Getting Started with TAM getting-started-with-tam
Get Marketo Engage TAM added to your instance? Great! Let’s take a look at what you need to do next.
Step One: Issue a License - Decide who on your team is going to be using TAM.
Step Two: Set Permissions - Assign specific aspects of TAM to certain users, or simply grant full TAM access.
Step Three: Configure your Account Score - Account Scoring is one of the key elements in Target Account Management. It helps you determine the level of engagement of each account.
Step Four: Create a Custom Field for CRM Discovery - Map an existing CRM Account field to a new Named Account custom field (if you don’t use a CRM, skip this step).
Step Five: Create Named Accounts - Named Accounts hold the people from the companies you’re targeting. There are four ways to create a named account:
- Import Named Accounts - Upload a list of potential target accounts directly into TAM (this can be a list that you exported from your CRM)
- Discover CRM Accounts - View a list of all CRM accounts synced into Marketo and filter using key attributes (i.e. industry) to create named accounts
- Discover Marketo Companies - View a list of companies from sources other than your CRM and filter using key attributes to create named accounts
- Create a named account manually - If you create a named account manually, your next step is to fill it with people manually
OPTIONAL STEP: Create and set-up Account Lists - Group accounts into lists allowing you to target named accounts by industry, location, or size of the company.
After following the steps above, you are ready to start using TAM!