Sales intelligence and coordination

Adobe Journey Optimizer B2B Edition Features

B2B Sales Intelligence and Coordination

Share insights about buying groups and recommend the best activities to
collaborate more seamlessly with your sales team.

Sales dashboards and insights

With dedicated dashboards and email alerts, sales teams can prioritize buying groups and accounts based on AI-driven insights into first-party intent signals, engagement activity, and eligibility status.

Account and Buying Groups Dashboard. Sales reps can access individual account and buying group dashboards to gain AI-powered insights into rep reach, customer overlap, engagement, buying group completeness, and more.
CRM-compatible dashboards. Take advantage of easy integration with your CRM or share real-time account and buying group activity in Journey Optimizer B2B Edition.
Sales email notifications. You can send automated emails to your sales team to help them understand the importance of your engagement activities and prepare them accordingly. Emails include a summary of the latest insights for your target accounts, such as scoring or activity history, AI-assisted marketing, and eligible buying group alerts.

Sales activities and verification (to be provided)

Sales reps can coordinate journey memberships, check buying group members, and send marketing emails from Journey Optimizer B2B Edition or the CRM system's dashboard to collaborate efficiently with marketing teams.

Journey Activities. You can adjust the accounts included in your marketing journey to increase the effectiveness of your engagement and eligibility programs.
Email activity. You can send pre-configured marketing emails to reps and buying group members on specific accounts to launch engagement activities in a timely manner.
Buying group activities. You can add or remove reps from buying group roles to improve the accuracy of your marketing journeys and insights.
Adobe Marketo Engage activities. You can extend your engagement efforts to other channels by adding or removing reps and buying group members from marketing campaigns launched in Adobe Marketo Engage.

AI-Assisted Marketing Eligible Buying Group

Create and deliver marketing-eligible buying groups with AI-generated insights based on product, account, and personal information.

Overview of buying groups. You can use details from your buying groups, such as accounts, solution interest, engagement scores, and completion scores, to prioritize potential sales opportunities.
Show key buying groups. You can see the latest updates and activity, such as the most engaged group members, missing roles, and potential interest in additional merchandise offers.
Member engagement. Show each member's latest activity at the top and identify other relevant buying groups.
AI-generated engagement summaries. Generate summaries of account and purchase group activities to quickly prepare for engagement activities.
Key events. You can explore the key moments or conversion events triggered by each purchase group member to find more eligible members.

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