Best Account-Based Reporting Software

Account-based reporting software provides account-based results metrics such as percentage of target accounts reached or lead-to-account mapping in order to analyze the efficacy of a user’s account-based marketing (ABM) strategy. ABM strategies are useful for a business because they allow marketing teams to expend the most resources on prospects that have a high conversion probability. Account-based reporting tools enable marketing teams to analyze the efficacy of their ABM strategy to ensure that they are targeting the right prospects. They also use this software to inform future ABM strategies. Marketing teams use account-based reporting software to measure the quality of leads generated from their ABM initiatives.

Account-based reporting software is generally implemented in conjunction with other ABM software such as marketing account management or marketing account intelligence. Many account-based reporting tools have some account-based content execution functionality.

To qualify for inclusion in the Account-Based Reporting category, a product must:

  • Provide account-based results metrics such as percentage of target accounts reached
  • Integrate with a sales database that can provide the data necessary for lead-to-account mapping

Account-Based Reporting Software Grid® Overview

The best Account-Based Reporting Software products are determined by customer satisfaction (based on user reviews) and market presence (based on products’ scale, focus, and influence) and placed into four categories on the Grid®:
  • Products in the Leader quadrant are rated highly by G2 Crowd users and have substantial Market Presence scores. Leaders include: Bizible
  • High Performers are highly rated by their users, but have not yet achieved the Market Presence of the Leaders High Performers include: Infer, Terminus, LeanData, Metadata.io, and Engagio ABM Analytics
  • Contenders have significant Market Presence and resources, but have received below average user Satisfaction ratings or have not yet received a sufficient number of reviews to validate the solution. Contenders include: Demandbase and Marketo
  • Niche solutions do not have the Market Presence of the Leaders. They may have been rated positively on customer Satisfaction, but have not yet received enough reviews to validate them. Niche products include: Jabmo
G2 Crowd Grid® for Account-Based Reporting
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    Account-Based Reporting reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

    Every-touch revenue attribution and advanced AI-driven revenue planning to enable every marketer—from CMO to channel manager—to discover customer journeys, impact digital transformations, and power company growth.


    Marketo’s Engagement Marketing Platform allows a marketer to attract the right customer, engage them over time, measure and maximize marketing investment, and plan and coordinate marketing across the team. Marketo is transforming the way that companies are driving personalized, lifelong and meaningful relationships with customers and companies alike.


    Terminus Account-Based Marketing helps B2B marketers orchestrate ABM campaigns to engage key decision-makers at best-fit accounts. No contact data is required. Terminus finds the right people in those companies and serves them ads across the web, mobile, video, and social channels. Easily launch digital advertising campaigns to only target accounts and measure the impact of those efforts on engagement, pipeline, and revenue.


    LeanData’s Lead Management Suite helps companies connect leads to account, route to the right rep, and enable them to do advanced analytics and reporting for running ABM campaigns. More than 300 high-growth businesses such as Nutanix, Palo Alto Networks, Marketo and Cloudera rely on our lead-to-account matching and sophisticated routing to increase pipeline, maximize marketing ROI and close more deals. Enable Salesforce to work smarter with: ● Matching - Match leads to accounts for a 360-view of your target accounts ● Routing - Assign leads and contacts in real-time to the right owner every time ● Insights - Measure and optimize the performance of routing processes and campaigns ● Attribution - Uncover insights of campaign influence on pipeline and revenue


    Engagio helps B2B marketers drive new business and expand relationships with high-value accounts. With our marketing orchestration software, you can create and measure engagement, so you get the tools you need for Account Based Marketing in one integrated solution Engagio allows you to execute and measure integrated ABM programs, providing the scale benefits of automation with the personalization benefits of the human touch. It complements Salesforce and existing marketing automation solutions, so getting started is easy!


    Infer’s proven predictive platform helps B2B companies win more customers. Its fit and behavioral models analyze buying signals and predict which prospects will go on to become great customers. Infer also offers a Profile Management platform that uses AI to identify high-value segments, make recommendations, and automate the next-best action.


    Metadata provides a closed-loop account based marketing solution that amplifies your sales pipeline with opt-in demand. Metadata clients include Cisco, Mulesoft, Payscale, Infoblox, Aerospike and many others. Metadata patented technology pulls historical CRM data, enriches it with 3rd part signals to profile your ideal customer (both company and persona) and generate custom targeted audiences. Finally, it orchestrates hundreds of micro-campaigns for pipeline acceleration & net new prospect targeting in a single turnkey solution. Our targeting engine generates hundreds of paid marketing experiments representing different pieces of collateral (e.g. Whitepaper), creative, audience, channel, and re-calibrates to the most successful experiments based on pipeline and lead Flow KPIs.


    Demandbase’s ABM Platform provides the critical foundation that marketers need to execute on ABM effectively. It serves as a single source of truth for managing audiences of target accounts and measuring the progress of those accounts across the entire funnel. The platform allows marketers to manage and segment target account audiences in a centralized location for key ABM campaigns. Upload existing account lists, export from CRM or leverage Artificial Intelligence technology to identify the accounts showing interest and intent at the very beginning of the buyer’s journey. Once these audiences are created, they are available for use in programs across the buyer’s journey –targeting, engagement and conversion. And you can also drill down into each audience to see its firmographic makeup, how well that audience is performing at each stage of the funnel and what programs are running for that audience. From the Platform, marketers can also access ABM Analytics, which surfaces account-based performance metrics across different stages of the funnel for any audience, enabling them to easily see the progression of their most valued accounts. By comparing against an automatically-generated lookalike control group -or any other audience the marketer chooses -customers can expose which stages of the funnel are underperforming against expectations. Additional layers of insights expose trend and velocity data, and surface recommendations for next best actions to drive higher progression rates through the funnel. The platform also includes integration with 3rd party analytics tools so that you can create detailed website traffic reports based on company names and attributes, enabling you to analyze your performance with specific segments and build targeted campaigns.


    Jabmo is the ABM platform for global manufacturers. The company provides the whole solution to capture anonymous target account buyer activity and execute personalized account-based marketing programs. Jabmo account-data platform and account sensing technology powers personal and relevant account-based IP Advertising, Retargeting, Website Personalization, Analytics and Sales Enablement. Jabmo integrates with Oracle Marketing Cloud, Marketo, Salesforce Marketing Cloud and Microsoft Dynamics. Global Enterprises including Schneider Electric, Sealed Air, Colt Technology and Fives rely on Jabmo to drive more engagement and revenue with key accounts.


    Madison Logic helps B2B companies accelerate growth by finding and engaging with the most influential people within the best accounts throughout the buyer journey. Marketers use our account-based marketing platform to find influencers showing research signals, engage them before and after they self-identify, optimize buyer journeys, and measure results.


    Full Circle Insights delivers marketing and sales performance management solutions to optimize a company’s marketing mix and drive more revenue. The company offers multi-touch attribution, comprehensive funnel metrics and lead management technology. Built 100% on the Salesforce App Cloud, Full Circle Insights’ products complement leading marketing automation solutions. Founded by former Salesforce executives, CRM implementation veterans and marketing automation specialists, the Full Circle Insights industry pioneers are seasoned in creating marketing measurement foundations to grow revenue. Learn more at www.fullcircleinsights.com.


    Real time intelligence to find and engage your leads


    AccountJoy is an Account Based Marketing (ABM) tool, backed by big data and machine learning, which assists with focused-marketing to specific sets of accounts (companies) you'd want to target via display advertisements, drip email campaigns, and re-targeting. AccountJoy has a real-time database of over 5 million companies, and 300 million individuals which you can access to filter your target accounts and find decision makers. If your candidates aren't in our database, we'll find them for you. AccountJoy has access to almost 85% of Internet Ad Inventory including that of Google AdX, Akamai, App Nexus and a bunch of other major players, making it an integrated cost-saving platform to pro-actively target decision makers of companies you want as your customers.


    Adobe Campaign is a set of solutions that help you personalize and deliver campaigns across all your online and offline channels.


    CaliberMind offers ABM and Analytics power without the big platform overhead. Our ABM Converter™ & Revenue Analytics solutions - built on top of our leading Customer Data Platform - enables marketers to repurpose their existing CRM and Marketing Automation systems to manage, measure, and report on both Demand Generation and ABM success. Ask about our 30-day FREE trial.


    Kwanzoo bridges the gaps among martech, sales tech, and ad tech. It is an Account-Based (ABM) experiences platform for global B2B enterprises that leverages precise targeting and personalization to engage the entire account buying group, not just individual buyers; tracks target accounts and visitors visiting a website or microsite from all traffic sources; arms sales teams with deeper reporting and rich, engaged buyer insights to increase sales; and reaches accounts in various global regions including UK and EU, APAC, LATAM, North America, and ANZ. Learn more about us at www.kwanzoo.com


    The key to unlocking the power of ABM4M is MightySignal's Salesforce Integration. Once you install our Salesforce Integration, you'll have an ongoing record of every account in your target market. As a result, you won't waste time aimlessly searching for customers--you'll always know who they are are which ones are most important. You'll be able to use ABM4M to power all go-to-market functions of your business.


    SAS Marketing Optimization enables you to make the most of each individual customer contact by determining how business variables, e.g., resource and budget constraints, contact policies, the likelihood that customers will respond and more will affect outcomes.


    Kate from G2 Crowd

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