Anyone doing preliminary ABM reports without the new module?

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Level 7 - Champion Alumni

Anyone doing preliminary ABM reports without the new module?

Hi ABM group,

Curious to see if anyone is using Salesforce reporting or excel even to create basic ABM marketing metrics report.

One of our divisions is asking for this and I'd love to compare notes.

Thanks!

Darrell

dalfonso@connexity.com

2 REPLIES 2
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Level 5 - Champion Alumni

Re: Anyone doing preliminary ABM reports without the new module?

We have been pulling reports from various sources, depending on the client, their analytics solution and their objectives as they pertain to ABM.  Marketo Revenue Cycle Explorer gives you the ABM dimension, but there are some reports you can get from Salesforce and other platforms as well!

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Anonymous
Not applicable

Re: Anyone doing preliminary ABM reports without the new module?

Hi Darrell,

Can you be more specific about the metrics you are looking to report on?  That might help us provide more insight.  This forum is more geared for those using Marketo ABM, and like Tara mentioned you get a Named Account dimension in RCE and for Marketo OOB analytics reports you can add filters to your reports to make them ABM specific.

I did find this great article on 4 Ways to Do Account Based Marketing with SFDC that may give you some insight on how to report in SFDC.

Best of luck with your ABM initiative!  Remember, start small, get some quick wins then expand to more targeted accounts.