Salesforce Account Based Marketing works!

Accelerate your leads through the pipeline by going after prospects who are more likely to buy from you
See UserGems in action
UserGems email template
Steve Jones
“UserGems is the type of tool that I've been looking for quite a while. The key is to reach out to your alumni customers at the right time - UserGems helps us achieve that at scale.”
Steve Jones
Steve Jones
VP of Demand Generation
in Closed Wons
in One Year
Becc Holland
“When I came across UserGems, I thought it's really brilliant. It makes our sales conversations shorter. "Hey, you've used our product before. How can we help you in this new role?"
Becc Holland
Becc Holland
CEO & Founder
Dwight Richards
“This week alone, we had several demos booked in the first hour with opportunities we wouldn't have found otherwise. We also identified current clients that had our main contact leave. This level of insight is invaluable!
Dwight Richards
Dwight Richards
VP of Sales & Client Success
in Closed Wons
David Pitta
“With UserGems, we saw immediate ROI in deals generated—an 8X increase within 90 days—by monitoring buyers' job changes from and to our target accounts."
David Pitta
David Pitta
in 90 Days
Response Rate

Identify your most likely buyers


Track your customers when they change jobs

Reconnect with your customers and users when they moved to a new company. Because they already know you and your product, you'll get a competitive edge.

Every month, UserGems surfaces these warm leads and their new contact information directly in your Salesforce.
UserGems for Sales
UserGems for Sales

Identify new buyers In your target accounts

Reach out to buyers when they're actively evaluating tools and still have the budget.

UserGems monitors your target accounts and surfaces prospects that match your persona when they've just started their new roles.
Meeting AssistAnt

Capture & enrich new contacts from your Calendar to Salesforce

Spend less time on admin tasks and more on selling. UserGems automatically enriches new contacts from your Calendar and adds them to Salesforce (Accounts and Opportunities).
UserGems Calendar Tracking
UserGems Calendar Tracking

Integrate with your existing tools

We integrate enriched data with your existing workflow and tools so your team has easily accessible data that’s actionable and yields real results.

Why UserGems?

Drive bigger pipeline

20% of your customers change jobs every year. Convert them to be your customers again.

Increase win rate

Buyers spend 70% of budget in their first 100 days. Reach out to them before your competition.

Reduce churn

Prevent customer churn when a champion leaves and/or a new executive joins the account.

Salesforce account-based marketing streamlines your strategies

If you are looking for a way to improve your marketing think carefully about your target market. When you are building your strategy, you’ll want to make a paying customer out of everyone. Unfortunately, this is not possible. If you try to target everyone at the same time, you will have a hard time converting anyone. That is why it is important to think carefully about how you can customize your marketing tactics to meet the needs of your potential clients. That is where Salesforce account-based marketing can be helpful.

Account-Based Marketing is the practice of customizing your marketing tactics to meet the needs of each customer.

If you look at the marketing cloud in Salesforce, you will be able to visualize your inbound marketing funnel. If you want to optimize your funnel consider using account-based marketing. With a strong ABM strategy, your team will be able to better identify, communicate with, and move prospects down the funnel.

To get the most out of your account-based marketing strategy you need to take advantage of a strong CRM structure within Salesforce. That way, you can generate more opportunities with listed accounts, and contacts, and keep everything tied together. 

If you take advantage of this approach, you should be able to maximize the return on your digital marketing investment. If you focus on ongoing lead generation, you can take advantage of data enrichment, helping your company maintain a healthy sales pipeline. This will give you a competitive advantage in a hyper-competitive environment.

Using Salesforce for marketing with a CRM

There are many ways you can use Salesforce account-based marketing. However, no matter how many tools you have, it is still important for you to take advantage of a CRM. This can have a massive impact on the operations of your sales team. In addition, it also allows you to track your marketing data. That way, you can line up with your contact and prospect records. If you understand which assets your prospects are engaging with, you can help your sales teams gather more intelligence on some of the problems that your clients face.

This is important because you can customize your products and services to meet the needs of your customers. This can go a long way toward helping you convert your leads faster. If your sales and marketing teams work together to improve the sales pipeline, you should be able to increase your conversion rate. 

This system does not necessarily work well for outbound prospecting, though it is usually better for inbound marketing. A good sales team should be able to account for both of these issues. You should have systems in place to address cold lead generation tactics.

Hubspot Account-Based Marketing: Benefits and drawbacks

If you are interested in learning more about ABM, you may want to look closer at a few account-based marketing case studies. Hubspot account-based marketing is a powerful tool, and one of the top competitors when compared to Salesforce account-based marketing. There are a lot of features available through HubSpot. For example, you can automate a lot of the email marketing campaigns that you commonly use. In addition, there is a CRM that allows you to maintain your contact data and make sure your sales teams are properly aligned.

There are a few shortcomings of this tool as well. For example, Hubspot cannot run automatically. Like other CRM tools, it still requires a comprehensive team of people to use properly. In addition, you will still have to vet ideal accounts on your own. As a result, it can still take a long time to properly implement this strategy. Therefore, you may want to consider a few other options. Remember that the best option for one company is not necessarily the best option for yours.

Pardot Account-Based Marketing: Pros and cons 

Another Salesforce account-based marketing competitor you may consider is Pardot. This is a tool that can help you with all of your marketing campaigns, natively integrating into your CRM. It is similar to HubSpot, as it allows your marketing and sales teams to automate a lot of the communications with your prospects. Then, you can score your leads as qualified or not. You can also track their engagement with your brand online. That way, you can figure out who you should be spending your time on.

When looking at Pardot’s account-based marketing, it is clear that this tool cannot generate new leads on its own. Instead, you’d be better off trying to employ inbound lead generation tactics. When it comes to generating new leads, this is not a tool you want to use. You also cannot use this tool to qualify prospects without a dedicated plan in place. 

Track your campaigns via the ABM dashboard in Salesforce

Graphic with text Track your campaigns via the ABM dashboard in Salesforce”

Similar to other marketing campaigns, it is important to track your performance. That is why it may be helpful to use an ABM dashboard in Salesforce. That way, you can figure out what is working, what is not, and what needs to be improved when it comes to Salesforce account-based marketing. 

One of the most important things you need to look at is the prospect stage. That way, you can figure out which opportunities are more likely to convert. 

You also need to track the size of your deals, the opportunities per service line, and the time to close. That way, you can figure out how long it will take you to convert a customer and how much revenue your company will generate from that sale.

Pair your ABM strategy with inbound marketing

Ultimately, if you want to improve your sales pipeline, there are a variety of prospecting tactics you should use. You can take advantage of Salesforce marketing automation when it comes to inbound marketing. 

Even though inbound marketing is a great way to maintain passive activity and solutions, it won’t be successful alone. You also need to have a B2B account-based marketing plan to take advantage of outbound prospecting tactics. You can keep your sales team busy, fill in the gaps where your marketing activities cannot deliver, and take advantage of every tool at your disposal.

It is important for your sales teams to identify prospects that are worth your time. If you use software such as UserGems, you can integrate with Salesforce account-based marketing seamlessly and allow your sales teams to hit these goals. 

Want to get more pipeline with less work?