Build a Centralized Account Intelligence Center Step 4 Clean up and consolidate the data. To do this, you’ll typically use a VLookup to match the account domain when consolidating data across multiple sources. But, different tools have different ways of writing the domain. Some include a forward slash at the end and some don’t. Some tools use http, while others use www. You will need to go through the list and make sure all the URLs are uniform. This is what our Marketing Ops team used to refer to as Spreadsheet Island. Step 5 Finally, you will be ready to consolidate all the data into the account hub spreadsheet. Account Industry Size Intent Relationship Page Views Campaign Last Engagement Score Responses Spike Account 1 Software Enterprise Medical Billing 600 56 4 Last Week Account 2 Healthcare SMB Medical Re- 100 123 13 Today cord Manage- ment Medical Docu- mentation Account 3 Financial Ser- Mid-Market Medical Docu- 400 0 0 N/A vices mentation Account 4 Software SMB Medical Docu- 300 12 0 Last month mentation The Complete Guide to Effective ABM Targeting 31
the complete guide to account engagement for ABM Page 30 Page 32