Want to improve your marketing for high-value clients? Closely’s tools help professional services teams execute Account-Based Marketing (ABM) more effectively by automating and personalizing outreach. Here’s how:
- Target specific accounts: Focus on high-priority clients instead of broad strategies.
- Save time: Automation reduces manual tasks, freeing up 10+ hours weekly per team member.
- Boost engagement: Teams report a 35% increase in response rates and 45% more pipeline opportunities.
- Streamline communication: Use a unified inbox for LinkedIn, email, and multichannel campaigns.
- Stay compliant: Features align with GDPR/CCPA and protect LinkedIn accounts.
Closely combines AI-driven personalization, multichannel outreach, and advanced analytics to help teams build better client relationships and close more deals. Ready to simplify your ABM process? Let’s dive in.
Linkedin Account Based Marketing Strategy [2025 Complete Guide] – How to Start with Linkedin ABM?
Closely’s Team Features for ABM Campaigns
Professional services teams need a system that keeps everyone on the same page while focusing on high-priority accounts. Closely’s team features create this structure by centralizing communication, improving teamwork, and maintaining a polished professional image throughout every campaign.
Team Management and Collaboration Tools
Coordinating multiple team members across various accounts can quickly become chaotic without the right tools. Closely tackles this issue with features like role-based access controls and unified dashboards, ensuring every team member has access to the tools they need.
The platform’s teammate presence feature shows live interactions with contacts, helping teams avoid sending duplicate messages that could harm your firm’s reputation. Team leaders can also track performance through analytics and A/B testing. To keep things organized, the assignment and tagging system allows team members to delegate conversations, add contextual tags, and share proven messaging templates for consistent communication.
Unified Inbox and Campaign Management
Effective collaboration is just the beginning – professional services teams often juggle LinkedIn messages, InMails, and email responses across multiple campaigns. Closely simplifies this process with a unified inbox, consolidating all communication channels into one place. No more switching between platforms or losing track of conversations.
This centralized setup is especially useful for managing complex ABM campaigns that span weeks or months. Team members can view the entire conversation history with each prospect, ensuring follow-ups are timely and relevant. Campaign management tools provide real-time insights into active sequences and engagement levels, enabling managers to make quick adjustments. Sharing successful outreach templates further boosts team performance by replicating effective strategies.
Compliance and Account Protection
For firms operating in regulated industries, staying compliant is non-negotiable. Closely addresses this by ensuring all data enrichment activities align with GDPR and CCPA regulations. Additionally, its LinkedIn automation is designed to mimic human behavior, using smart limits, delays, and natural timing to protect LinkedIn accounts while scaling outreach efforts.
"Closely is a powerful tool for anyone looking to enhance their sales engagement. The platform is user-friendly and easy to navigate, making it accessible even for those who are not tech-savvy." – Antonio D.
With these features, Closely not only streamlines team operations but also integrates seamlessly with AI-driven campaign optimization, paving the way for even greater advancements.
AI-Powered Multichannel Campaign Optimization
Reaching prospects through multiple touchpoints with timely, tailored messages is at the heart of successful ABM strategies. Closely’s AI tools simplify this intricate process, enabling professional services teams to expand their outreach efforts without losing the personal touch that fosters trust. These AI-driven features build on earlier team functionalities, making outreach more personalized and efficient.
AI-Driven Personalization and Adaptive Sequencing
Generic outreach rarely captures a prospect’s attention. Closely’s AI changes the game by analyzing behavior and engagement patterns to craft personalized experiences. With the AI personalization feature, the platform can create up to 2,500 unique message variations monthly on the Essential plan, ensuring that each prospect receives messages tailored to their specific needs and context.
The adaptive sequencing feature takes automation a step further by adjusting message timing based on how prospects interact with earlier communications. For instance, if a prospect opens an email but doesn’t respond, the AI delays the follow-up and modifies its tone. This dynamic adjustment keeps prospects engaged without coming across as overly aggressive or robotic.
For firms targeting high-level executives, this level of personalization is particularly impactful. The AI can incorporate references to recent company announcements, industry developments, or even challenges highlighted in a prospect’s LinkedIn activity, creating messages that resonate and show a deep understanding of their business environment.
Simplifying Multichannel Outreach
Managing LinkedIn messages, emails, and phone calls across campaigns used to be a juggling act involving multiple platforms and endless spreadsheets. Closely eliminates this hassle by integrating all channels into one streamlined workflow, allowing teams to design complex sequences that move smoothly between platforms.
With multichannel automation, you can start with a LinkedIn connection request, follow it up with a personalized message, and shift to email if there’s no response within a set timeframe. Closely’s data system even auto-verifies phone numbers and email addresses, ensuring your messages land in the right inboxes.
This unified approach is especially valuable for ABM campaigns targeting multiple stakeholders within an account. Teams can coordinate outreach to various decision-makers while maintaining consistent messaging and timing across all channels. The system tracks engagement across platforms, so if someone responds to a LinkedIn message via email, future communications are adjusted accordingly. This seamless execution reinforces the targeted and personalized strategy that professional services firms rely on for ABM success.
CRM Integration for Smooth Data Flow
Seamless integration with CRMs takes multichannel management to the next level. For professional services teams, CRM systems are essential for tracking client relationships and managing sales pipelines. Closely’s CRM integration ensures that every outreach activity, response, and engagement metric flows directly into your existing system, eliminating the need for manual updates.
The platform supports webhooks and direct integrations with leading CRM platforms, automatically updating records with engagement data, response rates, and conversation histories. This ensures your sales team has a complete view of each prospect’s journey without switching between tools.
For firms with long sales cycles, this integration is crucial for accurate pipeline forecasting and ensuring no opportunities are overlooked. The system can even trigger CRM workflows based on engagement levels, moving highly engaged prospects to the next sales stage or alerting team members when it’s time to follow up.
The lead scoring feature complements CRM integration by ranking prospects based on their engagement and profile details. This helps teams focus their efforts on high-potential leads while keeping lower-priority prospects engaged through automated follow-ups. It’s a smart way to balance personalized attention with efficient outreach.
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Advanced Analytics for ABM Success
Successful account-based marketing (ABM) relies heavily on data, and Closely’s analytics turn raw outreach data into actionable insights. To thrive, teams need metrics that reveal how well messages resonate, how channels perform, and where improvements can be made.
Closely’s analytics dashboard offers real-time updates on campaign performance across all channels. From initial connection requests to final conversions, teams can track every step of the process. This complete view helps pinpoint bottlenecks in the sales funnel and refine outreach strategies based on actual prospect behavior. With these insights, teams can fine-tune every aspect of their ABM approach.
Key Metrics Tracked by Closely
Closely consolidates critical metrics into a single, unified view, including:
- Response rates and engagement scores
- Lead conversions, LinkedIn acceptance rates, and message replies
- Email open and click rates
- Phone call success rates
By combining profile data and behavioral tracking, the platform’s lead scoring system ranks prospects based on factors like message interaction, channel preferences, and response times. This helps teams zero in on the most promising accounts.
The engagement timeline provides a detailed view of each prospect’s journey, showing which messages work, where prospects drop off, and when follow-ups are most effective. Meanwhile, campaign performance metrics track everything from connection acceptance rates to response rates by channel, offering a clear picture of what’s driving conversions. The platform also measures team productivity, showing how many prospects each team member contacts daily and their success rates across various outreach methods.
Using Analytics to Drive Decision-Making
Closely’s analytics empower teams to make smarter, data-driven decisions that improve their return on investment (ROI). For example, the platform’s reporting tools highlight which industries, job titles, and company sizes respond best to specific messaging. This helps teams refine their targeting and craft more effective campaigns.
A/B testing is another powerful feature, allowing teams to experiment with different subject lines, templates, and timing. The platform automatically tracks which variations perform best, enabling teams to optimize their approach.
The campaign comparison tool is particularly useful for spotting trends. By comparing performance across time periods, target segments, or team members, teams can identify successful strategies and replicate them in future campaigns.
ROI tracking connects outreach efforts directly to revenue outcomes. By integrating with CRM systems, Closely can track which prospects convert into paying clients, providing a clear picture of the financial impact of ABM efforts. This data not only justifies campaign budgets but also informs resource allocation.
Timing is another critical factor. Closely’s analytics reveal when prospects are most likely to engage with different types of messages, helping teams schedule outreach for maximum impact. This ensures efforts aren’t wasted on prospects who are unlikely to respond.
Finally, teams can export detailed reports or create customizable dashboards tailored to their needs – whether focusing on individual performance metrics or high-level ROI summaries. These tools make it easy to continuously refine outreach strategies, all within Closely’s platform.
Step-by-Step Guide: Implementing ABM with Closely
To make account-based marketing (ABM) successful with Closely, it’s essential to follow a structured process that fully utilizes the platform’s team-centric features. By working through three key phases – account selection, personalized outreach, and campaign optimization – professional services teams can build a solid ABM strategy. Let’s break it down.
Account Selection and Lead Segmentation
The first step in ABM is identifying the right accounts and organizing leads effectively. Closely simplifies this with its AI Sales Agents, which handle lead research and qualification, saving your team time.
Start by defining your ideal customer profile (ICP). Think about factors like company size, industry, and the specific challenges your services address. Closely’s data enrichment tools make this process smoother by instantly updating contact information, including verified emails and direct phone numbers using its LinkedIn email finder.
Once you’ve identified potential leads, use Closely’s lead scoring system to rank them. This system evaluates prospects based on their past interactions, preferred communication methods, and response times. With this data, you can focus your efforts on the accounts most likely to convert.
To take it a step further, segment your leads into distinct groups. For example, separate C-level executives from mid-level managers or organize accounts by industry. By tailoring your messaging to address the unique needs and decision-making processes of each group, you’ll be better positioned for meaningful engagement and measurable results.
Personalized Outreach and Workflow Coordination
After segmenting your leads, it’s time to craft personalized outreach campaigns. Closely’s AI-powered tools make this easy by generating customized LinkedIn and email messages based on prospect profiles and company insights.
Build multichannel campaigns that combine LinkedIn actions – like connection requests, profile visits, and follow-ups – with automated email sequences. Closely’s LinkedIn automation ensures safety by mimicking natural human behavior, using smart limits and delays to keep your account secure while maintaining strong engagement rates.
To streamline communication, Closely offers a unified inbox where all LinkedIn and email responses are consolidated. This feature allows team members to assign conversations, use tags and templates, and avoid duplicate outreach with visibility into teammate activities. Plus, Closely integrates seamlessly with CRMs like Salesforce, HubSpot, Pipedrive, and GoHighLevel, syncing all LinkedIn touchpoints, conversations, and leads for accurate data tracking and attribution.
This coordinated system ensures smooth transitions between outreach and performance analysis, making every step measurable and actionable.
Reviewing Performance and Optimizing Campaigns
Once your outreach is live, the work doesn’t stop. Regularly review your campaign performance to refine your strategy. Closely’s engagement timeline feature provides a detailed view of each prospect’s journey, helping you pinpoint which messages resonate and where prospects drop off.
Track key metrics like connection acceptance rates, response rates by channel, and conversion rates to qualified opportunities. Use A/B testing to experiment with different messaging and timing, and adjust based on what works best.
Timing insights are another powerful tool. By identifying when prospects are most likely to engage, you can schedule outreach for maximum impact. For deeper analysis, export detailed performance reports or create custom dashboards to focus on the metrics that matter most to your team. This continuous feedback loop allows you to fine-tune your ABM efforts and achieve better results with Closely’s platform.
Conclusion: Driving ABM Success with Closely
Account-based marketing (ABM) for professional services requires more than just strategy – it demands the right tools, seamless teamwork, and actionable insights. Closely reshapes how teams tackle ABM by blending AI-driven automation with collaboration tools that make personalized outreach scalable and efficient.
With Closely, your entire ABM process becomes unified. Features like Sales AI agents for lead qualification, a centralized inbox for simplified communication, and multichannel automation that tracks every interaction allow your team to focus on what truly matters: building relationships and closing deals. By eliminating the hassle of juggling multiple tools, Closely ensures your efforts are streamlined and impactful.
Leveraging its advanced team collaboration features and powerful analytics, Closely offers a complete ABM solution. Tools like data enrichment and lead scoring direct your attention to high-potential accounts, while analytics provide ongoing insights to fine-tune your approach. This blend of automation and data ensures your ABM strategy evolves and improves over time, creating a solid foundation for success.
FAQs
How does Closely’s AI-powered personalization improve Account-Based Marketing (ABM) campaigns?
Closely uses AI-driven personalization to take your account-based marketing (ABM) campaigns to the next level. By analyzing data, it delivers content that’s laser-focused on the unique needs and preferences of your high-value accounts. The result? Interactions that feel genuinely tailored, boosting audience engagement.
Armed with real-time insights, your team can fine-tune outreach strategies, sharpen messaging, and build connections that matter – on a larger scale. This approach doesn’t just improve conversion rates; it also deepens relationships with key decision-makers, delivering tangible results for your campaigns.
How does a unified inbox enhance multichannel communication in account-based marketing (ABM)?
Managing conversations across multiple channels becomes much easier with a unified inbox. By bringing all interactions into one place, your team can respond more quickly, stay on top of tasks, and ensure consistent communication with important accounts.
Centralizing these interactions not only improves team collaboration but also minimizes the chance of overlooking messages. Plus, it allows your team to deliver a more tailored and engaging experience for both prospects and clients. It’s an essential tool for simplifying communication and boosting engagement within your ABM strategies.
How does Closely comply with GDPR and CCPA regulations when automating LinkedIn outreach?
Closely takes data privacy seriously, ensuring its LinkedIn outreach automation complies with GDPR and CCPA regulations. The platform is built with a focus on safeguarding user information and promoting responsible data practices.
It offers features like obtaining clear consent for data usage, maintaining transparency in how data is handled, and empowering users to easily manage their data preferences. These efforts ensure compliance while enabling efficient and tailored outreach for users.