B2B Planr

Marketing Strategy Software

Stay focused on your business goals and strategic marketing plan with a shared workplace that is easy keep updated.

What is marketing strategy software?

Marketing Strategy Software provides businesses with a central place for setting clear, measurable strategic goals that align marketing with the overall business aims. This kind of platform means businesses can turn big ideas into practical marketing plans.

Marketing Strategy Software keeps a consistent, single source of truth of these goals, including the activity planned to achieve them and up-to-date progress. This helps teams focus their efforts and work towards specific successful outcomes.

Central planning document

Avoid confusion caused by multiple versions of planning documents. B2B Planr gives your team a single source of truth with access to up-to-date plans with real-time results in an easy to manage dashboard.

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Visual dashboards and real-time status updates

Gain clear insights into your planning and goal achievement through straightforward, visual dashboards. Identify what's working, what's not, and what needs immediate attention at a glance. Use one-click integrations to pull data directly from your CRM to avoid hours spent manually collating actual results.

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Build a revenue bridge

Set specific revenue objectives for your business, add predictable or forecasted revenue streams, and build strategies to bridge the gap. See the importance of different revenue streams and strategies to your objectives in a visual, easy-to-share chart.

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Interactive QBR reporting

Reduce time spent preparing reports for Quarterly Business Reviews (QBR) by using the interactive dashboard. Drill into strategy progress and execution with automatically generated summaries. Spend more time 'on the business' making strategic improvements rather than 'in the business' gathering information.

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Practical strategy blueprint templates

Work your way through logical planning workflows with goal setting, strategy formulation, and marketing planning all in one platform. Let the application guide you to logical conclusions about strategic choices and allocation of resources.

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Ditch the spreadsheets and slides

Use a purpose-built relational database to store the data and relationships between core planning objects. Goals, revenue streams, strategies, programs, spend, results. Avoid hours spent on unnecessary cell error checking or slide formatting.

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B2B Planr works with your existing products.

Connect to your existing CRM with one-click. Using industry-standard oAuth authentication, you can grant B2B Planr access to only the relevant data in your CRM. Access is automatically maintained with the option for users to disconnect, or re-connect at any time. Access must be granted by a user with the necessary permissions in the CRM system.

“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”
Global CMO, SaaS

Frequently Asked Questions

Marketing strategy software is included in B2B Planr, starting at £8 or $10 per month. Many larger marketing resource management systems can cost 5-figures in annual subscriptions, plus implementation and support costs. B2B Planr is self-service, ready to go for your business in minutes with support included in the cost.

Free 30-Day Trial. No credit card required.

Join the growing community of B2B marketers who trust B2B Planr to plan and track their strategies.

  • Set goals and plan activities
  • Track spend and results
  • View in dashboards and calendars
“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”
US Marketing Manager