Terms

Account Mapping

Account mapping is the process of visually charting a target company's organizational structure, key stakeholders, and their internal relationships. Unlike a standard org chart, it captures both formal hierarchies and informal lines of influence to reveal how decisions are actually made. This detailed overview allows sales teams to identify crucial players, understand their roles and motivations, and develop a more strategic and personalized approach to engagement.

Benefits of Account Mapping

Account mapping provides a clear roadmap to navigating complex organizations, turning cold outreach into warm conversations. By understanding the key players and their influence, sales teams can significantly improve their effectiveness and close more deals, leading to a host of strategic advantages.

  • Insight: Gain a deeper understanding of a prospect's internal dynamics and decision-making processes.
  • Personalization: Tailor outreach and pitches to individual stakeholders' specific needs and pain points.
  • Relationships: Identify and connect with key decision-makers and influencers to build stronger partnerships.
  • Resilience: Mitigate the risk of deals stalling by engaging multiple contacts within an account.
  • Collaboration: Align internal teams like sales and marketing with a unified, customer-focused strategy.

Best Practices in Account Mapping

Effective account mapping is more than just creating a one-time chart; it's a continuous strategic process. To maximize its impact, teams should adopt a set of core best practices. These habits ensure maps remain accurate, actionable, and central to the sales strategy.

  • Strategize: Start by defining your Ideal Customer Profile (ICP) to focus mapping efforts on high-potential accounts.
  • Collaborate: Involve sales, marketing, and customer service teams to build a comprehensive map with diverse insights.
  • Visualize: Go beyond a basic org chart to map informal relationships and lines of influence within the company.
  • Update: Treat your account map as a living document, continuously refreshing it as roles and relationships evolve.

Account Mapping vs. Account Planning

While often used interchangeably, these two processes serve distinct but complementary strategic functions.

  • Account Mapping is a tactical process of visually charting relationships and key players within a target company. It excels at providing deep insights for personalized engagement but can be time-consuming to maintain. This approach is ideal for complex sales cycles where understanding internal dynamics is critical to success.
  • Account Planning is a broader strategic process for setting goals and creating a roadmap to manage and grow an account. It aligns teams on long-term objectives but can be resource-intensive. It's preferred when developing a comprehensive strategy for high-value enterprise or mid-market accounts.

Tools for Effective Account Mapping

A variety of tools can streamline the account mapping process, transforming raw data into actionable insights. These platforms help sales teams visualize complex organizational structures and manage relationships effectively, ranging from simple diagramming apps to sophisticated data enrichment services.

  • CRMs: Centralize contact information and track all interactions within target accounts.
  • Visualization tools: Create dynamic org charts and relationship maps to illustrate hierarchies and influence.
  • Data platforms: Enrich maps with accurate contact details and organizational data to fill in the gaps.

Challenges in Account Mapping

Account mapping is often hindered by incomplete or outdated data scattered across various platforms. Keeping maps current is a significant hurdle as organizational roles are constantly in flux. This makes maintaining an accurate view of an account a time-intensive task for sales teams.

Mapping informal hierarchies and influence is another major obstacle. Official org charts rarely reveal the true decision-makers within today's complex buying committees. This limited visibility can lead to misdirected efforts and stalled deals.

Frequently Asked Questions about Account Mapping

How often should I update my account maps?

Account maps are living documents that should be updated quarterly or whenever key contacts change roles. Regular updates ensure your engagement strategy remains relevant and effective as organizations evolve, preventing deals from stalling due to outdated information.

Is account mapping only for large enterprise accounts?

Not at all. While essential for enterprise sales, account mapping is valuable for any complex sale with multiple decision-makers. It helps streamline engagement and shorten sales cycles, regardless of the company's size or industry.

What's the difference between an org chart and an account map?

An org chart shows formal reporting structures. An account map goes deeper by illustrating informal relationships, influence, and the actual decision-making process, providing a more strategic view for sales teams to navigate complex buying committees.

Other terms

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Order Management

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Order Management

Cold Email

A cold email is an initial outreach sent to a potential customer with whom you've had no prior contact, aiming to introduce your business.

Cold Email

Call for Proposal

A Call for Proposal (CFP) is a document that solicits proposals, often through a bidding process, for a specific project or service.

Call for Proposal

Intent-Based Leads

Intent-based leads are potential customers whose online actions—like searches or content engagement—signal a clear interest in buying a solution.

Intent-Based Leads

User Interaction

User interaction is any action a user takes within a digital interface, like clicking a button, scrolling a page, or filling out a form.

User Interaction

Copyright Compliance

Copyright compliance is adhering to laws that protect creative works. It involves legally using content by obtaining permission or licenses.

Copyright Compliance

System of Record

A System of Record (SoR) is the authoritative data source for a specific type of data. It acts as the single source of truth for an organization.

System of Record

Buying Criteria

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Buying Criteria

Buying Intent

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Buying Intent

Average Revenue per User

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Average Revenue per User

Marketing Mix

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Marketing Mix

Microservices

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Microservices

Channel Partners

Channel partners are third-party firms that help market and sell a company's products or services, acting as an indirect sales force.

Channel Partners

Customer Data Platform (CDP)

A Customer Data Platform (CDP) centralizes customer data from all sources to create a complete, unified profile for each individual customer.

Customer Data Platform (CDP)

Account-Based Everything

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Account-Based Everything

Sales Development

Sales development is the process of identifying and qualifying potential customers to create a pipeline of sales-ready leads for closers.

Sales Development

Expansion Revenue

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Expansion Revenue

Sales Funnel

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Sales Funnel

Customer Relationship Marketing

Customer relationship marketing is a strategy for building lasting connections with customers to foster long-term loyalty and engagement.

Customer Relationship Marketing

Monthly Recurring Revenue (MRR)

Monthly Recurring Revenue (MRR) is the predictable, recurring income a business expects to receive each month from all active subscriptions.

Monthly Recurring Revenue (MRR)

Marketing Qualified Lead (MQL)

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Marketing Qualified Lead (MQL)

B2B Intent Data

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B2B Intent Data

Employee Engagement

Employee engagement is the emotional commitment an employee has to their organization, motivating them to contribute to the company's success.

Employee Engagement

User-generated Content

User-generated content (UGC) refers to any form of content, like images, videos, or text, created and shared by users on online platforms.

User-generated Content

Docker

Docker is a tool that packages applications and their dependencies into isolated environments called containers for easy deployment and scaling.

Docker

Single Sign-On (SSO)

Single Sign-On (SSO) is an authentication method allowing users to access multiple applications with one set of login credentials.

Single Sign-On (SSO)

Objection Handling

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Objection Handling

Enterprise

An enterprise is a large-scale organization, often a corporation, defined by its complex structure and substantial number of employees.

Enterprise

Ideal Customer Profile

An Ideal Customer Profile (ICP) is a detailed description of the perfect, hypothetical company that would get the most value from your product.

Ideal Customer Profile

Qualified Lead

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Qualified Lead

Channel Partner

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Channel Partner

Email Verification

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Email Verification

Canary Releases

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Canary Releases

Headless CMS

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Headless CMS

Key Accounts

Key accounts are a company's most valuable customers, vital due to their significant revenue contribution and strategic importance for growth.

Key Accounts

Annual Recurring Revenue (ARR)

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Annual Recurring Revenue (ARR)

Sales and Marketing Analytics

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Sales and Marketing Analytics

Sales Demo

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Sales Demo

Sales Lead

A sales lead is a potential customer—an individual or organization that has shown interest in your company's products or services.

Sales Lead

Closed Lost

Closed Lost is a sales term for a deal that didn't go through. The prospect decided not to buy, or the sales team disqualified them.

Closed Lost

SAM

Serviceable Addressable Market (SAM) is the portion of the market your business can realistically serve with its current products and sales channels.

SAM

Marketing Operations

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Marketing Operations

Feature Flags

Feature flags let you remotely control features in your app without new code. This enables safe testing, gradual rollouts, and quick rollbacks.

Feature Flags

Consumer

A consumer is an individual or entity that buys products or services for personal use, not for resale. They are the final user in a supply chain.

Consumer

Sales Dashboard

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Sales Dashboard

Persona-Based Marketing

Persona-based marketing uses fictional customer profiles, or personas, to create targeted messaging for specific audience segments.

Persona-Based Marketing

Gamification

Gamification applies game mechanics like points, badges, and leaderboards to non-game activities to boost engagement and motivate users.

Gamification

Lead Generation Software

Lead generation software helps businesses automate finding and capturing potential customers' contact information to build sales pipelines.

Lead Generation Software

Website Visitor Tracking

Website visitor tracking collects and analyzes data on user behavior to understand their journey and improve the overall user experience.

Website Visitor Tracking

Process Builder

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Process Builder

B2B Data Platform

Learn about B2B data platform, including key benefits of B2B data platforms, choosing the right B2B data platform, challenges in implementing B2B data platforms.

B2B Data Platform

AI Data Enrichment

AI data enrichment uses artificial intelligence to automatically enhance and update raw data, making it more complete, accurate, and valuable.

AI Data Enrichment

Progressive Web Apps

Progressive Web Apps (PWAs) are websites that look and feel like native mobile apps, offering features like offline access and push notifications.

Progressive Web Apps

Business-to-Business (B2B)

Learn about B2B, including what is it, its key elements, the benefits of B2B partnerships, the differences between B2B and B2C, and strategies for effective marketing.

Business-to-Business (B2B)

Account-Based Selling

Account-Based Selling is a B2B strategy where sales and marketing treat high-value accounts as markets of one, using personalized outreach.

Account-Based Selling

Behavioral Analytics

Learn about behavioral analytics, including implementing behavioral analytics successfully, & key metrics in behavioral analytics.

Behavioral Analytics

Data Enrichment

Data enrichment is the process of enhancing raw data by adding missing information from other sources, making it more complete and actionable.

Data Enrichment

Consumer Relationship Management

Consumer Relationship Management (CRM) is a strategy for managing all of a company's relationships and interactions with its customers.

Consumer Relationship Management

Load Testing

Load testing is a type of performance testing that determines how a system behaves under both normal and anticipated peak load conditions.

Load Testing

Intent leads

Intent leads are prospects who show buying signals through their online actions, indicating they're actively looking to make a purchase.

Intent leads

API

An API (Application Programming Interface) is a software intermediary that allows two applications to talk to each other and exchange information.

API

B2B Sales

Learn about B2B sales, including key strategies for B2B success, types of B2B sales models, & B2B vs. B2C sales: understanding the differences.

B2B Sales

Total Addressable Market (TAM)

Total Addressable Market (TAM) represents the maximum revenue a company can earn by selling its product or service in a specific market.

Total Addressable Market (TAM)

Sales Development Representative (SDR)

A Sales Development Representative (SDR) is a sales specialist who finds and qualifies new leads, building a pipeline for the sales team.

Sales Development Representative (SDR)

Sales Prospecting Software

Sales prospecting software automates the process of finding, contacting, and tracking potential customers to help sales teams build their pipeline.

Sales Prospecting Software

NoSQL

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NoSQL

Product-Led Growth

Product-Led Growth (PLG) is a business strategy where the product itself drives user acquisition, conversion, and expansion.

Product-Led Growth

GTM

A go-to-market (GTM) strategy is an action plan that outlines how a company will reach target customers and achieve a competitive advantage.

GTM

Enrichment

Enrichment is the process of adding third-party data to your existing customer profiles to get a more complete picture of your leads.

Enrichment

B2C2B

Learn about B2C2B, including how B2C2B transforms sales, key strategies for B2C2B success, & differences between B2C2B and B2B2C.

B2C2B

Email Personalization

Email personalization uses subscriber data—like their name, interests, or past behavior—to create highly relevant and targeted email campaigns.

Email Personalization

Sales Intelligence

Sales intelligence is technology that gathers and analyzes data to help salespeople find and understand prospects and existing clients.

Sales Intelligence

Mid-Market

Mid-market companies are businesses larger than small businesses but smaller than large enterprises, often defined by revenue or employee size.

Mid-Market

Product Champion

A product champion is an internal evangelist who drives a product's adoption and success by ensuring it solves real problems for their team.

Product Champion

Accounts Payable

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Accounts Payable

Demand Generation Framework

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Demand Generation Framework

Webhooks

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Webhooks

Lead Qualification

Lead qualification is the process of determining which prospects are most likely to become paying customers based on predefined criteria.

Lead Qualification

Objection Handling in Sales

Objection handling in sales is the process of responding to a prospect's concerns about a product or service to move the deal forward.

Objection Handling in Sales

RESTful API

A RESTful API is a web service interface that uses HTTP requests to access and use data, adhering to the constraints of REST architecture.

RESTful API

Triggers

Triggers are predefined conditions that, when met, automatically launch a workflow or action, ensuring timely and relevant outreach.

Triggers

Data Security

Data security protects digital information from unauthorized access, corruption, or theft throughout its entire lifecycle.

Data Security

Single Page Applications

A Single Page Application (SPA) is a web app that interacts with the user by dynamically rewriting the current page rather than loading new pages.

Single Page Applications

Knowledge Base

A knowledge base is a self-serve online library of information about a product, service, department, or topic.

Knowledge Base

Revenue Operations (RevOps)

Revenue Operations (RevOps) is a business function that aligns a company's sales, marketing, and customer service teams to drive predictable revenue.

Revenue Operations (RevOps)

Retargeting Marketing

Retargeting marketing is a digital advertising strategy that targets users who have previously interacted with your website or brand online.

Retargeting Marketing

Marketing Qualified Opportunity

A Marketing Qualified Opportunity (MQO) is a lead vetted by marketing as a genuine sales opportunity, ready for direct sales follow-up.

Marketing Qualified Opportunity

Sandboxes

A sandbox is an isolated testing environment where new or untrusted code can be run safely without affecting the host device or network.

Sandboxes

SEO

SEO, or Search Engine Optimization, is increasing the quantity and quality of traffic to your website through organic search results.

SEO

Dynamic Pricing

Dynamic pricing is a strategy where businesses set flexible prices for products or services based on current market demands and other factors.

Dynamic Pricing

Buyer’s Remorse

Buyer’s remorse is the sense of regret or anxiety that can arise after making a purchase, often questioning if it was the right decision.

Buyer’s Remorse

Landing Pages

A landing page is a standalone web page created for a marketing campaign. It’s where a visitor “lands” after clicking an ad or email link.

Landing Pages

Social Proof

Social proof is a psychological phenomenon where people assume the actions of others reflect correct behavior for a given situation.

Social Proof

Lead List

A lead list is a curated database of potential customers (leads) with contact information and other key data for sales and marketing outreach.

Lead List

Simple Object Access Protocol Application Programming Interface

A Simple Object Access Protocol (SOAP) API is a web service that uses XML to exchange structured information between different applications.

Simple Object Access Protocol Application Programming Interface

Hadoop

Hadoop is an open-source framework designed for the distributed storage and processing of extremely large data sets across clusters of computers.

Hadoop

Dark Funnel

The Dark Funnel describes customer buying activities that are untrackable by companies, such as private chats and word-of-mouth referrals.

Dark Funnel

Cross-Selling

Cross-selling is a sales tactic of encouraging customers to purchase products or services that are related to what they're already buying.

Cross-Selling

Event Tracking

Event tracking is the method of collecting data on specific user actions, or 'events,' on a website or app, such as clicks or downloads.

Event Tracking

Lookalike Audiences

Lookalike audiences are groups of potential customers who share similar characteristics and behaviors with your existing, high-value customers.

Lookalike Audiences