Orchestrate Multi-Channel Plays

Automate High-Impact Plays across Advertising, Sales Engagement, Marketing Automation, Direct Mail, and CRM

B2B marketing works much better when relevant messages reach buyers wherever they are. For example, multi-channel marketing campaigns have up to 20% higher response rates than email-only ones (InfoTrends), and Experian has found that segmentation can increase open rates by 25%.

Engagio Orchestrate brings the scale and sophistication of traditional lead-based marketing automation to the account-based marketing world. With it, you can drive more meaningful interactions using multi-channel, cross department plays — at scale.

Target a precise audience through our segmentation engine and automatically apply the most effective sales and marketing tactics to advance the account forward in its journey. Engagio is the only solution that empowers you to run people- and account-based plays from one system.

Precise Segmentation and Audience Management

Dynamically create audiences for personalized campaigns

Create precisely segmented campaign audiences with just a few clicks using buyer persona, account/customer journey stage, behavior, intent, recent sales activity, target account status (fit with ICP), and other attributes

Use powerful cross-object filters to create segments that aren’t possible in traditional marketing automation

Push audiences to third-party platforms to orchestrate experiences across channels

Cross-Channel Plays

Automate multi-channel actions in response to account engagement or inactivity

Trigger sales plays in CRM (Salesforce) and sales engagement systems (SalesLoft, Outreach)

Orchestrate actions in marketing automation (Marketo, Salesforce Pardot, HubSpot) and manage advertising audiences

Connect to additional channels via Salesforce, including website personalization (Marketo, Drift), account-based advertising platforms (Terminus, Demandbase, Rollworks), direct mail (PFL, Sendoso), and more

Account-Based Advertising

Manage dynamic audiences automatically with account-based advertising platforms

Get more from your advertising campaigns with precisely targeted audiences

Automatically move accounts across campaigns as they move through the account journey to generate awareness, accelerate sales cycles, and drive cross-sell opportunities

Orchestrate ad campaigns with other channels (e.g. turn ads on and off automatically based on responses to campaigns in other channels)

Automated Customer Data Management

Automate data management processes with CRM and marketing automation actions such as Create Task, Change Data, and Add to Campaign

Update status fields automatically as Sales or SDRs work accounts

Clean and normalize account, lead, and contact data automatically

Stamp fields with current date or engagement minutes to manage workflows and optimize measurement

Cross-Sell Plays

Expand accounts and grow your lifetime customer value through automated campaigns

Identify demand signals based on product-specific engagement

Trigger the appropriate action across marketing and sales channels

Automatically follow up with relevant product information and alert your sellers

Customer Retention and Advocacy

Orchestrate coordinated actions for at-risk customers and advocates who will promote your brand

Look at which accounts and personas are engaging using heatmaps

Launch an advocacy marketing campaign and trigger account manager outreach

Segment customers based on inactivity and trigger retention campaigns

Speak with an ABM Expert to learn more!

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