ABM Segments accessible in Sales Intelligence?

Does anyone know if it is possible to pull in accounts into sales intelligence that are part of a segment in the ABM platform? Or vice versa — can I reference a sales intelligence saved filter in the ABM platform via a segment?
Unless I'm missing something, I'm not seeing the ability to do so. If that's the case, I'm a bit disappointed as it feels like it silos marketing efforts from XDR & sales' efforts. I like that the SI experience provides a UI that caters to XDR/sales users use cases and the ABM experience provides a UI that caters to marketing's use cases but they are still part of the same instance, yes? If so, why can they not tap into the same lists? A big goal for us this year is to align marketing, XDRs, and sales (account executives for us) around an "account based outbound" approach and this would be so helpful.
I know I can push a segment to a salesforce field and reference the accounts via a CRM account filter but this feels so indirect and is not scalable at all.
Comments
-
I know I can push a segment to a salesforce field and reference the accounts via a CRM account filter but this feels so indirect and is not scalable at all.
This is the only method right now. I'm sure a lot of people would benefit from what you've described.
3 -
@Taylor Matysik @Brandon McBride A birdie in Product Marketing told me this feature is likely coming this year. 🤞
6
Categories
- All Categories
- 1 Roadmap
- 1 Crossword
- 685 All Discussions
- 51 Product Updates
- 58 6th Street
- 12 Welcome
- 4 Administrator Certification
- 3 Sales Certification
- 10 Advertising Certification
- 10 Demand Gen Plays
- 16 Reporting HQ
- 31 Conversational Email
- 3 What is CE
- 8 Getting Started with CE
- 14 Thriving with CE
- 2 Conversation Starters
- 184 Job Board
- 34 General
- 11 Partner Place
- 172 Research Road
- Compensation Calculator
- 77 Sales
- 14 Pipeline Generation Tuesdays
- 20 BDR Block
- 11 SKO Supplies
- 7 Advice
- 2 Assets
- 20 Verticals
- 10 Manufacturing, Logistics & Supply Chain
- 8 Financial Services
- search-results
- 237 Events
- 12 6sense Quarterly Product Update
- 26 Customer Story Hour