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Adobe Journey Optimizer B2B Edition Features

B2B customer journey insights

Gain account and purchase group insights with AI-powered intent signals to
focus your marketing and sales teams, accelerate qualification assessments, and maximize ROI.

Intelligent dashboard

Get AI-generated insights based on all account and buying group activity in a single view. Efficiently analyze global trends and performance across the entire launch strategy.

    • Engagement spike accounts. Leverage intent signals from AI and first-party data to automatically rank all accounts and focus resources on accounts with the highest likelihood of engagement and conversion.
    • Key account information. Review accounts with rapidly changing engagement to secure timely sales opportunities.
    • Identify rep coverage and duplicate customers. Use dynamic heatmaps to fine-tune paid media customers, target them effectively, and identify known or missing buying group members based on data across all product offers.
    • Determine the eligibility of buying groups. You can quantify your buying groups at different stages of qualification. You can monitor progress and velocity, and predict which marketing eligible buying groups are.
    • Show key buying groups. You can quickly and accurately rank subsequent activities based on first-party intent data to display five key buying groups based on customer engagement and velocity.

Account and Buying Group Insights

To provide clarity on customer engagement and eligibility status for specific product offers, you can provide marketing and sales teams with deep insights into individual accounts and buying groups.

    • Real-time intent signals. You can see AI-powered first-party intent signals, such as content consumption, marketing engagement, and CRM activity, to understand buying group interest in a specific product.
    • Individual account overview. You can drill down into your account information to see account-specific intent, assignee scope, overlap, and recent engagement information.
    • Overview of buying groups. You can explore individual buying groups in a single account, including intent, completion, recent engagement, and scores by buying group.
    • Buying group member activity. You can add or remove members from buying groups and journeys to easily adjust recent assignments and target based on accurate insights.

Participation Status

Measure account and purchase group engagement over time across all journeys to quickly see increases or decreases in activity.

    • Account engagement timeline. Identify which accounts are participating in customer journeys and campaigns and which are not participating to identify trends and correlations.
    • Purchase group engagement timeline. You can see how many of your target accounts have joined and which groups have not joined and monitor activity.
    • Buying group engagement status. You can use custom criteria and labels set by your marketing and sales teams to track engagement status across all journeys.

Customer journey performance dashboard

Analyze the number of buying group members and accounts that have passed through each stage of the customer journey to understand the efficiency and effectiveness of personalized experiences.

    • Customer journey status. An overview of account status, such as abandoned, completed, and in progress in a customer journey, helps you understand why different accounts are progressing at different paces.
    • Customer journey completion. Analyze completion rates and average time to understand the overall impact of the journey.
    • Channel performance. You can compare the channels with the highest conversion rates to determine where to increase or decrease resources and investments.
    • Account distribution charts. You can view account distribution charts at each stage of your journey to identify potential bottlenecks that may be slowing down your journey's progress.
    • Adobe Marketo Engage campaign performance. Marketo Engage generates reports on programs associated with smart campaigns and customer journeys to analyze the engagement and eligibility of additional buying groups.

Channel performance

Measure the effectiveness of each channel across the customer journey to understand which sales and marketing experiences drove the most conversions.

    • Email performance. Understand which emails drove the most engagement and conversions in the customer journey.
    • SMS performance. You can understand which SMS messages have the highest click-through rate.
    • Website performance (coming soon). Understand the impact of personalized web experiences on pipeline creation, such as identifying buying groups and determining eligibility.
    • Adobe Marketo Engage channel performance. You can generate reports in Marketo Engage to see the effectiveness of each channel used by your Smart Campaigns and programs connected to your buying group journey.

Leverage 120% of customer journey insights capabilities

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