The Beginner’s Guide to Account-Based Selling (Tips for 2025)

Marketing
December 18, 2025
0 min read

Cold calls that lead nowhere. Generic pitches that fall flat. And data overload with no clear strategy. We’ve all been there.

But what if you could truly know your target customers, connect with them on a human level and win their business with precision and care?

That’s Account-Based Selling (ABS). 

In this guide, we'll explore ABS and why it's reshaping sales, especially for new SaaS companies. We'll also look at account intelligence tools like Factors that are making this targeted approach possible. 

Sound good? Let's dive in.

TL;DR;

  • Account-Based Selling (ABS) treats each company as a unique market, focusing on multiple stakeholders. It's ideal for B2B with complex sales cycles
  • Benefits of ABS include greater control over your sales pipelines, personalized messaging, lower acquisition costs, and aligning sales and marketing teams
  • Tools like Factors enhance ABS with account intelligence, journey mapping, and attribution
  • Assess resources, tech, market, differentiation, and executive buy-in to determine if ABS fits
  • ABS offers a more informed, strategic approach vs. hunch-based calling or generic pitching

What Is Account-Based Selling?

Account Based Selling

Account-based selling (ABS) and account-based marketing (ABM) are quite similar. 

The main difference—ABS focuses on sales while ABM focuses on marketing

Account-based selling treats each target company as a unique market. Unlike traditional sales methods that focus on individual leads, ABS focuses on an entire account or business. This means you consider all the possible stakeholders and decision-makers when performing outreach and creating your messaging.

Here's how ABS works:

  • Sales and marketing select target accounts that fit the ideal customer profile. This process is called account scoring. These are the companies most likely to benefit from the offering.
  • Buyer personas are created to understand the various stakeholders' needs within each account.
  • Personalized content is then developed to appeal to the interests of each stakeholder.
  • Sales representatives conduct personalized outreach to each stakeholder using tailored content.
  • The goal is to nurture and guide stakeholders through the buyer's journey by resonating with their specific needs and interests.

ABS takes time to understand stakeholder needs and creates customized messaging. It's like tailoring a bespoke suit, instead of a premade piece. 

Let’s consider Trello—a project management tool. Suppose they want to target mid-sized companies since those have fewer employees managing multiple functions—a project management tool is perfect. Within those companies, they would create and send the project managers content about efficiency, the IT staff content about integration, and the executives content about ROI. 

This approach, while more intensive, talks directly to the audience and covers a broad range of pain points. The more stakeholders learn about your product, the easier it becomes to get your target accounts to adopt your products.

But is it only applicable to B2B or would ABS also work for B2C businesses?

Is Account-Based Selling Better Suited to B2B or B2C?

Account-based selling is a more targeted and meticulous approach to selling. 

You need time and resources to understand an account’s needs, who the buyer is, what are the pain points, and how the product can be tailored to satisfy those needs. 

The B2C market may not be the right fit for such a high-commitment approach to sales. Let’s look at how ABS suits B2B vs B2C. 


B2B Approach B2C Approach
Decision Makers
Multiple stakeholders influencing the buying process   Individual consumers based on personal interests/needs
Product Complexity
 Complex, customized solutions  Simpler, off-the-shelf offerings
Relationship Focus  Long-term relationships, recurring revenue  One-time transactions
Sales Cycle Length  A longer, more patient approach focused on penetrating accounts  Shorter, quick attention-grabbing
Financial Commitment and Risk  High financial commitment and risk, consultative experience  Smaller-ticket items, lower financial commitment
 Approach  Tailored, consultative, trust-building  Mass marketing, product-focused

Account-Based Selling for B2B

B2B involves higher commitment and longer sales cycles including multiple decision makers.

Account-Based Selling for B2B
  • Deals with multiple decision-makers and stakeholders within an organization who influence the buying process. ABS allows sales teams to identify each stakeholder, understand their specific interests and pain points, and tailor messaging to resonate with each person.
  • Products and services tend to be highly complex and customized. ABS enables sales reps to take time to deeply understand a client's unique business challenges and craft tailored solutions.
  • The focus is on long-term customer relationships versus one-time transactions. Account-based selling nurtures relationships over months or years and emphasizes recurring revenue versus individual sales.
  • Sales cycles are longer due to multiple stakeholders and complex products. It is a patient approach focused on carefully penetrating accounts versus rapid product pushing.
  • Purchases involve high financial commitment and risk for the client. This approach builds trust to provide a consultative experience and gives clients confidence in major decisions.

However, this complex B2B buyer journey also translates to higher revenue per client compared to a B2C audience. 

Account-Based Selling for B2C

Account-Based Selling for B2C

B2C is a numbers game—the more people see your product, the more conversions you have. You can always go deeper within a niche and personalize content for your users. But the ROI on that effort would be much lower than B2B. Here’s why:

  • Individual consumers make purchases based on personal interests/needs versus organizational fit. A mass marketing, product-focused approach may resonate more than account-based selling.
  • Products tend to be simpler, off-the-shelf offerings requiring little customization or explanation of features/benefits. Less need for a highly tailored, consultative sales approach.
  • The focus is on one-time transactions versus building relationships and recurring purchases over time. Account-based selling is inefficient when one sale is the primary goal.
  • Sales cycles are typically much shorter and involve little risk for the buyer. Quickly grab attention versus meticulously building account awareness over an extended period.
  • Purchases are smaller-ticket items involving lower financial commitment. There’s less need to build a case for purchase through account-based selling techniques.

Because of the higher commitment and upfront cost, ABS may not make financial sense for B2C businesses. 

Benefits of Account-Based Selling 

Benefits of Account-Based Selling

Account-based selling represents a seismic shift in how many organizations approach sales and marketing. This approach offers several key advantages.

1. Greater Control Over How You Target Customers

Account-based selling allows sales teams to intimately understand each target account. Treating each account as a unique market, your sales reps can dive deep into the specific needs, challenges, and decision-making dynamics within each organization. 

For example, a software company selling to hospitals may devote resources to understanding the typical procurement cycles, IT infrastructure, and patient billing workarounds within a large healthcare system. Equipped with this insight, the sales team can craft resonating proposals for each stakeholder group within the hospital.

2. More Personalized Messaging

This ability to fine-tune messaging also fosters greater personalization. Because sales have rich buyer personas for each decision-maker within an account, they can speak directly to individual priorities and pain points. Instead of generic messaging, account-based selling enables highly personalized outreach. 

This personalization, in turn, helps build meaningful connections and increases sales efficiency. Sales teams no longer waste time cold calling or emailing broad prospect lists. Every communication is targeted and purposeful. Consequently, sales cycles are often shorter, and conversion rates are higher with account-based selling.

3. Can Lower Cost of Acquisition 

Account-based selling also fosters tight alignment between sales and marketing teams. Marketing gains critical insights from sales on customer needs that inform campaigns and content creation. And sales leverages marketing outreach to penetrate and engage target accounts. This unified strategy amplifies results and ensures both teams are working toward the same goals.

When a company leverages ABS, every dollar spent on advertising and content creation is targeted to a single entity. You’re more likely to convert your account with this approach here compared to using a mass appeal approach. 

Also, because you’re targeting a very small set of untapped users, the advertising costs are likely to be lower than your traditional marketing. And with that, you reduce your acquisition costs over time. 

4. Better Alignment with Marketing Team

While account-based selling requires more upfront research and coordination, the payoff can be huge. Companies report larger deal sizes, shortened sales cycles, expanded deal volume, and increased customer retention from the approach. 

And this is one of the few strategies where the marketing and sales teams have to collaborate to create successful strategies. You will notice this based on the roles in an ABM team

For instance, if you’re targeting a mid-sized B2B company, your marketing team can identify all the pages and resources visitors from the target account have consumed. With that data, the sales team can create sales collateral like battle cards and pitch decks that better speak to the pain points of the client. 

Account-based selling could very well represent the future of B2B sales and marketing for organizations selling complex, high-value solutions. But is this the right approach for your business? 

How to Decide if Account-Based Selling Is For You?

Account-based selling can be a highly effective sales strategy but requires careful evaluation to determine if it aligns with your organization's resources, market landscape, and overall objectives. 

When assessing the viability, here are some of the key factors to analyze:

1. Sales Team Expertise and Bandwidth

Implementing ABS requires sales reps with the skills to thoroughly research target accounts, craft customized messaging, and build relationships wiith multiple stakeholders. 

Assess whether your team is ready for this shift or if extensive training is needed. Also evaluate if reps have the bandwidth to dedicate time to fewer, high-value accounts.

2. Investment in Technology

Account-based selling relies heavily on technology to coordinate account data, optimize touchpoints, and track progress. Your tech stack needs robust integration, analytics, and automation capabilities to enable a streamlined ABS workflow. 

If current systems are lacking, you may want to look for better tools. Tools like Factors can be instrumental in this process. It provides user journey mapping to understand the customer's path and identify key touchpoints. They can also help you understand your audience better through account intelligence and custom reporting features. 

3. Understanding Your Total Addressable Market

ABS works best when tightly focused on a clearly defined market segment. Carefully analyze your TAM to identify niche opportunities and pockets of high-value accounts to pursue. Take a selective and strategic approach to mapping your target accounts.

Suppose you have created a plugin for Shopify store owners that costs $10/month. In this case, it may make more sense to reach as many stores as possible instead of targeting one. That’s because the maximum revenue will be $10/month. Unless you have higher, more expensive tiers, ABS may simply end up requiring too many resources for negligible returns. 

But flip the script with higher pricing— say $2500/month—and you now have every reason to identify target accounts from your existing website visitors, double down on creating targeted messaging, and make your marketing as personalized as possible.

4. Competitive Differentiation

In saturated markets, ABS can help differentiate you, but analyze whether your product/service offers enough unique value in the eyes of your chosen accounts. Talk to prospects and gauge interest levels and identify areas where you can provide superior solutions.

The more you understand about your product from your prospects and customers, the better it is for your marketing messaging. Through these demo calls, you could even find multiple use cases that you never really thought of! 

5. Executive Buy-In and Patience

Gaining access to and winning over executive-level decision-makers takes time. Ensure leadership understands the longer sales cycles required for ABS success. Sustained commitment to chosen accounts is vital.

The integration of advanced analytics tools like Factors, with its relevant features such as account intelligence, user journey mapping, and marketing attribution, can help you gain deeper insights and improve your ABS processes.

Account-based selling brings strategic focus to sales. But it requires organizational realignment, thorough market analysis, and executive patience. So you may want to consider these points when making your decision about ABS.

Ready to Take the Obvious Next Step in B2B Sales?

Look, I get it. Traditional sales feel comfortable. It's what we've always done—call a lot of prospects, pitch to anyone who will listen, cross your fingers, and hope something sticks. 

But that scattershot approach is starting to feel outdated. Sales have evolved, and it's time to get strategic and targeted, especially if you’re in the B2B space.

Account-based selling helps you play a winning game. 

You research accounts, understand their needs, and craft tailored solutions—making your approach about quality over quantity—finding the right fit instead of throwing spaghetti at the wall.

And tools like Factors make this process so much smoother. You get the intel and insights you need to map accounts, attribute success, and turn sales into a science.

ABS is already here. So why keep playing by the old rules? Book a call with Factors to start your account-based selling journey today.

Account-Based Selling (ABS) is a strategic B2B methodology that treats each target company as a unique market, focusing on engaging multiple stakeholders within the organization. Unlike traditional sales methods that prioritize individual leads, ABS emphasizes personalized outreach and messaging tailored to the specific needs and challenges of each account.

This approach fosters deeper relationships, aligns sales and marketing efforts, and often leads to shorter sales cycles and higher conversion rates. Tools like Factors.ai enhance ABS by providing valuable account intelligence, journey mapping, and multi-touch attribution, enabling sales teams to engage more effectively with high-value accounts.

Account-Based Marketing Team Structure: Key Roles and Responsibilities to Drive Success

Marketing
December 18, 2025
0 min read

Account-based marketing (ABM) is unlike traditional marketing. Instead of trying to reach the masses, you focus on a small set of high-value accounts. 

The ABM team crafts individually tailored content, advertisements, and emails for the target accounts, increasing the likelihood of conversion. For instance, consider a company that sells cybersecurity solutions to financial institutions. The target accounts are large banks and credit unions looking to upgrade their cybersecurity measures. 

The ABM team creates tailored content such as case studies, whitepapers, and infographics. They also design advertisements highlighting the revenue losses from security breaches. All the content is tailor specifically for the financial industry, and sometimes even for specific companies.

This targeted approach makes ABM a powerful strategy. Businesses that used ABM strategies saw revenue growth of 208% and an average increase of 171% in their annual contract values. 

Average annual contract value with ABM
Source

But you need a strong account-based marketing team structure to succeed. Without a proper team, even the most ambitious ABM strategy can quickly fall apart. 

That’s why it’s important to know the key players and qualities of a good ABM team member before you begin structuring your ABM department.

TL;DR:

  • Account-based marketing (ABM) focuses on high-value accounts, requiring a well-structured team and diverse skill sets
  • Key team members include C-level executives, data analysts, strategists, designers, and content creators
  • CEO, CMO, and CRO provide strategic direction, align ABM with company goals, and drive revenue growth
  • Operations, Marketing, and Sales Managers oversee and execute various aspects of ABM campaigns
  • Execution-based roles include Performance Marketers, Graphic Designers, Content Marketing and Strategy, Social Media Marketers, and Copywriters
  • Proper team structure is critical for ABM success. It requires collaboration, strategic thinking, adaptability, and strong communication skills
  • Tools like Factors.ai can optimize ABM efforts by providing insights into customer journeys, visitor tracking, and marketing ROI optimization

Account-Based Marketing Team Structure

Account-Based Marketing Team Structure

The account-based marketing team brings together people of diverse skill sets and varying levels of expertise to come together with a focused vision. 

C-Suite and Directors

The C-Suite and Directors in the ABM team have higher-level access to company information and the long-term vision to align the team towards a singular goal. 

Chief Executive Office (CEO)

Before any ABM campaign is planned out, the team needs to understand the long-term vision of the company. That’s where a CEO comes into play. With the top level view of the company, the CEO can assist the ABM team plan things out, provide feedback on strategies, and assist with connecting the team to high-value accounts through their networks. 

Some of the key responsibilities of the CEO in terms of the ABM team are:

  • Setting the company's vision and long-term strategy
  • Providing leadership and guidance to the executive team
  • Building and managing relationships with key stakeholders
  • Representing the company to the public and media
  • Work with stakeholders for account scoring 

Chief Marketing Officer (CMO)

The CMO has a critical role in the ABM team. This person helps define the strategy and keeps the ABM team aligned to the company’s goals at all times. The responsibilities may vary, but a CMO is generally involved in:

  • Providing strategic direction and guidance for the ABM program
  • Aligning ABM initiatives with the company's overall marketing strategy
  • Collaborating with the sales team to identify target accounts and prioritize outreach efforts
  • Ensuring that the ABM team has the necessary resources and tools to execute campaigns effectively

Chief Revenue Officer (CRO)

The CRO manages all things revenue and has the highest level access to the company’s inflow and outflow. A CRO can help the ABM team to:

  • Bring the sales and marketing teams together to create a cohesive ABM strategy
  • Ensure high-quality leads and revenue growth through the ABM program
  • Approve budgets to execute campaigns as and when required
  • Measure and analyzing the ROI of campaigns
  • Collaborate with the marketing team to help refine the ABM strategy over time

Sales Directors

Sales directors are responsible for driving revenue growth by managing the sales team and maintaining relationships with key clients. The sales directors might be involved in:

  • Collaborating with the marketing team to identify target accounts and prioritize outreach efforts
  • Providing feedback on the effectiveness of ABM campaigns in generating leads and driving revenue
  • Helping to refine the ABM strategy over time based on sales team feedback
  • Ensuring that the sales team is aligned with the ABM program and has the necessary resources to engage with target accounts effectively.

Managerial Roles in ABM

The success of an Account-Based Marketing (ABM) campaign is heavily dependent on the leadership and management of the team. Managers oversee and help with executing various aspects of ABM campaigns. 

Operations Manager

The Operations Manager oversees ABM campaigns from planning to execution. They ensure that all tasks are completed on time and that the team works efficiently. The ops manager also helps the ABM team manage the budget and execute tasks cost-effectively. 

Some of the key responsibilities of the Operations Manager in ABM include:

  • Overseeing the development of the ABM strategy and ensuring it aligns with the company's overall goals
  • Managing the budget for the ABM campaign and ensuring that expenses are within the allocated budget
  • Setting up systems and processes to track the progress of the ABM campaign
  • Collaborating with the Marketing and Sales team to ensure that the campaign is effective in generating leads and revenue
  • Reporting on the progress of the ABM campaign to senior management

Generally, the operations manager needs to be on top of things to ensure proper execution of the campaigns. 

Depending on the org structure in the company, operations manager may also keep track of the key ABM metrics like customer acquisition, customer retention, and customer engagement. 

This can help determine whether the current marketing strategies are effective and whether they need to be modified.

Marketing Manager

The Marketing Manager is responsible for the creative aspects of the ABM campaign, such as developing the messaging and designing the creatives. They work closely with the Operations Manager to ensure that the campaign is executed according to plan. Some of the key responsibilities of the Marketing Manager in ABM include:

  • Developing the messaging and creatives for the ABM campaign
  • Identifying the right channels to reach the target accounts
  • Developing and executing marketing campaigns that align with the ABM strategy
  • Measuring the effectiveness of marketing campaigns and making necessary adjustments
  • Collaborating with the Sales team to ensure that marketing efforts are aligned with sales objectives

Since a major part of the marketing manager’s role is understanding analytics and data, they can greatly benefit from marketing analytics tools like Google Analytics, Factors.ai, and Microsoft Clarity. 

These tools can help measure the performance of marketing campaigns, track visitors and engagement, perform revenue attribution, and identify areas for improvement.

Sales Manager

The Sales Manager is responsible for working with the Sales team to ensure that the ABM campaign is generating leads and revenue. They work closely with the Operations and Marketing Managers to ensure that the campaign is executed smoothly. 

Some of the key responsibilities of the Sales Manager in ABM include:

  • Collaborating with the Marketing team to identify high-value accounts
  • Identifying decision-makers and key contacts within the target accounts
  • Developing and executing a personalized outreach strategy for each account
  • Reporting on the progress of the ABM campaign to senior management
  • Nurturing relationships with key clients and ensuring their needs are met

Sales managers can also choose to employ a conversational ABM strategy to improve the sales team output. This strategy uses chatbots as the first point of contact, helping sales teams filter clients and improve conversions.

Strategy and Execution-Based Roles

While the senior-level team members provide strategic direction, the execution-based roles do the groundwork for ABM campaigns. 

Performance Marketers

Performance marketers are responsible for creating and executing paid advertising campaigns. They come up with strategies to target the right audience, work with graphic designers to design ads, and monitor campaigns’ performance to optimize results. The responsibilities of performance marketers include:

  • Creating the target audience and segmenting for better targeting
  • Keeping track of campaign performance metrics using analytics tools like Factors and Google Analytics
  • Collaborating with designers, content strategists, and copywriters to design and create ad copy and landing pages

Graphic Designers

Graphic designers play a crucial role in creating personalized and tailored designs for the ABM campaigns. But generic designs will fail to meet the standards here. 

ABM designs need to capture the attention of your target audience and make a lasting impact. 

Graphic designers must deliver their highest quality work, bringing creativity and innovation to the table. The designers must also have a deep understanding of the target account's preferences and expectations to truly resonate and drive engagement.

Here are some key responsibilities and qualities of a graphic designer in an ABM team:

  • Collaborate with the marketing and strategy teams to create designs that resonate with target accounts
  • Craft graphics for various marketing materials, such as display ads, social media posts, landing pages, and email campaigns
  • Ensure that all visual elements are consistent with the company's branding and visual identity guidelines
  • Optimize and repurpose graphic content for use on different social media platforms

Content Marketing and Strategy

Content is an important part of any ABM campaign. For instance, the content strategy team begins identifying topics that are important to your target audience. 

The content marketing team then creates blog posts, whitepapers, and case studies around the topics to rank on search engines and be shared with the target accounts. 

They may also collaborate with the sales team to identify content gaps and create additional content that speaks to the pain points of target accounts. 

Some of the major responsibilities of the content marketing and strategy team may include:

  • Conducting keyword research to optimize content for SEO
  • Developing content that speaks to the pain points of target accounts
  • Creating a content calendar to ensure consistency in messaging
  • Developing and executing on a social media strategy to promote content
  • Measuring and analyzing the performance of content to make data-driven decisions

Social Media Marketers

Social media marketers are responsible for ensuring regular engagement with the target accounts. They mould the social presence in a way that the target accounts find value in following your company profile—thus giving you direct access to these accounts. The responsibilities of social media marketers include:

  • Creating and managing social media accounts
  • Developing social media strategies that align with the ABM campaign's objectives
  • Creating social media content that resonates with the target audience
  • Engaging with the target audience on social media channels

Copywriters

Copywriters are responsible for creating compelling copy that resonates with the target audience. They work closely with content strategists to ensure that the copy aligns with the ABM campaign's objectives. The responsibilities of copywriters include:

  • Creating copy for ad campaigns, landing pages, and other marketing materials
  • Collaborating with content strategists to ensure that the copy aligns with the ABM campaign's objectives
  • Conducting research to identify the pain points of the target audience
  • Writing compelling copy that resonates with the target audience

Why is team structure important for ABM?

Why is team structure important for ABM
Source

The process of an ABM campaign goes from designing the strategy, to gathering data and analyzing it, and finally executing the campaign based on the findings. But because of the highly personalized nature, account based marketing involves stakeholders from multiple teams for insights and feedback. 

ABM teams need a lot of ad-hoc decision-making and creativity, so everyone on the team works towards a common goal, communicates effectively, and supports each other. 

This is why proper team structure is critical to the success of ABM campaigns. It allows for seamless integration of strategies and effective collaboration among team members. 

Apart from the basic understanding of the role and being able to collaborate with a diverse set of individuals, here are a few qualities of a great ABM team member:

  • Use data and analytics to guide decisions and actions
  • Ability to find creative solutions to challenges
  • Adapt to changing situations and priorities 

Achieve ABM Success With a Strong Team

A strong and effective team is crucial to the success of any ABM initiative. With the right mix of talent, expertise, and collaboration, your ABM team can unlock the full potential of your marketing efforts and drive meaningful results.

But to truly take your ABM to the next level, you need the right tools and technologies at your disposal. That's where Factors.ai comes into play. It offers deep insights into customer journeys, anonymous visitor tracking, and marketing ROI optimization, helping you to identify sales-ready accounts, automate analytics, and prove the revenue impact of every touchpoint.

With Factors, you can reduce your CAC, improve ROI, and accelerate revenue growth seamlessly. Schedule a demo today and see for yourself how Factors can transform your ABM approach and drive more pipeline with less spend.

An effective Account-Based Marketing (ABM) team structure integrates strategic leadership with specialized execution roles to target high-value accounts. Key components include:

1. C-Suite Leadership: The CEO, CMO, and CRO provide strategic direction, ensuring ABM initiatives align with overarching business goals and fostering cross-departmental collaboration.
2. Operational Management: Operations, Marketing, and Sales Managers oversee campaign execution, manage budgets, and coordinate efforts across teams to ensure smooth implementation.
3. Execution Roles: Performance Marketers, Graphic Designers, Content Strategists, Social Media Marketers, and Copywriters work together to create and execute tailored campaigns that effectively engage target accounts.
Utilizing tools like Factors.ai enhances this structure by offering valuable insights into customer journeys, visitor tracking, and marketing ROI, optimizing ABM efforts and ensuring campaigns are finely tuned to deliver maximum impact.

Conclusion

An effective Account-Based Marketing (ABM) team structure integrates strategic leadership with specialized execution roles to target high-value accounts.

Key components include:

1. C-Suite Leadership: The CEO, CMO, and CRO provide strategic direction, ensuring ABM initiatives align with overarching business goals and fostering cross-departmental collaboration.

2. Operational Management: Operations, Marketing, and Sales Managers oversee campaign execution, manage budgets, and coordinate efforts across teams to ensure smooth implementation.

3. Execution Roles: Performance Marketers, Graphic Designers, Content Strategists, Social Media Marketers, and Copywriters work together to create and execute tailored campaigns that effectively engage target accounts.

That said, tools like Factors enhances this structure by offering valuable insights into customer journeys, visitor tracking, and marketing ROI, optimizing ABM efforts and ensuring campaigns are finely tuned to deliver maximum impact.

FAQs

1. What qualities should I look for when building my ABM team?

Here are some of the qualities to look for in an ABM team member.

  • Strong collaboration skills
  • Strategic thinking.
  • Analytical mindset
  • Adaptability for constantly changing environment
  • Creativity
  • Strong communication skills

2. How do I create an ABM team?

Creating an ABM team involves understanding your end goals and finding people to fill the talent and skill gaps within your marketing and sales teams. However, here are the general steps to build your ABM team.

  1. Establish the end results you want to achieve with an ABM team
  2. Based on the goals, identify what skills and expertise is needed for your marketing team. This could include account management, data analysis, content creation, and project management
  3. Hire people with the required skill sets and establish clear roles and responsibilities for each of the new team members
  4. Create an open environment for the team to collaborate with the stakeholders as an when required for the successful execution of your ABM campaigns

11 Lead Scoring Software Tools For B2B SaaS

Product
December 18, 2025
0 min read

The race to find the most effective lead-scoring software in 2023 is on. 

The competition to convert prospects into customers pushes marketers to use advanced lead-scoring tools to gain an edge. 

Lead scoring software platforms analyze behavioral data and activity to identify hot leads, route them faster, and boost sales. But the important part is to pick the most effective one.

In this guide, we look at the top 11 platforms heating the lead-scoring arena. We'll uncover the unique features of each and help you identify the one lead-scoring tool that can take your lead gen to the next level.

Let’s get started.

TL;DR 

  • Lead scoring helps identify and prioritize high-value prospects based on engagement, attributes, and behaviors.
  • When evaluating solutions, look for predictive lead scoring, account intelligence, journey analytics, and integrations.
  • Factors provides the most comprehensive account intelligence to optimize targeting and engagement. It goes beyond essential scoring to analyze account health, revenue potential, and more with AI.
  • ZohoCRM offers various capabilities like lead management, workflow automation, and predictive lead scoring to streamline the sales process. However, its UI can be difficult for new users.
  • Salesforce Einstein leverages AI and machine learning to deliver real-time insights, next-best-action recommendations, and content within workflows. However, it lacks flexibility with integrations.
  • HubSpot combines powerful CRM, marketing automation, email marketing, and analytics in one platform. It offers robust features but needs more AI capabilities.
  • Freshsales maximizes sales pipelines with lead scoring, deal insights, automation, and other capabilities. Its UI could use some improvements for ease of use.
  • ActiveCampaign provides end-to-end marketing automation with advanced lead scoring and Salesforce integration. However, support responsiveness needs improvement.
  • EngageBay combines CRM and marketing automation tailored for SMBs with lead scoring and segmentation. But key analytics features require add-ons.
  • Adobe Marketo enables personalized cross-channel experiences with marketing automation, analytics, and AI. However, its UI for campaigns needs refinement.
  • Monday.com brings key sales capabilities into one intuitive, customizable platform. But it requires time for proper setup and customization.
  • Platformly centralizes and automates marketing operations, including basic CRM and email. Its interface and documentation need improvement.
  • Pardot focuses on lead nurturing, marketing automation, and CRM integration. However, it has limited social media integration and reporting capabilities.
  • Aligning sales and marketing with shared CRM and automation tools improves conversions.
  • Solutions range from standalone scoring to full suites like CRM and marketing automation.
  • Pricing varies based on features like contacts, AI capabilities, and number of users. Most offer multiple tiers.

What Should You Look for in a Lead Scoring Tool?

When it comes to driving sales, not all lead-scoring tools are created equal. But what should you look for when evaluating options? Let’s go through the must-have features of an excellent lead-scoring tool.

  • Predictive Lead Scoring: Rule-based lead scoring is old school. And while it may work, predictive lead scoring is where we’re now. These tools use artificial intelligence and machine learning to analyze data points to predict which leads will most likely convert. Unlike the rule-based approach, predictive lead scoring helps you “set-it-and-forget-it”. . 
  • Comprehensive Account Intelligence: You need more than just names and emails to understand your leads. Comprehensive account intelligence gives you a 360-degree view of their behavior, needs, and potential value. This allows you to create hyper-targeted campaigns that convert like crazy.
  • Insight Into Customer Journeys: Understanding the journey leads take through your sales funnel provides a roadmap to conversion. It helps you see exactly how and when to engage each lead to boost conversions. This is especially useful for account-based marketing teams who need to track touchpoints.
  • Integrations With Other Tools: Your scoring tool can't live in a silo. It must play nicely with your other martech tools like CRM, email, and analytics. Look for a range of integrations to connect the dots seamlessly.
  • Intuitive UI: An intuitive user interface helps your team focus on what matters most—converting and leads. Complicated UIs slow everyone down and lead to errors. Make sure it's human-friendly!
  • Customizable Reporting Options: Granular data and customizable reporting help uncover the insights you need to optimize your strategy. Track specific KPIs, monitor campaign performance, and more with the flexibility to slice and dice.

Top 11 Lead Scoring Software of 2023

Let’s start with the top lead-scoring software tools in 2023. 

1. Factors

Factors is an AI-powered account intelligence platform

Factors is an AI-powered account intelligence platform tailored to the needs of B2B sales and marketing teams. It goes beyond essential lead scoring to provide comprehensive account insights that drive revenue growth.

{{CTA_BANNER}}

With Factors, you get a 360-degree view of your target accounts by analyzing behavioral, firmographic, and technographic data signals. The platform uses predictive analytics and machine learning to model account health, engagement, and revenue potential.

This actionable intelligence lets you identify high-value accounts, uncover growth opportunities, and personalize engagement across channels. If you're looking to boost ABM impact and align sales and marketing on what matters most, Factors is a go-to solution.

“Factors lead generation and nurturing capabilities have been instrumental in helping us identify and engage with high-value prospects. By providing us with real-time insights into website visitor behavior, we can quickly identify and nurture leads and move them along the funnel.” — Soumya M.

Key Features

  • Predictive Lead & Account Scoring: Factors analyzes multiple attributes with AI to model account potential and prioritize your outreach accurately.
  • Account Intelligence Engine: Get a comprehensive view of your target accounts, including firmographic and technographic profiles, churn predictions, win probability, and more.
  • Advanced Behavioral Analytics: Track channel engagement to inform your account-based strategies and campaigns. Identify areas of momentum and weakness.
  • Journey Analytics: Analyze accounts' steps to optimize conversion touchpoints through your funnel. Factors' "Explain" feature highlights trends driving account progression.

What Users Say About Factors

“Factors has successfully optimized our marketing and sales procedures by centralizing our data, encompassing both marketing and sales data, into a single, convenient platform. This consolidation has not only saved us valuable time but also valuable resources. Consequently, we have witnessed a notable increase in our return on investment (ROI), owing to the significantly reduced time required to engage with potential clients and the ability to create more precisely targeted campaigns.” — Ashok D.

Factors.ai Integrations

Factors.ai integrates with a wide range of platforms to streamline your data collection and analytics:

  • Segment
  • Leadsquared
  • Rudderstack
  • G2
  • Google Ads
  • Facebook Ads
  • LinkedIn
  • Bing Ads
  • Google Search Console
  • Slack
  • Microsoft Teams
  • Hubspot
  • Salesforce
  • Webhooks
  • Webhooks with Zapier
  • Webhooks with Make.com (formerly, Integromat)

Pricing

Factors offers four pricing tiers:

  • Free Plan: Ideal for small businesses or individuals just starting out. This plan allows you to track up to 100 monthly accounts at no cost.
  • Basic Plan: Priced at $99/month when billed annually, the Basic Plan is designed for growing businesses. It offers additional features like custom events, KPIs, and onboarding support.
  • Growth Plan: For established businesses looking to scale, the Growth Plan costs $499/month when billed annually. This plan introduces account lead scoring and provides a Priority Customer Success Manager (CSM).
  • Professional Plan: Aimed at large enterprises, the Professional Plan is priced at $999/month when billed annually. It includes advanced features like multi-touch attribution, AI-fueled explanations, and a dedicated CSM.

Higher tiers provide more identified accounts, tracked users, advanced features, and additional integrations. Custom enterprise pricing is also available.

2. ZohoCRM

Zoho CRM comprehensive customer relationship management platform

Zoho CRM is a comprehensive customer relationship management platform engineered to streamline various business processes, including sales, marketing, customer support, and engagement. It offers a centralized system where businesses can store customer data, track sales activities, manage marketing campaigns, and provide timely customer support.

Key Features:

Zoho CRM features robust features to optimize lead management, including:

  • Lead scoring - Automatically score and prioritize leads based on profile attributes, behavior, and engagement. Helps sales teams identify and focus on hot leads.
  • Predictive lead scoring - Leverages AI and machine learning to analyze data patterns and behaviors to predict lead outcomes and suggest optimal next steps.
  • Workflow automation - Set up triggers and actions to nurture leads through customized journeys. Automates repetitive tasks to boost efficiency.
  • Sales insights - Real-time analytics provide visibility into deal performance, sales activities, and more to inform data-driven strategy.

What Users Say About Zoho CRM

"Zoho CRM helps us bring our organization together–pieces fragmented across emails, notebooks, and different applications are now centralized. Zoho CRM is a game changer for us and Indian businesses of the digital era." - Suresh Iyer, CIO, Blue Star Limited

“Zoho CRM can be overwhelming for new users. The user interface is not very intuitive, and it takes some time to understand how to navigate and use all of the features. The reporting functionality could be improved, as it is not as robust as some of its competitors.” — Juan E.

Integrations

  • Gmail
  • Outlook
  • Slack
  • Hubspot
  • Mailchimp
  • Zapier
  • Quickbooks
  • Google Analytics

Pricing

Zoho CRM offers four main pricing tiers, each designed to cater to different business needs:

  • Standard Plan: Priced at $14/user/month when billed annually. This plan focuses on automating and optimizing your sales cycle.
  • Professional Plan: Costs $23/user/month when billed annually. Aimed at improving customer acquisition and accelerating growth.
  • Enterprise Plan: Priced at $40/user/month when billed annually. Designed for managing global customer experience operations.
  • Ultimate Plan: Costs $52/user/month when billed annually. This plan allows businesses to scale exponentially with dedicated Business Intelligence capabilities.

3. Salesforce Einstein

Salesforce Einstein provides an end-to-end AI solution to help companies adopt AI. It offers predictions and generates content to assist with marketing emails or content. Deeply integrated with Salesforce, Einstein uses data from CRM and other apps to deliver real-time insights, predictions, and content within your workflows.

Key features

  • Einstein Prediction Builder allows you to create custom AI models to predict outcomes like churn or lifetime value. This is useful for scoring leads based on different criteria.
  • Einstein Next Best Action delivers recommendations to employees and customers within Salesforce apps. You can define strategies and build models to suggest the next steps for nurturing leads.
  • Einstein Discovery uncovers patterns in your data and provides AI insights for solving problems. This can help identify high-value leads or understand lead behavior.
  • Einstein Language uses natural language processing to understand customer sentiment and intent. It can route inquiries and optimize workflows to prioritize leads based on interactions.

What users say about Salesforce Einstein

“Salesforce.com is our source of truth database for customer relationship management activities. With the Salesforce.com enablement features we have bought and the third-party vendors we work with sitting on top of our Salesforce.com, we can do all client interactions within Salesforce.com. Because of this, we have robust data on our sales and customer activities.” — Anonymous user

“I dislike that if you want a channel that isn't covered out of the box it's so difficult to use your own connectors. Also, it's extremely hard to bring your own bot to the party.” — Marilyn M., Senior Director

Integrations

Salesforce supports an extensive list of integrations as they have a complete marketplace to help you seamlessly integrate your stack. And because Einstein is part of the Salesforce ecosystem, you get the same integrations with Einstein. 

Some popular integrations include:

  • Google Data Studio
  • GraphSQL
  • Zapier
  • And much more

Pricing 

  • Salesforce Cloud Einstein is priced at $50/user/month and charged annually. This includes unlimited requests for its lead-scoring-focused features. 

4. HubSpot

HubSpot is an all-in-one sales and marketing software that helps businesses attract, engage, qualify, and convert leads at every sales funnel stage. It combines a full suite of tools to streamline and automate the sales process. HubSpot also offers powerful lead scoring features that can be a great way to prioritize your marketing campaigns, especially ABM

Key features

  • Lead Management & Prospecting: Manage leads and upcoming sales activities in one workspace.
  • Email Tracking: Get real-time notifications when a lead opens an email.
  • Sales Automation: Automate follow-up tasks and emails to keep leads engaged.
  • Sales Analytics & Reporting: Full visibility into the sales process for effective forecasting.
  • Predictive Lead Scoring: Available in the Enterprise plan, this feature helps prioritize leads.

What Users Say About Hubspot

“Hubspot Marketing Hub is our go-to tool for all our Marketing Initiatives. The best about Hubspot Marketing Hub is its User Experience. It is pretty much simple and their to-the-point approach (not showing too many options) is very beneficial. 

The main red flag in Hubspot is its lack of Artificial Intelligence capabilities. Hubspot do have generative AI for Content creation but it lacks AI functionalities in Analytics and Database cleansing. We are tedious process especially if you have a huge database.” — Karthick M.

Integrations

HubSpot, like Salesforce, has a marketplace of integrations that allows you to integrate with hundreds of different tools. Some popular ones include:

  • Google Suite
  • WordPress
  • Microsoft Suite
  • Eventbrite
  • And more

Pricing

  • Free CRM plan with basic features
  • Starter plan at $45/month for 1-10 users
  • Professional plan at $800/month for advanced features
  • Enterprise plan starting at $1,600/month with predictive lead scoring, A/B testing, and more

5. Freshsales

Salesforce Einstein an end-to-end AI solution

Freshsales is a powerful CRM platform designed to maximize business sales pipelines and revenue. It equips teams with robust features, including multiple sales pipelines, revenue analytics, CPQ capabilities, and AI-powered automation. This enables in-depth visibility into the sales process and intelligent prioritization of high-value deals.

Key Features

  • Contact Scoring: Freddy AI assigns scores to prospects based on positive and negative signals to identify sales-ready leads.
  • Deal Insights: Predictions on deal closure based on historical data, engagement, and activities to focus on high-value opportunities.
  • Sales Sequences: Set up personalized outreach campaigns with triggers to effectively nurture prospects.
  • Workflows: Automate repetitive sales tasks to reduce manual work and focus on qualified leads.
  • Territory Management: Segment and prioritize prospects with rules to pursue leads likely to convert.

What Users Say About Freshsales

“Freshsales is a userfriendly CRM that is constantly looking for ways to improve. I like that they not only take feedback, but actually implement it. It syncs up easily to your email and allows for seamless work across different platforms like Google calendar/Gmal and Acuity. 

I wish it would not ask to duplicate leads when they have different locations. Sometimes there will be a lot of leads with the same name (i.e. Jennifer Smith) and FS will automatically assume it is a duplicate. If it was somehow able to identify a difference in, say, location or company name, it would make the AI work in our favor with more ease.” — a reviewer on G2.

Integrations

Freshsales has a marketplace of integrations and these are some of the most popular ones. 

  • Mailchimp
  • Trello
  • Magento 2
  • QuickBooks
  • HubSpot
  • PandaDoc
  • Xero
  • Stripe
  • DocuSign

Pricing Plans

  • Free Plan: $0 for up to 3 users with basic features.
  • Growth Plan: $15/user/month billed annually or $18/user/month billed monthly. Includes contact scoring and sales sequences.
  • Pro Plan: $39/user/month billed annually or $47/user/month billed monthly. Includes multiple pipelines and deal insights.
  • Enterprise Plan: $69/user/month billed annually or $83/user/month billed monthly. Advanced customization and governance.

6. ActiveCampaign

ActiveCampaign an end-to-end marketing automation platform

ActiveCampaign is an end-to-end marketing automation platform designed to help businesses grow by streamlining the entire customer experience. It offers powerful capabilities, from email marketing to advanced lead scoring and sales automation.

Key Features 

  • Lead Scoring: Scores leads based on behaviors and attributes to identify and prioritize hot prospects for outreach.
  • Win Probability: Uses machine learning to analyze past interactions and estimate the likelihood of closing a deal.
  • Salesforce Integration: Enables robust scoring models by incorporating CRM data.
  • Attribution Reporting: Provides insights into effective marketing channels for conversions.

What Users Say About ActiveCampaign

What I love about AC is they don't try to be the "only tool" you use. They get that we all use dozens of tools and instead work with that. We integrated in our Calendly, our Segment, our Bonjoro and many other integrations and they worked seamlessly. Not even Zapier required. — Casey H.

“Main downside we have experienced to date has been around Active Campaign support and responsiveness to issues. We have had our developer design and build the flows we are seeking but our main automation that has been set up is not working properly and a ticket has been logged with support for a number of days and no response or contact has been received.” — James C., Director

Top Integrations

  • Salesforce
  • WordPress
  • Facebook Ads
  • Slack
  • Shopify
  • WooCommerce
  • Calendly
  • Google Analytics
  • Zapier

Pricing 

  • Plus Plan: $49/month annually for 3 users. Includes basics like WooCommerce integration.
  • Professional Plan: $149/month annually for 5 users. Adds AI, Salesforce integration, and more.
  • Enterprise Plan: Custom pricing for 10 users. Advanced features like custom reporting.

7. EngageBay

EngageBay an intuitive all-in-one CRM and marketing automation platform

EngageBay is an intuitive all-in-one CRM and marketing automation platform tailored for small and midsize businesses. It combines a robust feature set on one seamless platform to maximize sales and revenue growth by aligning marketing and sales. 

However, it contains multiple add-ons that you may require for proper analytics tracking which are not part of the complete package. 

Key Features

  • Marketing Automation: Create targeted campaigns and workflows to nurture prospects with relevant content and offers for better lead qualification.
  • Lead Scoring: Automatically score leads based on demographics, behaviors like email opens/clicks, and other criteria to identify sales-ready prospects.
  • Segmentation: Divide contacts into groups based on attributes like location, firmographics, interests, and behaviors for highly targeted marketing.
  • Email Broadcast: Send customized emails to contacts and subscriber lists to drive engagement, which can be tracked for lead scoring.
  • Deal Management: A centralized pipeline provides visibility into deal stages to score leads accordingly and focus efforts on closing deals.

What Users Say About Engagebay

“I love how you can manage your deals (sales pipeline) with email automations associated with those deals from the same platform. This is essential as it saves my sales and account management team a ton of time and effort with regards to admin work” — Rahul C.

“One thing I dislike about EngageBay is that the All-in-one suite does not actually include everything. There is a new really cool feature which allows you to track website activity, but it is an add-on. EngageBay charges extra for this feature.” — Marcin R.

Integrations

  • Zapier
  • SendGrid
  • Mailgun
  • Mandrill
  • Xero

Pricing

  • Free Plan: $0 per user/month, includes 250 contacts, basic CRM, and email marketing.
  • Basic Plan: Starts at $12.74 per user/month, includes 500 contacts and lead scoring.
  • Growth Plan: Starts at $42.49 per user/month, includes 5000 contacts and advanced features like custom domain.
  • Pro Plan: Starts at $84.99 per user/month, and offers unlimited contacts and advanced analytics.

8. Adobe Marketo

Adobe Marketo Engage a comprehensive marketing automation platform

Adobe Marketo Engage is a comprehensive marketing automation platform for B2B and B2C companies looking to optimize customer engagement and accelerate revenue. It combines robust email marketing, advanced lead management, and data-driven analytics in one powerful solution.

Marketo helps marketing and sales teams work cohesively to attract prospects, identify hot leads, and guide customers through personalized journeys from discovery to conversion. AI-powered capabilities provide actionable insights to engage people at the right time.

Key Features

  • Lead Management: Nurture and qualify prospects through tailored content and the sales funnel.
  • Account-Based Marketing: Coordinate marketing and sales to target high-value accounts.
  • Scoring, Routing & Alerts: Prioritize and route leads based on engagement metrics and behaviors.
  • Advanced Journey Analytics: Uncover customer insights across touchpoints to improve lead scoring.
  • Predictive Audiences: Use AI to build customized audiences based on predicted behaviors.

What Users Say About Adobe Marketo

“It is a fairly complete tool, focused on marketing automation composed of webinars, form editor, landing templates, which significatly help you to elaborate reports though the management and analysis of programs that contains Adobe Marketo Engage, being this has a quite striking workflow management, taking into account that this engine is what makes this software quite attractive.” — Marco P.

“The user experience of building emails and campaigns can be very frustrating. For example, spacing surrounding email components appears much differently in the Marketo email preview than it does in your inbox. About 50% of the time, when you add an image, link, or token to your email, it disappears upon saving and you need to add it a second time. Almost every time you add a line break in your email, you have to save the component, open it again, and save it again before Marketo will reflect the space you added in the email preview.” — Jordan M.

Integrations 

Like Salesforce and HubSpot, Adobe Marketo has a marketplace for all the tools that can be integrated with it. Here are some of the popular ones.  

  • Adobe Experience Cloud
  • Salesforce
  • Microsoft
  • SAP
  • Google and Facebook
  • LinkedIn 
  • Event tools
  • And more

Pricing

  • Growth: Core email, segmentation, automation. Custom pricing.
  • Select: Essential automation and measurement. Custom pricing.
  • Prime: Advanced lead management, journey analytics, AI. Custom pricing.
  • Ultimate: Robust marketing automation capabilities. Custom pricing.

With powerful automation, intelligence, and analytics, Marketo enables personalized cross-channel experiences to convert more prospects and drive revenue.

9. Monday.com

Monday.com a flexible and customizable sales platform

Monday.com is a flexible and customizable sales platform designed for sales teams looking to streamline processes, boost productivity, and centralize customer data. It brings key sales capabilities like pipeline visibility, forecasting, email integration, and activity tracking into one intuitive platform.

Key Features

  • Email Sync & Tracking: Sync Gmail/Outlook to log emails and get notifications when prospects open or reply.
  • Sales Forecasting: Set deal values and probabilities to track forecast vs. actual sales.
  • Activity Management: Log activities like calls, meetings, and notes with leads and contacts.
  • Team Goals: Manage and track team quota attainment over time.
  • Lead Capturing: Integrate with other tools or add website forms to capture leads.

What Users Say About Monday

“I like how monday.com helps us create almost instanly more efficient team no matter the approach you take: be it Kanban, Scrum, Scrumban or any other predictive or agile enviroment, Monday.com is full of templates and views to show the data in all those approaches. Automations make the job of a project lead much easier and allows you track performance, SLAs, etc. You can assign owners, up to two, limit the work in progress, link with Gmail, etc” — Milton Adalberto A.

It takes a long time to set up exactly how you want it, truly you need a dedicated person to be able to get it going perfectly. Otherwise, you will be tweaking constantly to get it fully operational and customized. — Megan M., Director of Operations

Integrations

  • DocuSign
  • Aircall
  • PandaDoc
  • MailChimp
  • Hubspot
  • Facebook Ads
  • Salesforce

Pricing

  • Basic CRM: $10/user/month billed annually, unlimited contacts, custom pipelines.
  • Standard CRM: $14/user/month billed annually, 2-way email, CRM automation.
  • Pro CRM: $24/user/month billed annually, sales analytics, mass emails.
  • Enterprise CRM: Contact for pricing, lead scoring, analytics, and security.

10. Platformly

Platformly is an intuitive marketing automation platform

Platformly is an intuitive marketing automation platform designed to help online businesses centralize, automate and scale their operations for growth. It combines email marketing, basic CRM, behavioral tracking, analytics, and more to streamline processes and convert leads.

Key Features

  • CRM: Automatically record and update customer information like contact details, interactions, and recent social media activity.
  • Segmentation: Divide your contacts into groups with shared attributes to send targeted campaigns.
  • Sales Pipelines: Visualize deal stages to understand where leads are in the funnel and focus efforts on pushing them through.

What Users Say About Platformly

“Platformly is perfect because it always allows you to save time. It offers many features in one tool: marketing automation, emails, forms... and more. On top of that, it has many integrations with other tools! The other great thing is support. This is important to me. I don't like waiting too long for support.” — Thomas K.

“The well-defined interface is rather complicated and confusing. Their documentation is primarily technical documentation and less about use case scenarios to help train and guide in optimal usage.” — Peter K., CEO and Co-Founder

Top Integrations:

  • ClickBank, PayPal, Paddle, Stripe
  • WooCommerce, Shopify
  • Twilio & Nexmo

Pricing

  • Starter Plan: $69/month for up to 10K contacts, 10K emails/month, 1 dashboard, 5 integrations.
  • Growth Plan: $49/month extra for 100K emails/month, 5 dashboards, unlimited integrations.
  • Unlimited Plan: $99/month extra for unlimited emails, dashboards, integrations.

11. Pardot 

Pardot marketing automation software

Pardot combines a suite of capabilities, including email marketing, lead nurturing, lead scoring, and seamless CRM integration with Salesforce. Automated and personalized campaigns allow you to engage prospects with the right message based on their interests and behaviors at the right time. 

Robust analytics provide insights to refine campaigns and strategies for optimal ROI continuously. The platform is optimized to find, nurture, and convert more prospects into customers.

Key Features

  • Marketing Automation: Automate tasks to identify and engage with hot leads.
  • Marketing Analytics: Focus efforts on high-value prospects based on conversion data.
  • Sales & Marketing Alignment: Salesforce Engage connects sales with qualified leads from marketing.

What Users Say About Pardot

Complexity, Cost, Learning Curve, Limited Social Media Integration. Despite these potential downsides, many organizations find the benefits of Pardot when it comes to enhancing their marketing efforts and customer engagement — Deepak R.

Pardot requires knowledge of HTML, which is a nice way of saying that your time working on email campaigns is going to be complex, frustrating, and time-consuming. Formatting and styling are Pardot's pain points. Source reporting, and reporting in general, are famously awful. Don't take my word for me - check around, and you'll find out that Pardot is dead last in the market regarding providing useful data and insights. — Ian B., Growth Marketing Manager

Integrations

Similar to Salesforce, Pardot integrates and works with all the tools that Salesforce integrates with.

Pricing

  • Account Engagement: $1,250/month for up to 10K contacts annually.
  • Plus: $2,750/month for up to 10K contacts annually.
  • Marketing Analytics: $3,000/user/month annually.
  • Sales & Marketing Alignment: $50/user/month annually.

Lead scoring tools are crucial for B2B SaaS companies to prioritize high-value prospects and boost sales efficiency.

1. Factors.ai: AI-driven account intelligence that segments, scores, and analyzes high-intent accounts for optimized targeting.
2. MadKudu: Predictive lead scoring based on fit and engagement, helping SaaS businesses accelerate growth with customer data.
3. Salesmate: Customizable scoring models, CRM integration, and real-time analytics to enhance lead management and ROI.
4. HubSpot: Combines CRM, marketing automation, and analytics for effective lead scoring and sales alignment.
5. ActiveCampaign: Advanced lead scoring, marketing automation, and Salesforce integration for streamlined sales processes.
These tools help B2B SaaS companies identify and engage high-potential leads, driving growth and improving sales performance.

Key Takeaways

  • Implementing lead scoring is critical to identify and prioritize hot prospects most likely to convert. The right software solution can analyze engagement, attributes, and behaviors to accurately predict lead potential.
  • Look for AI-powered predictive scoring, actionable account intelligence, and intuitive journey analytics when evaluating lead scoring platforms. These capabilities optimize targeting, conversions, and revenue growth.
  • Platforms like Factors utilize advanced AI and machine learning to provide unparalleled accuracy in predicting outcomes. Comprehensive account profiles and Explain features uncover trends driving progression.
  • Seamless CRM and marketing automation integrations align sales and marketing around high-value targets. Shared tools and data foster engagement, coordination, and conversions.
  • Solutions range from specialized scoring to end-to-end suites. Assess your needs and stack compatibility when selecting. All-in-one platforms can maximize efficiency.
  • Carefully evaluate capabilities, ease of use, customer support, and pricing models. Many offer multiple tiers based on features, users, and contacts.

For enterprises seeking a powerful yet intuitive lead scoring and account management platform, Factors is a clear choice. Book a demo with Factors to learn how cutting-edge AI can uncover revenue opportunities.

6 Best Content Marketing Analytics Tools for SaaS Businesses (2025)

Marketing
December 18, 2025
0 min read

Drowning in data but thirsty for answers? We've been there. As content creators, we have numbers on clicks, views, bounce rates, and more. 

But what we need is for that information to come together and show us what's working,  what's not, and how to improve. 

That's where content marketing analytics tools come in. 

Content marketing analytics tools are digital platforms that help you understand how your content is performing. They provide insights into key metrics like site traffic, social media engagement, search rankings, and whether your content is driving conversions.

They help make sense of your content so you can optimize your content marketing strategy. They show key metrics like site traffic, social engagement, search performance, and whether your long blogs are converting readers.

But with many options, finding tools for B2B SaaS teams is hard. We've listed the top content marketing analytics tools to prove & improve the impact of content. These tools ensure you're making progress with your content, not just treading water. Let's get started! 

tl;dr

  • Content marketing analytics tools help SaaS businesses understand and optimize their content strategy.
  • Key features in these tools include visualizations, customer journey insights, integrations, metric tracking, an intuitive user interface, customizable reporting options, and real-time analytics
  • The 6 best content marketing analytics tools for SaaS include: Factors, Google Analytics, HubSpot, HockeyStack, Dreamdata, and Matomo
  • The right content marketing analytics tool can make your decision-making and optimization efforts more streamlined and provide valuable insights into audience engagement and campaign performance.
  • Factors helps you identify top-performing content, uncover hidden patterns, and track customer journeys, ensuring that your content marketing strategy continually evolves for maximum impact.

What to look for in a content marketing analytics tool?

Every tool is designed with a specific audience in mind. But here are some of the features that your content marketing analytics tool must possess. 

  • Account Visualizations: Visualizations translate raw stats into a form simple to grasp and analyze. They help you quickly spot trends, patterns, and outliers that wordy stats may miss. A solid analytics tool will offer various visual formats, like charts, graphs, and heat maps, to suit different data types and needs.
  • Insight into Customer Journeys: Each customer interaction with your content is a step in their journey. Insight into how customers interact with your content is key to improving your content strategy. The analytics tool you choose should show each customer's full path, tracking what they do across channels and touchpoints. This means seeing the content they connect with, the actions they take, and the order of these interactions.
  • Integrations with Other Tools: No tool operates alone. Your content marketing analytics tool must work with your other marketing software. This could mean your CRM, email tool, social media manager, and more. Seamless linking allows centralized data control, eliminating manual data transfer between systems.  
  • Ability to Track Relevant Metrics: Not all metrics are equal. The tool should track metrics most relevant to your goals. If your goal is brand awareness, track page views and social shares. If lead generation is what you’re after, track form completions, and newsletter signups. The tool should allow custom metrics for your needs.
  • Intuitive User Interface (UI): A tool can have all features but if it’s hard to use, no one will want to use it. An intuitive interface makes it easy for all skill levels to navigate the tool and leverage it for their use cases. This means clear menus, logical layouts, and helpful tips.
  • Customizable Reporting Options: Every business is unique, as are reporting needs. A good tool allows customized reports to focus on important data. You may also want a tool that allows you to choose metrics, how they're displayed, and who they're shared with. Custom reports also make it easier to share insights with stakeholders.
  • Real-Time Analytics: The digital world constantly changes. What worked yesterday may not work today. Real-time analytics lets you monitor content performance now so you can quickly spot and respond to changes like traffic spikes, engagement drops, or social share surges. Responding fast gives you an edge. 

6 Best Content Marketing Analytics Tools for SaaS in 2025

Let’s get started with the 6 best content marketing analytics tools that you must try. 

1. Factors.ai

Factors is a must-have tool for B2B marketers. It provides real-time data and actionable insights that help B2B companies maximize content impact and drive measurable results. With Factors, you get a custom snapshot of how your audience is engaging with your content assets so you know what's working, what's not, and what needs to change. 

Factors automatically tracks and compiles key content marketing metrics saving you time. You can use these data-driven insights to refine your content creation, enhance the distribution of your top-performing content, and refresh older content that needs improvement.

“The quality of data is amazing. It's one of the best in the market. With Factors.ai we have been able to increase our top of the funnel and at the same time we have been able to add a few into the middle of the funnel.” — Wilson L., 5-star review on G2.

Features

Factors offers a wide range of features designed to help you optimize your content marketing efforts:

  • Comprehensive Content Analytics: Factors gives you in-depth insights into how your content is performing, who's engaging with it, and how well your campaigns are working. It helps content marketers easily see what's effective and make changes to optimize their strategy. As Praveen R., Head of Product Marketing at a small startup put it, Factors helped them identify the content and pages that were working well and offered good insights into the typical customer journey.
  • Explain Feature: The "Explain" feature helps uncover important patterns in your data so you can spot trends and understand what's driving your results. Anirhudh Sridharan found it helpful in digging out patterns that impact their conversion metrics.
  • Automated Alerts and Notifications: With this feature, you can get automated notifications about important visitor activities so you can respond promptly, engage leads at the right time and access a bigger pool of potential customers. Some Factors users have said that implementation of Factors has substantially expanded their top-level pipeline, granting them access to a broader pool of potential prospects and allowing them insight into each prospect's characteristics and behaviors. 
  • Attribution Tracking for Content Campaigns: This feature helps you keep track of how your content campaigns are performing across channels so you can double down on what's working and optimize your strategy. Chaitanya G., Head of Growth at a startup mentioned, Factors provides effective solutions to various challenges faced by marketing teams while offering automated alerts, enabling them to engage with prospects at the right time and focus on targeted campaigns that result in higher ROI.
  • Easy Integration with Marketing Tools: Factors integrates perfectly with the platforms you already use, bringing all your data together for a complete picture of how your content is performing. No more juggling metrics across different places—get it all in one spot for easy insight into what's driving your results.
  • Account Segmentation and Audience Insights: Factors gives you the power to segment accounts based on their behaviors and interests so you can tailor your marketing just for them. See who's engaging with what content, how they're interacting with your brand over time, and what makes them tick. Then craft targeted messaging and content to match. Gayatri Ivaturi S., Director of Digital and Content Marketing at a Mid-Market company, said Factors allow them to understand website activity and buyer intent at an account level. Combining multiple custom reports, they segment and target leads based on this behavior and intent data.
“Implementing automated alerts by Factors has dramatically enhanced the efficiency of our sales team. Gone are the days of dedicating countless hours to researching prospects before initiating contact, as we now possess all the necessary information readily accessible.” — Ashok D., 5-star review on G2

Integrations

Factors.AI offers a wide range of integrations to ensure seamless data flow and enhanced functionality. Here are some of the key integrations and how you can use them:

  • 6signal: Discover anonymous companies on your site so you can understand their behavior and interests. 
  • Clearbit Reveal: Get the details on the companies stopping by your site so you can tailor your marketing to them. 
  • Salesforce: See how your marketing activities directly impact your sales and get insights right in your CRM. 
  • HubSpot: Share data between your marketing platform and CRM for a complete customer view and optimized efforts.  
  • Segment: Bring all your customer data together for a deeper analysis of your audience and how to best engage them. 
  • Rudderstack: Get a 360-degree customer view for smarter marketing and customer experiences.  
  • Google, Facebook, LinkedIn, and Bing Ads: Track how your ad campaigns are performing straight from Factors. Optimize your ad spend based on real data.
  • Google Search Console: Gain insights into your site's visibility and performance in Google search. Improve organic traffic based on search behaviors. 

For a full list of integrations, check out Factors’ integration page.

Pricing

Learn more about pricing here: www.factors.ai/pricing

2. Google Analytics

Google Analytics (GA)—we all know it and we've all used it at some point. For B2B SaaS brands, GA provides insights into who your customers are, how they're engaging with your content, and where the cracks are in their journey. 

Features

Google Analytics offers a range of features that are relevant to content analytics, visualization, reporting, and dashboards. Here are some key features:

  • Customer-Centric Measurement: Google Analytics allows you to understand how your customers interact across your sites and apps, throughout their entire lifecycle. 
  • Insights to Improve ROI: With Google's machine learning capabilities, Analytics can uncover new insights and anticipate future customer actions.
  • Connect Your Insights to Results: Analytics integrates with Google's advertising and publisher tools, giving you the flexibility to optimize your marketing performance based on the insights you gain from your data.
  • Make Data Work for You: Google Analytics offers an easy-to-use interface and shareable reports. You can quickly analyze your data and collaborate with your team, making your data work for you.

Integrations

Google Analytics is designed to work seamlessly with other Google solutions, providing a complete understanding of your marketing efforts and enhancing performance. Some of the top integrations include:

  • Google Ads
  • Search Ads 360
  • Display & Video 360
  • Google Cloud
  • Google Search Console

Apart from these, most tools integrate and pass data to Google Analytics 

For more detailed information on these integrations, you can visit the Google Analytics Integrations page.

Pricing

Google Analytics is a free tool, making it an excellent choice for businesses of all sizes. For more advanced features, Google offers Analytics 360, a more customizable version of Analytics, that is part of Google’s paid suite of products. That said, pricing starts at $150,000 per year which may not be affordable for midsized companies.

3. HubSpot

HubSpot is a comprehensive marketing analytics platform that provides insights into your marketing efforts and their impact on revenue. It offers a suite of tools for tracking, reporting, and analyzing your marketing channels.

Features

  • Track the Complete Customer Lifecycle: With Hubspot, you can build reports that analyze your CRM data to discover key trends. Track the actions of your website visitors to understand behavior and trigger automation workflows. Use multi-touch revenue attribution to map how marketing touchpoints work together to drive revenue.
  • Check Site Performance and Measure Traffic: You can measure traffic to your website and check its quality based on interactions. This feature also allows you to analyze how each of your pages is performing, compare key metrics like sessions and conversion rates, and find out which traffic sources bring in the most sessions and customers over time.
  • Analyze Reports Across Several Marketing Channels: HubSpot's analytics are built into everything you do, right out of the box. You can see detailed reports for every marketing asset, from your website to emails, blog posts, social media, and more. Then add any report to your dashboard to track everything in one place.

Integrations

HubSpot seamlessly integrates with over 1,250 leading apps and web services, including:

  • Google Contacts
  • Mailchimp
  • Xero
  • Aircall
  • Airtable
  • Microsoft Dynamics 365

For more detailed information on these integrations, you can visit the HubSpot Integrations page.

Pricing

HubSpot's pricing for its marketing analytics software is structured as follows:

  • Professional Plan: Starts at $800 per month, billed annually. This includes 2,000 marketing contacts. Additional marketing contacts cost $225 per month per 5,000 contacts.
  • Onboarding Fee: You’re also charged a $3,000 onboarding fee for the Professional plan and a $6,000 onboarding fee for the enterprise plan. 

4. HockeyStack

HockeyStack is an analytics and attribution tool designed for B2B companies. It provides a complete picture of every customer touchpoint, from the first interaction to the closed deal, helping you refine your marketing strategy.

Features

  • Attribution 2.0: HockeyStack uncovers every touchpoint, from the first interaction to the closed deal, providing a comprehensive view of the customer journey.
  • Custom Dashboards and Reports: HockeyStack allows you to create custom dashboards and reports to visualize your data in a way that makes sense for your business.
  • Goal, Funnel, and Segment Tracking: Track your marketing goals, funnels, and segments to understand the effectiveness of your marketing efforts.
  • CRM, Billing System, Customer Support, and Ad Network Integrations: HockeyStack integrates with your existing tech stack, providing a unified view of your marketing, sales, revenue, and product data.

Integrations

  • CRM: HubSpot, Salesforce
  • Ads: Google, Facebook, LinkedIn, and Twitter Ads
  • Account-Based Marketing: 6sense, Rollworks
  • Marketing Automation: Mailchimp, Pardot, Marketo, HubSpot Marketing Hub

For more detailed information on these integrations, you can visit the HockeyStack Integrations page.

Pricing

HockeyStack's pricing starts from $949 per month for 10,000 visitors per month and 10 seats. The setup and onboarding are completely free.

5. Dreamdata

Dreamdata is a B2B revenue attribution platform that connects your content to pipeline and revenue. It provides insights into how your content is influencing leads, prospects, and new business, helping you make data-driven decisions about your content strategy.

Features

  • Content Analytics: Dreamdata's Content Analytics provides insights into how your content is influencing leads, prospects, and new business.
  • Content Funnel Performance: It allows you to see what content influenced your accounts at different stages of their journey.
  • Content Performance: With Content Analytics, you can identify what source channel is bringing in the right audience to your content.
  • Data-Driven Content Strategy: Dreamdata helps you develop a truly data-driven content strategy by providing insights into what content to create for each step of the funnel, how long to wait for conversions at each stage of the pipeline, what channels to invest more in, and which are your true evergreen pages.

Integrations

Dreamdata integrates with a wide range of tools across different categories. Here are some of the key integrations relevant to content marketing:

  • CRM: HubSpot, Salesforce, Pipedrive, Microsoft Dynamics
  • Ads: LinkedIn Ads, Google Ads, Facebook Ads, Twitter Ads
  • Marketing Automations: HubSpot, Marketo, Pardot
  • Customer Success: Intercom
  • Sales Tools: Outreach
  • Website Tracking: Segment, analytics.js
  • Data Warehouse: BigQuery, Amazon Redshift, Snowflake
  • Business Intelligence: Google Data Studio, Tableau, Looker, PowerBI, Metabase
  • Reverse ETL: Hightouch, Census

For more detailed information on these integrations, you can visit the Dreamdata Integrations page.

Pricing

Dreamdata offers several pricing tiers, starting from a free tier to custom enterprise solutions:

  • Free: $0/month, includes up to 30,000 Monthly Tracked Users, up to 5 Seats, B2B Web Analytics, Unified Ad Spend Report, Company Enrichment & Segmentation, De-anonymize Traffic, LinkedIn Ads Engagement, and the option to share reports with your colleagues.
  • Team: From $599/month, includes everything for Free, plus 30,000 Monthly Tracked Users, up to 10 Seats, Connect your CRM, Revenue & Multi-Touch Attribution, Performance Analytics & ROAS, Customer Journeys up to 2 years, LinkedIn & Google Conversion Optimization, and Data-Driven Contact to Company resolution.
  • Business: From $1,499/month, includes everything in the Team, plus 60,000 Monthly Tracked Users, 20 Seats, Connect your Marketing Automation, Replay Historical Tracking Data, Content Analytics, Customer Journeys up to 3 years, SSO & User Roles, and Shared SOC2 Type II Report.
  • Enterprise: Custom pricing, includes everything in Business, plus Unlimited Monthly Tracked Users, 30 Seats, ROI & CAC Reporting, Data Warehouse Access, Custom Stage Objects, Custom Attribution Model, SAML, OpenID, Azure AD, OneLogin, or Okta, and Service Level Agreement.

6. Matomo

Matomo is a powerful open-source analytics platform that provides insights into your website's traffic and marketing effectiveness. It's designed to give you complete control over your data, with a strong focus on privacy compliance.

Features

  • Content Tracking: Matomo's Content Tracking feature shows how effective specific pieces of content are at generating interactions on your website or app. It tracks content impressions and content interactions, allowing you to analyze the interaction rate and discover the most effective placements and variations for your content.
  • Customizable Dashboard: Matomo allows you to customize your dashboard to suit your needs, providing a personalized view of your analytics.
  • Multiple Integrations: Matomo can be integrated with the most popular Content Management Systems, Ecommerce platforms, and Tag Managers.

Integrations

Matomo offers a variety of integrations with popular Content Management Systems, Ecommerce platforms, and Tag Managers. Here are some of the key integrations:

  • Content Management Systems (CMS): WordPress, Wix, Webflow, Squarespace, Drupal, GoDaddy Website Builder, Jimdo, Microsoft SharePoint Online, Joomla, Kajabi
  • Ecommerce: Shopify
  • Tag Manager: Google Tag Manager
  • Other: Cloudflare, React, Vue.js

Pricing

Matomo offers several pricing plans, including a free option:

  1. Free Plan: This plan is free and includes self-hosted analytics, full data ownership, and no data limits.
  2. Cloud-hosted Plans: Starts at $23/month for 50,000 hits a month. The pricing increases as your monthly traffic grows. However, all plans, including the base plan have all the important features. 
  3. Enterprise Plan: If you need Custom data limits, custom data retention period, white labeling, custom domains, or specific enterprise requirements, this plan is the ideal fit for your needs. 

Experience The True Potential of Your Content Marketing Analytics

The B2B SaaS landscape has evolved beyond traditional content marketing and embraced the power of data-driven decision-making. Content marketing analytics tools enable this transition and help marketers better understand their audience, optimize campaigns, and ultimately, drive growth and success.

Factors stands out as an exceptional choice for SaaS businesses in search of an analytics tool.  It not only reveals hidden insights but also streamlines the most complex aspects of content marketing strategy. It works behind the scenes to reveal anonymous website visitors, track customer journeys, and offer actionable data. It equips businesses with the invaluable information needed for strategic, well-informed marketing decisions.

So, don't let the vast sea of data intimidate you. A powerful and flexible content marketing analytics tool like Factors can make your life simple. 

Ready to make the best of your content marketing efforts? Book a demo with Factors today and see how it can help you make the right decisions.

Content marketing analytics tools help SaaS businesses assess and optimize their content strategies by analyzing key metrics like traffic, engagement, rankings, and conversions.

1. Top Tools for SaaS: Factors.ai, Google Analytics, HubSpot, HockeyStack, Dreamdata, and Matomo.
2. Key Features: Real-time data, actionable insights, CRM integration, customer journey tracking, and revenue attribution.
3. Strategic Benefits: Optimize content impact, track performance across channels, and drive measurable results.
4. Tool Selection: Choose the right tool based on specific business needs, integrating platforms for a comprehensive content marketing strategy.

LinkedIn Intent Data: The Missing Ingredient in Your B2B Sales Strategy?

Marketing
December 18, 2025
0 min read

LinkedIn Intent Data: The Missing Ingredient in Your B2B Sales Strategy?

With over 900 million members across 200 countries and 4 out of 5 members driving business decisions, LinkedIn is a crucial platform for B2B sales and marketing teams. 97% of B2B marketers use LinkedIn for lead generation. But how can you ensure that your LinkedIn ads and marketing efforts are influencing conversions? 

Enter LinkedIn intent data.

LinkedIn intent data shows if a prospect has interacted with or shown interest in your LinkedIn ads, allowing you to gauge their likelihood of converting. In this article, we'll discuss how this data can benefit both marketing and sales teams, and how Factors can help you make the most of this valuable information.

TL;DR

  • LinkedIn intent data reveal prospects' level of interest and engagement with ads.
  • It helps illuminate the "dark funnel" of hidden interactions and potential leads.
  • Benefits include audience segmentation, ad optimization, retargeting, and lead scoring.
  • Marketers can use intent data to optimize campaigns and improve targeting.
  • Sales teams can use intent data to prioritize high-intent accounts and personalize outreach.
  • Factors is a tool that integrates LinkedIn intent data with CRM data for deeper insights.

What Is LinkedIn Intent Data?

LinkedIn intent data is a crucial piece of information that reveals the level of interest and engagement prospects have with your LinkedIn ads. By analyzing this data, you can gain valuable insights into the buyer's journey and identify potential leads who are more likely to convert. 

This information is vital in today's competitive B2B landscape, where understanding the preferences and needs of your target audience can significantly improve your sales and marketing efforts. 

Why Is LinkedIn Intent Data Important?

In B2B, the buyer's journey is often complex and multifaceted. Prospects interact with various touchpoints before making a purchase decision. Unfortunately, not all of these interactions are visible or easily tracked, leading to the existence of a "dark funnel."

What is the dark funnel?

The dark funnel is part of the buyer's journey where prospects have been exposed to your LinkedIn ads, content, or other marketing materials but haven't directly engaged with them or converted immediately. 

These “hidden” interactions can make it challenging to assess the true impact of your marketing efforts and identify valuable leads who may convert later in their journey.

How does Linkedin intent data help?

LinkedIn intent data illuminates the dark funnel by providing insights into prospects' level of interest and engagement with your ads, even if they haven't directly interacted with them. Here are a few ways in which it can help you gain a deeper understanding of the dark funnel:

  • Segment your audience based on their intent data: By analyzing LinkedIn intent data, you can segment your audience into different categories based on their level of engagement and interest in your ads. This will help you create tailored account-based marketing campaigns that address the unique needs and preferences of each segment, increasing the chances of converting these prospects. For instance, if you run an e-learning platform, you can segment users who have engaged with your ads about coding courses and target them differently than users who’ve shown interest in a writing course.
  • Optimize your ad creatives and targeting: Understanding the preferences of prospects within the dark funnel can help you optimize your LinkedIn ad creatives and targeting strategies to better resonate with your audience. Then, fine-tuning your ads based on intent data insights can improve the overall effectiveness of your marketing efforts. For example, if you find that prospects in the dark funnel are engaging more with video ads than image-based ads, you can allocate more budget to video ad campaigns and optimize targeting to reach more people likely to be interested in your product.
  • Retarget potential leads: With this data at hand, you can retarget prospects with tailored content and offers. If a prospect has engaged with content about a particular product or service on your website, but didn't complete a purchase, you can retarget them with a special discount or offer, encouraging them to revisit your site and complete the transaction. 
  • Enhance lead scoring and prioritization: By incorporating intent data, you may find that a group of people have engaged heavily with your ads and content, but haven't reached out directly yet. For instance, if you're a B2B software company, your sales team can reach out to prospects who've shown a high level of engagement with specific features of the software. They can demo the tool while keeping the focus of the conversation on the feature of interest.

LinkedIn Intent Data For Marketers: Unlock The Potential Of Your Ads

As marketers, we aim to reach the right audience, deliver a message that resonates with them, and ultimately drive conversions. Linkedin buyer intent data is highly valuable in achieving these objectives and gaining valuable insights into audience engagement. With this, you can optimize your LinkedIn marketing strategy in several ways:

  • Know if ads are reaching the intended audience: Linkedin’s intent data gives you insights into who is interacting with your ads. This information is then curated in an account-level format so your ABM teams can filter accounts with the highest interest in buying your product or service.
  • Optimize LinkedIn ads based on engagement: Analyzing LinkedIn intent data can tell which ad formats, visuals, and copy resonate most with your audience. You can then make data-driven decisions to optimize your ads, boosting engagement and conversion rates.
  • Know which kind of ad copy resonates with the audience: By examining the intent data from different ad variations, you can identify the messaging that best captures your audience's attention. This empowers you to tailor your ad copy and creatives to better appeal to your target audience, leading to more clicks, higher engagement, and ultimately, more conversions.
  • Combine LinkedIn intent data with third-party intent data for a holistic approach: By integrating this data with third-party intent data (from sources like G2, TrustRadius, etc.), you can create a more comprehensive understanding of your prospects' needs throughout their buying journey. This enables you to deliver targeted, relevant content and ads that address their pain points and move them closer to conversion.

How To Use LinkedIn Buyer Intent To Improve Pipeline Velocity

Pipeline velocity is a key performance indicator (KPI) for sales teams, as it measures the speed at which leads move through the sales funnel and ultimately convert into customers. Leveraging LinkedIn buyer intent data can significantly improve pipeline velocity by helping you prioritize high-intent accounts, personalize outreach, and align sales and marketing efforts. Here's how:

  • Prioritize high-intent accounts for account-based marketing (ABM): LinkedIn buyer intent data can help sales and account-based marketing (ABM) teams identify high-intent accounts, those that have shown significant interest in your LinkedIn ads, and are more likely to convert into customers. By prioritizing these high-intent accounts, your team can focus its efforts on the most promising leads, increasing the chances of closing deals and improving overall pipeline velocity.
  • Use intent data and deanonymization to personalize outreach: Using LinkedIn buyer intent data, you can tailor your sales outreach to the specific needs and interests of your prospects. Adding Factors to the mix, you can also deanonymize website traffic and know about the company and industry that they work in. With this, you can gain deeper insights into their pain points, preferences, and points of friction. This allows your sales team to craft personalized messages that address these concerns and demonstrate the value of your product or service, helping to move prospects through the sales funnel more quickly.
  • Align sales and marketing based on intent data: Regularly analyzing LinkedIn buyer intent data can help you identify trends and patterns in your prospects' behavior, allowing you to optimize your sales and marketing tactics accordingly. This is also good for reporting on the effectiveness of campaigns. For example, you may discover that certain types of content or ad formats resonate better with your target audience, leading to higher engagement and faster movement through the sales funnel.
  • Add intent data into CRM and marketing automation platforms: Integrating LinkedIn buyer intent data into your CRM and marketing automation platforms can help automate lead scoring, segmentation, and nurturing efforts based on prospects' engagement and intent. This allows your sales and marketing teams to efficiently focus their efforts on high-intent leads, ultimately improving pipeline velocity.
  • Enhance Account Scoring: Incorporating LinkedIn buyer intent data into your account scoring methodology can provide a more accurate assessment of a prospect's likelihood to convert. The combination of data from multiple sources allows your sales and marketing teams to better score leads. Add to that Factors’ account scoring features, and you can automate your prioritization process for the teams too. 

Make The Most Of Your LinkedIn Intent Data with Factors

Leveraging buyer intent data from LinkedIn effectively can help you identify the users with the highest interest and modify your approach to better target the accounts. Factors enables you to maximize the potential of this data to drive results. Here's how:

1. Integrated data analysis

Integrated data with Factors

Factors helps combine Linkedin intent data with data from other sources, such as CRM platforms, ads, website, and more. This integrated approach enables you to gain a holistic understanding of your prospects' buyer journey, helping you identify high-intent accounts and optimize your marketing and sales strategies accordingly.

2. Visual user timelines for enhanced attribution

Factors offers a visual user timeline that lets you track and analyze your prospects' interactions with your LinkedIn ads over time. You can also view if the same user has interacted with your brand over other platforms or campaigns that you already track. This gives you a holistic view of an individual user's journey and engagement with your brand across multiple touchpoints.

3. Account intelligence

Factors' account intelligence capability allows users to identify anonymous companies visiting your website, along with their intent and firmographics. Your ABM teams can then personalize outreach by understanding their interactions with your content and ads to improve conversions. 

4. Optimize ad engagement and performance

Factors uses Linkedin ad engagement data and audience insights to help you optimize your Linkedin ad campaigns. Knowing which ads resonate with your target audience and generate the most engagement can help you refine your campaigns to maximize returns and drive conversions. You can also uncover the ad formats, content types, and messaging that resonate best with your target audience and increase the likelihood of conversions.

5. Account scoring

account scoring

Factors' account scoring feature helps prioritize prospects based on their engagement and intent, enabling sales teams to focus their efforts on high-value targets. By combining intent data with firmographics, technographics, and engagement history, you can create a comprehensive account score that helps your sales team prioritize their efforts and focus on the most promising opportunities.

LinkedIn intent data uncovers hidden interactions by revealing prospects' engagement with your ads, helping to identify the "dark funnel."

1. Audience Segmentation: Analyze data to segment audiences and optimize campaigns.
2. Retargeting and Lead Scoring: Use insights to retarget effectively and prioritize high-intent accounts.
3. Sales and Marketing Alignment: Sales teams can personalize outreach, while marketing refines targeting strategies.
4. CRM Integration: Integrating LinkedIn intent data with CRM systems provides deeper insights, enabling more precise B2B sales strategies.

FAQs

1. How does LinkedIn calculate buyer intent?

LinkedIn calculates buyer intent by analyzing user engagement with your company's ads, content, and other interactions on the platform. This includes factors such as clicks, likes, comments, shares, and time spent viewing your content. By tracking these interactions, LinkedIn can identify which users are genuinely interested in your products or services, signaling potential buyer intent.

2. How can you use intent data for sales?

Intent data can be used by sales teams to prioritize high-intent accounts, personalize outreach efforts, align sales and marketing initiatives, optimize sales tactics, and enhance account scoring. By leveraging intent data, sales teams can focus their resources on the most promising leads, creating more targeted and effective sales strategies that drive revenue growth and improve pipeline velocity.

Bring the Power of LinkedIn Buyer Intent Data to B2B Sales

Leveraging LinkedIn buyer intent data can revolutionize your sales and marketing efforts, enabling you to prioritize high-intent accounts, personalize outreach, and align your teams for maximum impact. 

By using powerful tools like Factors, you can gain a comprehensive view of buyer journeys and make data-driven decisions to boost pipeline velocity and drive revenue growth. Don't miss out on valuable opportunities – uncover the potential of LinkedIn buyer intent data and elevate your B2B sales strategy today. 

12 Demand Generation Metrics for Sales Funnel & Aligning for business

Marketing
December 18, 2025
0 min read

Need help seeing results from your marketing campaigns? You need to begin tracking the right demand generation metrics. They help you know what's working at each marketing stage—from initial brand awareness to customer retention.

While there are numerous metrics that you can track, let's explore the 12 most important demand generation metrics you must consider tracking. From website traffic to content engagement and beyond—we'll cover the key performance indicators (KPIs) that allow you to:

  • Identify bottlenecks in your marketing processes
  • Prioritize high-impact campaign strategies 
  • Continuously optimize based on actionable data
  • Prove and improve marketing's impact on revenue

Let's get started. 

Top 12 Demand Generation Metrics 

Rather than tracking every metric under the sun, it pays to focus on a targeted set that will give you true insight into your marketing efforts. We'll split them into sections of the B2B sales funnel—top of the funnel, middle of the funnel, bottom of the funnel, and post-conversion metrics for simplicity. 

Top 12 Demand Generation Metrics 

Here are the top 12 metrics you must track for better demand-gen marketing. 

Top-of-the-funnel metrics

The top of the funnel is all about driving awareness and interest in your brand. To measure effectiveness at this stage, focus on these key metrics:

Website Traffic and Unique Visitors

Your website traffic shows the total number of sessions or pageviews on your site over time. The unique visitors metric represents the number of new people who have come to your website within a designated time frame.

When both metrics are tracked together, it gives insight into how well your campaigns expose your brand to fresh audiences and drive engagement.

Website Traffic and Unique Visitors

For example, if you drive 5,000 visits and 4,000 unique visitors in a month, it tells you your traffic sources are introducing 1,000 repeat visitors along with 4,000 new people to your site. 

This analysis helps you identify which channels excel at attracting relevant new visitors vs. repeat traffic. You can then focus efforts on high-performing channels for new visitor growth while phasing out ones only to drive repeat traffic.

Landing Page Conversion Rate

Your landing page conversion rate is the percentage of visitors completing your desired goal action on your landing page, like downloading content or signing up for a demo. For instance, if you get 300 downloads from 1,000 visitors, your conversion rate is 30%.

Landing Page Conversion Rate

Landing Page Conversion Rate: (Total conversions / Total visitors to the landing page) x 100

You can test different elements on your landing pages, like copy, visuals, and calls to action, to refine them for higher conversion rates over time. With an analytics tool like Factors, you get the insights necessary for optimizing your funnel for better conversions

Click-Through Rate (CTR)

Click-through rate is the ratio of users who click on your ad or content compared to the number who saw it. For example, if your ad gets 300 clicks after being seen 1,000 times, your CTR is 30%.

Click-Through Rate (CTR)

CTR: (Total clicks / Total impressions) x 100

CTR indicates how well your ads perform. If more people click on your ad, it reaches the right people and resonates with them. So, it makes sense to monitor CTR by campaign, ad group, and keyword to identify high-performing content. 

Middle-of-Funnel Metrics

Once you've attracted visitors and converted them into leads, it's time to begin nurturing and qualifying them and determining their sales-readiness—that's the middle of the funnel. These key metrics help you assess pipeline health at this stage.

Lead Generation Rate

Lead Generation Rate

Your lead generation rate shows how many new leads are produced over a specific period, typically monthly. For example, if your marketing efforts on one channel generate 400 leads over two months, you have a monthly lead gen rate of 200. The higher this number, the better it is—indicating better marketing. 

Lead-to-MQL Conversion Rate

Once you have collected the leads, it's time to convert them into MQLs and take them further along the funnel. This metric looks at the percentage of new leads that turn into marketing qualified leads (MQLs)—these are deemed ready for sales follow-up. For instance, if you generate 400 leads monthly and 100 qualify as MQLs, your conversion rate is 25%.

Lead-to-MQL Conversion Rate: (Total MQLs / Total new leads) x 100

This helps you understand how effectively your lead nurturing process moves prospects down the funnel to sales-readiness. A higher conversion rate shows better lead scoring, nurturing, and qualification processes.

Cost Per Lead (CPL)

Your cost per lead represents the average spend required to acquire a new marketing lead. It's calculated by total marketing costs divided by the number of new leads. 

For instance, $4,000 in marketing was spent to generate 400 leads. The CPL is $10.

Cost Per Lead: Total marketing costs / Total new leads

We want the cost to be as low as possible to acquire the same number of leads. So, in this case, lower CPL is better for your marketing campaigns. Once you've nurtured your leads, it's time to track and analyze the leads that move to the final stage of purchase—the bottom of the funnel. 

Bottom-of-the-Funnel Metrics

As leads move to the final sales stages, these metrics indicate how effectively your processes close and retain business:

Opportunity-to-Win Ratio

This metric evaluates the percentage of sales opportunities that successfully convert to won deals. For example, if your team successfully closes 50 out of 100 closed opportunities, your opportunity-to-win ratio is 50%.

Opportunity-to-Win Ratio: (Total won opportunities / Total closed opportunities) x 100

Opportunity-to-Win Ratio: (Total won opportunities / Total closed opportunities) x 100

The higher this percentage, the better your sales team performs. The average sales win rate hovers around 47%. If your sales team can close a higher percentage of leads, it means the sales team better understands your audience's needs. But along with that, it also signifies your lead filtering is done well. 

Customer Acquisition Cost (CAC)

Your CAC is the average cost to convert a new customer. It's calculated by dividing total sales and marketing costs by the number of new customers won. 

For instance, $40,000 in marketing and sales to gain 100 new customers means a CAC of $400.

Customer Acquisition Cost (CAC)

Compare CAC to factors like customer lifetime value and retention rates to ensure your acquisition costs align with potential revenue and longevity from each customer gained. Use CAC benchmarks by industry to optimize your spend.

Sales Cycle Length

The sales cycle length tracks the average days from initial contact to deal close. In the B2B space, the average sales cycle length can be over two months. However, it's best to aim for a lower average here. 

You can try account-based selling—a technique where you look at leads as accounts or companies to target instead of individual users. 

This allows you to gain a holistic perspective of the pain points a particular account is trying to solve and target individual accounts with messaging that checks the right boxes.

Determining an individual lead's account can become easier using account intelligence tools like Factors.  

Post-Conversion Metrics

Once a customer is acquired, you must also ensure they stay with your company. This involves customer success, customer support, and customer experience throughout their journey. Let's look at some metrics that help you determine the actual value of your products or services.

Customer Lifetime Value (CLTV)

Your customer lifetime value metric represents the average revenue generated from a customer over the entire relationship. It's calculated using average purchase value, frequency, and customer lifespan. 

For instance, if a customer pays you $200 a month, and the average relationship is 14 months, your customer lifetime value is $2800. 

This metric is valuable for two reasons—one, it tells you the average revenue each customer generates, and two, it tells you how much money you can spend to acquire each customer. Continuing the above example, you're running profitable marketing campaigns if you spend $350 to acquire a new customer.  

As you acquire more customers, keep an eye out for this number. Suppose you optimize this through better customer experience, improving features based on feedback, and providing more and more value every month. In that case, you can create a sustainable business in the long term.

Churn Rate

Your churn rate shows the percentage of customers you lose in a given timeframe. For example, if you lose 50 of your 500 customers annually, your churn rate is 10%.

Churn Rate

The average annual churn rate in SaaS is 32-50%. This means 50-68% of the users continue using the same product for over a year. While the churn rate cannot be zero, the lower you keep this, the better it is for your business. 

Higher churn signals a problem—the product or service isn't delivering enough value to the customers. It also hurts marketing since they now have to work with smaller budgets to acquire more customers while working with the high churn—and it's a vicious cycle you'd best keep at bay. 

The best way is to track this metric closely and take action to reduce the churn rate whenever it is going in the wrong direction. 

Customer Satisfaction and Net Promoter Score (NPS)

Customer satisfaction metrics like NPS measure customers' happiness and loyalty via direct feedback. NPS asks customers their likelihood to recommend your product or service on a 0-10 scale.

Net Promoter Score: % Promoters (9-10 score) - % Detractors (0-6 score)

This metric relates to the two metrics we discussed above. If your customers are happy, they will stay with the business longer, with less churn. 

With technology aiding customer support, begin taking advantage of chatbots trained on your product documentation to answer customer questions instantly—and leave the complex queries for your lean support team.

Aligning the Chosen Metrics for Your Demand Generation Goals

While you can pick a few metrics from the above list and start tracking, you must ensure that the chosen metrics align with your demand generation goals. Let's look at what to consider to do this effectively. 

Connect Metrics to Overall Goals

Consider your main company goals, like revenue growth, customer acquisition, or market expansion. Determine which critical metrics at each funnel stage help track progress toward those goals.

For example, track lead volume and velocity through the pipeline and retention rate for a revenue growth goal. To expand market reach, monitor website traffic sources and visitor engagement—this will tell you the story of how far and wide your marketing reaches.

The idea is to have a standardized set of primary metrics you and your marketing team will watch at each stage that map back to high-level goals. With this, you automatically align teams to work towards the same set of targets instead of creating an organizational drift. 

Customize Metrics for Your Business

While standard metrics provide a strong starting point, you may want to customize based on your business model, goals, and audience.

Research benchmarks specific to your industry to set targets to gauge performance. Websites like Statista can help you understand the average range for your metrics. For instance, B2B businesses have higher CAC than DTC businesses. And that will help you set expectations when it comes to marketing costs. However, remember that the averages only help you set the goals initially. Once your marketing team has run campaigns over a few months, there will be enough data to create your own goals and metrics that work just right for your business. 

Optimize Processes to Move Metrics

We must set metrics and remember them. Monitor how team hand-offs influence your metrics and identify friction points. Based on the data you gather, refine roles and information transitions across sales, marketing, product, and service to align activities that impact your numbers.

For instance, long lead follow-up times could slow velocity and conversion rates. However, refining the process to improve marketing-to-sales hand-offs can be a low-hanging fruit that maximizes lead nurturing effectiveness and increases sales readiness.

Don’t forget to take the time and understand how your teams work collaboratively and identify ways to accelerate progress on the metrics tied to company objectives—calibrate efforts across the funnel for maximum business impact.

Take the Steps To Achieve Your Business Goals with Data-Backed Marketing

Tracking every vanity metric gives us an illusion of understanding marketing performance. But drowning in numbers only muddies the picture. You want the numbers to tell a story about how marketing is progressing toward your business goals.

You want metrics to help you zero in on the KPIs and offer visibility into campaign health and opportunities—enabling strategic decisions to drive growth. And for that, you need to track the most important ones. 

This guide will give you a headstart in creating tracking dashboards with the 12 most crucial demand generation metrics. But consider this as the beginning. Start pooling in data from multiple sources and aligning metrics with your business goals to extract the most valuable insights and tell the story right. 

Try Factors when you need an analytics tool to help you achieve that quickly. 

Factors helps you cut through the noise and clearly understand your marketing performance and revenue opportunities. It also takes advantage of visitor data to identify the business and industry a visitor is associated with—extremely valuable for account-based marketing campaigns.

Stop tracking your campaigns in the dark. The metrics are right here for you to make the most of them. Book a demo with Factors and see how we can make extracting insights easier. 

Effective demand generation metrics optimize the B2B sales funnel, ensuring marketing efforts lead to meaningful business outcomes.

1. Website Traffic: Reflects brand awareness efforts by tracking visitor volume.
2. Landing Page Conversion Rate: Measures how well landing pages convert visitors into leads.
3. Lead Volume: Tracks the number of leads generated, assessing marketing reach.
4. Cost Per Lead (CPL): Evaluates the cost-effectiveness of lead generation activities.
5. Sales Cycle Length: Assesses the efficiency of the sales process from lead acquisition to conversion.
6. Win Rate: Measures the percentage of leads that convert into customers.
7. Churn Rate: Tracks customer retention by measuring the rate at which customers leave.
8. Customer Lifetime Value (CLV): Estimates the total revenue a customer will generate during their relationship.
Tools like Factors.ai enhance tracking and analysis, providing insights into segmentation, user journey mapping, and performance measurement to optimize demand generation strategies.

FAQs

How is demand generation measured?

Demand generation is measured through a combination of website traffic, landing page conversion rate, lead volume, cost per lead, sales cycle length, win rate, churn rate, and customer lifetime value. Tracking these KPIs provides visibility into a campaign’s effectiveness at driving new prospects into the funnel and successfully converting them to customers.

What is lead scoring in demand generation?

Lead scoring helps prioritize, which leads to focus on nurturing and advancing down the funnel. It assigns points to leads based on attributes like demographics, behaviors like page views, or interactions like downloading content. The resulting lead score represents a lead's sales readiness. Analyzing metrics by lead score helps focus efforts on higher-scoring segments for better conversion.

How do you measure the ROI of demand generation?

To measure ROI, first calculate campaign costs like advertising spend, human resources, and content creation. Then, quantify revenue driven by new customers acquired through demand gen efforts. Subtract expenses from income to determine net profit, then divide by costs to calculate ROI as a percentage. Tracking attribution helps accurately assign revenue to suitable campaigns and channels.

LinkedIn Marketing Partner
GDPR & SOC2 Type II
See Factors in action
Schedule a personalized demo or sign up to get started for free

Let's chat! When's a good time?