ABM Webinar

ABM Automation Cheryl Chavez Chief Product Officer Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE

Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE

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      Product Roadmap Themes 3

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          •Single Sign On with Salesforce credentials Activate Sales •Native Salesforce Charts 4 Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE

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          Activate Sales Native Salesforce Charts • See Engagio insights directly on the Account in Salesforce • Available Charts : – Engagement Trend – Account Highlights – Engagement Heatmap – Engagement Activities Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE 5

          •ABM Dashboard & Deliver Scorecard Insights •QuickCards/Quick Links 6 Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE

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          Deliver Insights ABM Dashboard & Scorecard • Comparemultiple account lists across stages in a single view • Understand how accounts in each list trending are over time • Export to CSV for advanced formulas and custom charts Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE 7

          Deliver Insights Quick Cards & Quick Links • Easily discover answers to core account-based questions • Faster adoption for casual users • Share insights across the organization Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE 8

          •Actions Act on Key •Alerts/Subscribe to Activities Report •Automations 9 Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE

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          Act on Key Activities Take Action on Account Activity Take immediate action from anywhere • Stalled Ops • Open Oppty with no activity • MQA follow up Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE

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          Act on Key Activities Dynamically Select Audiences • Advanced filtering • Create lists that span both account and people objects • Save/Favorite Filters for ease of use and reusability Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE

          Act on Key Activities Automate ABM Scenarios • Define if this, then that to automatically run key actions at the right time • Orchestrate ABM plays across multiple channels • “Trigger” based or scheduled Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE

          Act on Key Activities Receive Alerts • Triggered • When “X” happens, notify “Y” • New key persona added to Tier 1 account list • When two people from the same account fill out a form, send an alert to the AE and the ADR Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE

          Act on Key Activities Batch Alerts/Reports • On Demand/One Time • Yesterday’s engagement from an Account list • Daily list of prospects with more than 3 minutes of engagement but no sales touches in the last 7 days • List of CXO/VP people from prospect accounts located in Boston for the upcoming event Copyright ©2018, Engagio Inc. CONFIDENTIAL –DO NOT DISTRIBUTE 14

          Thank you! 15