Introduction to Account-level Data

Why B2B SaaS companies must support this data structure

Image by author: Many-to-many relationship between accounts and users

Account-level data: definition and need

What’s the big deal when it comes to account-level data?

Most success metrics only make sense at the company level

Many-to-many relationships between users and accounts

Account vs user lifecycle

Image by author: Account lifecycle
Image by author: User lifecycle

Account vs user segmentation

How to implement account-level engagement?

Modeling the core app schema to support account-level data

Adopting tools that natively support an account-level data model and keeping workarounds at bay

How to make it happen

Enabling the right data structure with relationship properties

Image by author: Relationship between accounts and users

Enabling campaigns triggered by account behavior

Source: Userlist




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