Target Accounts / ABM is going to be a big part of our strategy going forward. I also want custom filtering features. Specifcally, we need a sense of “status” for each account and would be probably be using the Company field “Lead Status” to track whats happening while outreach is in progress
100% - we have two business units who each need their own ABM list. Even having additional filters would make a big difference
Seconding the part about the Target Account view. We have practice areas and cannot filter by that since it is a custom field.
Strong upvote here. The fact that even at the Enterprise tier there isn’t a way to maintain multiple Target Account views by business unit or other ways to pootentially filter is a huge limitation.
I would go a bit further and say I need individuals to be able to filter their own specific target accounts. Currently, that just isn’t possible. It’s a catch all for the whole company.
In my case, I need to help BDRs surface their own target accounts to work before handoff to AEs.
One workaround is to create a custom property for companies/deals to identify the BDR (or any other individual for that matter), then create a report that shows the company/deal, BDR assigned, and the current deal/lifecycle stage or those that have outstanding tasks, etc. Plop that on to their dashboard and let them run with it.
It’s the best alternative I can thoink of to this unique situation using a tool that needs to be much more granular.
Yes! For those customers with Business Units, adding this property as a filter option would be a huge help for both Sales and Marketing, as a company can have multiple Tiers for target accounts per business unit.