Propensity Features
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.
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 (6)
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)
Integrations
Integrates with CRM and marketing automation software to pull contacts for the ability to serve targeted ads based on engagement data.
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.
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.
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.
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
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.





