Best Practices for Managing Account Lists

  • Updated

We recommend that you add or remove accounts with caution. Avoid updating your account lists too often, or in the middle of a pilot program or quarter, so you're not comparing apples to oranges when you measure the results of your account targeting.

Consider making a major update to your account lists on an annual basis to match corporate goals and objectives. You can also update account lists if you are rolling out a new product that appeals to a new industry or segment, or if there is a shift in focus to go up market or down market. Make minor adjustments quarterly to match quarterly goals.

Maintaining updated account lists and communicating these changes should be a central process in your ABM strategy. For more information, see Account Lists: the Core of Your ABM Strategy.

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