If you’re tired of endless spreadsheets, manual follow-ups, and ABM “platforms” that overpromise and underdeliver, you’re in the right place. This guide is for anyone handling account-based marketing (ABM) who wants practical automation—without the usual marketing noise.
Motidash isn’t a magic bullet, but it does give you tools to automate the boring stuff, keep your team honest, and make your workflows a lot less painful. Here’s how to actually use Motidash to automate ABM, step by step, with the good, the bad, and the stuff you can safely ignore.
What Motidash Actually Does (and Doesn’t)
Before you start, let’s set expectations. Motidash connects your CRM, email, and other sales/marketing tools. It lets you build automated workflows based on account data, activities, and triggers. You can score accounts, assign tasks, and send alerts or emails—without patching together five different tools.
What you should know: - It’s not a fancy AI “predictive pipeline” tool. It won’t write your cold emails or find you new leads out of thin air. - Automations are only as good as your data. Garbage in, garbage out. - The UI is pretty straightforward, but you’ll still need to map out your flow ahead of time.
If your ABM “workflow” is just a list in Excel, Motidash can help. If your data is a mess, fix that first.
Step 1: Map Out Your ABM Workflow (On Paper, Not in Motidash)
Don’t skip this. Automation amplifies whatever process you have—so if your process stinks, you’ll just make bad things happen faster.
Start with: - Your target account list (be honest about what’s actually up-to-date) - The stages you want to move accounts through (e.g., “Identified,” “Engaged,” “Opportunity,” “Closed”) - Your key actions (emails, meeting requests, internal alerts, etc.) - Who owns each step (sales, marketing, SDR, etc.)
Pro tip: Draw it out on a whiteboard or use sticky notes. Don’t get lost building automations before you know what should happen.
Step 2: Set Up Your Data Sources in Motidash
Motidash works by connecting to your existing tools:
- CRM: Salesforce, HubSpot, or whatever you use
- Email: Gmail, Outlook, or your provider
- Other tools: Slack, Zapier, maybe even your calendar
What to do: 1. Go to Integrations in Motidash. 2. Connect your CRM first. Make sure you actually have access (ask IT if you’re not sure). 3. Connect your email provider. Grant permissions—Motidash needs to send/track emails from your account. 4. Optional: Connect Slack or other notification tools if you want real-time alerts.
Honest take: If your CRM is full of duplicates and bad data, pause and clean it up. Motidash won’t fix that for you.
Step 3: Build Your First Automated Workflow
Here’s where you save time—if you do it right. Let’s walk through a basic example: moving accounts from “Identified” to “Engaged” automatically.
A simple workflow: 1. Trigger: When an account is added to your “Target ABM Accounts” list in your CRM. 2. Action: Send a personalized intro email from the assigned rep. 3. Action: Create a follow-up task for the rep if there’s no reply in 5 business days. 4. Optional: Slack the account owner when a reply comes in.
How to set it up: - In Motidash, hit “Create Workflow.” - Choose your trigger: "Account added to list" (select the right CRM list). - Add action: “Send Email”—use a template, but personalize the first line. (Don’t just blast the same message to everyone. Motidash won’t stop you, but your prospects will.) - Add wait condition: “If no reply in 5 days, create follow-up task.” - Add notification: “Send Slack message to account owner on reply.”
Tips: - Test with your own email/account first. Don’t risk spamming real prospects. - Use simple, clear email templates. Motidash can insert dynamic fields (name, company, etc.), but test for weird formatting. - Avoid the urge to automate everything at once. Start with one workflow and watch what happens.
Step 4: Score and Prioritize Accounts (Without Getting Lost in the Weeds)
Motidash lets you set up custom scoring rules. This helps you figure out which accounts are most likely to move forward, so you can focus your energy.
Set up scoring based on: - Email opens or replies - Website visits (if you’ve integrated tracking) - Demo requests or meeting bookings - Any custom field you care about
How to do it: - Go to the “Scoring” section. - Add rules: e.g., “+10 if email opened,” “+20 if meeting booked.” - Set thresholds for when accounts move to a new stage or trigger a workflow.
What works: - Keep scoring simple. Complex scoring models usually just confuse people. - Use scoring to trigger real actions (assign to a rep, send an alert), not just to make dashboards look pretty.
What doesn’t: - Don’t waste time tracking every click or open. Focus on real buying signals.
Step 5: Automate Internal Alerts and Handoffs
One of the underrated features of Motidash is internal notifications. You can set it up so that when something important happens—say, an executive at your target account books a meeting—your team knows right away.
Examples: - Slack alert to sales when a target account replies - Email to marketing when an account moves to “Opportunity” - Task assignment to SDR when a new account is added
How to set it up: - In your workflow, add “Send Notification” as an action. - Choose the channel (Slack, email, or even SMS). - Write a clear, short message. Don’t overthink it.
Pro tip: Don’t overload people with alerts. Only send notifications for actions that need an actual response.
Step 6: Review, Test, and Tweak (This Is Where Most People Mess Up)
Here’s the mistake: people set up a bunch of automations and never look back. Then three months later, they realize nobody is following up and the system’s broken.
Do this instead: - Test every workflow with your own accounts or a test list. - Set a calendar reminder to review automations every month. What’s working? What’s being ignored? - Ask your team for feedback—what’s useful, what’s just noise?
Don’t forget: - Automations are there to make your life easier, not create busywork. - Be ruthless about killing workflows that don’t help.
What You Can Ignore (For Now)
- Complex branching logic: Most teams don’t need it, and it just makes things harder to debug.
- Vanity dashboards: Motidash has reports, but if nobody reads them, don’t waste time.
- Integrating every tool under the sun: Start with CRM and email. Add others only if you actually need them.
Real-World Tips from the Trenches
- Start small. Automate one annoying part of your ABM process first. Expand once it works.
- Keep your data clean. Bad data = bad automation. No exceptions.
- Don’t expect Motidash to do your selling. It’s a workflow tool, not a sales rep.
- Get buy-in from your team. If people don’t use the system, it’s not worth automating.
Keep It Simple—and Iterate
You don’t need a PhD in automation to use Motidash for ABM. The secret is starting with one or two clear workflows, making sure they actually save you time, and improving as you go. Skip the hype, ignore the bells and whistles, and focus on what really moves the needle for your team.
Automate the boring stuff, keep your process honest, and revisit what you’ve built every few weeks. That’s how you actually win with ABM automation—and keep your sanity.