Janhavi Nagarhalli

You’ve set up your marketing strategy and developed great content, but your execution still falls short. What’s the issue?

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You need to improve your marketing workflow.

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Minor issues such as unclear roles and deadlines can often slip under the radar, causing confusion over who does what and when. A well-defined marketing workflow ensures every task follows a step-by-step process, keeps your team aligned, and reduces confusion. As your campaigns grow in complexity, so does your speed of execution.

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In this post, we’ll explore marketing workflows, why they’re important, and how to build the right one for your business.

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TL;DR

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• A marketing workflow is a structured, step-by-step process for managing and executing marketing activities. It assigns roles, timelines, and dependencies, helping teams stay organized and efficient throughout a campaign.
• Marketing workflows automate repetitive tasks, improve team collaboration, and provide real-time updates, allowing teams to focus on high-priority work and improve campaign outcomes.
• Look for adaptable workflows, offer collaboration features, integrate with your current systems, and provide solid support and onboarding resources. Pricing flexibility is also a key consideration.

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What is a Marketing Workflow?

A marketing workflow is a step-by-step process that marketing teams use to execute campaigns, from planning and creation to execution. It clarifies who is responsible for each task, the timeline for completion, and the dependencies between different actions, approvals, etc.

Marketers use this process to:

• Manage lead generation and organize databases.
• Develop forms, requests, and tasks.
• Promote collaboration within the team.
• Build a teamwork environment.
• Establish a centralized database.
• Build a system for executing long-term marketing initiatives.

This structured approach is important because it brings transparency to every campaign stage. It breaks down larger tasks into smaller, actionable steps, ensuring that nothing gets overlooked. This helps team members understand exactly what is expected of them and when it needs to be done. 

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These workflows ensure that all marketing activities are aligned with the overall strategy and business goals. For example, in a content marketing campaign, a workflow may detail the writing, editing, designing, and publishing stages, ensuring that every task is executed correctly and on time. 

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Lastly, marketing workflows help ensure that your team is aligned by providing a clear roadmap of responsibilities. It specifies high-priority tasks, how to track progress, and which tasks require collaboration. Let’s consider what issues they solve and why you need it.

How Marketing Workflow Tools Help

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1. Automate Repetitive Tasks to Save Time

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Tasks such as sending follow-up emails, scheduling social media posts, and tracking campaign metrics can be automated, allowing you to focus on more strategic and creative work. This reduces the risk of human error, ensures consistency, and keeps campaigns running on schedule. For example, once you set up an automated email drip campaign, it runs in the background while you focus on other tasks.

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2. Improved Collaboration Among Team Members and External Partners

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These tools often include shared dashboards, task assignments, and comment sections, making it easy to stay on the same page, communicate, share updates, and track real-time progress. Whether coordinating between copywriters, designers, or ad managers or working with external agencies, a good workflow means everyone knows their responsibilities and deadlines, leading to better coordination and quicker feedback. 

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💡With Factors.ai, drive more pipeline by identifying high-intent accounts and notifying your sales team to act quickly on valuable opportunities.

Key Features of Marketing Workflow Tools

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1. Planning and Managing Campaigns

Workflows plan and manage campaigns by organizing tasks, setting timelines, and assigning roles, reducing the need for scattered tools like spreadsheets, emails, and multiple systems, which are time-consuming

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These tools provide a clear roadmap for each campaign, ensuring that all tasks, from content creation to execution, are completed on time. They help track progress, set goals and deliverables, and make adjustments when needed, ultimately improving alignment within your organization, saving time, and giving your team more control over the process and outcome.

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You can also segment your audience using specific factors such as behavior, location, and interests, allowing you to tailor your campaign messaging to connect more effectively with your target audience.

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2. Budgeting and Performance Reports

A critical feature of marketing workflow tools is the ability to manage budgets and generate performance reports. You can allocate budgets to specific campaigns or tasks, track spending, and ensure campaigns stay within budget. 

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Additionally, they provide detailed reports on key performance metrics, including GDPR and other compliance-related data, and revenue data tied to campaigns, improving your control over your marketing data. 

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By tracking and measuring the impact of your campaigns across paid ads, content, and offline events, you can determine how each component of your strategy contributes to leads and revenue. This multi-touch attribution helps you understand which marketing activities yield the best results.

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3. Collaboration Tools

Workflow tools include features that enhance team collaboration, such as shared dashboards, real-time communication, and task assignments. 

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These tools promote communication, improve accountability, and ensure everyone's on the same page throughout the campaign process by centralizing information and allowing easy access for all team members.

Tips For Choosing the Right Tool

There are no one-size-fits-all marketing workflows, so how do you ensure you pick the right one? Here are some Tips For Choosing the Right Tool for your business:

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• Establish your goals

What are the objectives you want to reach through your marketing projects? Depending on your goals, you can pick specific workflows and anticipate any potential challenges you might face. Whether working on email marketing campaigns or kickstarting social media, clearly defined goals will help you choose the right kind of tool for you.

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• Collaboration Features

Look for features such as shared dashboards, task assignments, and real-time communication. These can help you adjust workflows while maintaining teamwork and transparency within teams and with external partners.

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• Flexible and customizable setup

Choose a tool to customize workflows, task assignments, and notifications. This flexibility ensures that you can adapt the tool to fit how your team works and easily adjust it as your needs change.

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• Integration

You need to think about how your workflow tool integrates with the systems currently used by your company, such as CRMs, email marketing platforms, and analytics tools. This will allow easy data transfer and less manual work. For example, if ad production is a big part of your workflow, finding a tool that integrates with design is probably a good choice.

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• Adaptable

Your workflow tool should be able to grow and change to meet your needs. An adaptable tool ensures you don’t have to overhaul your processes or switch tools as your business evolves, saving time and resources in the long run.

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• Role-based access

Business leaders should be able to create and oversee workflows, while regular employees need to manage or track their tasks. Look for a system that allows you to create user roles for admins, employees, suppliers, and customers.

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• Support and Onboarding 

The best workflow management software should have onboarding and support. Look for tools that offer comprehensive training resources, tutorials, and responsive support teams to help your team get up to speed quickly so you don't lose time dealing with simple problems.

How Factors.ai helps with building marketing workflows

With Factors, you can align your GTM team in the following ways:
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1. Notify sales teams about ICP accounts visiting high-intent web pages like your pricing page or G2 profile
2. Guide performance marketing teams to create intent-driven ad campaigns on LinkedIn and Google
3. Your content team can optimize their content strategy based on how ICP accounts resonate with your blog posts
4. Help customer success teams identify churn-risk accounts by detecting churn signals
5. Give your product team a clear idea of product adoption based on how many times they sign in to use your product

Overcoming Challenges in Implementing Marketing Workflows

Implementing a marketing workflow can improve your campaigns, but it's challenging. Let’s explore some challenges and how to overcome them.

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• Lack of the Right Software

Without the right tools, creating and maintaining a workflow can be difficult. Many teams use spreadsheets, emails, and shared documents to manage tasks, often leading to miscommunication and inefficiencies. Invest in marketing workflow software that automates routine tasks, centralizes communication, and tracks progress in real-time.

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• Accountability Among Team Members

Workflows function effectively if everyone involved is held accountable for their specific tasks. Use your workflow tool to track who is responsible for each task and set deadlines that are visible to everyone. Regular check-ins can also ensure that progress is being monitored and that there’s accountability throughout the process.

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• Flexibility and Adaptability

Marketing workflows are not one-size-fits-all. Choose workflow tools that allow for adjustments in real-time and encourage team members to provide feedback on what works and what doesn’t.

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• Inadequate Training and Onboarding

Proper training and onboarding are crucial when introducing new workflow systems. If team members do not fully understand how to use the tools or follow the process, the workflow will likely fail to achieve its intended results.

Marketing workflows optimize campaign execution by establishing clear processes and roles.
1. Core Components: Structured tasks, defined roles, and set timelines to enhance collaboration.
2. Key Benefits: Automation of repetitive tasks, real-time updates, and improved campaign performance.
3. Strategic Advantage: Adaptable workflows with integration capabilities align with business goals, driving efficient marketing operations.
Implementing well-designed workflows ensures seamless coordination and better marketing outcomes.

Wrapping Up

A good marketing workflow isn’t just for marketers but for the whole organization. Once you establish and implement clear goals about how all teams can align and work together, you’re on the right path to generating revenue and pipeline. 

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Book a demo today to understand how Factors can help you improve your marketing workflows. 

Running LinkedIn ads isn’t everyone’s cup of tea. With the ever-changing algorithms and new updates, it can be hard for even the best marketing professionals to understand how to optimize their ads. Plus, targeting ads in Europe, where there is a wide range of linguistic barriers and time differences, can be complicated. 

That’s where LinkedIn ad agencies come in. But how do you choose the right agency for your business needs?

Not to worry; we’ve come up with a list of the top LinkedIn agencies in Europe that you can evaluate and partner with, to take your ad campaigns to the next level 📈

What to look for before investing in a LinkedIn ad agency

Before diving into the list, it's crucial to understand what makes a LinkedIn ad agency stand out. Here are some key factors to consider:

1. Proven Expertise in LinkedIn Ads

Look for agencies that specialize in LinkedIn advertising rather than offering it as part of a broader suite of services. Search for certifications, case studies, and client testimonials demonstrating their expertise.

2. Industry Experience

Different industries require different approaches on LinkedIn. Agencies with experience in your specific sector will better understand your target audience, messaging, and campaign strategies.

3. Customizable Service Offerings

A good LinkedIn ad agency should offer tailored solutions rather than one-size-fits-all packages. Flexibility is key when you need full campaign management or specific services like creative design or A/B testing.

4. Transparent Reporting

Transparency is essential in digital marketing. Ensure the agency provides detailed, easy-to-understand reports that track key metrics like CTR, conversion rates, and ROI.

5. Innovative Approach

LinkedIn’s advertising landscape is constantly evolving. Agencies that stay ahead of the curve by adopting new features, ad formats, and strategies will give your campaigns a competitive edge.

6. Client Communication

Effective communication is crucial for a successful partnership. The agency should be responsive, easy to reach, and proactive in providing updates and recommendations.

Top 5 LinkedIn Agencies in Europe

Now that you know what to look for, here’s our curated list of the top LinkedIn agencies in Europe, along with insights into their services and specializations:

1. Getuplead

Website: Getuplead

Overview: Getuplead is a digital marketing agency focused on driving B2B lead generation through various platforms, with a strong emphasis on LinkedIn. They offer a comprehensive approach to LinkedIn advertising, from account audits to detailed targeting and content strategies.

Why Choose Them: Getuplead's service is tailored for B2B companies looking to leverage LinkedIn's professional network to generate high-quality leads. They excel in creating customized ad campaigns that resonate with specific target audiences. Their methodical approach to campaign management ensures that every ad dollar is maximized for ROI.

Pricing: Specific pricing is not listed on their website, but they offer consultations to discuss potential campaigns and costs.

2. Eskimoz

Website: Eskimoz

Overview: Eskimoz is a leading LinkedIn Ads agency that focuses on helping B2B companies reach highly qualified audiences. Their services include precise targeting, ad creation, and continuous optimization of campaigns to ensure maximum ROI.

Why Choose Them: Eskimoz is known for its expert handling of LinkedIn's various ad formats, including Sponsored Messaging, Video Ads, and Dynamic Ads. They bring a deep understanding of LinkedIn's algorithms and targeting capabilities, making them a strong partner for companies aiming to improve their brand awareness and lead generation on the platform.

Pricing: Pricing details are not openly available, but they focus on providing value through performance-driven campaigns.

3. Fill My Funnel

Website: Fill My Funnel

Overview: Fill My Funnel is a specialized LinkedIn marketing agency dedicated to B2B businesses. Their services cover every aspect of LinkedIn advertising, from initial audits and strategy development to ongoing optimization and reporting.

Why Choose Them: Led by Tom Tigwell, one of the top 30 LinkedIn Ads experts globally, Fill My Funnel stands out for its deep expertise and proven track record in driving growth for B2B companies. They employ a holistic approach, integrating LinkedIn ads seamlessly into broader marketing strategies.

Pricing: They offer free consultations to discuss potential strategies and pricing based on the specific needs of your business.

4. Coseom

Website: Coseom

Overview: Coseom is a digital marketing agency with a strong emphasis on LinkedIn advertising for B2B companies. They provide end-to-end services, from strategy formulation to campaign management, with a focus on generating high-quality leads.

Why Choose Them: Coseom is particularly suited for companies looking for a comprehensive approach to LinkedIn marketing. They combine their expertise in digital marketing with a focus on LinkedIn’s unique strengths to create campaigns that drive engagement and conversions.

Pricing: Pricing information is typically discussed during consultations, tailored to the specific requirements of each campaign.

5. DGTL Base

Website: DGTL Base

Overview: DGTL Base is a digital marketing agency that offers specialized LinkedIn advertising services. They focus on creating targeted campaigns that help B2B companies reach their ideal audience on LinkedIn.

Why Choose Them: DGTL Base is known for its data-driven approach to LinkedIn advertising, ensuring that every aspect of a campaign is optimized for the best possible performance. Their expertise in managing LinkedIn’s ad formats and targeting options makes them a valuable partner for businesses aiming to enhance their LinkedIn presence.

Pricing: DGTL Base provides custom quotes based on the scope and objectives of the campaign.

Want to run ads in-house? AdPilot to the rescue

Choosing the right LinkedIn ad agency can significantly impact your marketing success. Whether you’re looking for a data-driven approach, creative excellence, or specialized industry expertise, the agencies listed above offer some of the best LinkedIn advertising services in Europe. Take the time to assess your specific needs, review each agency’s strengths, and select the partner that aligns best with your business goals.

However, if you want to take things in-house, look no further than Factors LinkedIn AdPilot! From intent based impression control to automated campaign management, AdPilot can help you save ad spend while doubling your LinkedIn ROI! Book a demo today to see how AdPilot can be a game-changer for your LinkedIn campaigns.

This guide offers insights into choosing the right LinkedIn advertising agency in Europe to enhance B2B marketing. Key factors to consider include agency expertise in LinkedIn ads, industry experience, customizable services, transparent reporting, and strong client communication. The article also highlights top European agencies like Getuplead, Eskimoz, and DGTL Base, known for their specialized LinkedIn advertising services. Partnering with the right agency can help businesses optimize their LinkedIn campaigns and achieve marketing goals more effectively.

We’ve worked with many SaaS companies across the world, and every marketer seems to have this one question:

“How do we improve our ABM campaigns?”. While many folks resort to Google Ads for ABM,  they miss out on LinkedIn. Since LinkedIn is the ideal place to reach your decision-makers, you can run ads to influence their buying decisions.

But how do you get started with LinkedIn ABM? In this article, we will explore how B2B companies can effectively use LinkedIn ads to scale their ABM efforts, from setting up targeted account lists to measuring success and overcoming challenges.

Understanding Account-Based Marketing (ABM) on LinkedIn

As the world's largest professional network, LinkedIn provides a unique platform for B2B companies to connect with decision-makers and influencers. With its robust targeting capabilities and professional user base, LinkedIn is an ideal channel for executing ABM campaigns.

LinkedIn offers detailed targeting options based on location, job roles, company size, and interests. Unlike platforms like Meta, where you can use filters to focus on specific accounts and decision-makers, where you advertise to a much broader audience. 

Setting Up Your LinkedIn ABM Campaign

Creating a target account list for your ABM campaign

The first step in launching a successful LinkedIn ABM campaign is to create a target account list. This list should include high-potential accounts that align with your ideal customer profile and have the potential for significant revenue impact.

P.S: You can use our Audience Builder feature to create a high-intent audience list 📑

LinkedIn's account targeting features for precision

LinkedIn offers advanced targeting features such as Company Size, Industry, Job Title, and Seniority, allowing marketers to target decision-makers within the identified accounts precisely. The Sales Navigator tool also provides even more granular targeting options for reaching specific individuals within target companies.

Crafting Compelling Content for LinkedIn ABM

Developing personalized content for targeted accounts

Personalization is key in ABM, and LinkedIn provides various opportunities to tailor content for specific accounts. From personalized InMails to targeted sponsored content, B2B companies can create tailored messages that resonate with decision-makers.

Leveraging LinkedIn's ad formats for maximum impact

LinkedIn offers a variety of ad formats, including Sponsored Content, Sponsored InMail, and Text Ads, each suited for different stages of the buyer's journey. By utilizing these ad formats strategically, marketers can engage target accounts with compelling content.

💡Check out our list explaining the different Types of LinkedIn Ads

Optimizing Your LinkedIn ABM Campaign

Monitoring and analyzing campaign performance

Continuous monitoring of campaign performance is crucial for optimizing LinkedIn ABM efforts. Marketers should track key metrics such as engagement, click-through rates, and conversions to identify areas for improvement.

Implementing A/B testing for continuous improvement

A/B testing different ad creatives, messaging, and targeting parameters can provide valuable insights for optimizing campaign performance. By testing and iterating different campaigns, B2B companies can refine their LinkedIn ABM strategy for better results.

You can also use our CAPI feature to scale and optimize campaigns to get maximum results ↗️

Measuring Success in LinkedIn ABM

Identifying key metrics for evaluating ABM campaign success

In addition to traditional metrics like click-through rates and conversions, B2B marketers should focus on account-level metrics such as pipeline velocity, deal size, and account engagement to measure the impact of their LinkedIn ABM campaigns.

LinkedIn's Campaign Manager provides detailed analytics for tracking the performance of ABM campaigns. Marketers can gain insights into audience demographics, engagement metrics, and ROI to assess the effectiveness of their efforts.

You can use our True ROI feature to measure how each ad campaign contributes to revenue.

Integrating LinkedIn ABM with Your Overall Marketing Strategy

Aligning LinkedIn ABM with other marketing initiatives

LinkedIn ABM should be integrated seamlessly with other marketing efforts to ensure a cohesive, consistent experience for target accounts. Alignment with content marketing, email campaigns, and sales outreach is essential for maximizing impact.

Leveraging LinkedIn's integration capabilities with CRM and marketing automation platforms

Integrating LinkedIn with CRM and marketing automation platforms enables seamless data synchronization and lead nurturing. By connecting LinkedIn ABM efforts with existing systems, B2B companies can streamline their marketing and sales processes.

Best Practices for LinkedIn ABM Success

Tips for effective targeting and personalization

• Research and understand the pain points and challenges of the target accounts
• Tailor messaging and content to address the specific needs of each account
• Leverage LinkedIn's targeting options to reach decision-makers with precision

Strategies for maximizing ROI on LinkedIn ABM campaigns

• Focus on building long-term relationships with target accounts
• Test different ad formats and messaging to identify what resonates best
• Continuously refine targeting parameters based on campaign performance

Overcoming Challenges in LinkedIn ABM

Addressing common hurdles and obstacles in LinkedIn ABM implementation

• Difficulty in identifying and prioritizing high-potential target accounts
• Ensuring alignment between sales and marketing teams for effective execution
• Measuring and attributing ROI to ABM efforts accurately

Strategies for overcoming challenges and optimizing ABM campaigns on LinkedIn

• Implementing a collaborative account selection process involving both sales and marketing teams
• Establishing clear communication and alignment between sales and marketing for coordinated outreach
• Utilizing multi-touch attribution models to measure the impact of ABM efforts across the entire buyer's journey

Use AdPilot to Improve Your LinkedIn ABM Efforts

Factors’ new AdPilot offering gives marketers a complete view of how they can best use LinkedIn for their ABM campaigns. They can:

1. Build highly-targeted audience lists to import directly into LinkedIn campaign manager

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2. Use our Smart Reach feature to ensure that ad impressions are evenly distributed across all accounts in the audience list. 

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3. Leverage LinkedIn Conversion API to send conversion data from websites, campaigns, CRM, and other sources directly to LinkedIn's ad platform to train your Ads algorithm better.
   
   
4. Measure LinkedIn’s true impact thanks to view-through attribution.

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💡Check out how Cacheflow Improved LinkedIn Ads Attribution by 30% with Factors.ai

This article outlines how B2B companies can enhance their ABM strategies on LinkedIn. It highlights the use of LinkedIn's targeting features, such as Company Size, Industry, and Job Title, to effectively reach key decision-makers. Additionally, it underscores the importance of crafting personalized content and utilizing ad formats like Sponsored Content and Sponsored InMail to engage prospects throughout their journey. By applying these tactics, businesses can improve engagement and boost conversions in their LinkedIn ABM campaigns.

Wrapping Up

Using LinkedIn for ABM offers B2B companies a powerful platform for executing targeted and personalized marketing campaigns. By leveraging LinkedIn's robust targeting capabilities, ad formats, and analytics tools, B2B marketers can scale their ABM efforts effectively. As the landscape of B2B marketing continues to evolve, integrating LinkedIn ABM with overall marketing strategies and staying ahead of emerging trends will be crucial for sustained success.

LinkedIn remains a valuable asset for reaching and engaging key decision-makers. As B2B companies navigate the complexities of modern marketing, leveraging LinkedIn for successful ABM campaigns will be essential for driving growth and building lasting customer relationships.

Book a demo today to find out how you can use AdPilot to 2x your LinkedIn ROI

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When running an ABM campaign, you want to ensure that it reaches the right audience and drives brand consideration. Luckily, many tools are available today that can help.

Bamboobox is one such AI-powered ABM platform designed to help B2B companies streamline and enhance their demand generation and customer journey orchestration efforts.

But is Bamboobox the right choice for you? Find out as we list out the top 5 Bamboobox alternatives you can use to streamline your ABM efforts.

About Bamboobox: Features, Pros and Cons

Key Features

1. ABM Campaign Orchestration: Bamboobox offers multi-channel orchestration, allowing businesses to manage ABM campaigns across various platforms, including email, social, and messaging.
2. NurtureAgent: This AI-powered tool delivers personalized, one-to-one messages based on user engagement and intent, optimizing the customer lifecycle.
3. Intent Signal Scoring: It captures and scores buying intent signals, helping businesses precisely target high-value accounts.
4. Buyer Group Configuration: Businesses can configure buyer personas and segment audiences using over 100 attributes to create highly relevant campaigns.
5. Sales and Marketing Alignment: The platform enhances collaboration by providing a unified view of buyer journeys, opportunities, and revenues.
6. Continuous Improvement Tools: Bamboobox measures campaign performance, engagement, and opportunities, providing insights for ongoing optimization​

Pros

• Comprehensive ABM Toolset: This tool provides a full suite of ABM features, including campaign orchestration, intent signal tracking, and buyer group management.
• Personalization: NurtureAgent ensures personalized customer interactions, enhancing engagement and conversion rates.
• Enhanced Customer Insights: Offers granular insights on engagement and intent, boosting decision-making and prioritization of high-value accounts​.

Cons

• Limited API Support: Bamboobox has limited API integrations, which might restrict flexibility when connecting with other tools in a tech stack​
  
  
• No Free Trial: Unlike many competitors, Bamboobox does not offer a free trial, which could be a barrier for smaller businesses or those unfamiliar with the platform.
  
  
• Complex Setup for Smaller Teams: While it’s highly customizable, the platform can be complex to configure and maintain, which might not be ideal for smaller companies without dedicated technical resources​

Pricing

The pricing isn’t available on their website.

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Why Look for a Bamboobox Alternative

1. Scalability

Some businesses may find the platform difficult to scale, particularly if they require seamless API integration with other tools.

2. Cost

Bamboobox operates on a custom pricing model, which could make it less accessible for small to medium-sized enterprises.

3. Usability

Due to the platform's complexity, businesses looking for more intuitive or user-friendly interfaces may opt for simpler solutions​.

5 Bamboobox Alternatives in the market today

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Here’s a list of five ABM platforms, each with three pros and three cons for a detailed comparison, including Factors.ai as the top choice:

1. Factors.ai

Key Features

• IP-based B2B account identification across the website, product reviews & ad impressions, with match rates powered by 6sense and Clearbit
• Account scoring, where you can create your own scoring rules to score, qualify, and segment high-intent accounts based on cross-channel engagement
• G2 and LinkedIn intent signals to identify how prospects are engaging with your profile. 
• Workflow automation that allows you to push high-fit and high-intent prospects to mail sequencing tools
• Robust analytics and attribution give you a complete overview of how buyers act at each customer journey stage.

Pros

• Customizable Segmentation: Highly flexible for precise targeting across multiple segments.
• Attribution Modeling: Offers detailed insights on the effectiveness of marketing channels.
• Collaboration Tools: Encourages teamwork across marketing and sales with a shared dashboard.

Cons

Factors doesn’t offer person-level contact identification unless integrated with tools like Apollo and Zoominfo.

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2. Demandbase

Key Features:

• AI-powered account identification and targeting.
• Multichannel orchestration and personalized content delivery.
• Account-based advertising and intent-driven engagement insights.

Pros:

• Robust Targeting: Excellent AI-powered account targeting for precision marketing.
• Cross-Channel Support: Supports campaigns across web, email, and social.
• Sales-Marketing Alignment: Facilitates alignment between sales and marketing teams.

Cons:

• High Cost: More expensive compared to other tools, making it less accessible for small businesses.
• Learning Curve: Requires significant onboarding due to its complexity.
• Limited Customization: Some users may find restrictions when tailoring the platform to specific needs.

💡Also read: Top 5 Demandbase Alternatives to Boost ABM in 2024 

3. Terminus

Key Features:

• Multichannel account-based engagement via email, display ads, and social.
• AI-driven account identification and scoring.
• Deep sales and marketing alignment features.

Pros:

• Full-Funnel Coverage: Great for running ABM campaigns from top to bottom of the funnel.
• Easy to Use: Intuitive interface that simplifies campaign setup and tracking.
• Comprehensive Account Insights: Offers strong insights into account engagement.

Cons:

• Ad Performance: Metrics for ad campaigns could be more detailed.
• Complex Setup for Smaller Companies: Requires technical expertise for advanced configurations.
• Limited Reporting Flexibility: Some users report challenges with customizing dashboards.

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4. 6sense

Key Features

• AI-powered predictive intelligence to identify the best time for account engagement.
• Multichannel orchestration with intent-driven marketing.
• Comprehensive dashboards for real-time data and insights.

Pros

• Advanced Predictive Analytics: Powerful AI-based predictions for better decision-making.
• High-Quality Intent Data: Captures deep insights into buyer behavior and readiness.
• Seamless Sales-Marketing Collaboration: Provides a unified view of account engagement.

Cons:

• Expensive: Premium pricing makes it inaccessible for smaller businesses.
• Steep Learning Curve: Requires a solid understanding of the platform’s features and capabilities.

5. RollWorks

Key Features

• Real-time account scoring and multichannel advertising.
• Targeting and personalization based on account data and buyer personas.
• Customer journey mapping for full-funnel ABM execution.

Pros

• Cost-Effective for SMBs: More affordable compared to other enterprise-grade ABM tools.
• User-Friendly: Easy to navigate, even for users without advanced technical expertise.
• Strong Reporting and Insights: Offers good analytics and campaign performance tracking.

Cons

• Limited Advanced Features: May lack some of the more advanced functionalities of higher-end ABM platforms.
• Requires Complementary Tools: May need additional software for deep analytics and reporting.
• Less Effective for Large Enterprises: Scalable, but not ideal for very large organizations with complex needs.

💡Also read: Top 10 RollWorks Alternatives for Effective Account-Based Marketing 

Choose the best Bamboobox alternative today

As you can see, there’s a plethora of ABM platforms out there, each offering unique features and benefits. If you’re looking for a complete ABX solution, you can opt for tools like Demandbase or 6sense.

However, if you want to scale and optimize your ABM campaigns and get meaningful insights from intent signals, look no further than Factors. Book a demo today to witness the power of signal based GTM.

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This article compares five alternative platforms to Bamboobox that can enhance ABM strategies. Each platform is evaluated based on essential features like campaign orchestration, intent signal tracking, and personalization capabilities. By exploring these options, businesses can find the platform best suited to meet their ABM objectives and streamline their operations.

Sales and marketing have seen a shift over the years, with account-based selling and account-based marketing taking the world by storm. But what if we could combine both these approaches? 

Enter account-based everything, a strategy that operationalizes sales and marketing efforts to target and convert high-value accounts.

This article provides a detailed overview of how to take the account-based everything route for long-term pipeline growth. 

Why Shift to an Account-Based Everything Approach?

While alignment is one piece of the puzzle, the larger goal for any organization is driving revenue. Sales, marketing, and customer success must work together across the customer lifecycle to drive growth. Everyone knows about ABM, but there’s a new kid on the block: account-based everything

Account-based everything, or ABE/ABX, is a strategy that empowers sales, marketing, and customer success to collaborate and focus on high-value accounts. It personalizes engagement, aligns teams, and maximizes ROI by tailoring efforts to specific target accounts, fostering stronger customer relationships, and driving revenue growth.

Think of ABE as a refined, all-encompassing version of ABM, where your company aims for a smooth transition between all phases of the sales cycle. The core principle of ABE is that every customer touchpoint is an opportunity to convey that your product is the best fit for them.

“The approach companies take with ABM today isn’t as personalized, and the focus is not much on the buyer experience, hence the new movement for "everything .” – Dan Renyi, Founder at Klear B2B

ABE ditches the siloed approach and helps align departments, identify and sync tactics, and segment personalization efforts.

To execute ABE, you’ll need specialized assets depending on the account you target. The resources required to fuel your ABE strategy with the right content can balloon quickly, which is why it’s so important to define your ABE strategy upfront and choose your target accounts wisely.  

Here's Gartner's framework for account-based everything. It's a great starting point for teams to gauge the extent of alignment and commitment required to succeed with an account-based go-to-market strategy. 

Here are 5 steps you must follow to implement an account-based everything program in your organization:

1. Align target accounts across teams

When marketing and sales don’t have a common understanding of target accounts and ICP, building pipeline can get tricky Creating an ideal client profile is a foundational, company-wide decision that impacts downstream sales and marketing efforts. 

You can start by identifying what a high-value account looks like and create a target account list of 100-500 such companies. You can conduct account research as per these aspects:

• Markets: Competitors, regulatory changes, regional developments
• Companies: Organizational hierarchy, financials, key initiatives and challenges

Once you have your list, you gain clarity on the accounts you need to focus on. 

While it’s one thing to know who your ICP is, it’s also critical to establish who doesn’t qualify as your ICP. 

Ensure you lay down proper specifications for who exactly comes under your ICP. For instance, if you’re selling a recruitment automation platform and a talent acquisition specialist reaches out to you, you’d prioritize them over someone in customer service or legal.

You can use this matrix to identify how to prioritize your inbound requests:

Marketing and sales should collaborate and agree upon the following questions:

When you answer these questions, all teams can work in sync to target the right accounts and provide a seamless buying experience. 

2. Analyze Marketing’s Role in Driving Engagement 

Once you have chosen which accounts to target, figure out how your marketing team will engage with each account. Should you engage with a prospect who visited your blog in the same way you would with a webinar attendee? 

The level of engagement required also varies on the stage of the funnel. For instance, you can initiate a nurture sequence if someone new to your website books a demo. If they've already invested in your tool, just email them product updates to keep them engaged.

Not to mention, it also depends upon the tier of the company you’re engaging with. When a Fortune 500 company and a seed startup contact you, it's obvious to focus on the big brand because it’ll significantly impact revenue growth. 

3. Focus on Engagement Quality

When marketing engages with an account, interacting with decision-makers alone doesn’t cut it. Quality engagement with end users, champions, and adjacent teams like finance, IT, etc. is equally important if you want to seal the deal.
Let’s say you’ve engaged with two or more decision-makers like the CEO and Director, your engagement quality is high, but if you’ve only been able to speak to one end user, you’d need to level up your game.  

You can use engagement scoring to gauge how marketing can best engage with high-value accounts in different customer lifecycle stages.

4. Drive Awareness Across the Customer Lifecycle

Marketing creates content on various topics for every stage of the customer lifecycle, whether it’s case studies, ROI calculators, or the help docs on your website. The ultimate goal is to drive awareness with product-led content, and you can categorize your content in “topic clusters” to share it with your prospects. 

While many organizations encourage prospects to schedule a demonstration, most buyers are not ready to speak to sales yet. 

Instead of pushing them to talk to sales, you can create high-value plays that are likelier to incite buyer participation and engagement. Offer something of value such as a custom report or a presentation with findings relevant to that particular account or their peers.

Once they’re solution aware, you need to make them “your solution aware,”. This is where sales can share their demo call insights with the marketing team so that they can create personalized content for the account in question. Some ideas include:

• Personalized sections in landing pages based on an ICP’s company
• A chatbot that recognizes the account
• Sharing templates that streamline their workflow 

5. Use Account Intelligence Tools

Leveraging an account intelligence platform (Hint: Factors.ai) can be a game changer in terms of how you engage with accounts in your pipeline and close deals. Here’s how we help marketing and sales teams implement account-based programs:

Our list-building and segmentation feature filters and segments visitors based on the type of companies or behavior you’re interested in. Plus, you also get MS Teams or Slack notifications any time an account that matches your ICP visits your site.

Sales teams can use this information to tailor email campaigns, sales calls, and other efforts to target those accounts individually and improve engagement and conversions

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You can prioritize accounts and close deals faster with our cross-channel account scoring feature that uses machine learning to qualify and target the right accounts based on website engagement, intent signals, and firmographics.

▶️Read our guide to account scoring 
Factors also offers users complete visibility of the account journey across known and anonymous users so you can identify touch points that improve conversion and optimize points of friction and drop-offs.

Our platform helps you determine engagement quality thanks to the ABM analytics feature which enables custom dashboard creation that ensures reliable account-level reporting across marketing campaigns & sales activities. 

Operationalise Sales and Marketing Alignment with Factors Today

Buyer expectations are at an all-time high, and it’s up to your business to refine its playbook to meet and exceed those expectations. B2B sales and marketing professionals should find a way to begin implementing ABE at their company to enable early engagement with multiple stakeholders and drive real results.

‍Book a demo to find out how we can help you engage and convert target accounts at scale. 

Account-Based Everything (ABE) is a holistic strategy that unites sales, marketing, and customer success teams to focus on high-value accounts across the entire customer lifecycle. Unlike traditional Account-Based Marketing (ABM), which often operates in silos, ABE emphasizes cross-functional collaboration to deliver personalized experiences at every touchpoint.

Key steps in ABE include aligning on ideal customer profiles, understanding marketing's role in engagement, and prioritizing the quality of interactions across decision-makers and end-users. Factors.ai enhances ABE by offering tools for account intelligence, engagement scoring, and workflow automation, empowering teams to drive sustainable B2B growth through coordinated efforts.

When you run an ad campaign on LinkedIn, you expect all the accounts in your audience list to view your ad, right? However, our research reveals a shocking truth: 80% of your ads are shown to only the top 10% of the accounts 🤯

The best way to avoid losing pipeline due to such uneven ad distribution is to use a tool that allows you to control how your ads are shown to your prospects and evenly distribute impressions across your target account list.  

In this article, we’ll explain how our newest feature, “Smart Reach,” can put an end to your impression distribution worries ⬇️

The Challenge

“Control is an illusion”  – a quote that most B2B marketers relate to when they launch their ad campaigns and leave it all to the algorithms to show their ads to the right people and accounts. A couple of accounts may have viewed your ad too many times, whereas many may not have seen the ad enough. 

Here’s an example to help you understand how impression frequency works on LinkedIn:

Suppose you have a target account list of 500 accounts, including SMBs and large companies, with the top 10 accounts being enterprises with 1000+ employees. Since enterprise companies have more employees that match your ICP, LinkedIn will more likely show your ads to larger companies, neglecting the rest of your account list. 

This causes a handful of issues like:

• Ad fatigue and underexposure to your ads: Since your ads aren’t evenly distributed across your account list, some prospects would face ad fatigue, whereas others may not have seen them enough.

• Losing out on potential deals: If a sufficient number of ads are not shown to the majority of your accounts, you risk missing out on high-value deals and costing your company significant opportunities.

• Wasted ad spend: If 10% of your accounts consume 80% of the impressions, there is much room for improvement in marketing efficiency.

A lack of frequency capping becomes a major problem, especially when launching brand awareness campaigns, where your main objective is to maximize reach. 

You could maneuver this issue by creating smaller audiences across different campaigns. However, the smaller the audience size for a campaign, the higher the CPMs - which again results in wasted ad spend. Not to mention, it would get increasingly tedious to manage multiple smaller campaigns. 

💡Check out our research in detail here: LinkedIn Frequency Capping: Impact Measurement

So how do you possibly win in this lose-lose situation? 2 words: Smart Reach.

“LinkedIn budgets can scale very quickly — and if you’re unsure you’re reaching the right people, you’re essentially setting your money on fire. With Smart Reach, we’ve been able to reach the largest spread of accounts visiting our website without putting too much undue weightage on larger accounts.” – Abhishek Iyer, Director of Marketing at Descope.

Introducing: Smart Reach 

Our newest feature allows you to manage the frequency with which your ads are displayed to each account, ensuring maximum reach, lower CPMs, and impact. Plus, with intent-based impression control, you can ensure that your ads are only shown to relevant and high-intent accounts. 

Here’s an example of how Descope uses Smart Reach  to improve its ad distribution:

We analyzed Descope’s LinkedIn ad metrics to examine how Smart Reach affects campaign reach and ad spend. Our research revealed that without setting a frequency cap, the ads reached 8214 accounts, and the top 25 target accounts consumed 35% of ad impressions. This led to an ad spend of approximately $4700. 

We set up a cap of 2000 impressions at an account level across all campaign groups to analyze whether there would be an impact on reach. After a month, we noticed the following improvements:

• Impressions consumed by the top 25 companies have decreased by 17% within a month.
• Descope was able to redistribute around 158,841 impressions that were earlier consumed by the top 25 companies.
• Ad spend was reduced by 22% ($1,000 less!), with CPM going down from $7 to $4
• The reach was reduced by only 6% 

This proves that Smart Reach not only saves your ad spend but also ensures that your reach remains intact. 

3 key benefits of Smart Reach 

Better reach per dollar spent 

Imagine investing a good chunk of your budget on LinkedIn ads, only to realize your ads don’t reach all the accounts in your audience list. Well, with Factors, you don’t have to imagine. Smart Reach allows you to redistribute impressions to reach more accounts per dollar spent, helping you make the most of your ad spend.

Intent-based ad distribution 

Saying that all prospects are equal sounds good in theory, but in reality, that’s not the case. Ideally, sales-ready accounts should receive more ads than others. However, after analyzing 100+ LinkedIn ad accounts, we’ve found that most ads are distributed to large companies. With Factors, you can configure Smart Reach rules so that the high-intent accounts who visit the pricing page, engage with G2 pages, open emails, etc., receive ads more frequently than others. 

Conversely, accounts that have already booked a demo or expressed negative interest in a sales email should be shown fewer ads. Factors empowers intent-based ad distribution to ensure an appropriate ad frequency for each account based on intent levels.

Avoid over and underexposure

Just like Goldilocks and the 3 Bears, there should never be too much or too little of anything, whether porridge or LinkedIn ads. Your high-intent prospects shouldn’t have to deal with seeing the same ad over and over again, but they should also see your ads enough times to consider your product for their needs. Smart Reach ensures that your impression distribution is just right – automatically showing the right frequency of ads to the right accounts. 

“Within a month of setting up our frequency capping rules with Factors, we’ve saved 216,448 ad impressions and reached the largest spread of accounts per dollar spent. We’re excited to scale this up in the future.”—Abhishek Iyer, Director of Marketing at Descope.

Join the waitlist today

Every marketer launches their campaigns, hoping their ads reach all the relevant accounts at the right time. With Smart Reach, you can make it happen. Factors AdPilot offers a comprehensive range of features that ensures you make the most of your ad spend while increasing revenue via LinkedIn ads. Contact our sales team to learn how you can use AdPilot to take your LinkedIn game to the next level.

LinkedIn’s ad algorithm can sometimes result in ads being disproportionately shown to a small segment of large enterprises, causing ad fatigue and underexposure for other target accounts. Factors.ai's Smart Reach solves this issue by allowing marketers to evenly distribute ad impressions across their entire account list.

With features like intent-based frequency capping, Smart Reach ensures that high-intent accounts receive the right amount of exposure without being overwhelmed. This method boosts reach, reduces wasted ad spend, and enhances overall marketing efficiency, making Smart Reach an essential tool for optimizing LinkedIn ad campaigns.