Most B2B SaaS companies stop ABM efforts after the initial sale, despite landing only about 30% of an account's potential revenue. The biggest growth opportunity lies in applying ABM strategies post-sale for customer expansion, which prevents a poor customer experience and captures significant untapped revenue.

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The company's overall win rate was low (6-7%) and decreasing. Analysis showed this decline mirrored a drop in marketing 'signals' (e.g., event attendance, content downloads) before an opportunity was created. This provided a clear data link between mid-funnel marketing activities and sales success.

Don't wait for a formal QBR to discuss expansion. The immediate post-sale period is a golden window for additional sales. The customer's excitement and trust are at their peak. With their most urgent need solved, they are highly receptive to addressing other business challenges.

SaaS companies serving SMBs in non-tech industries can create a new revenue stream by offering a managed service—using humans-in-the-loop but framed as an "AI boost"—to run marketing campaigns for them. This provides immense value and captures more of the customer's budget.

Executive teams often create an ICP based on a 'wishlist' of big logos. The most accurate ICP is actually found by analyzing your first-party CRM data. Examining patterns across both close-won and close-lost deals reveals surprising truths about which customer segments are actually the best fit for your solution.

Investors and acquirers pay premiums for predictable revenue, which comes from retaining and upselling existing customers. This "expansion revenue" is a far greater value multiplier than simply acquiring new customers, a metric most founders wrongly prioritize.

Never get complacent with your best accounts. Your competitors are actively targeting them. Proactive engagement and value delivery are not just for growth but are a critical defense against poaching by rivals who see your success as their opportunity.

Increase customer spending by analyzing their entire workflow, not just their interaction with your product. Identify products they purchase before using your solution. By offering these yourself (e.g., design templates for a marketing tool), you can increase your "share of wallet" and LTV.

Many firms reduce Account-Based Marketing (ABM) to tactics like direct mail or targeted ads. True success requires treating ABM as a comprehensive go-to-market operating model. This means aligning the core sales process and strategy first, before implementing any technology or specific campaigns.

The primary challenge in implementing ABX is not technology or tactics, but achieving organizational balance. Sales teams often want immediate results, while true ABX is a long-term journey of building trust. Success requires joint goal-setting and flexible GTM strategies between marketing and sales leaders.

For large, complex deals, effective sales sequences should be designed for the long haul—sometimes a year or more—with less frequent touchpoints. This strategy prioritizes staying top-of-mind for future opportunities over the quick, intense cadences used for short-cycle sales.