B2B Marketing Tip #01 - Exploit the full potential of your customer accounts with hierarchy

B2B Marketing Tips

B2B Marketing Tip #01 - Exploit the full potential of your customer accounts with hierarchy

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April 01, 2025 ABM, data quality, kpi marketing, marketing automation, scoring

Do you have a list of accounts? Very good. But do you have a hierarchy of accounts?

In your tools, you probably have a database of accounts that is well filled, segmented, tagged, perhaps even rated with a score. But are these accounts linked to each other?
In other words, does your CRM include the relationships between parent companies, subsidiaries, BUs, countries?

If this is not the case, you are missing out on one of the most powerful levers of B2B marketing and sales.

🚨 The problem: a too-flat view of the account

In reality, your customers are rarely simple entities.
They are groups: sometimes multi-country, often multi-BU, almost always multi-opportunity.

And yet, your tools (CRM, MAP, ABM, etc.) often treat them as:

Orphan accounts, without context,
Isolated prospects, without relationship,
Underexploited customers, when other subsidiaries could buy.

Result:

Marketing misses the mark,
Sales lacks strategic mapping,
Scores are based on incomplete data,
Opportunities go under the radar.

🎯 The solution: structure the account hierarchy

What this changes immediately:

You see who belongs to what: Group, BU, Subsidiary, etc.
You detect blank areas (non-customer subsidiaries),
You adapt your campaigns and your ABM strategy at the right level,
You finally have consolidated management (turnover, margin, overall status, etc.).

Concrete example:

Subsidiary A is a customer → you target subsidiary B more intelligently.
The group as a whole becomes a priority account.
And you can measure what it really brings in over time.

🛠️ How do you structure this hierarchy?

Identify the group head: a Group Head field may suffice.
Create parent-child links in your CRM.
Clean up the names: avoid duplicates, harmonize.
Handle exceptions (such as joint ventures) with specific or separate rules.
Feed from reliable databases: Dun & Bradstreet, Société.com, etc.

📊 And then? Automate the right indicators

Once the structure is in place:

Account status (Dormant, MQA, Opportunity, Customer, etc.)
Products/services purchased
Revenue generated
Gross margin (if available)

These indicators must be:

Calculated automatically,
Updated regularly,
Reported at group level, then distributed to the BUs if necessary.

🤖 Why is this key for your scoring models?

Because a good score is not just “this account opens emails”.
It is:

This account is in a group where we already sell,
It has a solid purchase history,
It generates an attractive margin.

This is where we want to invest time, resources and marketing.

✅ In summary

Without a hierarchy, you are flying blind.
With a hierarchy, you:

Sell faster,
Target more accurately,
And you focus on the right accounts.

Need help structuring your database?

At Merlin/Leonard, we help B2B companies to:

Create a reliable hierarchy in their CRM,
Automate the right KPIs,
And use it as a real lever for their ABM strategy.

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Holly Mason October 07, 2025 09:16 AM Delete

Great tips on leveraging account hierarchy in B2B marketing! It’s surprising how many opportunities slip by when subsidiaries and related units aren’t connected in the CRM. Structuring relationships definitely helps see the bigger picture. Incidentally, keeping data organized reminds me of staying on track in the Slope Game – you can try it here: Slope Game . Both require focus and a good understanding of your environment to succeed!

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B2B marketing thrives on understanding your customer's world. Think of your customer accounts like a challenging Snow Rider 3D level - full of hidden pathways and opportunities. Having a clear hierarchy of accounts in your CRM, parent companies linked to subsidiaries, reveals untapped potential.

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