Marketing engages with people (contacts), not just accounts. If those individual contacts aren't programmatically associated with open opportunities in your CRM, you sever the connection between marketing activities and revenue outcomes, making true impact measurement impossible.
Many marketing teams invest in attribution tools hoping to justify spend, but these platforms can't provide clear answers if the underlying engine is inefficient. You must first diagnose and fix how your leads convert into meetings before attribution data becomes meaningful.
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.
ABM often fails because it's treated as a siloed marketing initiative. To be effective, it must be an "Account-Based Experience" (ABX) where marketing, sales, and operations are fully integrated to create a seamless, unified journey for the entire target account.
A major challenge for CDPs is proving value, as revenue is often attributed to the final channel (e.g., email provider). By integrating their own engagement and sending capabilities, CDPs can create a closed-loop system, directly attributing revenue to data-driven campaigns and clearly demonstrating ROI to CFOs.
Focusing solely on pipeline as an ABM metric is short-sighted. A more immediate and foundational measure of success is the increase in key contacts within a target account. Expanding the buying committee reach is a critical precursor to larger deals and should be celebrated as a win.
Limiting marketers' visibility after a lead is passed to sales is 'unconscionable.' Full CRM access allows them to see deal progression, read sales notes, and understand win/loss reasons, providing crucial feedback to align messaging from the first ad to the final close.
A CRM is more than a database; it's the engine for accountability and strategy. Without the ability to track revenue drivers, customer segments, and marketing ROI, you cannot make data-informed decisions or manage performance. This foundational gap kills your potential for strategic growth.
A modern data model revealed marketing influenced over 90% of closed-won revenue, a fact completely obscured by a last-touch attribution system that overwhelmingly credited sales AEs. This shows the 'credit battle' is often a symptom of broken measurement, not just misaligned teams.
The company had a significant 'prospecting black box.' For 40% of all opportunities, there was no traceable sales trigger or activity log, such as logged calls. This meant they couldn't measure or optimize a huge portion of their pipeline creation process, particularly SDR outbound efforts.
For marketing executives, a simple diagnostic to reveal deep integration problems is measuring how long it takes a lead from an event to reach the sales team. If the process—which involves cleaning, importing, and checking for duplicates—takes days instead of minutes, it signals a critical failure in automation and data connectivity.