Propensity Features
Channel Functionality (1)
Display Functionality
Overall product functionality for display advertising.
Social Functionality (1)
Social Functionality
Product functionality for social advertising.
Campaign Management (13)
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.
In-App Ads
Allows for ads to be placed in mobile apps.
Mobile Rich Media Capabilities
Supports rich media mobile ads that involve user interaction.
Targeting (4)
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.
Platform (11)
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.
Internationalization
Enables users to create and manage campaigns with the same content in multiple languages and currencies. Marketer can place ads on websites from around the world.
Notifications
Alerts marketer of the performance of particular campaigns.
Data Synchronization
Syncs lead data within the sales database for consistency and accuracy
Analysis
Provides analysis on lead scores, funnel insights, and both open and closed opportunities
Lead Intelligence (6)
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 Management (6)
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.
Marketing Campaigns (10)
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.
Omni-Channel Tracking
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
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.
Campaign Execution (3)
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.
Attribution (3)
Lead Opportunity
Aligns lead scores with predefined lead distribution criteria
Lead Assignment
Matches and assigns leads to the correct sales representative
Pipeline Acceleration
Determines which leads should be prioritized and then accelerates them up the pipeline
Discovery (3)
Lead Management
Integrates with lead capture and lead intelligence tools to discover leads
Scoring/Ranking
Creates and assigns scoring system to rank the viability of leads
Lead Context
Integrates with CRM or marketing automation tools to contextualize lead data
Management (2)
Conversion Viability
Reports on and analyzes lead scores to determine the conversion rate of lead opportunities
Workflow
Aligns lead scores and strategy with existing sales operations
Data Availability (3)
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
Platform Additional Functionality (9)
Integrations
Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.)
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)
Inventory Management
Allows businesses to view their direct mail inventory in real time and receive alerts when inventory is low.
Warehouse and Fulfillment
Ability to store/warehouse gifts and complete the fulfillment of sending direct mail to every contact within targeted accounts.
Multivariate Testing
Ability to test and optimize ad creative and content.
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Integrations
Integrates with CRM and marketing automation software to pull contacts for the ability to serve targeted ads based on engagement data.
Platform Basics (9)
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.
Gift Status Tracking
Ability to provide each gift status and recipient actions every step of the way.
Budgeting
Provides the ability for businesses to set and assign budgets for account-based direct mail campaigns.
Content Creation and Distribution
Allows companies to create and distribute personalized content within an account-based marketing strategy.
Retargeting
Ability to retarget the correct buyer personas within targeted accounts from your website.
Platform Data (5)
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.
Conversion Rate Measurement
Ability to measure the conversion rate of accounts that can be attributed to account-based direct mail efforts.
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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.
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.
Platform Reporting (2)
Measurement
Ability to monitor page views and conversions per account as they engage with a personalized website and content.
Dashboards
Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing.
Platform Interoperability (2)
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.
Agentic AI - Visitor Identification (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Lead Scoring (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
Decision Making
Makes informed choices based on available data and objectives
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
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
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
Agentic AI - Account-Based 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
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Display 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
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
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
Artificial Intelligence (2)
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.
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