marketing

Uncategorized

Beyond the MQL: A Blueprint for Buying Group Marketing, ABM Evolution, & AI-Powered Growth

Beyond the MQL: A Blueprint for Buying Group Marketing, ABM Evolution, & AI-Powered Growth A conversation with Leslie Alore, SVP Marketing at Flexera. In B2B marketing, traditional lead-based funnels are no longer sufficient to capture the complexity of modern buying behaviors. Decisions are increasingly made by groups of stakeholders, each with unique priorities, influence, and timelines. This has rendered the singular MQL metric inadequate. Leslie Alore, Senior Vice President of Marketing at Flexera, has taken a bold stance on rethinking marketing performance metrics, aligning go-to-market teams, and leveraging AI to better engage buying groups. In a recent episode of The Revenue Lounge, Leslie outlined how she has redefined what marketing success looks like, how she operationalizes ABM for platform sales, and why AI is central to the next evolution of buyer engagement. Facebook Twitter Youtube Rethinking the Role of MQLs Leslie begins with a candid admission: marketers have done themselves a disservice by elevating MQLs to the primary measure of marketing’s contribution. At Flexera, she has radically narrowed the definition of an MQL to focus only on true ‘hand-raisers’—prospects who explicitly request a sales interaction, whether that’s a demo request, a meeting with a product expert, or a direct booking with a sales rep. “An MQL is somebody who requests something that results in a sales meeting. They ask for a demo, they ask to talk to an expert, they book a meeting. That’s it.” – Leslie Alore By tightening the definition, her team was able to dramatically improve response times, sharpen SDR focus, and boost conversion rates. This approach doesn’t discount other engaged contacts—such as those who download content or attend webinars—but these interactions are used to warm accounts for future outreach rather than being sent immediately to sales. The goal is to avoid SDR burnout and focus resources where buying intent is real. Moving from Vanity Metrics to Business Impact To solve the fragmentation problem, Mahesh emphasized that the answer wasn’t just in tools—but in orchestration. “We can’t consolidate everything, and we shouldn’t try to. The key is orchestrating data across tools, teams, and processes.” Rather than force-fit every team into a single platform, Mahesh advocates for connecting tools via native integrations where possible and using custom scripts or internal workflows when necessary. At AppViewX, for example, Salesforce acts as the system of record, but data flows in from various tools—marketing automation, CS platforms, product usage systems, and internal scripts that clean and enrich records in real-time. The Orchestration Mindset To ensure marketing’s performance aligns with business priorities, Leslie implemented a three-tiered scorecard: “Metrics matter, but they should reflect how marketing drives the business forward—not just how many activities we can check off.” – Leslie Alore https://www.youtube.com/watch?v=L8AuFPnUmog ABM Beyond Marketing Leslie is quick to point out that ABM should not be viewed as a marketing initiative alone—it’s a holistic business strategy. In platform-selling scenarios, where multiple point solutions target different stakeholders, understanding and mapping buying groups is essential. Her process starts with: Defining the Ideal Customer Profile (ICP) for each solution. Identifying users, buyers, and influencers for each product. Analyzing overlaps across solutions to reveal the best platform-fit accounts. “Sometimes, the influencer might not be involved in saying yes, but they can absolutely say no.” – Leslie Alore Balancing Demand Capture and Generation Applying the 95-5 rule, Leslie notes that only a small fraction of target accounts are actively in-market at any given time. Flexera’s strategy is to: Capture Demand Aggressively for in-market accounts through coordinated “swarming” of stakeholders by marketing, SDRs, and sales. Generate Future Demand with out-of-market accounts through thought leadership, education, and brand reinforcement until they’re ready to buy. This ensures short-term pipeline health while building long-term growth momentum. Harnessing AI for Speed, Scale, and Insight Leslie identifies three vectors for AI in marketing: Improving Marketing Productivity – Using generative AI tools like Writer to reduce content production timelines from weeks to hours. Enabling Customer Outcomes – Embedding AI-driven capabilities in Flexera’s own products. Adapting to Buyer Behavior – Responding to how buyers themselves are using AI to research and evaluate solutions. Predictive analytics tools like 6sense help Flexera interpret first-, second-, and third-party buying signals, enabling the team to prioritize accounts with greater accuracy. “If you’re not great at capturing demand, you have no business trying to generate it.” – Leslie Alore Key Lessons from Leslie Alore’s Approach Redefine MQLs to prioritize genuine buying intent and improve SDR efficiency. Align metrics in tiers to connect marketing measurement directly to business impact. Treat ABM as an enterprise-wide strategy, not just a marketing program. Balance demand capture with long-term demand generation for sustained growth. Leverage AI both to optimize marketing execution and to respond to shifting buyer behaviors. Want to hear more stories from revenue leaders? Subscribe to The Revenue Lounge podcast to never miss an episode! More Resources

Uncategorized

Scaling Revenue Operations in High-Growth SaaS: A Strategic Playbook

Scaling Revenue Operations in High-Growth SaaS: A Strategic Playbook A conversation with Josh Pudnos, VP, Global Head of RevOps at Exiger. In the high-stakes world of SaaS, growth is no longer just a function of adding more sellers or increasing outreach volume—it’s about scaling smart, aligning teams, and building a RevOps foundation that enables profitable and predictable revenue. Josh Pudnos, former VP and Global Head of Revenue Operations at Exiger, knows this challenge intimately. Tasked with transforming Exiger from an advisory firm into a SaaS powerhouse, Josh architected a RevOps strategy from the ground up—rebuilding tech, redefining data, restructuring teams, and guiding the company through the messy middle of SaaS evolution. In this detailed blog, we explore Josh’s RevOps transformation playbook—anchored in data integrity, stakeholder psychology, and operational precision. Whether you’re a startup building RevOps from scratch or an enterprise scaling your GTM engine, this story is packed with practical strategies you can adapt to your own environment. Facebook Twitter Youtube From Advisory Firm to SaaS: The Mandate for Change When Josh joined Exiger, the company was in the middle of a strategic pivot. It had already seen success as an advisory services firm, but growing regulatory demand, supply chain risks, and the need for scalable solutions pointed toward a SaaS future. “We saw the signals—more regulation, more risk, more complexity. To meet that need, we had to mature and become a SaaS-first business.” This shift wasn’t just a marketing change. It required reimagining the entire go-to-market (GTM) motion, from how they sold and served customers to how they structured teams and measured success. Phase 1: Rebuilding the Foundation (and the Data) Josh’s first challenge? Data chaos. “Everything within Salesforce when I joined couldn’t be trusted. There was no standardization. We had to start from scratch.” The RevOps team conducted a comprehensive audit and rebuilt core processes—from lead lifecycle to opportunity stages and product taxonomy. 🔍 Data Cleanup Framework Lead > Contact > Opportunity Conversion: Unified and documented lifecycle stages Opportunity Stage Definitions: Standardized across business units Field-Level Governance: Required fields tailored by deal type (new vs. renewal vs. growth) Product Classification: Split recurring ARR vs. one-time services This clean-up wasn’t just cosmetic—it enabled a major win. During Exiger’s private equity exit, the improved data integrity played a crucial role in underwriting the deal. “We could finally speak confidently about our pipeline and customers. That was a huge turning point.” https://www.youtube.com/watch?v=YUwL4kuwg-k&t=3s Phase 2: Building the Right Tech Stack (Without Overbuilding) Armed with a healthy budget and a mandate to modernize, Josh moved quickly to implement a stack that could support outbound motions, deal structuring, and better forecasting. Tools included: Sales engagement platform CPQ implementation Marketing intent integrations CRM and funnel automation But with the benefit of hindsight, Josh realized he moved too fast. “I discounted the reps’ perspectives more than I should have. Some of those tools weren’t adopted. I won’t renew all of them.” 🧠 Key Lesson: Don’t Over-Index on Tech Instead, focus on: User-driven design: Understand how reps actually work Iterative rollout: Prove success with pilots Onboarding and enablement: Train consistently across roles Phase 3: Building a Lean, Impactful Team With only a handful of team members, Josh structured RevOps as a hybrid of technical systems ownership and strategic business partnering. 💼 RevOps Org Design at Exiger Function Focus Area Systems Ops (2 people) Salesforce, integrations, tech stack Sales Ops (2 people) Pipeline strategy, forecasting, top-of-funnel Enablement (1 person) Training, playbooks, seller onboarding Leadership (Josh) Strategy, executive alignment, roadmap ownership   Each RevOps member was aligned with GTM leaders—BDR, AE, AM, CS—to act as a strategic partner, not a ticket taker. “They need a business partner in RevOps. Someone who helps them solve real problems—not just run reports.” Phase 4: Evolving from MQLs to Buying Groups Josh acknowledges a major industry trend: the shift from individual lead tracking (MQLs) to understanding and activating entire buying groups. “There’s no such thing as a single buyer anymore. The committee is often 10–20 people—and each one needs to be engaged differently.” This required evolving both marketing and sales strategies. Exiger began layering intent data with what Josh calls a “surround-sound” approach. 📊 Buying Group GTM Framework Tactic Execution Layer Intent data Use 3rd party and web analytics to identify signals Surround-sound engagement Target decision-makers with tailored content Cross-functional plans Sync sales & marketing on buying group plays Deal acceleration Use buying signals mid-funnel to re-engage deals   Josh noted that even if Exiger isn’t at the fully orchestrated “trigger-based play” stage, they’ve already seen lift in stalled deals simply by getting the right content in front of the right people. Phase 5: Managing Ad Hoc Chaos While Staying Strategic Every RevOps leader has felt this tension: stakeholders want dashboards and ad hoc reports—while leadership wants strategic programs and scalable systems. “You have to empower your team to say no—or at least say ‘not right now.’ Tie everything back to your quarterly initiatives.” Josh and his team communicate their goals through quarterly newsletters, stakeholder syncs, and dashboards that guide self-service. Why Josh Reports into Finance, Not Sales Exiger chose to place RevOps under the CFO instead of the CRO. For Josh, this choice provided the objectivity and strategic alignment he needed. “You don’t want RevOps to become a propaganda arm of sales. With finance, we’re aligned to profitability and operational rigor.” It also helped the team focus not just on revenue goals but on sustainable growth and operational efficiency. The Most Underrated Skill in RevOps? Psychology. “So much about RevOps is understanding how people interpret data, process, and systems. It’s psychological.” Josh recalls debates not about tech or tactics—but about philosophical decisions like how to classify a deal type or when to progress a stage. Understanding stakeholder mental models, motivations, and friction points is what unlocks true cross-functional alignment. Josh’s Retrospective: What He’d Do Differently Move Slower at the StartBuild consensus before buying tech. Map out the rep workflow first. Involve Frontline Teams EarlyEven if they’re unfamiliar with SaaS tools, their

Uncategorized

From MQLs to Buying Groups: How Palo Alto Networks Drove 15x Pipeline Impact

From MQLs to Buying Groups: How Palo Alto Transformed its Funnel & Drove 15x Pipeline Impact A conversation with Lauren Daley, Director of Marketing Operations at Palo Alto Networks. “We all knew MQLs weren’t working. But we were still being measured by them. Something had to change.”— Lauren Daley, Director of Marketing Operations, Palo Alto Networks In an era where enterprise B2B buying is driven by committees, not individuals, most marketers still operate in a lead-centric, MQL-obsessed model. But at Palo Alto Networks — one of the world’s largest cybersecurity companies — a transformative shift has been quietly reshaping how demand generation connects to pipeline. Lauren Daley, Director of Marketing Operations, alongside Jeremy Schwartz, spearheaded one of the most impactful GTM transitions in recent memory: abandoning individual MQLs in favor of a buying group-driven strategy. This shift didn’t just improve pipeline metrics — it won Palo Alto Networks Forrester’s 2025 Demand and ABM Program of the Year and led to double- and triple-digit improvements in pipeline performance. Let’s walk through the detailed steps of this transformation, the cultural and technical pivots it required, and how you can apply Palo Alto’s approach to your organization. Facebook Twitter Youtube Why MQLs Failed to Deliver — And Why Buying Groups Matter For years, marketing has been measured by how many MQLs it can generate. But most B2B enterprise purchases aren’t made by individuals — they’re made by buying committees. At Palo Alto Networks, this was especially evident: they were selling multi-product, high-stakes cybersecurity solutions to government, healthcare, and large enterprises — all of which involve multiple stakeholders in the buying process. “We weren’t doing a good job of connecting all those signals, those buying group members, and packaging it in a way sellers could take action on. That was the disconnect.”— Lauren Daley Marketing teams were doing the hard work of engaging the right personas, but those efforts weren’t translating into revenue. Why? Because individual leads weren’t enough. A shift to buying groups was long overdue. The Journey Begins: From Pilot to Playbook The transformation started not with tech, but with people. Lauren and her team began small — launching a pilot focused on Business Development Representatives (BDRs) and enabling them to associate more stakeholders with each opportunity. “We didn’t boil the ocean. We started with the friendlies — people who immediately bought into the vision.”— Lauren Daley The early results were compelling enough to draw interest from other teams across the company, and that’s when momentum truly started to build. https://www.youtube.com/watch?v=xUAJSu7ebeA Buying Group Impact at Palo Alto Networks The results were staggering when buying groups were present in an opportunity: “I call it compound lift. More deals in forecast. Bigger deals. Higher win rates. That’s a lot of incremental bookings.”— Lauren Daley With buying groups: Opportunities moved into forecast at 15x the rate compared to solo leads. Deal sizes increased by 2.4x. Win rates improved by 1.4x — a 40% increase. This wasn’t just a better marketing model — it was a business growth engine. Changing Mindsets: Enabling the Shift in Marketing Thinking One of the most difficult aspects of this transition wasn’t technology — it was mindset. Marketing teams had been conditioned to focus on MQLs for years, and those targets still drove behavior. “If you put a top-line MQL target in front of a marketer, that’s what they’ll chase — whether it converts or not.”— Lauren Daley To combat this, Lauren and Jeremy went on a company-wide roadshow. They didn’t just explain the new approach — they showed teams how to take action. Campaign and field marketing teams were coached on identifying gaps in buying group coverage and targeting missing personas instead of over-focusing on one highly engaged individual. “Three lightly engaged personas in the right roles are more valuable than one highly engaged individual.”— Lauren Daley Creating the Buying Group Score: A Gartner-Inspired Framework To make the shift operational and actionable, the team developed a Buying Group Score — a clear and simple framework inspired by the Gartner Magic Quadrant. This model categorized buying group engagement into four quadrants based on: Intent Engagement Completeness (presence of key personas) Propensity (likelihood to buy) Buying Group Score Matrix Quadrant Intent Engagement Completeness Propensity Action A High High High High Prioritize immediately B High Low High Medium Campaigns: drive engagement C High High Low Medium Paid: identify missing personas D Low Low Low Low Brand nurture   “We wanted to help marketers prioritize accounts with high potential and make decisions based on data, not guesses.”— Lauren Daley This framework is now being integrated into Salesforce using a custom Buying Group Object, designed to house members of a buying group before an opportunity is even created. Using the Existing Tech Stack to Drive Change Contrary to what many assume, this transformation didn’t require a major investment in new tools. “This transformation is free. We didn’t ask for extra budget.”— Lauren Daley Key adjustments included: Turning on Lead-to-Opportunity matching in LeanData Using Demandbase to monitor engagement and intent signals Building a custom object in Salesforce to house buying group data Automating engagement scoring over time “The tech wasn’t the bottleneck — mindset and enablement were.”— Lauren Daley Evolving the Metrics: From MQLs to Coverage & Contribution The move to buying groups demanded a rethink of what marketing success looks like. Metrics that Became Obsolete: Raw MQL volume Individual engagement scores Metrics That Matter Now: Buying Group Coverage: % of opportunities with complete persona representation Campaign → Opportunity Contribution: Are campaigns driving opportunity creation or expansion? Engagement by Role: Are we nurturing decision-makers, influencers, and champions? Pipeline Conversion & Win Rate by Buying Group Status Overcoming Resistance and Driving Adoption “People immediately said: this makes sense. But changing how they work day-to-day? That takes effort.”— Lauren Daley To make adoption easier: Lauren’s team developed dashboards to visualize persona gaps Created activation playbooks tailored by channel and segment Invested in continuous enablement and real-time coaching Demonstrated the “before and after” revenue impact to stakeholders Related

Uncategorized

Modern ABM and Demand Generation in the Age of Buyer Fatigue

Modern ABM and Demand Generation in the Age of Buyer Fatigue A conversation with Rick Collins, VP of Demand Generation at Connectwise. “We’ve hit what I call the Great Ignore. Everyone’s overwhelmed with messages across channels… even the good ones are getting ignored.”  In the past 12–18 months, pipeline generation has become increasingly challenging. Rising revenue goals and shrinking budgets have pushed marketing teams into a corner. Traditional tactics—especially high-volume lead generation—are no longer effective. In this environment, Account-Based Marketing (ABM) has emerged as a vital strategy. But to truly succeed, teams must rethink how they define ABM, how they align with sales, and how they scale through integrated processes. This blog, based on a Revenue Lounge podcast episode with Rick Collins, VP of Demand Generation at ConnectWise, is your deep dive into: The evolution of ABM in modern demand gen Aligning go-to-market teams Building operational systems for scale Tools, data, and attribution best practices Key lessons Rick learned the hard way Facebook Twitter Youtube From IT to Demand Gen: Rick’s Unconventional Path Rick’s journey began in IT—working in QA, implementation, and CRM systems. Over time, he gravitated toward marketing operations, and eventually demand generation. “I bring a different lens to demand gen. I’ve built the ops side first, which gave me an appreciation of data, systems, and how to scale programs with precision.” He was the first marketing ops hire at ConnectWise, scaled the team through multiple acquisitions, and later took over demand gen during one of the toughest periods for pipeline creation in SaaS. The Death of Traditional Lead Generation Rick calls out three seismic changes that made legacy demand gen ineffective: The Rise of the Empowered Buyer: Buyers now reach 80–90% of the way through the journey before contacting a vendor. Digital Fatigue: Automation misuse has saturated inboxes and weakened outreach quality. Market Competition: More players, more noise, and higher ad costs. “We used to be a lead-gen machine. Now it’s all about understanding signals, providing value, and making every touchpoint count.” https://www.youtube.com/watch?v=bdDbWb-MWwI Strategies That Actually Work Rick’s team has focused on three core strategies to cut through the clutter: 1. Provide Thought Leadership Without Selling Publish content that helps the audience do their job better. Avoid product mentions in early stages. “The more we can help you without asking for anything, the more trust we build.” 2. Respond Fast When Intent is Declared If someone shows intent, ensure a quick, seamless follow-up. Architect systems for real-time handoff to sales. 3. Revive Direct Mail Physical mail cuts through the noise and makes an impact. Combine gifting with value-driven messaging. “You send me a direct mail piece—I’m going to see it. It stands out.” ABM is Not a Tool. It’s a Strategic Motion “Start with the strategy. Don’t buy the tool until you know what you want to achieve.” Too many organizations make the mistake of buying an ABM platform before defining their motion. Rick recommends starting small and proving success manually. Strategic ABM Checklist: Define your Ideal Customer Profile (ICP) based on firmographic and technographic criteria Segment and tier accounts (e.g., Tier 1: High-Value, Tier 2: Strategic Growth, Tier 3: Scalable Outreach) Involve sales in validating and refining account lists Build cross-functional account plans with sales and SDRs Develop persona-specific messaging and value narratives Align marketing and sales cadences for multi-threaded outreach Choose channels and tactics based on account tier (field, digital, gifting, events) Establish shared KPIs and cohort-based measurement plans Start small (e.g., pilot 25 Tier 1 accounts), iterate based on learnings Scale with technology only after proving success manually MQLs vs Buying Groups: A Nuanced Approach Rick doesn’t claim MQLs are dead—but they are misunderstood. The definition varies drastically across companies. What’s more effective? Tracking buying group signals. “We’re operating under the buying group model in our upmarket motion. One person may raise their hand, but we’re watching the whole committee.” Infographic: MQL vs Buying Group Comparison Criteria MQL Buying Group Focus Individual Committee/Swarm Common in SMB Enterprise, Mid-market Trigger Email open, form fill Intent + multiple touchpoints Limitation Ignores influence Holistic engagement Ideal motion Automated lead nurture High-touch ABM Solving Attribution & Measurement Challenges “We use cohort reporting to measure ABM. Attribution is helpful, but it’s directional.” Attribution is complex—especially when sales teams don’t tag every contact or touchpoint in CRM. Rick’s solution is cohort-based reporting: Cohort Reporting Process: Choose a set of 500 target accounts Launch a defined campaign or series of campaigns Measure: Pipeline creation Opportunity conversion Win rates Double-click into successful accounts and identify what worked Aligning with Sales: The Non-Negotiable Element “If sales isn’t bought in, it’s just marketing playing by themselves. It doesn’t work.” Rick emphasizes that sales buy-in is crucial. Here’s his playbook for driving that alignment: Sales Alignment Checklist:   Infographic: Joint Sales-Marketing ABM Execution Plan Phase Action Owner Account Selection Agree on Tier 1 accounts Sales + Marketing Persona Mapping Identify roles & pains Marketing Messaging Customize value stories Marketing + Enablement Outreach Sequence delivery SDRs + Reps Follow-Up Meetings & nurture Sales Reporting Track cohort progress Ops Tech Stack and Data Activation: A Pragmatic View “Tools won’t fix your strategy. They help scale what’s already working.” Rick breaks the ABM tech landscape into three layers: Signal Aggregation – intent data, website visits, email behavior. Activation – digital ads, gifting, outreach. Measurement – pipeline contribution, cohort lift, influence. His recommendation: push data into Salesforce and trigger workflows from there. Otherwise, data sits idle. “We built a prospecting dashboard showing intent scores, untouched accounts, and pipeline priority. Next step: automate the whole motion.” Balancing Short-Term Metrics vs Long-Term Relationship Building “If someone has the answer to balancing short- and long-term pipeline generation, I’m all ears.” Rick’s team avoids meeting-based comp for SDRs. Instead, they’re measured on accepted pipeline and closed-won influence. But this is still a work-in-progress. SDR Measurement: Old vs New Model Meeting-Based Pipeline-Influence-Based Pros Easy to track Aligned with revenue Cons Short-term focus Complex to implement Outcome Flimsy meetings Better qualified pipeline The Power

mqls to buying groups
Uncategorized

From MQLs to Buying Groups: How Socure is Building the Future of Revenue Marketing

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. Facebook Twitter Youtube 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 https://www.youtube.com/watch?v=8Eu1xXIcY3c 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.” Want to hear more stories from revenue leaders? Subscribe to The Revenue Lounge podcast to never miss an episode! More Resources

buying group model
Uncategorized

Decoding the Buying Group Model: Strategies for Success

Decoding the Buying Group Model: Strategies for Success A conversation with Evan Liang, Founder & CEO at Leandata. In the traditional B2B playbook, the Marketing Qualified Lead (MQL) has long been the dominant metric for gauging marketing performance. It’s simple: someone fills out a form, downloads an eBook, or registers for a webinar, and voilà—they’re an MQL. That lead is then tossed over the fence to sales, where all too often it languishes, ignored or unqualified. But the B2B buying journey has fundamentally changed—and with it, the metrics and models we use must also evolve. Enter buying groups. A concept once understood only by experienced sellers, buying groups are now becoming central to how high-performing revenue teams plan, engage, and convert demand in today’s complex enterprise environments. In this episode of The Revenue Lounge, Randy Likas sits down with Evan Liang, Founder and CEO of LeanData, to unpack what buying groups actually are, why they’re gaining momentum, and most importantly—how to operationalize them successfully within your sales and marketing workflows. Facebook Twitter Youtube The Origins of LeanData and the Evolution of Go-To-Market Strategy Before founding LeanData, Evan Liang had lived the problem firsthand. Working at a previous company, he struggled to integrate marketing automation with Salesforce in a way that made the sales and marketing teams more efficient. The process was chaotic, data was fragmented, and lead routing felt like a game of chance. This personal frustration became the foundation for LeanData, which began as a lead-routing platform but quickly evolved into something much bigger: a revenue orchestration platform designed to help GTM teams align around data, process, and outcomes. “Our original mission was to make sales and marketing more efficient through data and processes. That mission hasn’t changed—only expanded.” – Evan Liang LeanData now supports over 1,000 customers, helping them orchestrate complex GTM motions beyond lead routing, including ABM and now—buying groups. Why Buying Groups? Why Now? While the concept of buying groups isn’t new to sales teams—who’ve always had to engage multiple stakeholders to close a deal—this concept is now becoming institutionalized. It’s gaining traction at the organizational level, especially in enterprise environments where buying cycles are long and decisions are rarely made by a single person. Several macro trends have converged to push buying groups into the spotlight: The Buyer Journey Has Gone DigitalBuyers today self-educate long before talking to a sales rep. Much of the research and decision-making happens across digital channels and is distributed among a group of stakeholders. Deals Are Taking Longer and Involve More PeopleResearch from Gartner and Forrester shows that the average B2B deal now involves 6 to 10 stakeholders. That makes tracking individual MQLs increasingly irrelevant. Technology Has Finally Caught UpThe concept of buying groups has existed in CRM structures for decades. The “opportunity-contact-role” relationship has always been there—but underutilized due to lack of data and automation. Today, with tools like LeanData and Nektar, organizations can automate and scale this buying group motion. “In some respects, buying groups are not a new change—they’re just the next evolution. The technology and processes are finally catching up to how enterprise sales have always worked.” – Evan Liang   https://www.youtube.com/watch?v=rNo5hizuxRA&t=639s The MQL Problem: Leads in Isolation The shortcomings of the MQL model are becoming more apparent. Marketing teams are sending individual leads to sales—often with little context, incomplete engagement history, and no visibility into whether that lead is part of a larger buying motion. This results in: Lead duplication (same person, multiple forms) Low conversion rates Frustrated sales reps who disregard “low-quality” leads In contrast, a buying group-centric approach clusters engagement data across multiple personas, providing a fuller picture of interest and intent. “An MQL is a buying group of one. That’s fine for transactional deals. But in enterprise sales, it’s just not enough.” – Evan Liang Why Adoption Is Lagging (and How to Overcome It) Evan recommends a “crawl, walk, run” approach: “Start small. Pilot in a region or with one team. Show success and build momentum.” 🎯 Pilot Criteria Matrix Despite growing interest and case studies showing tangible impact—higher win rates, faster conversions—many organizations are still hesitant to embrace buying groups. Why? The answer: Change is hard. Adopting a buying group model requires shifts in: Data models GTM processes Cross-functional alignment Sales and marketing roles “Everyone wants change… until it requires them to change something.” – Evan Liang Evan notes that the early adopters of buying groups today are mostly large enterprises—unlike ABM, which was championed by early-stage startups. These enterprises have more to gain because they’re more likely to struggle with disconnected buying signals across large organizations. How to Get Started with Buying Groups Rather than boiling the ocean, Evan recommends a phased approach to adoption. Start Small: Pilot Projects Choose a specific region, product line, or sales team. Focus on enterprise segments with long sales cycles and multiple personas. Measure and report early wins to build momentum. “Start with a pilot. Show the revenue impact. Then scale.” – Evan Liang Executive Alignment Is Critical Buying groups are not a departmental initiative. They require support from executive leadership across sales, marketing, and operations. Without that alignment, even the best technology won’t stick. “Don’t go rogue. Get executive buy-in early. It’s essential for success.” – Evan Liang Redefining Roles: What Changes in Your GTM Org Implementing buying groups doesn’t just affect systems—it affects how people work. Here’s how: BDRs and SDRs shift from lead qualification to identifying and engaging buying personas. Marketing teams move from lead-gen to persona enablement, filling gaps in mid-funnel engagement. Sales benefits from more contextual data on who’s involved and who’s missing. Evan also emphasizes that buying group strategies are not one-size-fits-all. Every company is a snowflake. Some teams may prefer using zero-dollar opportunities as placeholders, others may use custom objects. The key is to design a process that fits your business—and then align your tech stack accordingly. The Role of Technology: You Might Be Closer Than You Think Evan reassures that most companies already have the

Uncategorized

From MQLs to Opportunity-Centric Revenue: How Reltio Transformed Its GTM Strategy

From MQLs to Opportunity-Centric Revenue: How Reltio Transformed Its GTM Strategy A conversation with Joel Jacob, Director of Marketing Operations at Reltio. For years, marketing teams have been evaluated by MQLs (Marketing Qualified Leads). But as B2B buying behavior has evolved—where decisions are made by buying committees and involve longer, more complex journeys—the MQL metric no longer serves its original purpose. One person filling out a form doesn’t indicate true intent, and one lead doesn’t equal one deal. The Shift: From Leads to Opportunities Reltio, a leading B2B SaaS platform that unifies data for enterprise clients, realized this shift early. With a sales cycle averaging nine months and involving multiple stakeholders, their traditional lead-based funnel was no longer sustainable. Joel Jacob, Director of Marketing Operations at Reltio, shares how they transitioned from a legacy MQL-based model to a modern, opportunity-centric buying group strategy. This wasn’t just a process tweak—it was an end-to-end transformation of their go-to-market engine, completed in just 60 days. Facebook Twitter Youtube Why the MQL Model Failed Reltio Joel and his team began by diagnosing the inefficiencies of their MQL-centric process: 1% Conversion Rate: Only 1 out of every 100 MQLs was turning into closed-won revenue. Single-Threaded Opportunities: BDRs would often pursue individual leads without context, while AEs had to manually identify and involve the broader buying group. Misaligned Processes: Marketing, BDRs, and sales were working in silos, tracking separate KPIs and speaking different languages. High Customer Expectations: Their enterprise clients required a tailored, consultative approach, not generic drip campaigns and lead scoring. “We weren’t solving for how we sell. We needed to solve for how our customers buy.” What Changed: The Opportunity-Based Revenue Engine At the heart of Reltio’s new model is the concept of an opportunity container that is tracked from the very start of the buying journey. Key Components: Stage 0 Opportunities: Created proactively for cold target accounts to align all GTM efforts from the get-go. Buying Group Identification: Progress only happens when at least three relevant personas are identified within the opportunity. Unified Funnel Ownership: Marketing, BDRs, and AEs jointly own and advance each opportunity. Real-Time Intent + Historical Data: Powering personalized campaigns and outreach using platforms like 6sense and LeanData. Persona-Based Targeting: Ads and outreach are aligned with opportunity stage and key personas, not just job titles or industries. This model allows for marketing to target ads based on opportunity stage, for BDRs to tailor messaging using real-time insights, and for AEs to focus on qualified, committee-led opportunities.   https://www.youtube.com/watch?v=NPhOjO54wac&t=1s Overcoming Operational Hurdles Implementing this new strategy wasn’t without challenges: Time Constraint: The entire shift had to happen in just 60 days, before the start of the fiscal year. No New Tech: Reltio opted to re-architect their existing stack (Salesforce, Marketo, LeanData, 6sense) rather than buy new tools. Zero Downtime: The transition had to happen without interrupting live sales or BDR workflows. Team Alignment: Joel and team had to overcome deeply entrenched habits and misaligned incentives. “We stopped calling ourselves marketing or sales ops. We were just ‘operations’—unified behind a common goal.” Data Quality: The Real MVP Joel emphasized that none of this would have been possible without clean, connected data across marketing and sales systems. Years before the switch, Reltio had invested in data unification and intent platforms. That foundation paid off. Historical Data: Enabled predictive modeling via 6sense. Account-Centric View: Powered by LeanData and Salesforce to track buying group activity. No More Attribution Wars: Everyone works the same opportunities, making marketing influence clear without the blame game. “60 days gets the headlines, but that was only possible because we invested years into getting our data right.” The Role of AI in a Data-Ready World Joel’s team now uses AI to increase efficiency in key areas: BDR Enablement: Automating research and outreach so reps spend more time engaging and less time preparing. Predictive Signals: Using AI to model when an account is likely to move into an active buying cycle—based on engagement and historical patterns. Campaign Optimization: Automating content and ad delivery based on opportunity stage. But he warns: AI without good data is meaningless. “There is no AI without clean data. If you feed bad data into AI, you’ll just get bad results faster.” The Payoff: Faster Velocity, Better Pipeline Stickiness Reltio’s transformation delivered results fast: Pipeline Stickiness: Opportunities are more likely to progress and less likely to go dark. Faster Velocity: More deals now close within the same fiscal year, despite a 9-month average cycle. Better Alignment: GTM teams operate from the same playbook, improving efficiency and morale. Clear Attribution: Marketing and sales share credit instead of competing for it. Advice for Teams Looking to Make the Shift Joel’s parting advice for RevOps and marketing leaders: Let the Data Lead: Start with facts, not opinions. Use historical conversion rates to make the case for change. Collaborate Cross-Functionally: Ditch the silos. Align Ops, Sales, and Marketing under shared goals. Don’t Wait for Perfection: You don’t need a perfect tech stack. Use what you have and iterate. Train and Align Mindsets: It’s not just a systems change—it’s a mindset shift. Over-communicate and retrain internal teams on the new model. Stay Customer-Centric: Build your process around how your customers actually buy—not around your internal comfort zone. Final Thoughts Reltio’s journey proves that moving beyond MQLs is possible—and impactful. But it requires more than new tools or campaigns. It takes executive buy-in, operational discipline, and a deep commitment to aligning every team around opportunity creation and customer value. “We don’t talk about ABM anymore. We just call it the process. Because it’s how we work now.” Want to hear more stories from revenue leaders? Subscribe to The Revenue Lounge podcast to never miss an episode! More Resources

Uncategorized

From MQLs to Buying Groups: How Palo Alto Networks Modernized Its GTM Engine

From MQLs to Buying Groups: How Palo Alto Networks Modernized Its GTM Engine A conversation with Jeremy Schwartz, Sr. Manager, Global Lead Management & Strategy at Palo Alto Networks In a rapidly evolving B2B landscape, where multiple stakeholders now shape buying decisions, relying solely on traditional MQL-based models no longer cuts it. At Palo Alto Networks, Jeremy Schwartz, Senior Manager of Global Lead Management & Strategy, has been spearheading a transformation—shifting the company from an outdated lead-centric model to a buying group-focused motion. This move hasn’t just modernized their go-to-market strategy; it’s delivered tangible business results. In this blog, we break down Palo Alto Networks’ journey, the challenges they faced, and the playbook they followed to build a scalable, revenue-generating buying group engine. Facebook Twitter Youtube The Problem: A Funnel Full of Waste Jeremy had a front-row seat to the inefficiencies of the MQL model. From his experience as a campaign strategist and now as a lead management leader, one thing was clear: MQLs were often vanity metrics. “You drive great MQLs that either don’t convert or get thrown back. The lowest person on the totem pole is often the MQL—and sales doesn’t want to waste time on them.” – Jeremy Schwartz Campaigns generated leads, but many never matured into opportunities. Even when they did, sales would frequently reject them, seeing little value in a lone networking admin reaching out. The funnel was leaking at every stage. The Aha Moment: Forrester’s B2B Revenue Waterfall The real turning point came when Jeremy attended a Forrester conference and learned about their B2B Opportunity Waterfall model. It flipped the focus from individuals to buying groups. Inspired, Jeremy returned and pitched the idea internally. His leadership responded with: “Run a pilot and show us what you find.” https://www.youtube.com/watch?v=Dx74q_tiIGg&t=4s Phase 1: Building the Pilot Palo Alto’s pilot kicked off with a 3-month research phase. The team mapped out what people, processes, and systems would be impacted, then aligned with Forrester to tailor the buying group model to their environment. People First They recruited BDRs across multiple GTMs (product go-to-markets), geographies, and segments to get a representative pilot group. At the same time, they analyzed two years of closed-won data to identify real buying group personas. “You don’t need to hire a consultancy to identify your buying groups. Look at your closed-won data—it’s all there.” – Jeremy Schwartz Process Discovery They identified two key BDR motions: Create new opportunities with multiple stakeholders. Add new engaged personas to existing opportunities. Both processes, however, were painfully manual—10+ steps each. Phase 2: Launch and Learn They ran the pilot for a full quarter. Initial triggers still came via MQLs, but BDRs were trained to: Check intent platforms (like Demandbase) Identify other engaged personas at the same account Multi-thread their outreach This approach led to: More meetings booked Better response rates (especially when referencing colleagues) Higher acceptance by AEs (thanks to meetings involving multiple roles) “Mentioning a colleague in an outreach email is real personalization. And it worked.” – Jeremy Schwartz The kicker? Deals with multiple stakeholders started closing—faster and at higher values. They presented the early pilot results to their CMO. The response? “That’s cute.” So the team partnered with data science to extrapolate the results across all opportunities. The model predicted a 13% revenue lift—assuming full buying group coverage. That got attention. “Suddenly, our CMO said, ‘Do more of that.’” – Jeremy Schwartz Phase 3: Automation and Scale To make the process scalable, they built automation in their internal cloud app: When a lead was accepted by a BDR, the system automatically identified other engaged personas from that account. These individuals were assigned to the same BDR for follow-up. Adding someone to an existing opportunity became a one-click process that even notified the AE. They also created custom dashboards to track metrics like: Number of opportunities with buying groups Deal size and velocity Incremental pipeline created Coverage across accounts and products By the end of their fiscal year, these automations were live globally across all BDR teams. Results That Mattered Here’s what Palo Alto Networks achieved by moving to a buying group model: Metric Improvement Deal Size 2.6x increase (in certain segments) Conversion to Pipeline Significant lift over MQL-only opps Closed-Won Rates Higher for opportunities with buying groups Pipeline Quality Larger, multi-threaded deals Coverage 12% of Q2 opps had buying groups; target = 15%   They also introduced new marketing metrics: Campaign-to-Opportunity: Replacing MQL-to-Opportunity Buying Group Coverage: How many personas per deal Buyer Representation Spread: Ensuring campaigns target multiple personas, not just admins “Our leadership is still MQL-obsessed, but now we’re reporting incremental pipeline and seeing influence in closed-won deals.” – Jeremy Schwartz Building the Future: A Signal-Based Scoring Model Palo Alto’s next frontier? Replacing lead scores with signal-based models using four dimensions: Fit: ICP match Intent: 1st, 2nd, and 3rd-party signals Engagement: Website visits, downloads, event participation Completeness: Buying group coverage per account “If three or more people are showing up from an account, with different titles, that’s a signal. You don’t wait for an MQL to act.” – Jeremy Schwartz Lessons Learned: What Jeremy Would Do Differently Push for executive alignment earlier Involve campaign marketers sooner after pilot results Don’t overdesign—start small, learn fast, course-correct Accept the reality of system complexity (especially in older enterprises) “Martech stacks are like Rome—layers upon layers built by different people over time. Nothing is clean.” – Jeremy Schwartz Advice for Companies Starting the Journey Start small with a controlled pilot. Use your own data to identify buying groups. Get BDRs involved first—they’re closest to pipeline creation. Automate before scaling. Show revenue impact, not just lead volume.   “Even if your leadership still chases MQLs, show them better conversion, deal size, and real revenue impact. That’s what moves the needle.” – Jeremy Schwartz Final Thoughts Palo Alto Networks didn’t just adopt a trendy new model. They operationalized a seismic shift in how revenue is created—by recognizing buying groups as the real unit of conversion in B2B. Whether you’re just starting

Uncategorized

Winning Buying Groups: Using Data and ABM to Influence Complex B2B Deals ft. Sydney Sloan

Welcome to The Revenue Lounge How to Influence Buying Groups with Data, Intent, and ABM A conversation with Sydney Sloan, Chief Market Officer at G2. B2B buying has transformed. What was once a one-on-one sales conversation is now a team sport, spanning roles, departments, and even geographies. Today’s buyers are informed, autonomous, and collaborative. They’re forming buying groups long before sales ever enters the conversation. And if your go-to-market (GTM) team isn’t aligned to this reality, you’re already playing catch-up. In this episode of The Revenue Lounge, Randy Likas sits down with Sydney Sloan, Chief Market Officer at G2, to unpack how marketing and sales teams can evolve to influence modern buying groups. She is a 4X CMO, board member and advisor with decades of experience in driving transformative growth and innovation for high-tech companies. Sydney offers a masterclass in using data, intent signals, and segmentation to win complex deals. Here’s a breakdown of the conversation—and why it matters. Facebook Twitter Youtube 🚨 Why Buying Groups Matter More Than Ever The traditional lead-based model is failing. As Sydney puts it, “MQLs are noise.” They flood sales with contacts that aren’t ready to buy—leading to frustration, wasted time, and missed opportunities. Instead, modern revenue teams must focus on identifying buying groups—clusters of stakeholders from the same account showing interest in your solution. These signals can come from downloading content, comparing vendors, visiting your pricing page, or just quietly researching on review platforms. A single lead might lie. But a buying group rarely does. “When you have executive alignment and more than three people in the buying cycle, close rates are 44% higher.”– Sydney Sloan, CMO, G2   🧠 Data Is the Foundation. But it Needs to Be Smart Sydney breaks down three types of intent data: Third-party: Activity across the open web (e.g., searches, keyword trends). Second-party: Data from trusted ecosystems like G2—category views, comparisons, reviews. First-party: Visitor behavior on your own website, CRM engagement history, and sales activity. The magic happens when you triangulate these data sources. For instance, if someone downloaded your whitepaper (first-party), compared your product with a competitor on G2 (second-party), and searched relevant terms online (third-party)—you’ve got a red-hot buying group signal. But here’s the catch: if your CRM is a mess or your systems are siloed, you’ll never connect those dots.   “There’s no excuse not to have tier 1 and 2 accounts built out with clean, up-to-date contacts across buying personas.” https://www.youtube.com/watch?v=NkYTDVKx5Eg 🔁 The New GTM Playbook: From Leads to Stakeholders Moving to a buying group strategy requires more than good data—it requires GTM alignment. Instead of chasing individual MQLs, Sydney recommends: Scoring accounts, not contacts. Tracking signals at the account level to prioritize outreach. Rethinking SDR metrics: focus on meetings with multiple personas, not just any meeting. Partnering marketing, sales, and product around a shared account strategy. Sydney shares how G2 moved to an account-based model where the sales team gets tailored engagement strategies based on segment (SMB, mid-market, enterprise). Every team member—from demand gen to product marketing—knows who their core personas are and how they relate to each other. 🧩 Operationalizing Buying Groups at Scale At Forrester’s recent event, a key theme emerged: evolving from “buying groups” to “buying networks.” This includes partners, peers, analysts, and ecosystems that influence buyer decisions. Sydney highlights a few scalable tactics to work with buying groups: Persona Workshops: G2 ran hands-on workshops using real Gong quotes to help every department internalize customer personas. Segmented Campaigns: Instead of generic ABM, G2 builds micro-segments like “Security companies using 6sense, not yet G2 customers,” and tailors messaging accordingly. Pipeline Meetings: Marketing, sales, and SDRs review the same data together bi-weekly to troubleshoot stuck opportunities and improve velocity. Deal Acceleration Programs: Everyone in stage 2 of the pipeline gets invited to bi-weekly virtual events to deepen relationships and drive conversion. ⚖️ Brand vs. Demand: It’s Not Either/Or Many companies struggle with where to invest: long-term brand or short-term pipeline. Sydney makes it clear: do both, early and often. Brand earns you a seat at the table. G2’s Buyer Behavior Report shows average vendor shortlists are down to just three. Demand capture turns that attention into pipeline. “Brand is giving something away with no ask. Demand is giving something away to capture a contact. Different plays, both essential.” 📈 Rethinking KPIs for Buying Group Success MQLs are out. So what’s in? Sydney advocates for shared KPIs across marketing and sales focused on: Pipeline creation Closed-won revenue Retention Internally, marketing can track velocity, lead-to-meeting time, and program-level cost-per-lead. But in cross-functional pipeline meetings, everyone should speak the same language: revenue. 🧹 The Data Problem: Why RevOps Must Lead One of the biggest blockers to activating buying group strategies is messy, siloed data. Marketing tools hoard information. Sales tools don’t sync well. And critical insights never make it to the opportunity record. The solution? A strong Revenue Operations team. “I’ve surrendered. Marketing Ops now sits in RevOps—and that’s a good thing. RevOps should own the data foundation.” Clean data doesn’t just support GTM alignment—it powers AI and automation. And as Sydney warns, “Bad data trains bad agents.” 🚀 Final Takeaways: Winning with Buying Groups Buying groups are real—and they convert better. Track and engage multiple stakeholders early. Use intent signals across data types. Build workflows that treat G2 comparisons and pricing page visits as bottom-of-funnel signals. Go beyond ABM. Focus on micro-segments to tell sharper, more personalized stories. Align GTM with shared KPIs. Eliminate the MQL silo and focus on revenue outcomes. Fix your data. Clean, enriched CRM data is essential for sales, marketing, and AI. Want to build a buying group motion that works? Start by getting your GTM teams aligned, your data house in order, and your content strategy laser-focused on each persona in the buying network. And if you’re still chasing MQLs, it might be time to hit pause—and rebuild for the way B2B buying actually works today. Want to hear more stories from revenue leaders? Subscribe to The

Uncategorized

Account-Based Marketing vs. Lead Generation: Why It’s Time to Rethink Your Strategy

Account Based Marketing vs Lead Generation: Why It’s Time to Rethink Your Strategy A conversation with Kristina Jaramillo, President at Personal ABM. In today’s B2B world, account based marketing vs lead generation isn’t just a battle of tactics—it’s a clash of mindsets. While lead generation focuses on volume and filling the top of the funnel, account-based marketing (ABM) is about precision, alignment, and long-term revenue growth. But here’s the catch: many companies think they’re doing ABM when they’re really just putting a shiny label on their old lead-gen playbooks. According to Kristina Jaramillo, President of Personal ABM, true ABM is not a campaign—it’s a strategic transformation. Facebook Twitter Youtube The Problem: ABM is Misunderstood and Misapplied “ABM isn’t just better targeting. It’s a company-wide go-to-market strategy that aligns marketing, sales, customer success, and product around shared revenue goals.” Most organizations jump into ABM by identifying a list of accounts, defining a few goals, and layering campaigns on top of existing demand gen efforts. But they fail to rethink their content, messaging, team structure, or go-to-market motions. In essence, they’re doing targeted lead generation, not ABM. Element Lead Generation Account Based Marketing Goal Generate as many leads as possible Land and expand strategic accounts Measurement MQLs, form fills, engagement rates Stage progression, win rates, NRR Ownership Primarily marketing Cross-functional: Sales, Marketing, CS, RevOps Approach One-to-many campaigns 1:1, 1:few, or 1:many with personalization Content Generic and persona-based Account-specific and insight-driven Why ABM Often Fails to Deliver Revenue Here’s what Kristina sees time and time again: Companies treat ABM as a bolt-on tactic, not a fundamental shift. Sales and marketing aren’t aligned on account selection, goals, or success metrics. The program lacks executive sponsorship and cross-functional ownership. Teams don’t tailor messaging to strategic priorities or address the status quo bias in buying committees. ABM is measured with tactical metrics like MQAs, not business outcomes. ABM can’t be delegated to a single marketing manager or retrofitted to an existing funnel. It has to be designed to solve the biggest revenue problems—whether that’s breaking into enterprise accounts, reducing churn, or expanding current customers. https://www.youtube.com/watch?v=oFc4f34PJpg A Better Approach to ABM: Start With the Revenue Gaps Kristina’s team begins every ABM engagement by identifying where the revenue leaks are: Are we losing to competitors we should beat? Are customers churning after a short term? Are we unable to move upmarket? Once the problem is clear, the strategy follows: Align sales, marketing, CS, and RevOps around shared objectives. Redefine the Ideal Customer Profile (ICP) based on high-value customers. Develop account-specific messaging tied to strategic business priorities. Focus on internal buyer enablement, not just external outreach. Track meaningful KPIs like deal velocity, ACV growth, and multi-threading success. “ABM is not about the next deal. It’s about driving the greatest revenue streams year over year.” Don’t Just Buy Tech. Build Strategy First Intent platforms like 6sense and Demandbase have become synonymous with ABM—but Kristina cautions against this mindset. “ABM tech doesn’t equal ABM strategy. Buying a platform doesn’t fix broken processes or align your teams.” Intent data only reflects current behaviors—it’s speculative, not predictive. It doesn’t tell you if the account is culturally aligned, ready for change, or worth pursuing. Tech should enable a strategy—not define it. Real-World Proof: How Messaging Changed Everything Kristina shared the story of a freight analytics company struggling to expand deal sizes. Their content was aimed at transportation managers—the platform users—not decision-makers. Their main competitor even offered a similar solution for free. By shifting the messaging to show how their platform integrated with demand forecasting, inventory management, and margin protection, they repositioned their value for C-suite leaders. That shift helped them land and expand accounts on Gartner’s Top 25 Supply Chain list. Metrics That Matter in ABM To measure ABM success, forget MQLs. Kristina recommends focusing on: Stage progression ACV growth Win rates against competitors Engagement with C-suite buyers NRR (Net Revenue Retention) “If your ABM isn’t improving deal size, win rate, and retention—you’re not doing ABM.” Final Thoughts: Time to Kill the Triangle One of Kristina’s boldest takeaways? It’s time to ditch the outdated ABM pyramid. The one-to-many → one-to-few → one-to-one model is too rigid and siloed. Instead, think of it as a dynamic funnel, where high-fit accounts earn deeper personalization based on engagement, strategic fit, and growth potential. TL;DR: Account Based Marketing vs Lead Generation ABM isn’t an evolution of lead gen—it’s a fundamentally different strategy. ABM focuses on revenue, retention, and relationship building, not just pipeline. True ABM requires executive sponsorship, team alignment, and account-specific engagement. Tech alone won’t save you—strategy must come first. Kill the pyramid. Build programs that are integrated, adaptive, and focused on the entire account journey. Want to hear more stories from revenue leaders? Subscribe to The Revenue Lounge podcast to never miss an episode! More Resources

Scroll to Top

Just one more step