Create B2B marketing plans and track results with ease.
Marketing planning software for B2B teams. Track plans, budgets, and results all in one place without manually updating spreadsheets and creating endless presentations.
Revenue grows faster with a plan.
Companies with a marketing plan achieve 30% higher growth than less-prepared peers. But many teams leave plans to gather dust in static spreadsheets or slides, or skip planning altogether.
B2B Planr fixes that.
Build a strategic, trackable plan quickly and easily. Align your team. Prove ROI. And stay focused on the work that drives results.
Source: Malcolm McDonald & Hugh Wilson ‘Marketing Plans’
“I used to waste hours copying and re-formatting plans from spreadsheets, slides, and project management boards. Now they're in one place and updated with actual results that are easily shared”
Potential Savings with B2B Planr
Marketing Team Size (# of people involved in planning & executing marketing)
1 Team Member. Return on Investment: 2.0x
4 hrs/wk
Save Time
2.0x
Grow Faster
Seamless integrations with popular CRM and automation tools
Plan B2B strategies, campaigns, and tactics.
Where do you store your marketing plan? A Spreadsheet? Project management tool? In your CRM and Marketing Automation Tools? Or all of the above? Capture your plans and activities in one place that’s easy to update and share.
Acts like a spreadsheet, works like a database
Spreadsheets rule when it comes to the simplicity of storing your plan details. But they’re complex to link relationships between important objects: goals, plans, activities, budget, spend, and results. See how B2B PLANR can do that for you.
Keep track of spend and results. Automatically.
Once your goals and budgets are set, you need to track the actual spend and results. Why not update these automatically directly from your CRM or marketing platforms. See your progress all in one place.
Need help developing your plan?
Take advantage of a fixed-price B2B Planr Strategy Workshop:
- 2x one-hour calls: plan kick-off and plan feedback
- 6 hours of consulting time to review plans and provide expert input
- Uploading the full plan into B2B Planr
- User set-up (with team and role permissions where appropriate)
- Set-up of CRM integration
Key Features of B2B Marketing Planning Software
Set Goals
Set annual goals and model how existing revenue streams and planned strategies bridge the gap from where you are to where you need to be.
Document Plans
Capture details of your strategies, campaigns, and tactics in logical hierarchies, where objectives cascade down and results sum up automatically.
Manage Budget
Allocate budget and track spend against your planned campaigns and activities, easily comparing it to results to see progress and calculate ROI.
Track ROI
Connect your CRM and marketing automation platforms to automatically see the results of your plans in real-time without complex BI tools.
Collaborate
Work with teams on joint plans, assigning owners to plans and activities, all in one secure, easy-to-use online application with a single source of truth.
Share Plans
Share plans and results easily without needing to keep presentations or spreadsheets up-to-date, viewing real-time data or downloading dashboards.
To see more details of the B2B Planr functionality, visit our resources page here:
“Many of our tools didn't integrate, which makes it challenging to get a holistic view of plans and campaign performance... this allows us to ensure we are allocating our money in the most efficient way possible”
Top Use Cases for Leading Marketing Planning Software for B2B Teams
Our marketing planning software provides a single source of truth for all programs and campaigns. Built-in views allow users to easily visualize timelines, lists of activities, and coordinate actions across all channels. With dynamic campaign calendar features, the days of manually creating calendars in spreadsheets or slides is long gone.