The success of any account-based marketing (ABM) or account-based experience (ABX) depends on the efficient flow of accurate account data across sales and marketing teams. This is where account data management software comes into play, empowering companies to optimize their ABM processes and achieve better results.
Account data management software provides a centralized platform for storing, tracking, and analyzing account data at a granular level. By integrating with tools that incorporate target data from external sources and providing seamless communication between sales and marketing, these solutions provide a comprehensive view of target accounts and enable data-driven decision-making across the customer journey.
Implementing the right account data management software unlocks several key benefits:
- Enhanced Sales and Marketing Alignment: Break down silos and foster collaboration by providing a single source of truth for account data.
- Improved Account Targeting: Identify high-value accounts and prioritize resources based on accurate, up-to-date account information.
- Increased Campaign Effectiveness: Tailor your ABM campaigns to specific account needs and preferences, driving higher engagement and conversions.
- Better Pipeline Management: Track accounts through the ABM process, monitor key metrics, and optimize your pipeline for maximum efficiency.
From robust data management capabilities to seamless integrations with CRM and marketing automation tools, the solutions covered in this roundup offer the features and functionality needed to streamline your ABM process and achieve better results.
Whether you’re just getting started with ABM or looking to optimize your existing strategy, investing in the right account data management software can make all the difference.
1. ZoomInfo
ZoomInfo Operations offers powerful solutions for managing account data, focusing on enhancing data quality and usability. The platform’s data deduplication features allow businesses to automatically match and eliminate duplicate records using customizable rules. This streamlines account management and prevents bad data from entering systems in real time, improving overall data integrity.
Data cleansing with ZoomInfo Operations ensures that all data is standardized and error-free. Users can normalize phone numbers, company names, and more, using drag-and-drop tools that automate the data correction process, maintaining consistency across records and systems and ensuring the information is actionable.
Its data enrichment capabilities significantly enhance your critical business data. By appending CRM and marketing platforms with enriched data, users can increase the quality and quantity of information, either in bulk or in real time. ZoomInfo Operations allows customization of enrichment sources using multi-vendor APIs, giving businesses control over which data is enriched, and when.
With its top ranking in G2 for Sales Intelligence and Account Data Management, ZoomInfo Operations integrates engagement-ready data with workflows for automated, scalable outreach motions. ZoomInfo’s data services also provide personalized data modeling support, ensuring that businesses have access to the right insights to drive their operations.
Integration with external partners and cloud solutions further enhances data accessibility, making ZoomInfo a critical tool for modern revenue operations.
Key Features:
- Comprehensive data deduplication and cleaning
- Automated data enrichment from multiple sources
- Intelligent routing of engagement-ready data to sales reps
- No-code platform for easy implementation and use
- Integration with 60+ third-party data sources
Learn More about ZoomInfo Operations
2. Chili Piper
Chili Piper is an all-in-one Demand Conversion Platform designed to streamline lead management and boost conversion rates for B2B revenue teams. The platform consolidates form routing, chat, lead distribution, and scheduling functionalities into a single solution, offering a comprehensive approach to managing leads from various sources.
The platform comprises four main products: Form Concierge for instant lead qualification and routing, Distro for automated lead distribution, Handoff for seamless meeting scheduling between reps, and Instant Booker for efficient one-click scheduling. Chili Piper integrates with existing tech stacks, including G2, Sendoso, and Reachdesk, providing enhanced visibility into the sales funnel and improving overall efficiency in lead management processes.
Key Features:
- Instantly qualifies, routes, and books meetings from inbound web forms
- No-code, automated lead distribution system for accurate routing
- Facilitates smooth meeting scheduling between different sales reps
- One-click scheduling tool with automatic CRM activity logging
3. Openprise
Openprise is a RevOps automation platform designed to streamline and enhance sales and marketing operations. The platform offers a no-code solution that enables businesses to simplify their RevTech stack, respond swiftly to market changes, and scale operations to meet revenue goals. Openprise automates critical RevOps processes, helping to break down silos and align sales and marketing teams for improved efficiency and growth.
The Openprise Data Orchestration Platform is tailored specifically for marketing and sales professionals, setting it apart from traditional IT-focused data management solutions. It integrates seamlessly with popular systems like Marketo, Eloqua, Pardot, Microsoft Dynamics, and Salesforce, allowing for quick implementation and operation. The platform also automates various business processes, including list loading, data cleansing and enrichment, deduplication, lead-to-account matching, and lead routing, all without requiring coding skills.
Key Features:
- No-code platform for automating RevOps processes
- Seamless integration with major CRM and marketing automation systems
- Automated data cleansing, enrichment, and deduplication capabilities
- Lead-to-account matching and routing functionality
- Multi-language support
4. DemandTools
DemandTools is a data quality platform designed to maintain and enhance CRM data integrity. With over 20 years in the field, DemandTools has automated more than 80 million data quality jobs, making it a go-to solution for businesses looking to optimize their CRM data management processes.
The platform offers 12 versatile modules that cover various aspects of data quality management. These modules allow users to perform tasks such as data quality assessment, duplicate management, data migration, mass modification, and email verification. DemandTools is particularly well-suited for Salesforce CRM users, providing capabilities for de-duplication, normalization, standardization, comparison, import, export, and mass delete operations.
Key Features:
- Evaluate data strength and identify areas for improvement
- Detect, eliminate, and prevent duplicate records in CRM systems
- Maintain data integrity during transfers to and from Salesforce
- Apply bulk changes and standardize data for consistent reporting
- Verify CRM email addresses to maintain effective customer communication
5. LeanData
LeanData is a revenue orchestration platform designed to streamline and enhance account data management processes. The platform focuses on simplifying buyer journeys and delivering efficient customer experiences to accelerate time to revenue. LeanData’s core functionalities include lead routing, lead-to-account matching, and engagement optimization.
A key strength of LeanData lies in its no-code automation capabilities, allowing users to visualize and activate plays with drag-and-drop simplicity. The platform boasts 95% lead-to-account matching accuracy, powered by smart algorithms. Additionally, LeanData offers integrations that enable users to connect data across various platforms, ensuring the right information reaches the right sellers at the optimal time.
Key Features:
- No-code, drag-and-drop lead routing for immediate play activation
- Smart algorithms delivering 95% lead-to-account matching accuracy
- BookIt feature for instant qualification, assignment, and scheduling of meetings
- Node-level integrations for seamless connection with third-party applications
6. Align.ly Lead-to-Account
Align.ly Lead-to-Account is a Salesforce application designed to streamline the work of B2B RevOps professionals. This solution focuses on simplicity and intuitive design, aiming to enhance the effectiveness of revenue operations teams within Salesforce environments.
The application specializes in lead-to-account matching and routing, a crucial process for B2B companies looking to optimize their sales funnels. By automating this aspect of the sales process, Align.ly helps organizations improve their lead management and account-based strategies. While the tool offers powerful functionality, users should be prepared for some complexity and a learning curve as they adapt to its features and capabilities.
Key Features:
- Lead-to-account matching and routing automation
- Seamless integration with Salesforce
- Intuitive interface designed for RevOps professionals
- Customizable routing rules for lead assignment
Learn More about Align.ly Lead-to-Account
7. Leadspace
Leadspace is a B2B Customer Data Platform designed to help companies effectively manage and leverage large volumes of data. The platform specializes in validating and resolving company and buyer information across various business scales, from enterprise to micro-business levels.
Leadspace uses multi-source validation, incorporating both first- and third-party data from numerous sources to create a comprehensive B2B data graph. This unified data structure enables go-to-market teams to navigate, segment, and activate data across multiple digital channels efficiently.
By providing a single source of truth for B2B sales and marketing, Leadspace aims to improve pipeline economics and deal conversion. The platform integrates seamlessly with leading CRMs and Marketing Automation Platforms, offering a solution that combines data, actionable intelligence, and activation capabilities in one centralized system.
Key Features:
- B2B data graph hosting billions of relationships and data points
- Multi-source validation for enhanced data accuracy
- Integration with leading CRMs and Marketing Automation Platforms
- Segmentation and activation capabilities across digital channels
- Lead-to-account matching and routing functionality
8. Cloudingo
Cloudingo is a specialized solution designed to tackle one of the most prevalent issues in Salesforce data management: duplicate records. This cloud-based deduplication engine offers users the ability to efficiently scan and clean their entire Salesforce database. Cloudingo’s strength lies in its flexible and controlled approach to finding and managing duplicates, making it a preferred choice among Salesforce users.
Beyond its core function of duplicate removal, Cloudingo provides a comprehensive suite of data cleansing tools. Users can build custom filters, merge duplicates through various methods, update and delete records, and even clean import lists before they enter Salesforce. The software also offers features like address validation, geocoding, and the ability to schedule automated background scans for continuous data maintenance.
Key Features:
- Duplicate record identification and removal
- Customizable filtering options with various matching styles
- Automated and manual merging of duplicate records
- Address validation and geocoding capabilities
- Scheduled background scanning for ongoing data maintenance
9. Syncari
Syncari offers an Autonomous Data Management platform designed to modernize enterprise master data management. The platform focuses on unifying and automating data processes, ensuring accuracy, centralized governance, and democratized access across companies.
Syncari’s approach facilitates near real-time decision-making and AI integration, enhancing observability and operations across multiple domains. By treating the enterprise application stack as one unified system, Syncari helps businesses address costly data inconsistencies.
The platform unifies, augments, and enforces customer data quality, making it available within applications through multidirectional synchronization, ultimately supporting improved customer experiences and business growth.
Key Features:
- Data unification and automation across enterprise applications
- Intelligent data cleansing, merging, and augmentation capabilities
- Multidirectional synchronization for real-time data availability
- Centralized governance and democratized data access
- Support for AI integration and enhanced observability