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9 min read

Accelerating account-based experiences with Adobe and Marketo

9 min read

Accelerating account-based experiences with Adobe and Marketo

Accelerating account-based experiences with Adobe and Marketo
4:13

Accelerating account-based experiences with Adobe and Marketo means using one platform to identify the accounts worth pursuing, coordinate marketing and sales around the people who decide, and prove which interactions produced revenue. The technology matters, but the result depends on a shared definition of the target account and on measurement that both teams trust.

Consider a Monday pipeline review at a regional industrial distributor. The chief sales officer has forty named accounts on her wall, each worth several million dollars a year if it converts. The chief marketing officer reports that last quarter's campaigns produced four hundred new leads. Nobody in the room can say how many of those leads sit inside the forty accounts, which buying committees have been reached, or whether the webinar that cost a small fortune moved a single deal. Both leaders worked hard, and both are right about their own numbers. Together they have no answer to the question the CEO is about to ask.

That gap is where account-based experiences earn their keep. A B2B sale is not an overnight process, and choosing the right accounts is only the first step. Each of those companies has a buying group that has to be reached, educated and brought to a single conclusion, which is that your product or service is the best option for their problem. Reaching that conclusion takes time, the right strategy and tools that let two departments act as one. Delivering truly customer-driven experiences is a challenge even for sophisticated marketing organizations, and for an executive team the standard is simple: it is not negotiable.

>> What is Marketo and what is it for? <<

What does an account-based experience actually change?

Traditional lead generation optimizes for volume. A form is filled, a score crosses a threshold and the lead travels to sales, where it competes for attention with everything else. Account-based marketing reverses the order. The company decides first which accounts matter, then designs the interactions around the people inside them. Adobe describes the model as one that flips traditional lead generation by aligning revenue teams around high-value accounts, and it points out that enterprise purchasing decisions typically involve a large buying group, which Adobe puts at fourteen or more stakeholders (see Adobe's overview of account-based marketing). Adobe does not cite an independent source for that figure, so treat it as an order of magnitude rather than a benchmark. The practical point holds in any case: a single contact rarely decides, and a program that talks to one person per company is talking to a fraction of the decision.

The word experience in the title is deliberate. An account-based program is not a mailing list with a different filter. It is a sequence of touchpoints that a finance director, an operations leader and a technical evaluator each experience differently, and that should still add up to a coherent story about the same company. When it works, the CFO sees material about payback and risk, the operations lead sees material about implementation, and the sales representative knows exactly what each of them has already read before the first call. That level of coordination is what ICX Consulting designs under its account-based marketing practice, and the concept behind it is the same one explained in the ICX article on lead scoring for ABM.

Why do sales and marketing need a shared platform for ABM?

ABM demands close collaboration between sales and marketing, and a platform capable of carrying out the strategy. Collaboration without a platform becomes meetings. A platform without collaboration becomes dashboards nobody acts on. Marketo is a strong choice for this work because it combines data from sales and marketing applications, helps marketers find high-value accounts and targets specific individuals with relevant content. According to Adobe, Marketo Engage syncs lead and account insights with the CRM, builds audiences by job function, buying stage and geography, scores accounts on their cumulative engagement, and alerts sales in real time when a key stakeholder interacts.

Return to the distributor's Monday meeting. With a shared account list in the platform, the chief sales officer can open one view and see that eleven of her forty accounts have a procurement manager engaging with pricing content, while three accounts have shown no activity at all in two months. The conversation changes from whose numbers are right to which accounts need a senior call this week. This is the kind of visibility that raises conversion without raising budget, because effort moves toward accounts that are actually in motion.

The ABM process becomes considerably more manageable with Marketo Engage and its artificial intelligence tools. Adobe highlights predictive audiences and intent models that flag accounts that appear to be in market. Those functions help companies understand the buyer's journey and how long it takes, and they supply the technology to deliver the right experience at each touchpoint with their buyer persona. Technology, however, only accelerates a process that already exists. If the two teams do not agree on what makes an account a target, a better platform produces faster disagreement.

How should a team start testing without wasting a quarter?

The sensible way to begin is with quick, informative tests and a mapped test journey with objectives and next steps. The discipline is in the questions asked before each experiment. What am I testing for? Why am I testing it? What will I do with the result? The last question is the one most programs skip. Too often, marketers run one test after another without changing course based on what they learned, which means the company is almost certainly not delivering an optimal customer experience. A test that cannot change a decision is a cost, not an insight.

Picture a private bank that wants to win mid-sized family businesses. It runs an invitation to a succession-planning roundtable for one group of target accounts and a pricing-transparency note for another. Before sending either, the team writes down what result would make it double down and what result would make it stop. When the roundtable draws senior participation from only two of twenty accounts, the bank does not keep sending invitations out of habit. It changes the format, perhaps to a private conversation with a relationship manager, and measures again. The value is not in the first experiment but in the speed of the second.

ABM staircase showing how to build and activate target accounts in Marketo Engage

>> Main Advantages of Marketo <<

How do you attribute success and align sales and marketing?

Once the roadmap exists, the next question is how to attribute results and synchronize success across the specific touchpoints identified. How do you know whether the strategies you are implementing deliver? The first step is to measure marketing impact, close the divide between sales and marketing, and align both with revenue. It is false that an opportunity is one hundred percent marketing or one hundred percent sales, and it is hard to defend the idea that a deal closed because of only one department. The honest position is shared credit, tracked consistently, so that each team can learn which risks and innovations paid off.

This is also where a company's culture shows. In organizations that fight over credit, attribution becomes a political tool and the data is quietly ignored. In organizations that treat attribution as a learning instrument, a salesperson will tell marketing that a particular case study opened a door, and marketing will tell sales that a particular event produced no pipeline. That exchange is worth more than any single report, and it only happens when leadership makes it safe.

How can marketing prove its contribution to revenue?

Revenue attribution is a long-running struggle for marketing departments. At the 2019 Adobe Summit, Brewster Stanislaw, Adobe's head of product and strategy, and Jordan Con, a product marketing manager at Adobe, addressed the measurement obstacles and cited that nearly half of marketing decision-makers lack adequate capabilities to measure success, and that about 47 percent of marketers lack defined metrics for it. These figures come from that session and ICX has not been able to trace them to a published study, so they are best read as the speakers' framing of the problem. Even so, most executives recognize the pattern from their own company: spend is easy to report, and contribution to revenue is hard to defend.

Overcoming it requires proper attribution models. Within the Adobe ecosystem, the capability that began as Bizible is now offered as Adobe Marketo Measure, documented on Adobe's Experience League as a product that shows marketers which efforts are most effective in driving revenue, and whose lessons compare single-touch and multi-touch attribution. With a model of this kind, teams can follow revenue-centric metrics, from how much is spent to generate revenue, to what it costs to convert a customer, to what the pipeline looks like. By analyzing closed deals, the application identifies which actions and engagements helped them close, so the lessons can be applied to future opportunities. Earlier versions of the product were sold as Bizible Discover, which is why older material still uses that name.

The deeper lesson is behavioral. A strategy built on what customers do, rather than on what they say in surveys, lets a company interact with them in a way that actually changes outcomes. That is precisely the focus of Adobe's experience cloud, and it is a sound principle for any commercial team whatever the toolset. A wholesale buyer who says price is the issue but repeatedly opens the implementation guide is telling you something different, and the data will show it before the buyer does.

>> Marketo Engage main features and when to use it <<

Where does an account-based approach pay off most?

The approach is most valuable where a few relationships carry a large share of revenue and where buying groups are wide. In insurance brokerage, a handful of corporate programs can define the year, and a renewal conversation that starts six months early with the right finance and HR contacts is worth more than any amount of generic content. In industrial manufacturing, an engineering specification owner, a purchasing lead and a plant manager each need a different message, and a distributor that sequences those messages wins before the quote is requested. In business services and technology, where deals take many months, account-level signals keep the opportunity alive between meetings.

It is less valuable, or at least needs adaptation, in businesses with very high transaction volume and low ticket size, where a tiered model is more sensible. A mature program often runs three levels: a handful of strategic accounts with fully tailored programs, a middle group with segment-level personalization, and a broad base served through automated nurturing. Choosing the level for each account is itself a commercial decision, and it should be revisited every quarter as signals change.

What this means for the C-level

For the chief revenue or sales officer, the decision is to treat the target account list as a shared asset, owned jointly with marketing and reviewed on a fixed cadence. The measure of progress is not leads produced but the share of target accounts with multiple engaged stakeholders, and the speed at which engaged accounts convert into qualified opportunities. That shifts the conversation in the forecast meeting from optimism to evidence, and it protects margin because discounting is less necessary when the buying committee has been educated before the proposal arrives.

For the chief marketing officer, the decision is to accept revenue accountability on a defined set of accounts, and to ask for the attribution capability that makes that accountability fair. For the CFO, the question is whether the company can say, with a straight face, which programs earn their cost. A functioning attribution model does not eliminate judgment, but it replaces assertion with a documented trail. And for the chief experience officer, an account-based program is the first place where customer experience and acquisition become the same discipline, because the way a prospect is treated before the contract is the best predictor of how the relationship will go after it.

How to start on Monday morning

A seasoned consultant would suggest beginning smaller than the ambition. Choose twenty to fifty accounts that sales and marketing both agree are worth pursuing, and write down, in a single page, why each belongs on the list. Map the buying group for the top ten, even if the map is incomplete, and identify which roles have never been contacted. Then define two or three experiments with a clear statement of what decision each will inform, and agree in advance on how credit will be shared when a deal closes.

Only then does the platform configuration make sense. Set up account scoring that reflects cumulative engagement rather than a single click, connect it to the CRM so that alerts reach the account owner, and build the attribution view that the finance team will accept. Review the results after one sales cycle for your fastest-moving segment, not after a year. If the process feels slow, the likely cause is not the software but an unresolved disagreement about who the target is, and that conversation is worth having early. The customer journey toolkit from ICX Consulting offers a structured way to map the touchpoints for each role in the buying group before configuring anything.

How ICX helps

ICX Consulting is a commercial strategy and customer experience firm headquartered in Miami, and it approaches account-based programs as a commercial design problem first and a technology problem second. The work typically starts with the target account definition and the sales and marketing agreement behind it, continues with the journey and content architecture for each role in the buying group, and ends with the measurement model that links activity to revenue. Where it fits, ICX implements the result on Marketo Engage or on the CRM the client already uses. The relevant starting points are the practice pages on account-based marketing and account-based sales, together with the Marketo technology page.

Frequently asked questions

Is account-based marketing only for large enterprises?

No. Mid-market companies with long sales cycles or a small number of high-value customers often benefit the most, because the same few accounts determine the year. The size of the program should match the size of the opportunity, starting with a short list and expanding as results justify it.

What is the difference between Bizible and Adobe Marketo Measure?

They are the same capability under different names. Adobe's documentation refers to the product as Adobe Marketo Measure, formerly Bizible. If you find older articles or contracts that mention Bizible, they refer to the product now called Marketo Measure.

Who should own the target account list?

Sales and marketing should own it together, with an executive sponsor who resolves disputes. Ownership by one department tends to produce a list that the other ignores, which defeats the purpose of coordinating experiences around the same companies.

How long before an account-based program shows results?

Engagement signals usually appear within weeks, but revenue results follow the length of your sales cycle. Judge early progress by the number of stakeholders reached per target account and by the speed of movement between stages, then judge the program on pipeline and closed revenue after a full cycle.

Teams that align around the accounts that matter tend to find that the same effort produces a very different quarter. If you would like to understand where your own pipeline loses momentum, request a diagnostic with an ICX consultant.

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