Marketer’s Handbook: Account-Based Marketing (ABM) in B2B SaaS for 2025

What if, instead of trying to talk to everyone, you focused on just the right people at the right accounts? 

That’s where Account-Based Marketing (ABM) comes in. ABM flips the script on traditional marketing. And rather than casting a wide net and hoping something sticks, you zero in on specific, high-value accounts and deliver personalized, meaningful experiences.

In this Insider Handbook, we’ll break down ABM in the B2B SaaS space—what it is, how it’s different, who you should target, and how to make it work for your business. 

Account-Based Marketing (ABM) and Why You Should Give Sh*t

Think of ABM as the VIP section of marketing. Rather than blasting your message to everyone and anyone, ABM focuses on a select group of high-value accounts. These are the accounts that, if you win them, could seriously drive trajectory for your business.

Here’s what makes ABM important:

  1. Personalization at Scale: You’re not just sending out generic content. Every message, every piece of content, is tailored specifically for the account you’re targeting. It’s like having a conversation, rather than giving a lecture.
  2. Team Effort: ABM is where marketing and sales become best buddies. They work together to pick the right accounts, craft the right messages, and close the deals.
  3. High-Value Focus: ABM isn’t about quantity; it’s all about quality. You’re targeting accounts that have the most potential to drive growth for your business.

Targeting the Right Accounts

The first step is deciding which accounts to target. Not all accounts are created equal, so it helps to break them down into tiers. 

Tier 1: Whales

Tier 1 accounts are your dream clients—the ones that could seriously fuel growth. These are usually big companies with more complex needs. Because they’re so valuable, you’ll want to go all out with personalized content and campaigns just for them, hitting multiple decision-makers and gatekeepers within the business. You’ll want to hit the account with all you got. Think tailored landing pages, exclusive webinars, targeted outreach, and content that speaks directly to their specific challenges. But here, you also want to get tangible which is where direct mailers come into play (more on that later).

Tier 2: Contenders

Tier 2 accounts are still super valuable, but maybe not quite as big or complex as Tier 1. These might be mid-sized companies that align well with your product. You’ll still want to personalize your approach, but you can group these accounts into clusters based on industry or pain points and create content that’s relevant to those clusters.

Tier 3: Potential

Tier 3 accounts have potential, but they’re not as high on your priority list. Maybe they’re smaller companies or less of a perfect fit. Your approach here is more scalable—think targeted email campaigns, webinars, or industry-specific content that doesn’t require deep personalization.

In B2B SaaS, you’ll probably start with Tier 1 and Tier 2 accounts because they offer the biggest bang for your buck. As your ABM strategy matures, you can expand to Tier 3 accounts to keep the momentum going.

The ABM Process: KEEP IT SIMPLE

Ready for ABM? Here’s a step-by-step guide to getting started:

Step 1: Identify Your Target Accounts

First things first—you need to know who you’re targeting. This is where sales and marketing need to be on the same page. Start by creating an ideal customer profile (ICP). This is like your wishlist of account traits—company size, industry, revenue, tech stack, and the problems they need solved.

Once you’ve got your ICP, use tools like LinkedIn Sales Navigator, your CRM, and some good old-fashioned research to build your list.

Step 2: Do Your Homework

With your target accounts in hand, it’s time to dig deep. The more you know about each account, the better you can tailor your approach. Look into:

  • Company Background: What do they do? What are their goals?
  • Pain Points: What challenges are they facing that your product can solve?
  • Key Players: Who are the decision-makers? What do they care about?
  • Solutions: Are they using another provider? Are they happy with that provider?

This intel is gold for crafting messages that hit home. The more you dig, the better.

Step 3: Craft Personalized Outreach

Now comes the fun part—creating content and campaigns that speak directly to your target accounts. This isn’t about blasting the same message to everyone. It’s about making each account feel like you’re speaking just to them.

Here’s how to do it:

  • Custom Content: Create case studies, whitepapers, or videos that are tailored to each account’s specific needs.
  • Personalized Emails: Go beyond “Hi [First Name].” Reference their challenges, goals, something specific about their company, or even their most recent Linkedin post.
  • Targeted Ads: Use account-based advertising platforms to serve up ads that are relevant to your target accounts. More on that later.

*Pro Tip: Don’t Forget the Power of Direct Mail

Sending prospects something tangible can create a unique touchpoint in your ABM strategy. While most outreach happens online, direct mail can break through the noise. From branded swag to custom kits tailored to an account's needs, a well-timed, creative package can leave a lasting impression. Just make sure to follow up—your physical mailer can be a perfect conversation starter for more meaningful interactions.

Step 4: Engage with Key Decision-Makers

Your content is ready, and now it’s time to get it in front of the right people. This is where your sales team steps in. They’ll use the personalized content to start meaningful conversations with the decision-makers at each account.

Here’s how to keep them engaged:

  • Direct Outreach: Reach out via email, LinkedIn, or even a good old-fashioned phone call. The key is to offer value in every interaction. Saying this one again, phone call. Pick up the phone.
  • Content Sharing: Send over the custom content you’ve created and position it as a resource that can help them solve their problems.
  • Build Relationships: Focus on building trust and rapport, not just pushing for a sale. Understand their needs and be there to help, even if they’re not ready to buy right away.

Step 5: Measure, Learn, and Optimize

ABM isn’t set it and forget it. You’ll need to keep an eye on how things are going and tweak your strategy as you go. Here’s what to track:

  • Engagement: Are your target accounts opening your emails, clicking on your ads, and interacting with your content?
  • Pipeline Growth: Is your ABM strategy bringing in new opportunities? Are these accounts moving through your sales funnel?
  • Revenue: Are you closing deals and driving revenue from your target accounts?

Use this data to see what’s working, what’s not, and where you can make improvements.

The Tools You’ll Need for ABM Success

You can’t run a successful ABM strategy without the right tools. Here are the essentials:

  • CRM: Your CRM (like Salesforce or HubSpot) is your ABM command center, helping you track interactions and manage relationships with target accounts.
  • Marketing Automation: Platforms like Marketo, HubSpot, or Pardot can help you automate your ABM campaigns, from email outreach to lead scoring.
  • Account-Based Advertising: Use platforms like Terminus or Demandbase to run targeted ad campaigns specifically for your target accounts.
  • Content Personalization: Tools like Uberflip or PathFactory help you deliver personalized content experiences to your target accounts.
  • Direct Mail Platforms: Services like Sendoso or PFL make it easy to send personalized direct mail, from branded gifts to custom kits, and integrate it with your digital campaigns.
  • Sales Engagement: Sales engagement platforms like Outreach or Salesloft help your sales team manage and optimize their outreach to target accounts.

Walk Away with This

ABM is all about focusing on what matters most. It’s all about building strong, personalized relationships with the accounts that can have the biggest impact on your business. The sales process is long and customer relationships are key, and ABM helps you connect with the right people in the right manner.

Whether you’re targeting Tier 1, Tier 2, or Tier 3 accounts, the key is to stay focused, stay personal, and keep your sales team, marketing team, and leadership in sync. With the right approach, the right tools, and a creative touch, ABM can help you drive real growth and long-term success.

Now go win those deals.

Need help winning? Succeed in B2B Go-to-Market. Rapidly.