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RevOps Marketing

ABM Funnel

Track and analyze the flow of accounts entering each stage of your ABM funnel over time

Business questions

This template addresses the following:
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    How many accounts entered each stage of the funnel over time?
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    How is the distribution of accounts across funnel stages changing?
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    How many of my target accounts reach each stage of the funnel?
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    Are certain account segments getting stuck in the funnel?

Template description

The ABM Funnel Template streamlines funnel management by tracking accounts as they enter each stage of the Account-Based Marketing funnel, offering insights into the effectiveness of marketing strategies and resource allocation. Using Account Funnel and Account Funnel Snapshot metrics, it highlights trends, segments' funnel behavior, and potential bottlenecks, allowing for strategic adjustments and forecasting. Essential for data-driven optimization, this template uses stage entry and exit data across CRM systems, ensuring comprehensive analysis and supporting growth by efficiently linking opportunities, leads and contacts to their accounts for a holistic view of the full funnel.
Tags:
RevOps
Marketing
QBR
ABM
RevOps
MarketingOps
ABM Funnel
Track and analyze the flow of accounts entering each stage of your ABM funnel over time
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Includes 2 metrics
Account Funnel, Account Funnel Snapshot
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Available with 2 integrations
SFDC connector
HubSpot connector