Measure the impact of your ABM efforts
Once you’ve customized your Journey Stages funnel, you’re ready to pursue the main use case of Journey Stages: measuring the impact of your account-based marketing efforts on your Account List.
The first use case we recommend is to leverage the Single Date View for the Current Date in the upper right-hand corner to see the distribution of your Accounts across their Journey Stages to help inform your Account-based Marketing Strategy.
After your Account-based engagement programs inside and outside of RollWorks have started we then recommend that you return back to Journey Stages once a month to view the progression of your accounts over time.
Use Account Lists and Account Groups
When using the comparison feature of Journey Stages in order to see the progression of accounts over time, accounts must be shared between the two dates. That means the more your list changes between the two dates the more accounts that will be excluded.
For that reason, we recommend leveraging Account Lists for your broader groups of Accounts perhaps by Sales Team, vertical, or product line within your business, and then leveraging Account Groups as the audiences within those Account Lists you leverage for activation within RollWorks. Your first approach should be to utilize the Account List within Journey Stages.