B2B sales intelligence and coordination

Account Qualification Agent*

• Accelerate pipeline qualification. Empower your sales teams to engage and qualify buying groups faster and more effectively. Account Qualification Agent generates account summaries, automates personalized engagement, and seamlessly books meetings from within the pipeline accelerator.
• Research accounts more efficiently. Access a complete overview of accounts at every level — including details from engagement history, news, and even tailored pitches.
• Personalize and automatically adjust outreach. Generate emails and personalize next steps based on key account insights. As accounts move forward, Account Qualification Agent adjusts, pauses, and optimizes outreach in response to a buyer’s individual needs.
• Increase meeting bookings. Generate and embed calendar-synced meeting links into outreach emails for streamlined scheduling.

*Coming soon

Sales dashboards and insights

Help your sales teams prioritize buying groups and accounts with AI-powered insights into first-party intent signals, engagement activity, and qualification status through dedicated dashboards and email alerts.

• Account and buying group dashboards. Allow sales reps to access both individual account and buying group dashboards. This provides detailed AI-powered insights on contact coverage, overlaps, engagement, buying group completeness, and more.
• CRM-agnostic dashboard. Share real-time account and buying group activity in Journey Optimizer B2B Edition or through convenient integration with your CRM.
• Sales email alerts. Use automated emails to help sales prioritize and prepare for outbound engagement. Emails include summaries of the latest insights for target accounts based on scoring or activities, notification of AI-assisted marketing qualified buying groups, and more.

Sales actions and validation (coming soon)

Allow sales reps to adjust journey membership, confirm buying group members, and send marketing emails directly from their dashboards in Journey Optimizer B2B Edition or their CRM system — maximizing coordination with marketing.

• Journey actions. Adjust which accounts are included in marketing journeys to make engagement and qualification programs more effective.
• Email actions. Initiate timely outbound engagement by sending pre-configured marketing emails to contacts and buying group members for a specific account.
• Buying group actions. Add and remove contacts for buying group roles to improve audience accuracy in marketing journeys and insights.
• Adobe Marketo Engage actions. Add and remove contacts and buying group members to and from marketing campaigns initiated inside Adobe Marketo Engage to expand engagement across additional channels.

AI-assisted marketing-qualified buying groups

Generate and deliver marketing-qualified buying groups containing AI-generated insights powered by product-, account-, and person-level information.

• Buying group overview. Provide critical buying group details — including account, solution interest, engagement score, and completeness score — to help prioritize potential sales opportunities.
• Buying group highlights. Highlight recent updates and activities, including the most engaged group members, missing roles, and any potential interest in additional product offerings.
• Member engagement. Surface the most recent activity for each member and identify other buying groups they may be associated with.
• AI-generated engagement summaries. Quickly prepare for outbound sales engagement with generated summaries of account and buying group activities.
• Interesting moments. View key moments or conversion events triggered by each buying group member to help identify more qualified members.