Engagio ABM Platform

Engagio ABM Platform

4.3
(149)

Engagio is an Account Based Everything platform to orchestrate human connections at scale.

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Engagio ABM Platform review by Alex P.
Alex P.
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"ABM Orchestration"

What do you like best?

Engagio was very easy to implement and set up from a technical perspective. The initial scoring required both sales and marketing teams to put their heads together and agree on the important marketing and sales activities. Once set up, the reporting is simple but powerful. There are metrics that used to take a large amount of time and guesswork to put together - these are distilled into customizable dashboards.

Great lead to account matching logic.

What do you dislike?

Difficult to establish initial baseline for MQA

Updates in SFDC often take a nightly sync to appear in the app

Only field used in account matching is the Website field on the Account object in SFDC. Ideally would be able to connect to the Domains object and consider multiple domains per company. They do have good logic to choose the correct account when multiple accounts with the same website exist. As a result we miss some site traffic that can be seen in other technology.

What business problems are you solving with the product? What benefits have you realized?

Inside Sales / SDR account prioritization

Impactful marketing metrics outside of lead count

Awareness of which key accounts were NOT engaging

Awareness of top marketing campaigns for driving engagement

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Engagio ABM Platform review by Tarun A.
Tarun A.
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"ABM Analytics"

What do you like best?

The daily, weekly, monthly reports are just fantastic and they help us a lot. It shows the interest, interaction and activity of everything within that report. It can be easily be integrated in our custom software so that we can see the analytics of our users easily and from anywhere. The customer support for this product is also quick and fast!

What do you dislike?

It is relatively a new software so it's not perfect. UI and other stuff could be improved

Recommendations to others considering the product

I will recommend this!

What business problems are you solving with the product? What benefits have you realized?

It helps us in deeply analyzing things that we couldn't do this easily before. Before we had to do a lot of processing but this has made it a lot easier. It tells us exactly how on track we are with our marketing and that helps us on how to improve our next campaign. Our target account's average deal size nearly doubled than before(when it was non-targeted audience)

What Marketing Account Management solution do you use?

Thanks for letting us know!
Engagio ABM Platform review by Sarah M.
Sarah M.
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"Engagio gives me reliable insights for my prospects"

What do you like best?

I like that you can see the number of minutes that a prospect has engaged with a particular resource.

What do you dislike?

There are a lot of different charts / graphs available but I don't understand some of them so it would be nice to have someone create a customized dashboard for you based on what you care about

Recommendations to others considering the product:

There is a lot of really good information available so I would suggest setting up time with the engagio account manager prior to digging into the platform to make sure you're getting the most out of it.

What problems are you solving with the product? What benefits have you realized?

I use other tools for engagement insights but they don't capture the same granularity as Engagio does. So I use Engagio as a complementary tool. It also seems to capture prospects that my other tools don't.

Engagio ABM Platform review by Jose David P.
Jose David P.
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"Excelente Analisis de los resultados"

What do you like best?

Seleccionamos cuentas objetivo y comenzamos programas específicos para ver los resultados en el 2017 cuando implementamos Engagio Analytics, no teníamos visibilidad a nivel de la cuenta. Ahora lo utilizamos para ver y valorar el resultado de cuenta. Confiamos en Engagio para agregar las métricas de participación y conversión de la cuenta, decirle a mi equipo qué programas y actividades resuenan con las cuentas, visualizar cuál ha sido el viaje de una cuenta, agregar contactos conocidos / anónimos y proporcionar una imagen completa del progreso en las cuentas objetivo. Es fácil de implementar, fácil de usar y ha ofrecido una visibilidad aceptable, basada en los resultados de cada cuenta, que para nosotros es única y merece un seguimiento individual para los resultados.

What do you dislike?

Hacer listas de cuentas y editarlas puede ser difícil de hacer. La habilitación de ventas tampoco es exactamente fácil. Para ver los datos de Engagio en SFDC, debe descargar un complemento de Chrome. Desafortunada mente, hacer que las ventas descarguen un complemento de Chrome y lo usen es más fácil decirlo que hacerlo

Recommendations to others considering the product

Totalmente recomendable y acertado para todos los departamentos de ventas y análisis de marketing.

What business problems are you solving with the product? What benefits have you realized?

¡Ve a por ello! Dedique tiempo a mapear su CRM y su Automatización de Marketing y prepárese para la Configuración de Compromiso atentamente. Recuerde que una actividad es diferente de un compromiso.

Engagio ABM Platform review by Javier G.
Javier G.
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"Gran producto de ABM con gran soporte al cliente"

What do you like best?

Engagio es estupendo, hace que sea fácil ver qué está pasando en sus cuentas objetivo (qué han hecho recientemente, cuánto tiempo se han comprometido, etc.) y el impacto de sus programas de marketing. También proporciona una excelente manera de realizar un seguimiento de sus cuentas de marketing calificado a través de la vista de embudo.

What do you dislike?

Hacer listas de cuentas y editarlas puede ser difícil de hacer. La habilitación de ventas tampoco es exactamente fácil. Para ver los datos de Engagio en SFDC, debe descargar un complemento de Chrome. Desafortunadamente, hacer que las ventas descarguen un complemento de Chrome y lo usen es más fácil de decirlo que de hacerlo. Además, el complemento se muestra como una pestaña molesta que sobresale del lado derecho de su navegador como un pulgar dolorido. No es exactamente la mejor experiencia de usuario.

Recommendations to others considering the product

Si está haciendo ABM y ABSD, tiene que evaluar Engagio: excelente producto, excelente gente y visión y dirección únicas.

What business problems are you solving with the product? What benefits have you realized?

Nos ayuda a identificar qué cuentas se han comprometido y cuáles no con el transcurso del tiempo, dónde son atractivas (es decir, qué activos web, qué eventos en persona, etc.), quién participa y en qué nivel. Hemos podido identificar cuántos minutos en promedio se requieren para llegar a cada etapa de oportunidad.

Engagio ABM Platform review by James M.
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"Visibility into Client & Prospect Interest"

What do you like best?

I appreciate the weekly report that shows the contacts and companies that have been recently showing interest and activity with my solutions. The format is straightforward and easy to quickly consume during a busy start to the week. It's a fantastic way to prioritize who needs follow-up as you structure your day and week.

What do you dislike?

Having more actionable/automated follow-up would be helpful. I understand Engagio has a tool called "PlayMaker" that does this - hopefully my org will consider using it.

Recommendations to others considering the product

Use it and integrate it into your business planning.

What business problems are you solving with the product? What benefits have you realized?

Ramping up in a new and unfamiliar territory has been quicker thanks to Engagio showing me each week who in the territory is viewing what info. I'm now able to be targeted in my approach to identifying and reaching out to clients and prospects in an effort to generate new business. I'm a new user (3 mos) so it's a little early to provide substantive feedback supported by actual numbers.

Engagio ABM Platform review by Neelam B.
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"Real Insight that matters"

What do you like best?

To be able to see where and what people are spending time on, is the best data I think i've gotten in a sales role. It's great to see a certain person log clicks multiple times, in the sdr role, this makes it alot easier to connect with the right people.

What do you dislike?

Lag time, not sure who's end that is on. I would like to get more information on clicks and time they are spending on it. The unknown clicks are kind of frustrating as well.

What problems are you solving with the product? What benefits have you realized?

Time is money. With Engagio I get some time back. Not having to guess or overthink about who in an org may be interested, and instead having that info right there is pretty phenomenal.

Engagio ABM Platform review by Administrator
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"Engagio for B2B Startup"

What do you like best?

Engagio is really useful for aggregating account-level data. Once we reached an agreement between marketing and sales for the list of accounts we should target, we were able to tier that list and drop it into the ABM scorecard to look at snapshots for account engagement relative to our other prospect lists. We're still early in our ABM implementation so we won't know more of the picture until later in 2019, but Engagio is a crucial component of our account-level reporting.

Also, our customer success manager has been great. She's really responsive and has been a great help with enhancing our implementation and getting me familiarized with the new orchestrator. This seems like it will be a really powerful tool, and one of the things that has already been an improvement is the ability to build smart account lists in Engagio rather than having to sync over from a SFDC report every time.

What do you dislike?

You'll require a higher amount of implementation time to see valuable returns on it. If you have a small marketing team (I'm the only person who owns our marketing tech stack and keeps it running) it may be difficult to dedicate the time that I think is necessary to invest in order to see worthwhile returns. It's important right off the bat to reach an organizational agreement on how you want to score marketing and sales activities to tag accounts with engagement minutes, and whether you want to filter certain account groupings differently than others.

What problems are you solving with the product? What benefits have you realized?

Engagio really gave us our first unified view of account-level engagement across our target accounts. As we embarked upon an ABM-focused strategy, we were really lacking that level of reporting.

Being able to see all website activity for a given account in a single SFDC dashboard, in addition to marketing/sales engagement minutes, is a useful data point for the SDR team.

Engagio ABM Platform review by User
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Engagio allows me to find prospects that may have not been discovered by other platforms we use"

What do you like best?

Engagio allows me to know what contacts have engaged on our website, how long, and what specifically the prospect and /or customer was looking at. I recommend using Engagio no matter who you are within the demand generation/Sales team.

What do you dislike?

I think that some of the solutions we use such as Demand Base does nearly exactly what you guys are doing, at least in understanding and seeing which new people/prospects have engaged on our site. It almost feels like Demandbase is a bit ahead of the curve in terms of transparency and clarity into how our prospects are engaging on our site.

Recommendations to others considering the product:

More intel and transparency into NEW prospects, not prospects that we have sent emails or phone calls to

What problems are you solving with the product? What benefits have you realized?

Helping prospects further by understanding the true value of how we can help teams reduce their overall risk.

Engagio ABM Platform review by User
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"Probably not using Engagio to it's full potential "

What do you like best?

We get weekly emails with our most engaged customers and prospect - super helpful to see what accounts are the most engaged

What do you dislike?

At least the way we use it, it doesn't necessarily help you target accounts. Rather, it just shows you what accounts you are targeting and where your message is resonating the best. At least for me, most of my engaged accounts are one's that I'm already actively prospecting

Recommendations to others considering the product

If you are new company trying to target specific accounts, this is the best product to see how that message is resonating (and being shared) with those accounts

What business problems are you solving with the product? What benefits have you realized?

We are solving the problem of not knowing who is interested in our product but hasn't necessarily reached out yet. We are also solving the problem of seeing who our messages are resonating the most for.

Engagio ABM Platform review by Elaine L.
Elaine L.
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"Engagio ABM Analytics"

What do you like best?

Strong Performer, central to Zignal's ABM strategy. By incorporating holistic analytics and marketing orchestration into one powerful platform. We’re moving up market at BigPanda. Engagio is core to our new strategy of landing higher value accounts. Engagio fuels ABM-success across my entire go-to-market team

What do you dislike?

Product is expensive and hard to set up initially. It does not give us rationalization at scale. But it allows us to easily manage our multi-channel and multi-player outreach, determine its impact, and get ROI from our ABM programs.

Recommendations to others considering the product

It's incredibly intuitive, so you can get up and running very quickly

What business problems are you solving with the product? What benefits have you realized?

Great in allowing us to clearly track marketing impact at our target accounts, I'd highly recommend Engagio to everyone doing ABM. Being able to measure/ compare plus score ENTIRELY the activity generated by an account is critical to our multi-channel ABM approach. Our target account's average deal size is nearly 2x larger than non-target accounts

Engagio ABM Platform review by Asher W.
Asher W.
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"Achieve thoughtful, tailored and human outreach at scale. "

What do you like best?

- The ability to integrate multiple communication channels into a outreach plan

- Leveraging multiple 'voices' across the org for has seen big impact (Exec's, Product Team etc)

- Mixing automation (timing, SFDC triggers, templates) with manual customization.

What do you dislike?

- It's can be difficult to identify successful emails or activities with the holistic engagement score.

Recommendations to others considering the product

I would recommend that you + your company is on-board with an Account Based Sales Development approach and the core principals. This isn't a widget that will help your emails. This is a tool that allows you to orchestrate the way you reach out to prospects. For example: less opens/clicks, more overall engagement. Less converting leads, more engaged accounts.

What business problems are you solving with the product? What benefits have you realized?

In the sales development world, most organizations tackle the scale challenge with either more people or more automation. Engagio Playmaker allows development teams to be smarter about the way they are communicating with prospective customers without sacrificing volume. The specific problems we are solving are:

- Personalized messaging at scale with a lean team. (Leveraging pre-structured communication for timing, interesting moments, types of prospect engagement, personas etc)

- Repeatability. Standardizing communication flows to better predict outcomes.

- Reducing bottlenecks. Multi-person, multi-channel messages are no longer challenging or inefficient.

Engagio ABM Platform review by User
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"Engagio gives today's sales professionals an edge."

What do you like best?

Engagio helps me understand exactly which contacts are warm for outreach and enables insight to all correspondence history through automation vs CRM records. My prospects appreciate that they do not need to repeat themselves.

What do you dislike?

Nothing stands out in particular, but an area for improvement that would have immense upside is shrinking the weekly reports to daily. If real-time is possible, that would be insane.

Recommendations to others considering the product

I think this product is a must - serious ROI for your sales organization.

What business problems are you solving with the product? What benefits have you realized?

More effective and relevant prospecting - not having to rely on tribal knowledge and tracking down previous sales reps for insights on who is who and what is what for context.

Also says us from record keeping which no salesperson wants to do (or does).

Engagio ABM Platform review by Kathy K.
Kathy K.
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"Excellent ABM software"

What do you like best?

The ability to track engagement minutes at the account and contact level and identify the most engaged accounts overall and by buying center.

What do you dislike?

Incorrect syncing of contacts sometimes, especially when a contact changes companies, which happens a lot in our target industry.

Recommendations to others considering the product

Engagio integrates very easily with Salesforce as well as Marketo (although we don't use Marketo) and is an invaluable tool for ABM marketing.

What business problems are you solving with the product? What benefits have you realized?

Helps us identify which accounts have and haven't been engaged over the course of time, where they are engaging (i.e. which web assets, which in-person events, etc.), who is engaging and at what level. We've been able to identify how many minutes on average are required to get to each opportunity stage.

Engagio ABM Platform review by Ciaran M.
Ciaran M.
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"Great product for ABM; excellent customer support and enablement!"

What do you like best?

Great visibility into target account activity. Allows us to see impact of ABM campaigns and prioritize leads/account for SDRs to call into.

Also, some of the best customer success and support in the business. Always a great sounding board for ABM campaign ideas and best practices.

What do you dislike?

Some delays in matching leads to accounts. We really want to use Engagio to enable account-based routing, but the sync delay prevents us from doing this.

Recommendations to others considering the product

If ABM is a priority Engagio is a no-brainer!

What business problems are you solving with the product? What benefits have you realized?

Let's us see target account activity and gives us the notion of an MQA (Marketing Qualified Account). We now use MQAs as a marketing KPI and success metric for campaigns. We can also report on target account pipeline vs. not-target pipe. Useful for understanding impact of ABM programs.

Engagio ABM Platform review by jose luis M.
jose luis M.
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"Review Engagio ABM Analytics 2018"

What do you like best?

La capacidad de realizar un seguimiento de los minutos de compromiso a nivel de cuenta y de contacto e identificar las cuentas más comprometidas en general y por centro de compras.

What do you dislike?

sincronización incorrecta de contactos a veces, especialmente cuando un contacto cambia de compañía, lo que sucede mucho en nuestra industria objetivo.

What business problems are you solving with the product? What benefits have you realized?

Estoy resolviendo el problema de ser demasiado genérico (como en el caso de google analytics). Puedo compartir cosas a nivel personal/de cuenta en lugar de un correo electrónico generalizado que se puede enviar a un millón de personas. Con el toque personal invoca más respuestas.

Engagio ABM Platform review by User
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"Great experience using Engagio"

What do you like best?

Engagio helps me engage with prospects at the right time with the right message. It allows me to interact with different stakeholders in the organization with content that is relevant to their specific use case.

What do you dislike?

At this point I haven't had too many problems with Engagio. The functionality and UI of the platform is very intuitive and allows for instant action.

What business problems are you solving with the product? What benefits have you realized?

Many of the times I have multiple contacts in an org that are interacting with our content/website but I may have never spoken with them before. Engagio allows me to understand who these individuals are and bring them into the conversation. This is something I have not been able to do with other softwares.

Engagio ABM Platform review by User in Computer Software
User in Computer Software
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"good product but inflated statistics"

What do you like best?

Some features are great.

The Engagio PlayMaker works really well for us and is able to help us draws up usage of over 60% of the sales team. Also, the Engagio L2A matching feature is good for some of our historical leads which got prioritized into the marketing funnel during the campaigns.

SFDC integration is done very well too. Mostly it only takes a few weeks to a couple of months before you can completely understand the product.

What do you dislike?

The problems are plenty:

ABM campaigns have been more expensive for us than our traditional seasonal AdWords or inorganic lead acquisition strategies. I would put the overall efficiency at about 30-40%.

If you go slow on ABM then there is virtually nothing you have left to do with Engagio's product. Most of the insights can only be used if you want to adopt ABM fully. Would like to avoid if you are too early in the implementation cycle of ABM

Recommendations to others considering the product

If you are bought into ABM and are seeing results from the approach then Engagio can help you improve on this (probably). Please avoid if you are looking to experiment with Engagio for ABM success, that is not the product can do.

What business problems are you solving with the product? What benefits have you realized?

Running targeted campaigns.

Driving personalized emails

Engagio ABM Platform review by Peter H.
Peter H.
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"Engagio Is VersionOne’s Mission-Critical ABM Platform"

What do you like best?

Engagio essentially turned the lights on for VersionOne when it comes to ABM and ABSD. While we had selected target accounts and began targeted programs in 2015 when we implemented Engagio Analytics, we did not have account-level visibility. Now, as VP of Marketing, I rely on Engagio to aggregate account engagement and conversion metrics, tell my team which programs and activities are resonating with accounts, visualize what the journey for an account has been, aggregate known/anonymous contacts, and provide a complete picture of progress in target accounts. It’s easy to implement, easy to use, and has delivered actionable account-based visibility that is unique. For more than a year, Engagio has been the primary software for SDRs and Reps to understand which accounts are engaged to prioritize their activity. Scout is a great tool for seeing account insights. PlayMaker provides a new paradigm on how to orchestrate interactions with accounts.

What do you dislike?

Engagio is very flexible because I can create account-based reporting that incorporates any field from SFDC and it is easy to filter, but I wish the Edit Columns tool was drag and drop so I could do this faster. Otherwise the UX is sweet.

Recommendations to others considering the product

If you are doing ABM and ABSD, you have to evaluate Engagio - great product, great people, and unique vision and direction.

What business problems are you solving with the product? What benefits have you realized?

The key problems we solve with Engagio are 1). Target account selection and prioritization – we use engagement minutes in our formula for account selection as well as intent, fit, and other variables, 2). SDRs and reps prioritize weekly activity based on account engagement so that they are not just lead focused, 3). SDRs gain account insights from Scout and from Analytics reporting on what interactions are occurring with accounts so they can personalize, and 4). We have account-based reporting on engagement, lead conversion/MQL aggregate/appointments, etc that we use in the team, with management, and in board meetings. This reporting would be manual and unmanageable without Engagio. Now we can truly understand our success, 5). We can easily understand how Marketing engagement sources and influences pipeline for attribution analysis. Results: With Engagio we can see that 88% of our 2016 target accounts were engaged, 56% converted MQLs, and target account opp and deal values are higher than non-target accounts.

Engagio ABM Platform review by User
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"ABM Software that gives essential insight and analytics into your prospects."

What do you like best?

The lead-to-account matching is such a great tool for SalesForce users. It is something that was totally impossible before and this a great workaround. Helps with both reporting and creating new leads.

What do you dislike?

Engagio is missing some features as it is a relatively new software - would be great if even more information was able to be accessed via the SalesForce module, as this is the go-to for our reps rather than entering the actual program, which can be somewhat complex.

Recommendations to others considering the product:

Learn as much as you can from your CSM and don't be afraid to ask questions. the more features you can learn about, the better.

What problems are you solving with the product? What benefits have you realized?

We are able to see deeply into which accounts are engaging with our brand at a level we have never been able to before - this gives us new avenues into utilizing these insights. Benefits-wise, Engagio is useful on both the Sales and Marketing-side, and helps the two departments meet come to similar conclusions on accounts.

Engagio ABM Platform review by User in Computer & Network Security
User in Computer & Network Security
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"Easy to understand ABM analytics"

What do you like best?

Engagio makes it easy to see what's going on in your target accounts (what have they done recently, how long they've engaged, etc.) and the impact of your marketing programs. It also provides a great way to keep track of your marketing qualified accounts via funnel view.

What do you dislike?

Making account lists and editing them can be hard to do. Sales enablement isn't exactly easy either. In order to view Engagio data in SFDC, you must download a chrome plugin. Unfortunately, getting sales to download a chrome plugin and use it is easier said than done. Also, the plugin displays as an annoying tab that sticks out from the right side of your browser like a sore thumb. Not exactly the best user experience.

Recommendations to others considering the product

Make sure you have your tiers clearly defined as that will dictate which plays you'll need to run. Consider building out your playbook before you begin with implementation as you'll want to hit the ground running to get some early wins. Sales will take notice if you've got MQAs under your belt early on.

What business problems are you solving with the product? What benefits have you realized?

Engagio ABM is great at showing us MQAs we can pass to sales. It also provides us insights into which of our marketing campaigns are working and which ones aren't. Because of this, we've decided to invest in the higher converting campaigns and replicate those in the future.

Engagio ABM Platform review by User
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"Engagio does its thing"

What do you like best?

Engagio does what it does best. There are a number of great features, and far to many to count. I think the whale logo is really cute and I love all the free stuff they send us in the mail. Stickers, waterbottles, etc etc.

What do you dislike?

Not a huge fan of the logo. Also feel like they could do a better job of integrating with the Salesforce platform but that might be an issue with Salesforce. I would say the few times that we have done walkthroughs I felt like I didn't get a very solid understanding of the platform and how it works. I felt like the demo was somewhat confusing.

Recommendations to others considering the product:

I would highly recommend engagio to anyone who asks. I think they do a great job with everything that they do. They have been crushing it in the ABM world for so long and have such strong experience in the space its somewhat undeniable.

What problems are you solving with the product? What benefits have you realized?

Tracking our customers and specific individuals for ABM. Our marketing team loves this platform and I like making our teams happy. I really felt like Engagio was a good purchase because it helped us to identify users who were actually looking through our content and spending time on our web pages.

Engagio ABM Platform review by Administrator in Computer Software
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"Moving in the right direction"

What do you like best?

This is a great tool if you want to automate some of your personalized outreach. It is not a tool for blasting 500 people a day with the same canned message. For example, it allows an inside sales rep to send emails from executives who have given permission. This means a sales rep can prep and send campaigns on behalf of an executive; the sales person does all the heavy lifting while the executive merely approved the emails. Another good feature: the salesforce integration makes it easy to launch these types of campaigns from within SF.

What do you dislike?

Lots of bugs. Not set up for executives to easily approve emails.

Recommendations to others considering the product

The platform is still basic now and buggy, but that's to be expected with a new product. It still has a long way to go but the company is working hard to fix bugs and build out functionality.

What business problems are you solving with the product? What benefits have you realized?

Being able to automate personalized, customized prospecting and relationship building. It requires a sales person who is actually going to put thought into outreach. If your sales people just like sending the same generic emails to everyone, they won't need this tool.

Engagio ABM Platform review by George B.
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"Competitive Information"

What do you like best?

Engagio has allowed me to discover leads days in advance. The competitive information and insights provide me with the prospects interest level.

What do you dislike?

Not much now. Once my reports were corrected, all the information has been accurate.

Recommendations to others considering the product:

Double check for duplicate information.

What problems are you solving with the product? What benefits have you realized?

It helps me align the clients interest level and helps me decide when to push and when not to. It also provides me with better insights at the contacts within the prospects company.

Engagio ABM Platform review by Hussam A.
Hussam A.
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"Essential for your Account-Based and Enterprise Marketing Efforts"

What do you like best?

Analytics breakdown on the account level to show campaign performances and responses. Scout is a new feature that's continuously being developed and it's shaping up to be an incredibly useful tool for all levels of an organization. Account/Business Development and sales reps use it for a quick snapshot of an account activity history, communications and engaged contacts. Management uses the analytics platform to see an overall campaign response and general engagement.

What do you dislike?

I don't know if I dislike anything about the platform. Maybe what I dislike is that some of the features on the roadmap are still months away.

Recommendations to others considering the product

Go for it! Spend time mapping your CRM and Marketing Automation and prepare for the Engagement Settings thoughtfully. Remember that an activity is different from an engagement.

What business problems are you solving with the product? What benefits have you realized?

The Engagio Analytics platform (most of my experience with the product) solves the visibility issue when trying to report on engagement activities towards one targeted account, or a list of them. When you realize that your B2B marketing strategy needs a better segmentation, you end up tiering your targeted lists according to importance, responsiveness, value, or a combination of these (+many other). Your approach will be segmented as well and your efforts are now trackable and making sense through Engagio.

The PlayMaker is a newer product of Engagio that provides a 360-view on your targeted accounts. The communication that happened, the content consumption, the engaged contacts, the opportunities created, ... etc are all visible in an easy-to-understand way. The company-to-targeted-account involvement is a brilliant idea too. Having the ability to involve multiple stakeholders on your side with multiple personas on the targeted accounts' side has never been easier, more accessible, and scaleable.

Engagio ABM Platform review by Pablo G.
Pablo G.
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"Variedad por doquier"

What do you like best?

Me gusta la cantidad de funciones que puedes realizar a la hora de realizar estudios ya sean propios y personales , o de trabajo sobre distinta variedad de datos , y posteriormente proceder a juntarlos en esta gran app.

Con su sistema de gráficos nos permite de manera más sencilla ver ordenadamente todo tipo de datos.

Te permite ver resultados de manera más dinámica y así , poder mejorarles

What do you dislike?

Su uso a la hora de descargar datos es un poco desafortunado , ya que la única manera es descargandolo en un archivo vivo de Chrome, cuando , en realidad ahí maneras más fáciles de poder abrirles

What business problems are you solving with the product? What benefits have you realized?

Estoy solucionando problemas de ventas , ya que el programa te ayuda con los departamentos de ventas y análisis de marketing.

Engagio ABM Platform review by JJ W.
JJ W.
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"Fantastic Product! "

What do you like best?

Engagio gives us the ability to see who is interacting with our content, and how to follow-up appropriately in a team. Given that complex sales are a team effort on the selling side, and a team decision on the buying side, it is critical to specifically k now WHO cares about WHAT. Engagio helps us see interaction across the organization so that we can reach out appropriately.

What do you dislike?

Being nit picky: I would like to see saved filters for the views, but aside from that nothing at all!

What business problems are you solving with the product? What benefits have you realized?

Similar to what's mentioned above, we're trying to remove friction from the complex sales process. At times it can be difficult to speed up months-long sales cycles, as well as know which accounts should take priority. Engagio helps us see which accounts need more love, and which specific people in those accounts to reach out to.

We can now see the arc of the sales process in a holistic manner, which helps us measure how mature a prospect's interest is and how to best help them along their journey.

Engagio ABM Platform review by Alex A.
Alex A.
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"Leader in Account-Based Everything"

What do you like best?

Engagio is a powerful, but easy-to-use solution for a lot of our ABM needs. We love that we're able to organize multiple touch types into dashboard, and it makes our multi-touch, multi-week playbooks much, much easier to manage. Additionally, the company has a top-notch support team that's always been able to promptly answer our questions and brainstorm our strategy with us.

What do you dislike?

The product is still a little early and the reporting functionality is rather limited (although I believe they are working on this).

The Salesforce integration also leaves a little to be desired, especially given the fact that it's built by the same people that designed Marketo's brilliant integration. It's good for most of our needs, but we'd still like to do things like pass on playbook statuses for reporting in Salesforce.

What business problems are you solving with the product? What benefits have you realized?

We've always known that personalization was a huge driver of conversion, and Engagio lets us achieve personalization at scale. Before using Engagio, we relied a lot on email marketing automation, where our personalization options were limited to tokenized fields. We tried a few more manual approaches to prospecting, but they were always time-consuming, hard to track and log, and just not scalable. With Engagio, we're able to add a personalized touch to every email - and reap the benefits to conversion as a result.

Engagio ABM Platform review by Gio V.
Gio V.
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"Best ABM Marketing Tool"

What do you like best?

The reporting features of Engagio make it easier for people outside of the marketing department to understand the metrics behind managing leads. It also helps the sales team see how their work reflected.

What do you dislike?

Speaking to an Engagio specialist can be time-consuming. Sometimes I wished there was just a documentation page I look up whenever I was having a technical issue.

Recommendations to others considering the product

If you're into Salesforce, you'll love Engagio. If you love both of them, you can really make the best use of both systems between CRM and ABM marketing integration.

What business problems are you solving with the product? What benefits have you realized?

Working as a creative agency, it can be difficult to manage the many accounts and clients we deal with on a day today. Whenever I'm trying to find bottlenecks in closing deals, I always resort to the reporting function to better understand where the hiccups are.

Engagio ABM Platform review by Timothy C. D.
Timothy C. D.
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"Must have tool for ABM programs"

What do you like best?

Easy to Navigate

Great insights and easy to ready charts

Great way to track engagement by type

Reporting is awesome. Easy to built reports that provides for a lot customization

What do you dislike?

The only thing that I struggle with with Engagio is that you have multiple way of doing the same thing. This causes a lot of confusion when different people are working with the tool because there is not a consistent way to do something.

What problems are you solving with the product? What benefits have you realized?

ABM program success via KPI tracking

Customer / Prospect engagement and path to Closed Deal - allows us to duplicate and focus Marketing dollars in a different manner, if needed.

Engagio ABM Platform review by Andy W.
Andy W.
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"Great product developing software on the bleeding edge"

What do you like best?

The product offers many useful capabilities, and they are adding new functionality very quickly. Some of the functionality being released can help me retire other products with similar capabilities. When I first adopted the software, it was primarily used for reporting engagement coming from our target accounts - which helped my team prioritize outreach. Since then, they've introduced capabilities such as PlayMaker which enable us to program our outreach/touch point model by persona and execute and measure against any account. Their customer success team is top notch and their founder/CEO is very engaged and helpful.

What do you dislike?

Engagio is a small and growing company. I hope that as they continue to grow and bring on new customers that I still receive the same level of engagement and continue to be treated as a strategic partner. This is less of a dislike and more about something I enjoy now and hope we can maintain in the long run.

Recommendations to others considering the product

Taking advantage of the full capabilities of the product may require your sales team to engage with the product. I suggest asking for a reference call and discussing with a current customer how the phases in which they rolled out the project and the internal sponsorship and support that was required.

What business problems are you solving with the product? What benefits have you realized?

Our sales process is very complex, and our target market buys as a committee. There are at least 6 known personas that we need to market to, some are influencers and others can be our champion and others detractors. We designed a sales motion to ensure all constituents were messaged to, however in practice this did not always happen for a variety of reasons.

The Engagio "Playmaker" software is used to automate a complex, multi-threaded sales approach. The product gives me visibility into progression within each target account across our buyer roles. Without the product, when relying on SFDC notes or other means, it becomes very difficult to measure and ensure our sales play is being executed properly.

Engagio ABM Platform review by Brett F.
Brett F.
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"Engagio has provided value and an ease of use that is rarely encountered in this market."

What do you like best?

Engagio's ability to leverage other reporting tools intelligence into a single actionable pane of glass, pulling metrics from both Marketo and Salesforce to create an actionable dashboard that can be easily digested by our entire sales and marketing team.

Additionally their Scout service has provided our customer success team and expansion team the visibility to see the entire relationship of our company and the target customer from an email perspective, which has been a large challenge in the last few years.

What do you dislike?

I can't say that I have encountered many frustrations thus far, the team has been willing and helpful in correcting any bugs that my team has identified.

Recommendations to others considering the product

Be sure to review your current technology stack to ensure that you will get the full value from a tool such as Engagio that really hits it's stride in the Marketo/Salesforce relationship.

What business problems are you solving with the product? What benefits have you realized?

We are able to intelligently report on Account influence and empower our sales reps to access this information on the fly. Additionally, the PlayMaker functionality provides a level of efficiency to our sales organization that has never been seen.

Engagio ABM Platform review by Marisa F.
Marisa F.
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"Really great way to see surging accounts/contacts for selling"

What do you like best?

It's helpful with automation to see which accounts to prioritize to get into from a business development perspective. The team uses this to target accounts each week.

What do you dislike?

Sometimes it's reactive rather than proactive and only shows surging accounts after you have already reached out to them.

What problems are you solving with the product? What benefits have you realized?

The team uses this to accelerate getting into the right accounts from a business development perspective which is very helpful.

Engagio ABM Platform review by User
User
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"Important tools to track leads activity"

What do you like best?

Every day, I can see the most engaged leads and use key information provided by Engagio to organise my call out activity. Also it is integrated into Salesforce so when I open a lead, I can see the last activity of that lead and decide to contact/not contact.

What do you dislike?

to copying/pasting an email is sometimes frustrating because it is opening in a popup box.

Recommendations to others considering the product

I think it is an effective tools for helping sales reps

What business problems are you solving with the product? What benefits have you realized?

Managing a huge amount of leads with a lot of them irrelevant for commercial purpose. Engagio helps me to focus on the most interesting one. I am able to connect 2 key pieces of information : lead activity + lead information (name, company, email, phone number, etc) which is energy saving/ time saving !

Engagio ABM Platform review by Mitchell H.
Mitchell H.
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"Bridges the Gaps in Your Stack to Enable Account Based Everything"

What do you like best?

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.

What do you dislike?

Some very minor things that would be addressed in the near-term. To get the most out of Engagio you really do need to be on your SFDC game. And, while nobody does this yet, my dream is to be able to manipulate account-level data en masse with Engagio someday!

What business problems are you solving with the product? What benefits have you realized?

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.

Engagio ABM Platform review by Kaylea P.
Kaylea P.
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"I love the possibilities of Engagio Playmaker! "

What do you like best?

A one-stop-shop to keep track of all the moving parts within a targeted campaign and deadlines for tasks. This creates accountability and gives us insight into what tasks are completed and which are pending so we can keep all campaigns on track, especially helpful for events!

What do you dislike?

I love the playmaker, it would be nice if there was a dupe catcher so if a contact has already been added to a play there will be a message that lets you know that is the case if you try to add the same contact again. It is cumbersome to change the order of tasks in the swim lane. When you only have a few tasks it is fine, but when you get up to 10+ it isn't easy to rearrange tasks, or see all tasks in the play.

Recommendations to others considering the product

Engagio is a great tool that will enhance your targeted marketing outreach. If you are going to implement Engagio make sure you data is segmented and cleaned before implementation, it makes segmenting accounts for plays easier. Also when creating campaigns make sure your content is truly segmented and personalized to your targets in plays, if not it defeats the purpose of ABM.

What business problems are you solving with the product? What benefits have you realized?

The greatest benefit I have seen is accountability and staying on track with campaign deliverables without having to send personal reminders or check in with people. The tasks get sent to the appropriate sales people and they are completed and everyone stays on track. Which is great when you have deadlines, like with events, everything needs to stay on schedule including campaigns and event communications/invites.

Engagio ABM Platform review by Administrator in Computer Software
Administrator in Computer Software
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"Using Engagio in inbound world"

What do you like best?

My favorite feature of Engagio is being able to utilize the platform to schedule touches for your target accounts in a meaningful fashion, the level of interaction needed from our sales development team help to keep them engaged with the leads we generate for their target accounts.

What do you dislike?

Because the platform is just coming into it's own, there are several features that still need to be baked out, especially in the Playmaker platform. There are several missing integrations with SFDC tasks that could help smooth out the task management process. If Engagio is the sole source of truth for the sales development team, there are additional clicks that are need to make calls that slow down the qualification process.

There are also synchronization issues between SFDC reports and views when trying to reference in SFDC. When I work with Engagio support, I'm told that these are issues on SFDC side and not much insight into how these issues are being addressed.

Recommendations to others considering the product

Think of your process, and how this will work with your existing sales development process. Buy-in from your team is imperative for this solution to be fully realized

What business problems are you solving with the product? What benefits have you realized?

Engagio is solving for keeping marketing, sales development and the sales organization tightly aligned around the same target accounts and key verticals. Using Engagio helps to ensure that marketing programs are informed about the accounts that matter to the rest of the organization and in turn solves for driving return on investment for marketing programs. Having a logical reach out process for qualified leads through target accounts and personas ensure that leads are worked through our SLA process.

Engagio ABM Platform review by Steve W.
Steve W.
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"Powerful Tool"

What do you like best?

Engagio may be the most powerful marketing tool I've ever used. It has radically changed the way my marketing team has engaged with our sales team on accounts.

We're better able to focus our weekly prospecting activities in better alignment with account engagement and use the analytics to assess the value our accounts should really have. Previously, we used a very flimsy way to identify what a target account meant to us - with little to no accounting of how they felt about us. Engagio gives us better insight into that.

What do you dislike?

There is really nothing to dislike - my only area of opportunity is they need to continue to innovate at the speed of their clients use - to which I would say they are doing a fair job of that so far.

Recommendations to others considering the product

ABM is a new technology, and there are a lot of firms being created or shifting their offering to become an ABM provider. First and foremost you must define what ABM execution means to your organization and then find a provider that has the offering that matches your definition of ABM execution.

What business problems are you solving with the product? What benefits have you realized?

Better justification for Account targeting

Quick pipeline generation - a few million dollars worth in six months

Engagio ABM Platform review by Collin B.
Collin B.
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"Must-Have ABM Platform"

What do you like best?

What I like best about Engagio is that it allows us to measure all activity at any given Account. In the past, we were only able to measure the activity of individuals - we couldn't measure the sum of activity of all employees at a company. Engagio integrates with both Salesforce and Marketo so we can capture a wide variety of activities. There's also a really useful Google Chrome plugin that gives you a visual overview of Account engagement over time in Salesforce - I highly recommend it if you're using Engagio.

What do you dislike?

Engagio syncs with Salesforce periodically, so we generate MQAs in batches. In a perfect world, Engagio would always be syncing with Salesforce, so we could create MQAs instantaneously.

What business problems are you solving with the product? What benefits have you realized?

Engagio's concept of "minutes" let's us easily track the engagement of entire Accounts. Ultimately, we use "minutes" to generate Marketing-Qualified Accounts (MQAs) that we pass to the sales team. Engagio has allowed us to go all-in on ABM and measure our results with confidence.

Engagio ABM Platform review by Agency
Agency
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Melisa K"

What do you like best?

Engagio was very easy to implement and set up from technical perspective. The initial scoring required both sales and marketing teams to put their heads together and agree on the importance of marketing and sales activities. Once set up, the reporting is simple but Powerful. There are metrics that used to take a large amount of time and guesswork to put together these are distilled into customizable dashboards. Great lead to account matching logic.

What do you dislike?

Difficult to establish initial baseline for MQA.

Updates in SFDC often take a nightly sync to appear in the app.

Only field used in account objects in SFDC ideally would be able to connect to the Domains per company.

As a result we miss some site traffic that can be seen in other technology.

What business problems are you solving with the product? What benefits have you realized?

Inside sales/ SDR account priorities.

Impact marketing metrics outside of lead count. Awareness of which key accounts were not engaging.

Engagio ABM Platform review by User
User
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"Great for ABM"

What do you like best?

Engagio is relatively easy to use and helpful to see at a high level (and drill down to other levels) your engagement and success at an account level for ABM. It makes it easier for sales and marketing to stay aligned in account communication to target accounts. It also allows for ABM-focused analytics in Salesforce, which is useful.

What do you dislike?

It's not the best for multi-touch campaign analysis or metrics. More training materials and support from Engagio would be useful.

What problems are you solving with the product? What benefits have you realized?

Aligning the communication to target accounts for both sales and marketing. Helpful for dealing with our very large accounts and long sales cycles.

Engagio ABM Platform review by Daniel S.
Daniel S.
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"Distinguished Analytics Engine"

What do you like best?

Account/Business improvement and sales reps use it for a agile snapshot of an account activity history, communications and hooked contacts. Scout is a modern aspect that's regularly being developed and it's mold up to be an uncommonly advantageous engine for all levels of an institution. Analytics breakdown on the account level to show campaign achievements and responses. Management uses the analytics platform to see a comprehensive campaign feedback and general commitment.

What do you dislike?

We presently get MQAs in batches and not immediately. I hope the sync appear more regularly.

Recommendations to others considering the product

I've really appreciated working with them and they decidedlystar want to help me be successful. Engagio is regularly making considerable updates and developing their integrations and they're very effective.

What business problems are you solving with the product? What benefits have you realized?

We have account-based coverage on engagement, top conversion/MQL aggregate/appointments, etc that we use in the team, with management, and in board reunion. This reporting would be standard and uncontrollable without Engagio. Now we can absolutely figure out our benefit. SDRs gain account observation from Scout and from Analytics reporting on what interactions are occurring with accounts so they can personalize.

Engagio ABM Platform review by Diana M.
Diana M.
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"So helpful when getting insights as a AM"

What do you like best?

Being about to know which customers are looking for help/might need assistance

What do you dislike?

Can't think of anything--Maybe having to do a little digging into understanding the UI. But once you understand it's super easy.

Recommendations to others considering the product:

The weekly emails are super helpful

What problems are you solving with the product? What benefits have you realized?

As account managers, we want to know what issues our clients may be facing so we can help them as fast as possible.

Engagio ABM Platform review by Ian B.
Ian B.
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"ABM at it's finest"

What do you like best?

I like the snapshot reporting and the intuitive visualization of interactions that a customer or prospective customer is making with our marketing materials. This allows my team to proactively coordinate efforts to qualify the opportunity and ultimately begin the conversation around adding value and closing business.

What do you dislike?

It would be nice to be able to click on the top interacting prospect names on the engagement trend dashboard in SalesForce.

Recommendations to others considering the product

Fantastic application with great content to supplement sales development and account based marketing initiatives.

What business problems are you solving with the product? What benefits have you realized?

Engagio has helped our organization be more targeted with our sales efforts with prospective customers, especially large enterprise companies. With the amount of information our prospects are receiving daily, it helps us to get a picture of what type of content each prospect likes to consume and helps us to uniquely tailor our message to each client

Engagio ABM Platform review by Francisco M.
Francisco M.
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"Estupendo gestor de rendimiento para modos asíncronos balanceados (ABM)"

What do you like best?

Presenta un escritorio que permite combinar datos con distintas plataformas y facilitar su gestión. En general la interfaz de usuario facilita bastante la navegación. Existe un plug in para chrome que es bastante útil.

What do you dislike?

No existe aplicación móvil, lo cual hoy en día es bastante necesario para poder tener movilidad en la gestión. Además hemos encontrado que puede quedarse corto en aspectos de gestión de seguridad y permisos. Algún que otro bug también nos ha aparecido en alguna ocasión

Recommendations to others considering the product

Aunque la gestión no es muy complicada, se recomienda tener una formación previa para poder sacar el máximo rendimiento al software

What business problems are you solving with the product? What benefits have you realized?

Mejor gestión de los recursos de marketing gracias a las analíticas que proporciona

Engagio ABM Platform review by José Rafael P.
José Rafael P.
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"Excellent Analytics Tool"

What do you like best?

Personally, the best part about Engagio is the lead-to-account matching it provides. Engagio identifies which of the accounts in your Salesforce a lead would belong to if it were a contact, and then it lets you either auto-convert or write account-level data to the lead (like account owner or number of open opportunities). This opens up a wealth of possibilities in our MAP, as well as makes reporting a lot easier.

Something else that's been surprising to me was the rate of sales adoption. Our sales team loves the views Engagio provides into how their accounts are engaging with our marketing content, website, and so on. It's great when you get a tool like this and don't then need to sell it internally.

What do you dislike?

Engagio is a very new platform, and there are some features I would really like to have, which as I understand are coming. For my company, it's totally usable as-is, but it's important to understand that the following don't exist in the tool right now:

• Single Sign-on support

• More advanced permissions than just admin/user

• Ability to rename account lists

• Ability to save report filters

• Ability to change which account a lead matched to, if you identify that the automatic matching failed

What business problems are you solving with the product? What benefits have you realized?

My company sells very large software solutions, with a months-long sales cycle and often over a dozen decision makers in each account. The out-of-the-box reporting that we got from Salesforce and Marketo made talking to sales about these accounts difficult. We were looking at individual people and they were looking at a large organization. Engagio helps us speak the same language, and more importantly, it's helped Marketing align our goals to the things sales cares about.

Engagio ABM Platform review by Administrator in Computer Software
Administrator in Computer Software
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"Great ABM Platform"

What do you like best?

I like the ability to create account lists for my sales team and segment them the way we want. It's also great to be able to now see opportunity reporting in the platform.

What do you dislike?

The interface is pretty easy to use but the intricacies of the platform are not very intuitive, for example, understanding the cookie logic.

Recommendations to others considering the product

They're doing great!

What business problems are you solving with the product? What benefits have you realized?

We are using Engagio to measure account engagement for our ABM efforts. We've realized the benefit of recognizing which accounts are engaging with our website and sales then being able to reach out to warmer prospects.

Engagio ABM Platform review by Stephanie B.
Stephanie B.
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"Everything I was looking for in ABM software"

What do you like best?

I love how easy it is to understand the information presented in the Engagio heatmaps. We get so much out of just being able to roll our information up to the account level and display it this way.

What do you dislike?

The PlayMaker hasn't been that impressive for us. While the tool is certainly improving and has some really great elements if you don't have a similar tool, for us it's pretty much redundant. Our sales team is very comfortable using the HubSpot Sales Pro tools and while I wanted the Play Maker to help us improve transparency between our teams - it ended up being like a glorified checklist.

Recommendations to others considering the product

I personally think this is the best ABM tool out there if you're looking to get data on contact saturation, engagement, etc. and if you don't have a tool for creating sequences of outreach you'd probably be very happy with the Play Maker. Engagio is constantly making great updates and improving their integrations and they're very active on Slack if that's your jam. I've really enjoyed working with them and they definitely want to help me be successful.

What business problems are you solving with the product? What benefits have you realized?

We've been able to take our primary accounts and identify engagement and gaps in engagement, gaps in contacts, and even gaps in our data hygiene. We've been able to go back to our sales team and say here's what we have and here's what we're missing. For instance, I can't create a segmented email campaign to different roles if we don't have job title/role information on the contacts.

We've also been able to clean up our contacts and leads in Salesforce with the Lead to Account matching in Engagio. This has been very helpful.

Third, we're now able to identify opportunities by seeing highly engaged accounts to whom we haven't reached out yet.

Of course we can also track the success and increased engagement of accounts through our ABM campaigns over time and see what works and what doesn't.

Engagio ABM Platform review by User in Computer Software
User in Computer Software
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"Engagio for sales team"

What do you like best?

Engagio is an incredible tool for both BDR team and account executives, as you're able to keep tabs on different leads or opportunities with a few clicks

What do you dislike?

Engagio within salesforce.com is whatnot clunky in my opinion. Overall, I'm a big fan but think that integration could use some work.

Recommendations to others considering the product:

I would definitely recommend it once your sales organization gets too busy to keep up with every opportunity on a daily basis

What problems are you solving with the product? What benefits have you realized?

We are solving the problem of knowing what our leads/opps are thinking and doing when we're not in constant contact with them

Engagio ABM Platform review by Mark J. F.
Mark J. F.
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"Transform your business"

What do you like best?

Engagio catalyzes a very strong alignment between sales and marketing towards owning your target market. It helps you coordinate your demand gen outreach, messaging, sales activities, and pretty much everything else. We also love how Engagio rolls up Leads to Accounts right out of the box.

What do you dislike?

While Marketing Automation requires a pretty clean underlying sales and marketing database, ABM raises the clean data requirement even further. Make sure sure you don't underestimate the increased data cleanup and ongoing management investment.

What business problems are you solving with the product? What benefits have you realized?

Strong alignment of sales, marketing and client success towards the end goal of enabling our customers and prospects to achieve success.

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