Weekly
Use this RollWorks feature
Pro Tip
- Exclude internal, partner, and competitor accounts and automate workflows to your CRM or Marketing Automation platform so that hot contacts are added to a Campaign in Salesforce or flagged in HubSpot.
Why
- Empower your sales team with high-fit in-market accounts priming every interaction for deeper engagement and boosted conversion rates.
Use this RollWorks feature
Pro Tip
- Filter accounts based on your Firmographic, Account Lists, or ICP Fit Grade, and layer additional intent filters to target the most promising prospects.
Why
- You’re not just crafting campaigns; you’re curating experiences that resonate, driving purchase decisions, and supercharging results.
Biweekly
RollWorks Feature
Pro Tip
Review new closed-won accounts to see Journey Events to show marketing and sales touch points that are making a difference in the buying journey.
Why
Regular analysis not only spotlights emerging trends and areas for refinement, but also pinpoints winning strategies ripe for replication.
RollWorks Feature
Pro Tip
Compare different account lists and leverage filtering to segment and gauge your impact.
Why
The Revenue Impact Report is your ABM North Star, illuminating the direct ties between advertising efforts and revenue, ensuring every strategy is data-backed.
RollWorks Feature
Pro Tip
Look at spend per account and identify any red flags (like one accounts consuming 15-20% of monthly budget to ensure efficient resource allocation.
Why
Maximizing ROI by directing funds towards high-performing campaigns—you not only enhance workflow efficiency, but also ensure a robust revenue and pipeline growth.
Quarterly
RollWorks Feature
Pro Tip
Collaborate with Sales to update the target account list based on changing priorities and market dynamics. Make sure your ICP Models used to score the fit of accounts is aligned to the ICP used by your sales team.
Why
The synergy between Sales and Marketing is pivotal, as their alignment directly amplifies the potency and precision of your ABM initiatives.
RollWorks Feature
Pro Tip
Use RollWorks Keyword Intent and/or Bombora Company Surge to identify customers surging on competitor keywords and run targeted campaigns to mitigate risk of churn.
Why
Segmentation tailors campaigns to perfection, amplifying engagement and ensuring every touchpoint carries the power to captivate and convert.
RollWorks Feature
Pro Tip
Aim for a minimum 0.10% CTR in awareness campaigns; consider revising creative or messaging if CTR is lower.
Why
By consistently refreshing ad content, you’re not just boosting clicks; you’re warding off ad fatigue.
Annually
RollWorks Feature
- Salesforce Integration Guide
- HubSpot Integration Guide
- Marketo Integration Guide
- See all Partner Integrations
Pro Tip
Regularly review your integration settings to leverage advanced features and data synchronization options, such as custom fields, reporting, lead scoring, and event tracking.
Why
Proper integration harmonizes data flow, refines operational efficiency, and amplifies the effectiveness of your campaigns.
RollWorks Feature
Pro Tip
Create a custom Journey Stage to identify Sales Ready accounts and use RollWorks CRM integration to notify sales reps.
Why
Maintaining alignment with Sales, Marketing, and business objectives paves the way for smooth lead handoffs and stellar conversions.