Able to retarget previous impressions to your site across the web to increase conversion rates. Geo-Targeting Able to tailor ads based on consumer general region, state or designated market area (DMA). Contextual Targeting Able to match the marketer's ad with specific content on a site or page. Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Show More ##### ## Demand Side Platforms (5) Machine Learning Optimization DSP learns from previous ad buys and optimizes bidding to increase marketer's ROI Estimate and Projections DSP pulls accurate estimates of available impressions and their cost. Cross-Device Capabilities Able to use functions such as targeting, frequency capping, budget pacing, creative optimization, etc. across mobile devices AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Cross Channel Capabilities DSP has the ability to place ads accross multiple mediums; such as display, video, audio, mobile, etc. Show More ##### ## Lead Intelligence (15) Market Insights Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. Account-level Insights Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Market Insights Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. Account-level Insights Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Market Insights Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. Account-level Insights Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Lead Validation Product accurately cleans, deduplicates, and verifies lead data. Lead Enrichment Product enriches existing lead data with missing information. Lead Quality Product provides accurate, up-to-date contact information for leads, such as email address or phone number. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Browser Extension Product offers a browser extension that validates or enriches lead information within the user’s browser. Show More ##### ## Lead Management (10) Segmentation Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. Predictive Scoring Automatically scores prospects based on behavior and engagement levels. Account Identification Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Segmentation Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. Predictive Scoring Automatically scores prospects based on behavior and engagement levels. Account Identification Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. Segmentation Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. Predictive Scoring Automatically scores prospects based on behavior and engagement levels. Account Identification Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. Show More ##### ## Marketing Campaigns (18) Omni-Channel Tracking Provides tracking across multiple digital advertising channels, such as video, mobile, and social media. Revenue Planning Helps allocate marketing budget based predicted amount of incoming revenue. Media Attribution Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. Opportunity Timeline Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. Customization Allows for custom report types to match the goals of a company. Journey Analytics Provides tools to analyze every stage of the customer journey to customize an account-based funnel. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Campaign Analytics Track and interpret campaign performance metrics Omni-Channel Tracking Provides tracking across multiple digital advertising channels, such as video, mobile, and social media. Revenue Planning Helps allocate marketing budget based predicted amount of incoming revenue. Media Attribution Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. Opportunity Timeline Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. Customization Allows for custom report types to match the goals of a company. Omni-Channel Tracking Provides tracking across multiple digital advertising channels, such as video, mobile, and social media. Revenue Planning Helps allocate marketing budget based predicted amount of incoming revenue. Media Attribution Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. Opportunity Timeline Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. Customization Allows for custom report types to match the goals of a company. Show More ##### ## Campaign Execution (4) Website Personalization Provides tools that dynamically serve content, messaging, and calls-to-action. Prioritized Accounts Helps determine which accounts have the highest/lowest opportunity to convert. Trending Accounts Helps determine the direction of each individual account and how to engage through specific content. Email Campaigns Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels. Show More ##### ## Retargeting (7) A/B Testing Test which ads convert better. Audience Segmentation Deliver certain ads to specific audiences. Behavioral Targeting Deliver certain ads based on observed behavior. Reporting & Analytics Features to track clicks on conversions on retargeting ads. Geo Targeting Deliver retargeting ads based on the user's location. Cross-channel Retargeting Enables users to retarget ads across multiple channels, including web, mobile, and social. Personalization Personalize retargeting ads based on items a user has viewed. Show More ##### ## Data Sourcing (7) Data Enrichment Uses external data sources to improve customer profiles. Expandability Can be updated to accept new sources and types of data. Content Marketing Can act as a content marketing platform. Multiple Devices Can engage with customers across any device with a consistent message. Email Marketing Create and send email blasts/campaigns Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Real-Time Data Receive data and information in real time Show More ##### ## Intelligence (3) Marketing Metrics Provides analysis of marketing program ROI and efficiency. Predictive Modeling Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. Recommendation Engine Uses artificial intelligence to provide suggestions based on desired outcomes. Show More ##### ## Platform Additional Functionality (6) Third-Party Integrations Set up connections to third-party platforms to improve business processes Topic Customization Provides the ability to customize the relevant topics that are tracked Natural Language Processing (NLP) Provides natural language processing (NLP) to identify topics within content (i.e. number of people researching a topic from a business) Alerts Provides buyer intent alerts that can be delivered in a variety of formats (i.e. email, text message, etc.) Real-time Intent Ability to provide a dashboard showcasing intent that streams in real-time (as opposed to bulk deliveries) Integrations Integrates with CRM and marketing automation software to pull contacts for the ability to serve targeted ads based on engagement data. Show More ##### ## Platform Basics (6) Centralization Brings together ABM audience creation, management, activation, and measurement all in one centralized platform. Account Identification and Segmentation Builds, defines, and segments targeted account audiences. Lead-to-Account Matching Matches leads to accounts for account-based marketing efforts. Multichannel Engagement Coordinates consistent and unified interactions across multiple channels, such as email, social media, website personalization, or direct mail. Personalized Content and Messaging Customizes tailored content and offerings that address specific interests or pain points for target accounts. Retargeting Ability to retarget the correct buyer personas within targeted accounts from your website. Show More ##### ## Platform Data (4) Measurement Measure the influence and performance of ABM programs for each targeted audience. Revenue Analytics Provides a complete view of how all ABM programs drive revenue. Campaign Measurement Provides the ability to measure how advertising campaigns peformed by showing ad engagement metrics. Attribution Ability to attribute which digital ads influenced a deal closing, as well as conversions per account as they engage with your website. Show More ##### ## Platform Additional Functionality (1) Integrations Ability to integrate with other martech software that helps account-based programs, including but not limited to CRM software, marketing automation software, buyer intent data tools, etc. Show More ##### ## Platform Interoperability (3) Close Ecosystem API Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges. Close Ecosystem API Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges. Close Ecosystem API Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges. Show More ##### ## Data Availability - Marketing Account Intelligence (1) Technographic Data Availability Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used Show More ##### ## Data Accuracy - Marketing Account Intelligence (1) Technographic Data Accuracy Is this technographic data accurate and up to date? Show More ##### ## Platform - Connected TV (CTV) Advertising Platforms (4) Personalized Segmentation Allow for segmentation of audiences based on a variety of factors like age, gender, location, etc. Ad Serving Compatible to serve and publish ads within the software. Streaming Capabilites Able to implement ads on all types streaming platforms that are able to serve ads. Performance Analytics Offer analysis of campaigns and various metrics. Show More ##### ## Campaign Management - Connected TV (CTV) Advertising Platforms (2) Creative Assets Contains features where creative assets can be stored and uploaded to various campaigns. Campaign Dashboard Ability to operate multiple campaigns across segments. Show More ##### ## Agentic AI - Lead Intelligence (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Visitor Identification (3) Cross-system Integration Works across multiple software systems or databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Agentic AI - Sales Intelligence (9) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Third-Party Integrations Set up connections to third-party platforms to improve business processes Calendar/Reminder System Notifications/alerts for upcoming events or tasks Show More ##### ## Agentic AI - Account Data Management (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Marketing Account Intelligence (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Account-Based Analytics (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Account-Based Orchestration Platforms (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Account-Based Advertising (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ##### ## Agentic AI - Display Advertising (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Task Planning Project Planning Organize and schedule projects Show More ##### ## Agentic AI - Social Media Advertising (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Video Advertising (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Retargeting (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Connected TV (CTV) Advertising Platforms (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Demand Side Platform (DSP) (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Cross-Channel Advertising (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Native Advertising (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Artificial Intelligence (4) AI-Powered Data Analysis Monitors and analyzes a large amount of data points, such as buyer intent and engagement signals to help identify priority accounts or leads. AI Personalization Uses AI to automatically generate personalized emails, content, or messaging based on account intelligence and signals. Generative AI Use AI to generate content in the form of text, images, videos, etc. Campaign Personalization Show More ##### ## Additional Functionality (255) Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Lead Generation Manage the process of attracting and converting business prospects into leads Lead Notifications Real-time alerts or notifications that inform teams about new leads or prospects Generative AI Use AI to generate content in the form of text, images, videos, etc. Lead Capture Automatically identify and save contact information of potential customers Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data API Application programming interface that allows for integration with other systems/databases Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Real-Time Reporting Active reporting of data and metrics Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Multi-Channel Attribution A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey Customer Segmentation Process of dividing customers into groups based on common characteristics Database Support Supports common databases such as MySQL and Oracle Summary Reports Prioritization Arrange tasks based on the level of priority or urgency Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Customizable Reports Alter the layout and content of reports Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Activity Tracking Track and document all activities across devices, networks, and other systems Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Content Marketing Publish and distribute content to targeted audiences Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns B2B Lead Generation Manage the process of attracting and converting business prospects into leads Real-Time Updates Receive system updates as soon as any changes are made AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Web Traffic Reporting Collect and analyze traffic data about website visitors Data Import/Export Import and export data to and from software applications Customer Activity Tracking A report showing what actions customers perform Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Competitive Analysis Evaluating strengths and weaknesses of companies with the same target audience Predictive Analytics Predict future data based on historical data sets Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Sales Management Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Built-In Database A system that allows access to a database structure without relying on an external program Real-Time Notifications Notifications that are delivered to users as soon as an event occurs CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Contact Management Manage, organize, and store contact information Real-Time Analytics Analyze and gain insights into data in real-time Data Visualization Graphical representation of data Lead Nurturing Engage with a lead throughout the sales process by actively providing information Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Customer Profiles Record customer information, purchase history, and other notes Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Customer Segmentation Process of dividing customers into groups based on common characteristics Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users For Advertising Agencies Used by Advertising Agencies Bidding Strategies Acquire advertising inventory or impressions that are used to place ads on various channels ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Content Delivery Distributing content through various platforms or channels Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Lead Nurturing Engage with a lead throughout the sales process by actively providing information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Prioritization Arrange tasks based on the level of priority or urgency Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Content Creation The ability to create unique content Content Delivery Distributing content through various platforms or channels Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Lead Nurturing Engage with a lead throughout the sales process by actively providing information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Prioritization Arrange tasks based on the level of priority or urgency Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Content Creation The ability to create unique content Content Delivery Distributing content through various platforms or channels Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Lead Nurturing Engage with a lead throughout the sales process by actively providing information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Prioritization Arrange tasks based on the level of priority or urgency Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Content Creation The ability to create unique content Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Contact Management Manage, organize, and store contact information Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Lead Generation Manage the process of attracting and converting business prospects into leads Data Integration Combining data from different sources and providing a unified view Customer Activity Tracking A report showing what actions customers perform Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Campaign Segmentation Group campaigns by project, client, or campaign for better management. Lead Capture Automatically identify and save contact information of potential customers Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Real-Time Analytics Analyze and gain insights into data in real-time Email Management Manage, store and organize emails within the system or via third-party apps Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Template Management Create, save, and re-purpose templates for emails, forms, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Predictive Analytics Predict future data based on historical data sets Surveys & Feedback Gauge satisfaction and receive information for improvement and success Personalization Adjust communications based on previous interactions or personal preferences Campaign Planning Plan and strategize marketing campaigns Third-Party Integrations Set up connections to third-party platforms to improve business processes Behavioral Analytics Track and analyse user behavior within a system or network Email Tracking Track delivered, received, and opened emails Campaign Analytics Track and interpret campaign performance metrics Customer Segmentation Process of dividing customers into groups based on common characteristics Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Channel Management Manage various distribution channels, build relations with channel partners, and track their performance AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention GDPR Compliance Ensure compliance with the General Data Protection Regulation protocols Customer Profiles Record customer information, purchase history, and other notes Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Multiple Data Sources Allows users to manage data from a number of sources Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Campaign Analytics Track and interpret campaign performance metrics Generative AI Use AI to generate content in the form of text, images, videos, etc. Dynamic Content Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Data Visualization Graphical representation of data Project Time Tracking Measure time to completion or hours worked for projects Real-Time Updates Receive system updates as soon as any changes are made Data Import/Export Import and export data to and from software applications Real-Time Data Receive data and information in real time Cross Channel Attribution Track user conversions from all digital sources Prioritization Arrange tasks based on the level of priority or urgency Heatmaps A visual display that uses a color spectrum to show how visitors interact with areas of a web page Customizable Branding Add customized logos and colors to align with company branding Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Access Controls/Permissions Define levels of authorization for access to specific files or systems Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Personalization Adjust communications based on previous interactions or personal preferences Real-Time Reporting Active reporting of data and metrics A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Activity Tracking Track and document all activities across devices, networks, and other systems Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Behavior Analytics Track and analyze user behavior within a system or network Task Progress Tracking Track the status and progress of tasks Commenting/Notes Leave comments and notes on documents for others to view Task Scheduling Track and manage the scheduling of tasks Projections Estimate or forecast of a future scenario based on the study of present trends Calendar Sync Synchronize with other calendars to view mutual availability and schedules CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Customizable Reports Alter the layout and content of reports Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Customer Profiles Record customer information, purchase history, and other notes Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Data Import/Export Import and export data to and from software applications Data Cleansing Removes data that is incomplete, inaccurate, or irrelevant from a dataset Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Multi-Channel Data Collection Collect information from multiple sources AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Dashboard Creation Creation and customization of dashboards Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Generative AI Use AI to generate content in the form of text, images, videos, etc. Lead Generation Manage the process of attracting and converting business prospects into leads Interaction Tracking Track interaction history by documenting conversations for contacts Predictive Analytics Predict future data based on historical data sets Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Collaboration Tools Provides a channel for team members to share media files, communicate, and work together For Sales Teams/Organizations Caters to sales teams Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data API Application programming interface that allows for integration with other systems/databases Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Reporting Active reporting of data and metrics Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Real-Time Data Receive data and information in real time A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Screen Activity Recording Capture what is happening on a computer screen Site Search Tracking Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Visitor Tracking Track visitors and purpose of visits Customer Segmentation Process of dividing customers into groups based on common characteristics Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Activity Tracking Track and document all activities across devices, networks, and other systems Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Funnel Analysis Method of analysis that visualizes the series of events that lead towards a defined goal. Widgets An extended application or connector that enables users to perform additional services with their current set of tools Alerts/Escalation System alerts about the need to escalate an issue or request Real-Time Analytics Analyze and gain insights into data in real-time Heatmaps A visual display that uses a color spectrum to show how visitors interact with areas of a web page Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Referral Tracking Log and store the source of contacts/leads Real-Time Monitoring Active monitoring of systems, applications, or networks Generative AI Use AI to generate content in the form of text, images, videos, etc. Data Visualization Graphical representation of data Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Keyword Tracking Track and monitor a specific set of keywords Pageview Tracking Customizable Reports Alter the layout and content of reports Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Visualization Graphical representation of data or processes Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Access Controls/Permissions Define levels of authorization for access to specific files or systems Time on Site Tracking Track the amount of time users spend on websites Web Traffic Reporting Collect and analyze traffic data about website visitors Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Dashboard Creation Creation and customization of dashboards Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Campaign Analytics Track and interpret campaign performance metrics Customizable Branding Add customized logos and colors to align with company branding Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges User Interaction Tracking Monitor user activity through engagement methods AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Multiple Site Management Website Analytics Track and analyze information regarding website visitors Show More ## Top-Rated Alternatives [ ![Demandbase One](https://images.g2crowd.com/uploads/product/hd_favicon/c774a027c587be17b366c706735319c9/demandbase-one.svg "Demandbase One") Demandbase One 4.4/5(1,988) ](https://www.g2.com/products/demandbase-one/reviews) [ ![6sense Revenue Marketing](https://images.g2crowd.com/uploads/product/hd_favicon/fd24a8ac8ec0dd713165578a8ce5c51e/6sense-revenue-marketing.svg "6sense Revenue Marketing") 6sense Revenue Marketing 4.2/5(1,480) ](https://www.g2.com/products/6sense-revenue-marketing/reviews) [ ![Metadata.io](https://images.g2crowd.com/uploads/product/hd_favicon/d71128a3b8a593284b9d1c9f7667c1c4/metadata-io.svg "Metadata.io") Metadata.io 4.6/5(300) ](https://www.g2.com/products/metadata-io/reviews) [ View All Alternatives ](https://www.g2.com/products/adroll-abm-formerly-rollworks/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Retargeting](/glossary/retargeting-definition) Retargeting plays a vital role in online advertising by attracting and re-engaging bounced traffic. Learn more about retargeting, its benefits, and different retargeting strategies businesses can adopt for effective marketing. [Audience Segmentation](/glossary/audience-segmentation-definition) Audience segmentation separates an audience into small groups sharing similar characteristics. Discover the types and learn why it’s important. AdRoll ABM (Formerly RollWorks) Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ab2060955b5493121b5c56fa83d6e689/demandbase-one.png "Product Avatar Image") Demandbase One 4.4/5(1,988) [ Compare Now ](https://www.g2.com/compare/adroll-abm-formerly-rollworks-vs-demandbase-one) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4fac05402fe43361a53e62b04e561fd1/6sense-revenue-marketing.png "Product Avatar Image") 6sense Revenue Marketing 4.2/5(1,480) [ Compare Now ](https://www.g2.com/compare/6sense-revenue-marketing-vs-adroll-abm-formerly-rollworks) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_591d636846dd2fb7c5c29917cdb1879a/metadata-io.png "Product Avatar Image") Metadata.io 4.6/5(300) [ Compare Now ](https://www.g2.com/compare/adroll-abm-formerly-rollworks-vs-metadata-io) ##### Categories on G2 [ Sales Intelligence ](https://www.g2.com/categories/sales-intelligence)[ Lead Intelligence ](https://www.g2.com/categories/lead-intelligence)[ Social Media Advertising ](https://www.g2.com/categories/social-media-advertising) [ Account Data Management ](https://www.g2.com/categories/account-data-management)[ Visitor Identification ](https://www.g2.com/categories/visitor-identification)[ Marketing Account Intelligence ](https://www.g2.com/categories/marketing-account-intelligence)[ Buyer Intent Data Providers ](https://www.g2.com/categories/buyer-intent-data-providers)[ Account-Based Analytics ](https://www.g2.com/categories/account-based-analytics)[ Account-Based Orchestration Platforms ](https://www.g2.com/categories/account-based-orchestration-platforms)[ Customer Data Platform (CDP) ](https://www.g2.com/categories/customer-data-platform-cdp)[ Display Advertising ](https://www.g2.com/categories/display-advertising)[ Cross-Channel Advertising ](https://www.g2.com/categories/cross-channel-advertising)[ Native Advertising ](https://www.g2.com/categories/native-advertising)[ Video Advertising ](https://www.g2.com/categories/video-advertising)[ Account-Based Advertising ](https://www.g2.com/categories/account-based-advertising)[ Demand Side Platform (DSP) ](https://www.g2.com/categories/demand-side-platform-dsp)[ Retargeting ](https://www.g2.com/categories/retargeting)[ Connected TV (CTV) Advertising Platforms ](https://www.g2.com/categories/connected-tv-ctv-advertising-platforms) Show More ##### Explore More [ What decision making software works best for a 51-200 person company that needs to reduce manual overhead without buying something built for a 5,000-person enterprise? ](https://www.g2.com/discussions/what-decision-making-software-works-best-for-a-51-200-person-company-that-needs-to-reduce-manual-overhead-without-buying-something-built-for-a-5-000-person-enterprise)[ What is the top media and influencer targeting software for agencies? ](https://www.g2.com/discussions/what-is-the-top-media-and-influencer-targeting-software-for-agencies)[ Which C/C++ IDEs support multi-language development including C# and Python alongside seamless cloud deployment integration? ](https://www.g2.com/discussions/which-c-c-ides-support-multi-language-development-including-c-and-python-alongside-seamless-cloud-deployment-integration) [ What breach and attack simulation platforms eliminate the manual, repetitive work of security testing so analysts can focus on fixing gaps rather than running the same tests over and over? ](https://www.g2.com/discussions/what-breach-and-attack-simulation-platforms-eliminate-the-manual-repetitive-work-of-security-testing-so-analysts-can-focus-on-fixing-gaps-rather-than-running-the-same-tests-over-and-over%20)[ Which Acumatica consulting partners have responsive project managers who adapt to unique business processes instead of forcing templates? ](https://www.g2.com/discussions/which-acumatica-consulting-partners-have-responsive-project-managers-who-adapt-to-unique-business-processes-instead-of-forcing-templates)[ Pros and Cons Details ](https://www.g2.com/products/adroll-abm-formerly-rollworks/reviews?qs=pros-and-cons) Show More [ What decision making software works best for a 51-200 person company that needs to reduce manual overhead without buying something built for a 5,000-person enterprise? ](https://www.g2.com/discussions/what-decision-making-software-works-best-for-a-51-200-person-company-that-needs-to-reduce-manual-overhead-without-buying-something-built-for-a-5-000-person-enterprise)[ What is the top media and influencer targeting software for agencies? ](https://www.g2.com/discussions/what-is-the-top-media-and-influencer-targeting-software-for-agencies)[ Which C/C++ IDEs support multi-language development including C# and Python alongside seamless cloud deployment integration? ](https://www.g2.com/discussions/which-c-c-ides-support-multi-language-development-including-c-and-python-alongside-seamless-cloud-deployment-integration) [ What breach and attack simulation platforms eliminate the manual, repetitive work of security testing so analysts can focus on fixing gaps rather than running the same tests over and over? ](https://www.g2.com/discussions/what-breach-and-attack-simulation-platforms-eliminate-the-manual-repetitive-work-of-security-testing-so-analysts-can-focus-on-fixing-gaps-rather-than-running-the-same-tests-over-and-over%20)[ Which Acumatica consulting partners have responsive project managers who adapt to unique business processes instead of forcing templates? ](https://www.g2.com/discussions/which-acumatica-consulting-partners-have-responsive-project-managers-who-adapt-to-unique-business-processes-instead-of-forcing-templates)[ Pros and Cons Details ](https://www.g2.com/products/adroll-abm-formerly-rollworks/reviews?qs=pros-and-cons)