• Marketing
    6sense Revenue AI™ for Marketing
    Who We Help

    CMO

    Unite your revenue team and drive strategy across the business.

    Demand Gen

    Focus on in-market accounts and take the guesswork out of demand gen.

    Digital

    Reach the people and accounts that matter to your business.

    How We Do It

    Account Identification

    Accurately match anonymous and known buyer behavior to accounts.

    Intent Data

    Uncover 3rd party buying signals at the keyword or topic level.

    Predictive Analytics

    AI-driven buying stage predictions align teams on the best time to engage.

    Data Enrichment

    Enrich accounts, leads, and contacts with accurate firmographic data.

    Smart Form Fill

    Autofill and shorten forms with automated, real-time form enrichment.

    Audience Building

    Create audiences for segmentation, activation, and analysis across channels.

    Advertising

    Reach target buyers with display, video, retargeting, and social ad campaigns.

    Conversational Email

    Leverage AI to craft personalized emails that qualify & convert accounts at scale.

    Orchestrations & Workflows

    Scale data operations with accurate engagement of accounts and contacts.

    Create Your Very Own AI Email Assistant

    Use AI to craft relevant, on-brand email campaigns that compel conversations and get more meetings booked.
    Learn More
  • Sales
    6sense Revenue AI™ for Sales
    Who We Help

    CRO

    6sense gives sales leaders the intel they need to deliver on big revenue goals.

    Inside Sales

    When working hundreds of accounts, knowing where to prioritize is critical.

    RevOps

    Use clean, complete data and scalable processes.

    How We Do It

    Contact & Company Data

    B2B contact data and account & buyer insights to engage prospects.

    Account Intelligence

    Arm reps with account insights in CRM & SEP for prioritization and personalization.

    Prioritization Dashboards

    Dashboards that help sellers uncover which accounts to engage and when.

    Chrome Extension

    Access Revenue AI insights directly from LinkedIn and other B2B websites.

    Predictive Analytics

    AI-driven buying stage predictions align teams on the best time to engage.

    Buyer Intent Data

    Uncover 3rd party buying signals at the keyword or topic level.

    Prospecting Workflows

    The insights sellers need in the tools they use, everyday.

    NEW! Sales AI

    Make account prioritization, research, and email drafting easy.

    Get Started for Free

    Access FREE credits to unlock relevant contact info, and see our packages for teams of all sizes.
    Start for Free
  • Solutions
    Solutions
    Industries

    Business Services

    Drive efficiency with a data-driven approach.

    Financial Services

    Acquire loyal customers with rich secure data.

    Manufacturing

    Modernize revenue creation with AI-driven data.

    Technology & Software

    Drive growth and boost customer adoption.

    Transportation & Logistics

    Boost conversions with targeted audiences.

    Data

    Our Data

    6sense delivers a complete dataset for B2B – including contact data.

    Data APIs

    Real-time enrichment and personalization anywhere.

    Data Packs

    Reduce manual processes to achieve database connectivity.

    Ecosystem

    Integrations

    Explore our powerful integrations with leading technologies.

    Become a Partner

    Let's do more than just work together – let's revolutionize B2B.

    Agency Partners

    Need some help? Get support from our partners.

    Dive into 6sense Revenue AI™

    Reinvent the way your team creates, manages, and converts pipeline to revenue.

    Explore Platform
  • Resources
    Resource Library

    Resource Library

    Dive into various topics and content types.

    Blog

    Short insights, designed to educate.

    In-Market Demand Report

    Know which companies are interested in you.

    Guides

    Follow our in-depth articles & how-to’s.

    6sense for 6sense

    See how the 6sense team uses 6sense.

    Revenue Makers Podcast

    Steal playbooks from industry-leading brands.

    Ebooks & Analyst Reports
    The Science of B2B
    Events & Webinars
    Tools
    One Pagers
    Glossary
    Videos
    TalkingSense
    Pipeline Generation Tuesdays

    6sense Named a Leader in The 2024 Gartner® Magic Quadrant™ for ABM Platforms

    No email required to get a copy of this objective evaluation of the account-based marketing platforms.

    Read the Report
  • Customers
    Customers

    Meet Our Customers

    See how companies like yours leverage 6sense to drive efficiency.

    Customer Stories

    Dive into the success and journeys of our customers .

    Customer Reviews

    Read real reviews to understand what 6sense can do for you.

    RevCity

    Connect with your peers, share successes, and learn about 6sense.

    Knowledge Base & Support

    Explore our help articles, product updates, and submit support tickets.

    6dimensional Success Model

    WE GET YOU. WE GOT YOU.

    Introducing the 6dimensional Success Model™ – a methodology that empowers customers to unleash their full revenue potential and and achieve extraordinary outcomes.

    Explore Our Success Model
  • Company
    Company

    About 6sense

    Learn about our company values, vision, employee benefits, and more.

    Leadership Team

    Dreamers and data nerds; Meet the leadership team behind 6sense.

    Careers

    We want 6sense to be the best chapter of your career.

    Newsroom

    Read press releases, thought leadership, company announcements and more.

    Community

    Dive into the communities 6sense hosts and takes part in.

    Become Our Partner

    Let’s do more than work together. Let’s revolutionize B2B together.
    Explore Our Partners
BOOK A DEMO
BOOK A DEMO
LOG IN
BOOK A DEMO
More
Template is not defined.
Account-Based Experience
Guides

The Payments Playbook for Account-Based Marketing & Sales 

A guide for revenue teams to create and convert more pipeline in Payments.
Download Playbook
—
The 6sense Team
Share
payments
Home / Solutions / Financial Services / The Payments Playbook for Account-Based Marketing & Sales

Chapters

Chapter 1

Introduction

Chapter 2

3 Use Cases for Marketers in Payments

Chapter 3

3 Use Cases for Sales Teams in Payments

Chapter 4

Conclusion

Table of Contents

Chapter 1

Introduction

Sales and marketing teams at most payments companies are working towards the same goals — but they often lack the data and tools to properly collaborate and focus on revenue opportunities from the right companies.

Marketing teams usually run broad-based campaigns that target companies with firmographic data (such as industry, revenue, etc.), while sales teams focus on predefined account lists that are established much earlier in the fiscal year.

The dedication is admirable, but by failing to perfectly align their efforts, both teams miss huge opportunities to focus their collective attention on accounts that are actively researching their company’s solutions. That’s where 6sense Revenue AI comes in. In this guide, we’ll show you three simple use cases for both marketing and sales, and exactly how they’d work for your company.

Download Playbook
The Traditional Approach No Longer Works
of the client’s journey is done anonymously.
0 %
of website visitors fill out forms.
0 %
of target accounts are in-market to buy.
0 %
of deals are won by the first firm a client contacts.
0 %

It’s Time to Focus Resources on Clients Who are Ready to Engage

If we just knew when clients were in-market (looking for solutions), sales and marketing would be so much easier. Thankfully, tools like 6sense — which can illuminate and identify the anonymous “buyer intent” research activities mentioned above — can solve this gap.

6sense assembles…

  • Third-party internet research, likewhat keywords or topics B2B buying teams are researching on the internet
  • Data that you already own, such as analytics and info from website and CRM
  • And matches it at the company level…

…to guide you on when clients are in-market, which products they’re interested in, who and how to contact them. Check out the examples below to understand how using this unified information, leveraged across the entire revenue team, would look like for your firm.

Chapter 2

3 Use Cases for Marketers in Payments

1. Measure and improve marketing efficiency by targeting businesses in need of new payment products.

Problem

Let’s say you’re launching a new vertical payments product built for law firms.

Impact

Previously, marketing campaigns have been broad and generalized with low conversion rates.

Solution

Rather than advertising this to all law firms, you build a subset — or segment — of law firms that have been researching payments related topics.

Result

Only these firms will hear about your new product, and your ROI on dollars spent on the campaign is 2x higher than it would’ve been.

6sense Advertising allows users to build custom segments to target in-market accounts across media channels.

2. Promote products that businesses need for their stage and industry.

Problem

Let’s say you’re launching a new international payments product.

Impact

You don’t have a method of identifying prospective customers that are conducting business internationally.

Solution

With 6sense, you create an audience segment of companies that meet your ICP and are researching cross-border payment solutions. You can then advertise to this segment using 6sense’s programmatic advertising capabilities.

Result

You significantly increase your click through rate (CTR) and return on ad spend (ROAS).

Custom keyword tracking, as depicted above, shows which keywords are surging in research, signifying intent. Users can track unlimited custom keywords and bucket them into keyword groups to scale.

3. Find new businesses that are beginning to think about payment products they need.

Problem

New businesses that can leverage your payment solutions are constantly being launched.

Impact

The payments industry is highly competitive with many well-known players making it critical to get in front of these young companies early.

Solution

Using intent data, you can spot companies that are actively searching for terms like “payment gateways,” and target them for outreach.

Result

By getting in front of these new businesses before your competitors, your company can create a long-term relationship with them, maximizing their lifetime value.

Custom keywords are tracked to determine which accounts are researching your products or competitors. These segments can then be targeted with the respective offerings with native display ads and paid social integrations.

Custom keywords are tracked to determine which accounts are researching your products or competitors. These segments can then be targeted with the respective offerings with native display advertising and paid social integrations.

Chapter 3

3 Use Cases for Sales Teams in Payments

1. Prioritize prospects who are actively seeking payments solutions.

Problem

Let’s say you’re a mid-market AE with a territory of hundreds of businesses.

Impact

You don’t have much inbound right now and don’t know where to focus your outbound efforts.

Solution

With 6sense, you have a list of 15 accounts at your fingertips that are showing high intent, including important information like what they’ve been searching for and who the key contact is.

Result

By reaching out to these contacts with personalized outreach, you’re able to convert 30% into scheduled meetings.

Account details page, embedded within your CRM, display relevant account information, like intent keywords researched and which web pages are being visited, where your sellers already work.

2. Act at the right time on real prospect interest to get ahead of competitors.

Problem

As an AE, your day is spent focusing on research, prepping for calls, pitching companies, and much more ... but not much is spent actually selling.

Impact

Your quota requires you to source 25% of your own opportunities but you have limited time to prioritize outbound outreach.

Solution

6sense’s platfrom can provide you with a daily alert that shows you exactly which companies in your territory are researching payment products — including what they’re searching for, and a list of contacts to engage with.

Result

This enables you to carve out 30 minutes a day for outbound outreach to warm accounts, which allows you to source your own leads and satisfy your quota.

Setup custom alerts for reps to be notified via email and slack about recent web visits, account details, and online activities like intent, buying stage, and contact engagement.

3. Build deeper customer relationships through cross-sales.

Problem

A significant portion of customers initially purchase a starter product (like a payment gateway), but eventually evolve to require more advanced products, like payment processing APIs.

Impact

Customers typically begin researching APIs, software integrations, and similar topics once their needs evolve. This can lead to churn if not addressed promptly.

Solution

By leveraging 6sense, you create a segment to track when customers start this kind of research. You’ll have an inside track on their behavior and know when it’s the right time to check in.

Result

This proactive approach enables you to educate and assist your customers in their transition, optimizing customer retention and increasing upsell opportunities.

Chapter 4

Conclusion

These use cases are just a few plays your teams can use to better understand buyer and customer behavior, and drive revenue.

Dive deeper into our extensive content libraries featuring customer stories, blogs, and additional guides below.

Explore 6sense for Payments

Ready to see 6sense in action?

Book Your Demo
Picture of The 6sense Team

The 6sense Team

View Author
The 6sense Team
6sense helps B2B organizations achieve predictable revenue growth by putting the power of AI, big data, and machine learning behind every member of the revenue team.