Getting Started with TAM

Get Marketo TAM added to your instance? Great! Let’s take a look at what you need to do now.

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!

Business.Adobe.com resources