From MQLs to Buying Groups: How Socure is Building the Future of Revenue Marketing
A conversation with Heather Adams, Head of Revenue Marketing at Socure.
In today’s B2B landscape, the way companies buy has changed dramatically. But many revenue teams are still stuck using outdated tactics. The classic MQL (Marketing Qualified Lead) model is no longer fit for purpose. It focuses on individuals, when buying decisions now happen in groups. It relies on form fills, while buyers prefer stealthy research. It counts leads, when what matters is engagement across an entire account.
“A single-threaded, one-person conversion is not what you should base your future revenue success on.” — Heather Adams
In this blog, we unpack Heather Adams’ playbook for replacing MQLs with a buyer group-first strategy at Socure. It’s a journey that includes tight sales-marketing alignment, AI-powered personalization, and a deep commitment to clean, actionable data.
Why MQLs No Longer Work
MQLs were once a breakthrough. They gave marketing a way to track conversions, measure impact, and hand off leads to sales. But in the modern enterprise deal cycle, they often miss the mark.
Key Limitations of MQLs:
Too Narrow: Often capture one person’s interest, not the whole buying committee.
Reliant on Form Fills: Many buyers now avoid forms entirely.
Misleading Signals: Early research from junior roles gets mistaken for high-intent activity.
“We knew we had 10–15 people involved in a six or seven-figure decision. We needed to engage the whole group—not just whoever downloaded the whitepaper.”
Socure realized that chasing MQLs was like trying to understand a forest by examining one leaf. It doesn’t work when the real value lies in the entire ecosystem.
Introducing a Buyer Group-First Strategy
Instead of measuring success by individual actions, Heather’s team shifted to tracking account-level engagement and buyer group coverage. That meant aligning across functions and changing the KPIs they reported on.
The Cadence That Changed Everything
At the heart of the shift is a weekly sync between:
Campaign leader
Market Development Rep (MDR)
Account Executive (AE)
Each team member brings insights to the table, driven by:
First-party engagement data
Third-party intent signals
Buyer group activity
“When we meet, we ask: What are the tasks for the AE, the MDR, and marketing? What was successful last week? What do we try next?”
This regular collaboration removed silos and drove accountability.
Old vs. New Metrics
| Traditional Metrics | Modern Metrics |
|---|---|
| MQL volume | Account engagement |
| Form fills | Buyer group coverage |
| Single touch attribution | Pipeline influence by persona |
Redefining Success Metrics
Heather’s team moved away from individual attribution and started tracking:
Account-level engagement scores
Persona coverage within buying groups
Pipeline impact across functions
“We built dashboards to show where our buyer group coverage is strong and where it’s lacking. It helps us spot gaps and optimize outreach.”
They also eliminated credit-seeking by creating a combined GTM pipeline metric presented to executive leadership and the board.
Getting Sales on Board
Changing KPIs is one thing. Changing minds is another. Heather emphasized the importance of trust and early wins.
“We had a few AEs who leaned in early. When they saw results, others followed. Success breeds success.”
Rather than waiting for sales to add contacts to Salesforce, marketing and MDRs built a draft buyer group for each target account. Sales only needed to review and refine—a low-lift ask that accelerated adoption.
The Role of Technology and Data
Heather’s stack includes:
6sense for buyer intent and keyword tracking
Drift for ABM-focused chatbot experiences
Champion tracking tech to re-engage known contacts in new roles
Custom GPTs to scale personalization across verticals and personas
But tech alone wasn’t enough. Data quality had to improve.
“Our data was everywhere—Slack, Salesforce, Clari, GDrive. We had to build pipes, clean the data, and use AI to make sense of it.”
Infographic: The Buyer Group Engine A visual of inputs (intent signals, past champions, firmographics) flowing into tools (6sense, Drift, GPTs), leading to outputs (personalized engagement, buyer group completeness, pipeline growth).
Early Results and Wins
With the new model, Socure saw:
2.5x YoY lift in sourced deal quality
80% of pipeline from named accounts
Increased deal size and strategic fit
They also moved to 100% AI-assisted personalization at scale, saving time and boosting message relevance.
“We’re using our AI agents to identify lookalike accounts, research stakeholders, and draft persona-specific messaging. It’s a huge unlock.”
AI: The Personalization Force Multiplier
Heather’s team is using AI for:
Prompt optimization
Buyer group discovery
Personalization at scale
Intent-to-outreach orchestration
“The only limitation is how well you prompt. Sometimes we use AI to help us write better prompts.”
They’re currently building agentic workflows that connect flows from Slack to Salesforce to outreach platforms, enabling near-autonomous buyer group engagement.
Advice for Revenue Leaders
For those looking to champion a similar shift, Heather’s advice is simple:
Start with trust: “Build real relationships with your sales team.”
Show data: “Sellers know MQLs don’t work. Bring the evidence.”
Make it easy: “Bring the first version of the buyer group to the table.”
Think in systems: “Map engagement across teams, not in silos.”
Conclusion: The Future of Revenue Marketing
The era of MQLs is ending. In its place, a more holistic, buyer-aligned, AI-powered strategy is taking hold. At Socure, Heather Adams and her team are showing what’s possible when marketing evolves from lead generation to buyer group orchestration.
This isn’t a cosmetic change. It’s a fundamental reinvention of how pipeline is created, measured, and accelerated.
TL;DR: Heather’s Buyer Group Framework
Weekly syncs across GTM roles
Account and persona-level metrics
Tech-powered orchestration with 6sense, Drift, and AI
Clean, centralized data across sources
Cross-functional trust and transparency
“If we don’t figure this out quickly, we’re going to get left behind.”
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More Resources

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5 Steps to Navigate Buying Groups in 2025: A RevOps Guide
5 Steps to Navigate Buying Groups in 2025: A RevOps Guide RevOps 10 min In today’s business environment, B2B buying is never just one person. According to Forrester Research, more than half of global business buyers purchase in complex buying scenarios that include more people, more departments, and generally higher price points. And this buying group can be made up of 7 to 20 people! Unlocking the power of buying groups is a crucial aspect of the B2B landscape. This blog is a synopsis of our conversation with revenue operations leader, Nandini Karkare. She is currently the SVP of RevOps at Zywave. Nandini suggests strategic steps to navigate through the realms of Revenue Operations and helps uncover the strategies, insights, and best practices that constitute a comprehensive guide to mastering the dynamics of buying groups. Read on to get actionable tips on how you can navigate buying groups in 2025 (and beyond). And implement the learnings to create a winning GTM motion. Here are the 5 steps Nandini recommends: 1. Decode Your Buying Groups The buying groups typically consist of members from departments and they all contribute different aspects. It is critical to understand the scope of decision-making including the people who play the most significant roles in making the call. Gartner’s report on B2B Buying highlights that 77% of B2B purchases involve a buying group of four or more people. PS: The key stakeholder can turn out someone altogether different from who you had building a relationship with all along. a. Capturing Buying Group Members Effective buying group management means considering not just decision-makers but influential stakeholders across departments. Misidentifying key players or focusing solely on the main contact risks derailing the sale. (i) How can you map the entire buying group efficiently? Leverage internal and external data to identify the key players Segment the Group by Role and Influence (ii) Not everyone in the buying group holds equal power or influence. Segment them into categories: Decision-makers (who give the final heads-up) Influencers (who sway the decision) Users (who use the product and provide feedback) Budget owners b. The Role Transition Within a Buying Group Moving the focus from a buying group to a renewal or expansion committee includes knowing precisely who remains in the relationship, as well as who becomes more active as an account grows. (i) New roles may emerge in a Buying Group Technical or operational leaders may become more influential post sale, since they are now using the product. (ii) The focus shifts from buying to renewal The interaction should be more about the return on investment (ROI) of the product placed on the market, ongoing value delivery, and ongoing needs. (iii) Alignment between the buying groups and renewal committee Leveraging the same enthusiasm and relationships generated at the first-buying stage helps in anchoring the transitions and preventing any drop-offs in engagement. Related Resource: Navigate Enterprise Buying Committees: Strategies for Driving Alignment c. Understand the Personal and Collective Priorities of a Buying Group As per McKinsey & Company, B2B buying decisions increasingly require engagement across departments, with 60% of purchasing committees including members from outside traditional procurement, like IT and HR. (i)Alignment Between C-Suite and Technical Teams Decisions aren’t Made in a Vacuum Collaboration between C-suite and technical teams ensures a holistic approach to solving customer problems, creating stronger, more sustainable relationships Their cross departmental collaboration can help with: (ii) Alignment on Strategic Goals C suite executives need technical assistance to translate their strategic vision to reality that also aligns with company-wide objectives. (iii) Technical Validation These insights guide the C-suite in making informed decisions that fit technical infrastructure and future-proofing. (iv) Cross-functional Communication Bridging the gap between these two groups involves continuous, open communication, ensuring that technical evaluations don’t delay business goals but instead support them cohesively. iii. Understand the Product Take product demos, listen to sales calls, and use tools that show how the product is sold. This helps in understanding the customer needs better. iv. Dive into Your CRM Understand your CRM (whether Salesforce or HubSpot) to assess how the data is organized. This is to check whether it’s easy to use, and identify immediate improvements. The CRM should be the central source of truth, with other tools supporting it. The data should be unified with easier adoption for the teams. v. Build Trust Internally Establish trust within your teams by listening carefully, asking questions about how RevOps can help, and addressing quick fixes to show you’re there to help. Having this trust shows them that you’re here to support their success. Quick wins, such as small fixes that make people’s jobs easier, helps in establishing credibility early. 2. Establish Clear KPIs i. Understanding Team KPIs It is important to ask you stakeholders about the KPIs that matter to understand their goals and what their expectations are. ii. Aligning KPIs Across Teams Different departments oftentimes work in silos. RevOps should strive to align these departments and check if these KPIs match the overall business objectives. Gaps must be closed if their KPIs don’t align. iii. Setting RevOps KPIs As you approach the end of the first 30 days, start establishing RevOps-specific KPIs that match company goals, which may involve metrics like revenue increase, conversion rates, or improvements in overall efficiency. 3. Tech Stack Audit Deep dive into the existing tools that your company is using. Identify all redundancies, and find opportunities to streamline the entire tech stack. i. Map Out Tools Compile a list of all tools used by teams, noting their purpose and how they work with the CRM. ii. Evaluate Use and Cost Determine if tools are actively used or if there are duplicates. Look for cost-saving opportunities by consolidating tools when possible. https://www.youtube.com/watch?v=sVDJ9KI1tGw&t=869s Next 30 days – Alignment and Control The next 30 days marks a shift from discovery to alignment. The goals should be to create cohesion between departments (e.g., Sales, Marketing) and laying down effective controls. The improvements need to be implemented without overwhelming the teams. This phase combines