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ADOBE JOURNEY OPTIMIZER B2B EDITION FEATURES

Buying groups and accounts

Streamline buying group creation and management using AI and unified B2B data from across your enterprise in a single application.

AI agent for buying groups (coming soon)

Use AI to help you quickly create buying groups based on historic buying patterns for specific products. Use it to auto-assign contacts to group roles based on first-party intent data and give you a quick view into completeness and missing members.

  • Generated buying group roles. View suggested buying group roles and detailed criteria for each role based on information about your products, target accounts, closed/won opportunities, and other insights.
  • Intelligent buying group assignment. Ask the AI agent to automatically assign members to your buying group roles based on common attributes, engagement, past interactions, and more.
  • AI-powered first-party intent data. Get better insights into your buyer’s intent by using AI to analyze marketing and sales data — including engagement, sales activity, content keywords, and historical purchase history. This analysis also strengthens the accuracy of your buying group member assignment.
AI-assisted buying group created from account profiles with high member engagement scores for a payroll software product. A CEO decision-maker profile is marked as a priority account.
https://main--bacom--adobecom.hlx.page/fragments/products/modal/videos/journey-optimizer-b2b/dynamic-account-lists#dynamic-account-lists | A paid media campaign activating for a CTO decision-maker identified as a missing webinar attendee from a Real-Time CDP account list. | :play-medium:

Unified account lists

Create buying groups and power your journeys using unified target account lists that dynamically include and exclude accounts and update as new buying group members are discovered and assigned to their roles.

  • Adobe Real-Time Customer Data Platform data. Activate account audiences, made up of unified people profiles and account profiles from across your enterprise, to ensure the most accurate, complete and real-time representation of your buying groups.
  • Adobe Marketo Engage data. Enrich your target account lists and buying groups, assign members to roles, and trigger journey actions using marketing automation data from Marketo Engage.
  • Paid media activation. Activate lists of accounts containing missing buying group members across account-based paid media destinations to fill empty roles.

Buying group completeness

Populate each buying group role using AI support or manual selection to get a comprehensive view of coverage gaps and reveal which roles you need to acquire next.

  • Automatic member assignment. Assign members to your buying group roles — either manually or with the help of AI — based on their individual profile attributes. This lets you quickly fill roles using contacts you already have in your database.
  • Completeness scoring. Score the coverage of your buying groups based on the roles that you’ve already acquired to help sales and marketing rank qualification and prioritize engagement.
  • Missing members. View the empty roles across your buying groups to quickly identify coverage gaps and adjust marketing and paid media strategies to acquire missing members.
Adobe Journey Optimizer B2B Edition overview showing completeness scores for account profiles, with names, profile type, company title, department group, and opt-in status.
https://main--bacom--adobecom.hlx.page/fragments/products/modal/videos/journey-optimizer-b2b/buying-group-management#buying-group-management | Buyer role creation template for cross-selling a cloud product to on-premise customers, displaying the group details for profile type, and completeness score. | :play-medium:

Buying group management

Create buying groups using an intuitive, step-by-step design wizard and manage them within your target accounts for each product and service that your sales and marketing teams bring to market.

  • Solution interest. Associate buying groups with specific products and services to ensure journeys and marketing-qualified buying groups are aligned with your company’s go-to-market strategies and sales motions.
  • Roles and templates. Customize buying group roles and templatize them so they can be reused across other groups for similar or overlapping products.
  • Lists and filtering. Browse and filter your buying groups based on account, product offering, completeness score, and more to easily manage all your groups from a single place.
  • Role criteria and priority. Prioritize the importance of each role and define specific criteria using granular first-, second-, and third-party person-level data from contacts associated with your target accounts to qualify and assign the right members to the right role.
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Learn how to use buying groups and accounts features.

Find what you need in Experience League, our vast collection of how-to content – including documentation, tutorials, and user guides.

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