Connect Your Go-to-Market Data

Combine siloed marketing and sales data across key personas, buying committees, and accounts

Connect lead-based systems (CRM, Marketing Automation, Corporate Email, etc.) to create a single account view

Log outbound emails, inbound emails, and meetings as tasks to CRM automatically

Easily identify where new contact and account data are needed and create contacts automatically based on interactions across email and calendar systems

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Lead-to-Account Matching

Get the industry’s most complete solution to match leads to accounts (L2A)

Use fuzzy logic to match on email, company name, and custom field with customizable tiebreakers to handle multiple accounts and respect parent-child hierarchy

Route leads quickly and accurately based on account ownership statuses

Augment lead records with relevant account data like industry, employees, and more

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Engagement Scoring Engine

Deliver transparent insights on account engagement and progression

Track how buyers interact with your company using a flexible minutes-based model

Assign minutes for all activities and create custom categories to identify expansion opportunities

Customize your model based on your unique business needs, unlike typical predictive, black-box scoring models

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Customizable Customer Lifecycle Stages

Optimize Account Penetration while Driving Full Funnel Accountability

Understand where your key accounts are in their buying journey so reps can deliver the right message at the right time to accelerate pipeline and deals

Automatically integrate sales and marketing engagement to improve alignment at each

stage of the buying journey, from no engagement to a closed-won customer and beyond

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Data Augmentation

Make your Salesforce data better with intelligent connections to email and other systems

Make it easy to identify where new contacts and account data are needed and identify and create contacts automatically based on emails/calendars

Log outbound emails, inbound emails, and meetings as tasks to CRM automatically

Create custom segmentations such as Persona, Account Tier, and Job Level

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Precise Segmentation and Audience Management

Dynamically create audiences for personalized campaigns

Use powerful cross-object filters to create segments not possible in traditional marketing automation

Create precise audiences using buyer persona, journey stage, behavior, intent, recent sales activity, account status, and more

Push audiences to third-party platforms (e.g., LinkedIn) to orchestrate across channels

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Intent Data

Ignite your ABM programs with intent

Provide Marketing and Sales with timely, transparent and privacy-compliant insights

Prioritize accounts showing intent for Marketing programs and Sales outreach

Automate campaign delivery to key personas based on intent from the account

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Enterprise-Grade Security and Trust

Engagio Enterprise-Grade Platform is built with Security, Compliance, and Trust in mind

We are SOC 2 Type II certified. This certification is reserved for organizations that have demonstrated standard operating procedures for organizational oversight, vendor management, risk management, and regulatory oversight over a length of time.

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