How Marketers Can Leverage Automation in Account Based Marketing

Account-based marketing, or ABM, is an approach that focuses on the relationship between a business and its customers. It’s a marketing strategy focusing on understanding customer needs, measurement, and segmentation and creating personalized experiences.

ABM aims to provide businesses with insights into their customers to help them better understand what they want and tailor their products or services accordingly. It’s a new way of thinking about marketing that relies on personalization through data from customers’ interactions with the company’s products and services.

B2B industries such as banking, insurance, telecommunications, and healthcare companies are using ABM as a marketing strategy. It also has been applied in consumer industries such as retail and travel.

If you are interested in learning more about account-based marketing, you should consider combining automation with this strategy. In this case, you will be able to reach out to a more significant number of customers and get them engaged with your brand.

A combination of automation and account-based marketing is the way to go. ABM is an effective way to reach out to specific audiences and automate the process of creating content that will be relevant to them.

Here’s how marketers can leverage automation in account-based marketing strategies and campaigns.

1. Tag and segment accounts

It’s critical for your account based marketing campaigns to have segmented accounts.

Ideally, automation should be used for tagging and segmenting accounts for your account-based marketing strategy. However, having human tagging and segmenting accounts for the first few months is a good idea. These first steps will help you avoid any mistakes you might make if you start using automation too soon.

The following are some of the benefits of using automation:

  • It saves time by automating everything
  • You can use it on multiple platforms
  • It helps with repetitive tasks
  • It helps with data analysis
  • You can use it on various levels

Automated tagging helps to identify the accounts that are most likely to convert. Segmentation allows you to determine the groups of accounts and then create personalized messages for them.

2. Your marketing tools in one place

Automation is a powerful tool that can help you improve your marketing strategy. It allows you to implement account-based marketing by giving your tools in one place.

With automation, marketers can focus on the strategy rather than the tools. This convenience means they can spend less time on sourcing and more on strategy and execution.

ABM relies heavily on automation tools like HubSpot, Pardot, Marketo, and Salesforce to provide data for the account-based marketing strategy. Since they’re all in one place with automation tools, you can use your time more efficiently and focus on the most critical aspects of your account-based strategy.

With automation, you can use your time more efficiently and focus on the most critical aspects of your account-based strategy or those that require more of your efforts than others.

3. Gather intent data

The result of automation is the ability to gather intent data. This data is the information that can help you understand how people are feeling at any given time.

It is not just about collecting data but also about understanding the data. Gathering intent data can help you know your audience better and make more informed decisions for your business.

Automation helps marketers gather intent data, which enables them to create targeted ads. This automation helps marketers make more intelligent decisions by understanding the types of users they target, their interests, and their behavior.

This data can help you create content that they will find relevant, build your audience and ultimately increase your ROI. It also makes finding the best platform to reach out to your target audience without hassle.

4. Setup workflows

An automation tool can help you set up workflows for your account-based marketing strategy. You can create automated workflows for your ABM strategies with automation tools to help you achieve better results. For example, you can set up an automated workflow that automates the process of generating content for your clients daily.

Setup workflows are crucial in account-based marketing. They are the backbone of the entire system; without them, it isn’t easy to track and analyze the performance of a campaign.

The setup process should be done with utmost care so that it doesn’t affect the performance of a campaign. A good setup process should also be able to adapt to changes in strategy or product/service offerings.

Setup workflows are essential for account-based marketing because they allow for automation and efficiency. They also help companies track and analyze the performance of campaigns.

5. Focus your content

Automation is not just about making things easier on humans; it’s also about making things easier for machines. In this case, automation eliminates the hassle of manually creating content for every customer in your account-based marketing strategy and instead automates the process by using AI to generate content automatically.

The key to account-based marketing success is focusing on one or two key topics and using automation tools to create content.

Automation tools are used not only for creating content but also for the automation of tasks such as outreach and scheduling.

With the help of automation, it makes it easier for you to focus on your content creation and be more consistent with it.

6. Build your campaigns

The time you spend on creating content is time you are not spending on your other activities. With the help of automation, you can focus on your core tasks and build campaigns for your account-based marketing strategy.

As a content marketer, it means you need to create content that will be valuable for your audience and drive conversions. Automation tools like automation software and AI writing assistants help with this by providing specific topics and keywords.

If you are a digital agency or an online business, then automation will help you focus on your core competencies. It will also help you identify the right content to build your campaigns.

7. Tailor your engagement

Account-based marketing is an engagement strategy that tailors the engagement experience to the target audience. Account-based marketing aims to increase customer lifetime value and create personalized experiences for each customer.

Automation and AI can help you tailor your engagement in your account-based marketing strategy. With automation, you can automate collecting data on customers, creating personalized experiences for them, and measuring their response to those personalized experiences.

This process will allow you to create highly targeted messages that resonate with your audience.

8. Create reports, dashboards, and subscriptions

In account-based marketing, automation helps create reports, dashboards, and subscriptions. This ability allows marketers to create content at scale and spend more time on strategy development.

Automation in account-based marketing can help you create reports, dashboards, and subscriptions in your account-based marketing strategy that will help you make better decisions about your business.

With the help of AI, you can automate these tasks with a few clicks. This automation is essential because it helps marketers save time and money by focusing on what they do best – creativity and emotions. Automation helps because these types can help marketers save time and resources that they would otherwise spend on manual tasks.


Automation is a powerful tool that permeates different industries, including account-based marketing. Therefore, if you want to be ahead or current with the times, then you should leverage automation with these tips in this article in your account-based marketing campaigns. That way, you get the best results without working too hard for it.

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