ABM Segments accessible in Sales Intelligence?

Taylor Matysik
Taylor Matysik Posts: 49 ✭✭✭✭✭✭
in All Discussions

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.

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  • Brandon McBride
    Brandon McBride Posts: 311 ✭✭✭✭✭✭

    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.

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