B2B SaaS Marketing For Start Ups

2023 B2B SaaS Marketing Strategy: All-in-One Guide For SaaS Start-Ups

Competition is fierce in the b2c SaaS marketing world, but B2B SaaS marketing competition almost feels impossible to overcome.

I’ve been in B2B SaaS marketing for over half my 15-year career. I’ve seen the competitive landscape shift at least every two years due to innovation, saturation, and consumer behavior changes.

But while working with five different SaaS business companies in 4 other industries, I’ve learned vital principles of a SaaS marketing strategy that EVERY SaaS company will need to know if they want a FAST growing company in 2023.

Investors like fast-growing companies; it indicates actual market value. And will often lead to your next funding round or favorable M&A exit scenario.

This guide is for the SaaS CEOs, SaaS Product Leaders, and marketers looking for deeper than surface-level insight on how to build a scalable, high-growth B2B SaaS marketing strategy that sets your company apart in the marketplace.

Table of Contents

Build the Foundation for Exponential Growth

There are prerequisites to building a competitive B2B SaaS Marketing strategy post-pandemic.

  • You need to have the right product development mindset – there’s no amount of marketing that can solve for poor product design.
  • You need to conduct strong foundational market research and confirm market opportunity
  • You need to ensure product-market fit in your MVP stage.

Master these three pillars, or risk facing impossible barriers to growth when it’s too late.

The Art of B2B SaaS Marketing for Exponential Growth

To sustain growth with a b2b SaaS marketing strategy, you need to think long-term while building MVP – minimum viable products. 

You may not have a large budget, a big team, or a known brand initially, so creativity is your greatest weapon.

How do you leverage creativity?

Be more than a product, be more than a brand. Aim to be a business partner for LIFE.

If you develop a lifetime partnership mentality, you will have the mental foundation for building a hyper-scale growth strategy. 

Answer the following questions if you want to understand your Long-term positioning in the marketplace:

  1. Which role at this organization are you helping?
  2. How does this role serve the organization?
  3. Do you know EVERY problem this role needs to address in their 40-hour work week?
  4. Do you see the value you provide within that 40-hour work week?
    • Are you saving time? Reducing the 40hours in a workweek
    • Are you saving money? Improving resource management
    • Are you increasing output per employee? Maximizing Revenue Per Employee
  5. How badly does your target audience want this problem solved?

That last question is crucial. 

There are plenty of problems to solve, but not all should be solved with hard code

The key is to ensure your product team is striking a balance between pain and solution-desirability.

Ask: how badly do they want to solve this problem on a scale from 1-10?

Ensure You’ve Analyzed All Market Opportunities 

Leave no stone unturned. Do a SWOT analysis, research competitors, review horizontal and vertical market solutions until you have a 360 view of your dream buyer.

Marketing Playbook The Buyer Persona Defining the Need in B2B SaaS Marketing

You don’t need to addresses all the problems you encounter in your solution.

You just need to demonstrate that you understand and empathize with you audience.

How to Identify untapped market segments and niches in 8 steps

  • Analyze User Pain Points: Scrutinize customer feedback and industry forums to find frustrations. Just like Slack first addressed communication gaps for developer communities, you can identify similar gaps to solve in underserved niche communities.
  • Study Competitor Offerings: Study established market offerings. Look for gaps. Can you offer a more specialized or tailored solution, as Zendesk did for customer support?
  • Segment Existing Markets: Divide larger markets into subgroups, as HubSpot did with inbound marketing. Focus on a narrower demographic with distinct needs that you can cater to can uniquely address.
  • Cross-Industry Inspiration: Consider how SaaS solutions in different industries have revolutionized processes. Apply similar concepts to your industry to tap into new growth paths.
  • Observe Adjacent Markets: Observe adjacent markets for transferable concepts. You might find inspiration from unrelated industries, like how Dropbox bridged file storage and sharing.
  • Innovate Existing Solutions: Like Netflix reinvented home entertainment, evaluate existing tools in your domain and explore how technology advancements can create a new niche.
  • Data-Driven Insights: Leverage search analytics like Google Trends and other SEO tools that hint at growing market demand.
  • Feedback Loop: Constantly engage with users on community forums. Respond to feedback, adapt swiftly, and incorporate their suggestions into your product roadmap.

Assess demand and growth potential for your saas products.

This step is vital for a successful market entry. 

As stated before, you want to address a painful problem, not just any problem. Think does this require a vitamin or a painkiller?

Marketing Playbook The Buyer Persona B2B SaaS Marketing Belief Framework

Credit: Brian Bozarth’s Belief Framework

I’ve worked at SaaS companies that positioned their products and solutions at the center of their customer’s daily workflow. This strategy made it almost impossible to ignore the solutions we offered.

I’ve also worked with SaaS companies that provided ancillary services that only exasperated the burden on Marketing, Sales, Customer Success, and support to gain product engagement. Trust me; you want to avoid being in this position – you’re only positive avenue is an acquisition by a more centralized product suite/solution.

Acquisition should be a pre-determined strategy for SaaS developers and CEOs looking for quick exit opportunities. 

Drawing inspiration from established brands, here’s how you can gauge market demand quickly:

  1. Google Workspace (formerly G Suite) by Google: Analyze search volume and keyword trends to gauge current interest. Brands like Google monitor search queries for collaboration tools, providing insights into market demand.
  2. Zoom: Demand for Zoom jumped with the rise of work-from-home demand due to COVID-19 restrictions. Commerce needed a way to replace face-to-face workplace communications; Zoom was positioned to supply this solution and scale rapidly.
  3. Shopify: Observe competitor landscapes and customer reviews. Shopify identified gaps in e-commerce platforms and capitalized on simplified online store creation.
  4. Netflix: Assess consumer behavior and changing preferences. Netflix transformed the entertainment industry by predicting the demand for on-demand streaming and personalized content.

Additional Steps to Ensure Product/Market Fit

Marketing Playbook The Buyer Persona B2B SaaS Marketing Solution Brief

In addition to deep market research, MVP creation, User Feedback Looping, and refining your value proposition, do the following to ensure your product experience is well-positioned to support a robust saas marketing strategy:

  1. Iterative Development: implement a transparent feedback system between product, service, and marketing. Continuously enhance your product, adding features that align with user feedback. Prioritize updates that drive the most enterprise value – stuff the board likes.
  2. User Onboarding: Reduce ALL friction and ensure users can quickly experience value – this makes life easier for your deal champion.
  3. Usage Analytics: Leverage user analytics tools like HotJar to track user behavior and identify usage patterns. 
  4. Referral and Advocacy: Highly-satisfied users become cheerleaders. Encourage referrals and leverage throughout your campaign. Think of ways to introduce incentives in your pricing strucutre.
  5. Retention Strategies: Implement programs and features that drive user engagement. Frequent updates, personalized experiences, and proactive support can help. Still, the key is ensuring the product becomes essential daily. Build habits around your product that deliver unique value, and your customers will return.
  6. Thinking through Scalable Infrastructure

How to build a robust and scalable technical foundation

  1. Assess Needs: Identify marketing tasks outlined in your saas marketing budget, and plan. Assess tools like SEMrush for SEO, Mailchimp for emails, and Hootsuite for social media management.
  1. Integrate Efficiently: focus your tech stack around tools that integrate seamlessly. Connect HubSpot for CRM, Zapier for automation, and Google Analytics for insights.
  1. Plan for Growth: Opt for scalable tools. Migrate to AWS for hosting, upgrade to Salesforce for advanced CRM, and employ DataDog for additional workflow monitoring.

B2B SaaS Marketing Infrastructure Essentials

SaaS Marketing Infrastructure

Website and Landing Pages:

  • You’ll need a user-friendly website built on semi-automated hosting platforms like Siteground or Bluehost – look for one that offers automated CDN optimization and security features.
  • You’ll also need fast landing page development tools for impromptu campaigning, hyper-customized ABM strategy, and unique-offer testing.

Content Management System (CMS):

Dashboard — WordPress CMS Content Management System
  • You need a CMS like WordPress to manage and publish blog posts, articles, and website resources daily. This will also serve as the central hub for your SEO strategy.
  • Consider a CMS that will integrate natively with the most popular SEO tools on the market.

Customer Relationship Management (CRM) System:

  • You need a CRM system like HubSpot or Salesforce to manage leads, contacts, and customer interactions.
  • You’ll need to be mindful of your budget. Ensure you’re spending at most $1 per lead in your CRM. 

Email Marketing and Automation:

  • Email marketing platforms like Mailchimp, HubSpot, or Marketo are essential for scaling email campaigns.
  • For B2B SaaS Marketing, you’ll need a tool with decent ABM functionality to scale personalized messaging for target accounts.

Social Media Management:

  • Tools like Hootsuite or Buffer to schedule and manage social media posts across platforms.
  • You also may need to consider an operator for social media management, as this strategy is best with LIVE campaigning and interactions.

Search Engine Optimization (SEO) Tools:

Keywords Explorer Ahrefs best seo software for small business
  • You must have SEO tools like Ahrefs, SEMrush, and Google Search Console for keyword research, tracking rankings, and optimizing content.
  • Technical SEO software is essential for ranking. If part of your strategy includes organic traffic, ensure you’ve correctly configured your website’s SEO suite.

Analytics and Tracking:

Performance Google Search Console
  • You need Google Analytics or other web analytics tools to track user behavior, conversions, and performance.
  • These tools serve as your central web feedback loop.

Conversion Rate Optimization (CRO):

  • Tools like Optimizely or Unbounce are great for testing landing page conversion rates.
  • Hook these up to mature campaigns to understand how to take your campaigning to the next level.

Marketing Automation Software:

  • Platforms like HubSpot, Marketo, and GoHigh Level are great for automating marketing operations tasks like list management, lead lifecycle tracking, and campaign workflows.
  • These often come with heavy maintenance requirements. Start simple on the automation and graduate as you grow.

A robust B2B SaaS marketing technical infrastructure is designed to enhance customer experiences. 

Think about the customer journey and brand experience you want to deliver while you set up your technical marketing infrastructure

The goal will always be to ensure the smoothest path to customer satisfaction.

How to Build Sustainable Growth: Walking The Tightrope Between Demand & Capacity

Just because you can produce it, doesn’t always mean you should. Marketing teams receive requests for all kinds of projects.

At one point, I was building reporting and technical communication infrastructure for Marketing, Sales, Customer Success, and Product, as a SaaS marketing leader, while my supporting team and resources hadn’t grown at the same pace.

Ultimately thinly spreading our focus over multiple competing priorities meant nothing was getting full attention and effort.

Avoid biting off more than you can chew.

Focus on growing infrastructure, projects, and expansions organically.

Ensure your product can handle increased demand without compromising quality.

The key here is to remain aligned across multiple departments. 

  • Define goals everyone collectively works towards, and share challenges through feedback loops to ensure proper cohesion.

My greatest successes as a B2B SaaS Marketing Leader came from working closely on OKR projects outlined by department leaders, with the input of everyone in the organization. This approach allowed us to spot roadblocks early and brainstorm creative solutions effectively. 

Key Takeaway: 

For a thriving B2B SaaS business, scalability is critical. It’s about having a robust website infrastructure, marketing automation software to streamline tasks like Santa’s elves on Christmas Eve, and striking the perfect growth balance—neither too hot nor too cold.

Communication Channels

You will use a TON of tools trying to communicate with B2B buyers. 

HubSpot App Marketplace Webinar Apps

The B2B SaaS marketing teams I’ve been a part of have leveraged a wide range of communication channels to ensure two key strategic outcomes:

  • Frequency: How often (weekly, daily, monthly) do we connect with each audience segment?
  • Consistency: How deeply do we dive into our subject matter expertise? Do our views on this subject matter change with the changes in the market? How do we adapt? Are we on brand?

The following are tools and strategies you’ll leverage to ensure you meet these two goals in your campaigning strategy:

Social Media Platforms:

  • This is your LIVE Engagement channel. Connect with your b2b audience on LinkedIn, Twitter, and industry-specific forums to demonstrate your brand’s human side.

Email Marketing:

  • The #1 way to connect with your warm audience. Targeted email campaigns for lead nurturing, product updates, and educational content will be your best driver of b2b conversions, hands down – don’t ignore this channel, ever.

Content Marketing:

  • Your problem is the AWARENESS generator. Produce educational content around problems and pains through blog posts, webinars, ebooks, and videos to showcase expertise and address pain points head-on. This is how you’ll position your brand as a partner to their organization and industry. The greater your content repository, the more trust they’ll have in your brand over time.

Pay-Per-Click (PPC) Advertising:

  • This is where HOT demand goes for solutions. You need to represent yourself wherever your customers go to solve problems. 
  • Drive targeted traffic using platforms like Google Ads or LinkedIn Ads to meet and engage your warmest leads. 

Search Engine Optimization (SEO):

  • Your Search Traffic will be your best demand-generation opportunity. 
  • Optimize website content to rank higher in search engine results to capitalize on this fruitful traffic.

Influencer Collaborations:

  • People tend to shortcut the vendor qualification process by hearing from a trustworthy source. Influencers are the fastest way to build trust with an audience. Endorsements have been around forever; they’ve transformed into “influencer” campaigns for people who want to “be like Mike.”
  • Partner with industry influencers to amplify reach and credibility.

Webinars and Workshops:

  • This is your classroom setting. Build a webinar schedule to ensure you host a class at least once a month with your active audience.
  • Be flexible enough to address contemporary issues but remain on brand.
  • Host pre-scheduled educational online sessions to showcase product value and establish thought leadership.

Trade Shows and Events:

  • Still a staple for B2B saas marketing, many platforms have gone entirely virtual at the cost of deep personal engagement – the actual value of these programs.
  • Participate in only relevant industry events and conferences for networking and branding.

Direct Sales Outreach:

  • Cold outreach will always need to be a part of your strategy. Build outreach lists and carefully craft messages at scale while avoiding SPAM-like tactics. 
  • Try to engage potential clients through personalized outreach, emails, and calls before resorting to cold blasting.

Referral Programs:

  • You need a satisfactory product or service program to make this a viable option. 
  • You’ll need a win/win incentive program to encourage satisfied customers to refer others or participate in word-of-mouth campaigning.
  • Encourage your customer success teams to communicate to build relationships and make friends, not just go through the motions. Be memorable in your interactions; they’ll remember you when asked for a referral.

Partnerships and Alliances:

  • Seek and establish horizontal partnerships as much as you can. 
  • If you can deepen your value to the customer (like combining Coca-cola products and Mcdonald’s for a complete all-in-one meal) by stacking adjacent and relevant offers, you’ll begin to build offers your audience can’t refuse.

Public Relations (PR):

  • PR is a low direct-ROI channel, but still very crucial. Many B2B buyers only trust products that appear on popular award lists, private research group papers, or industry quadrant studies – you often end up on their radar through aggressive media coverage. 
  • Generate media coverage and press releases to increase frequently to boost brand visibility among these groups.

Strategically employ these communication channels one by one. 

The rule of thumb is slowly launching and nurturing each channel until one outshines the others.

Immediately slow or pause the poor performers and double down on your best channels. 

This mentality is how great B2B SaaS marketing teams grow hack hockey stick charts in the shortest time.

Strategic Customer Acquisition

The following strategies are more advanced and best suited for experienced marketing teams and leaders. 

I’ve used these strategies to excel companies to profitable exits and unlock untapped marketing potential for established brands. 

It’s often best to execute these alongside a SaaS Marketing Agency. They provide small internal marketing teams with a robust set of marketing resources necessary to implement complex strategies.

Hyper-Targeted Account-Based Marketing (ABM)

Account-based marketing (ABM) is a targeting strategy that’s ideal for high-value accounts worthy of tailored messages, brand personalization, and strategic timing.

How to create personalized campaigns for high-value accounts

You’ll need to be highly strategic and detail oriented when crafting personalized b2b campaigns. Essentially, do the opposite of generic, meaningless cold messaging tactics.

B2B SaaS Marketing Customer Insights CRM Dashboard HubSpot

You’ll need to do the following to increase your chances of generating responses from high-value targets on your list:

Deep Account Research:

  • Thoroughly understand the account’s industry pain points and objectives.
  • Identify key decision-makers and stakeholders within the organization.
  • Find unique challenges the target account may face and demonstrate how you can uniquely address these challenges.

Segmentation and Tailoring:

  • Divide these accounts into segments based on firmographic data. This process helps guide product/market fit considerations.
  • Segment again into roles on the b2b buying team. The better you understand the jobs to be done for each member of the buying team, the easier the next step in this process will be. 
  • Customize messaging to address each role’s specific JTBD pain points, challenges, and goals.

Personalize Content:

  • Ensure first, last, and position titles are included in your CRM for each role on the buying team. 
  • Use customization tokens if this campaign is semi-automated to ensure personalized touch.
  • Leverage role-specific case studies, whitepapers, or industry-specific insights to showcase your solution’s relevance. Don’t share “10 strategies to become a successful CEO in [Niche]” with the CFO. That’s the fastest way to end up in the SPAM box and sabotage this campaign indefinitely.

Multi-Channel Approach:

  • Utilize a mix of channels such as email, social media, and targeted ads to reach each decision-maker on the b2b buying team.
  • Ensure consistent messaging across all touchpoints for a unified experience.

Account-Specific Offers:

  • Tailor offers discounts or solutions that directly address the account’s pain points.
  • Leverage your landing page software strategy to develop a unique UX/UI that demonstrates your company’s effort and interest in long-term partnerships.

Engagement and Follow-Up:

  • Follow up with an appropriate cadence
  • 1-2 email communications per channel per week should be enough for each member of the buying team
  • Monitor engagement metrics to gauge interest and adjust your approach for GTM channels with low engagement.

Follow these steps to ensure you’re fostering positive connections with your target and increasing the likelihood of conversion.

Social Media & Influencer Marketing


If you’re ready to take center stage with ABM but need to know where to start – worry not. Social Media is always brimming with new growth opportunities.

Here are some quick guidelines to get started asap:

1. Define B2B based Goals for the campaign:

  • Campaign objectives must align with your B2B SaaS business goals.
    • Are you looking for virality or followers?
    • Are you building awareness, or do you want community engagement?
    • Do you want visibility or leads?
  • When these goals are defined, you’ll be able to identify Top Influencers that meet your B2B influencer partnership guidelines.

2. Define Target Audience:

  • Leverage the position titles and roles in your target accounts to define your audience communities – 
  • Remember that Heads of VPs, Directors, and Managers have different roles and functions and can be found in sub-communities in their industry.

3. Select Relevant Platforms:

  • Choose social media platforms where you find an engaged sub-industry group.
  • Executives rarely engage on some platforms and rarely engage with strangers on social platforms, so do a Google Search on “best [media] for cybersecurity executives” to get a lead
  • Often listening to these publications yourself will lead you to other prominent influencers only insiders know. 

4. Research B2B Influencers:

  • Identify a list of industry thought leaders, experts, or professionals who resonate with your audience.
  • Narrow down to influencers with authority in your space

5. Campaign Concept Creation:

  • Reach out to influencers and pitch campaign ideas that educate, inform, or solve B2B challenges in a collaborative way.
  • The key here is to think win/win: Can you offer something of value to the influencer? Free access? Cross-promotions?
  • Be creative and find a solution that works for all three partners; the influencer, your brand, and your audience.

Leveraging data-driven insights to engage Decision-makers

Leveraging deep data to power insightful communications is like rocket fuel in an ABM campaign. 

  1. It’s a demonstration of your attention to detail.
  2. It’s a confirmation that you’re interested in their problem intuitively. 
  3. It’s a door opener if you add the right amount of value in the message – something they can get ROI almost immediately: An industry-specific data point, industry-specific news highlight, or something they can take action on.

Executed correctly, B2B SaaS marketers can establish deep connections with decision-makers and position Sales for solid introduction calls.


Here are some quick tips for incorporating data-driven insights into your B2B SaaS ABM campaign messaging:

Use Precise Personalization

If you’ve set up your marketing tech stack correctly, you should be able to capture data on what they’re reading (from your content pages), what webinars they’ve attended, and what content they’ve downloaded. You can craft some pretty detailed messages or pre-emptively send them the “content you might like” messages, like Amazon, Google, Netflix, Youtube, and all the giants use to keep us hooked.

Use Conversion Optimization:

Pay close attention to “how” they engage. 

  • Do they avoid your gated content? 
  • Do they prefer social media engagement? 
  • Do they NEVER answer emails? 

Buyers are expecting you to adjust your strategy accordingly, so avoid sending an email to an “opt-out” contact at all costs.

Focus on Long-Term Relationship Building:

Foster engagement with all decision-makers by continuously offering value relevant to them. Don’t be afraid to be creative or get personal.

Nurturing relationships built on data cultivates loyalty and trust. Think about the average personal relationship. After a while, small talk gets a bit boring.

Maintain Consistent Conversational Rhythm

If you email using Tony Stark’s sarcasm and tone in your first email, don’t go Happy Hogan in the next. 


Consistency is a cornerstone of trust, and it conveys authenticity. 

And don’t ever email a stranger using Tony Stark-level sarcasm and expect your campaign to succeed.

Key Takeaway: 

Master the dance of B2B SaaS marketing with hyper-targeted account-based marketing (ABM), a strategic salsa that can secure high-value, repeat customers. Pair it up with social media and influencer endorsements for effective outreach, and maintain rhythm through consistent engagement to keep your brand in the spotlight.

Referral Programs:

You either need to have a great “Try it Free” offer supporting your B2B marketing strategy or a satisfied customer base to spearhead referral campaigns in order to be successful in 2023.

The Try it before you buy it has been a win-win for SaaS companies and users for over a decade now, and the trend is only continuing. 

How to design a customer referral program to incentivize advocacy

  1. Incentivized Rewards: Offer enticing rewards, such as exclusive access, discounts, or personalized consultations
  2. Streamlined Referral Process: Make it so easy and simple that a caveman can do it. 
  3. Network Effect Utilization: Consider opportunities to allow users to invite friends onto the platform to collaborate with single-click invite functionality that’s highly visible and convenient. Design incentives that encourage referrals to invite multiple colleagues or contacts.
  4. Brand Loyalty Progams: Think points, bonuses, and rewards for consistent usage. Everyone loves the story about the free vacation paid for completely with just points. 
  5. Exponential Growth Potential: Tap into the power of word-of-mouth to organically expand your B2B SaaS user base by focusing solely on delivering an exceptional experience people can’t help but talk about and share. People like helping other people; if you create a solution that truly solves a problem that everyone really wants to solve, they’ll share it with everyone they know that can use your solution willingly.

Examples of Excellent Network Effect Programs That Blitzcaled Key SaaS Business Models

Dropbox: By offering extra storage space as a reward for both the referrer and the referred Dropbox’s referral program fueled their rapid user acquisition and established them as a household name in cloud storage.

Slack: By crediting both the referrer and the referred with subscription discounts, Slack harnessed network effects within B2B organizations, driving exponential user growth and market penetration.

If you focus on the nature of your target B2B community – their biases, habits, and beliefs – and encourage advocacy in the SERVICE of these communities, growth is inevitable.

B2B SaaS Content Marketing & SEO

You’ll get nowhere without content on any campaign these days. Google likes it. Users love it. The world now revolves around it. And you’ll be left behind if you ignore this part of your B2B SaaS marketing strategy.

There are so many different types of content you can develop for so many different mediums.

Search Engine Land's Periodic Table of Content Marketing

Credit: Search Engine Land

Choose a style you feel comfortable with first, then expand your strategy organically.

Leverage User Testimonials & Case Studies for Maximum Impact

Users want to hear from other users. They know you think your code is great, but more is needed to convince them you’re the right fit.

Buyers need to see their case studies, scenarios, and industries represented in their success stories to feel comfortable moving forward. No one wants to be the guinea pig.

A programmatic approach to collecting and effectively using B2B Testimonials:

  1. Plan to request feedback from satisfied B2B customers during customer success calls.
  2. Coach them to highlight specific benefits, outcomes, and ROI they’ve achieved using your solution.
  3. Select notable brand success stories and transform them into detailed case studies.
  4. Outline challenges, solutions, implementation process, and quantifiable results.
  5. Gain express written permission from quoted users and their legal teams to share approved language
  6. Showcase testimonials and case studies across various marketing channels (website, social media, emails).
  7. Utilize multimedia formats (videos, infographics) for enhanced engagement
  8. Incorporate them into sales pitches, presentations, and webinars to establish credibility.

B2B SaaS Search Engine Optimization (SEO) Strategy

Performance Google Chrome 2021 06 24 11.05.51

B2B SEO Strategy and operations are similar to B2C SEO strategy. 

However, expect lower search volumes for “[your company] software” most of the time. 

This is because solutions to B2B problems solved by SaaS are rarely intuitive to users. They want a better way, but it’s not the most pressing problem on their mind.  

The best SaaS companies were built by identifying gaps in the marketplace. No one asked for Google, Social Media, Youtube, or any other popular software companies that exist today. However, many can’t imagine life without these companies now.

The key to building a successful B2B SaaS Marketing SEO Progam is leveraging B2C queries or searches.

For example:

During Keyword Research:

  • Instead of Identifying relevant keywords with high search volume and commercial intent, focus on long-tail keywords that align with career-based queries like “how to become a CMO” or “how much does a [role] make.” 

This strategy is counter-intuitive to some of the best SEOs, but remember the goal: 

Focus on becoming a partner for LIFE

Offer content solutions and resources for every role in your buyer’s journey.

Yep. Even career advice if you have relative authority.

With this approach, you’ll easily be positioned by the community, AND GOOGLE, as a trustworthy authority in this space within a few months. 

Look at HubSpot’s approach to marketing. They cover every known topic in marketing, even hosting major marketing events where they gather marketers from all over the world to network, share ideas and strategies and improve performance. 

They’ll consistently be recognized as a trusted authority in this space, thanks to this approach. 

Couple that approach with the right SEO Software to support your operations, and you’ll be on your way to building the most impactful marketing channel in your arsenal. 

B2B SaaS Marketing Strategy – Email Marketing

Your email campaigns are like blood cells in your marketing strategy: you need a consistently healthy flow at all times, and you must monitor your message nutrition for optimal performance. 

As you develop these campaigns, be sure to avoid these three common email marketing mistakes:

  • Spamming: Avoid sending unsolicited emails to recipients who have not opted-in to receive communication from your B2B SaaS company. Spamming can damage your brand reputation, lead to unsubscribes, and even legal consequences under anti-spam regulations.
  • Neglect Personalization: Failing to personalize your email content based on the recipient’s interests, needs, or previous interactions can lead to disengagement and high unsubscribe rates. Generic, one-size-fits-all emails are less likely to resonate with B2B professionals who seek relevant and valuable content.
  • Overloading with Content: Sending overly lengthy or dense emails can overwhelm recipients and cause them to lose interest. Keep your email content concise, focused, and easily scannable. Make key points concise and useful in order to ensure your next email will be opened.

Cultivating Your Sales Funnel via Email Campaigns

One of the best ways to strengthen your sales pipeline is to engage deep-funnel prospects with customized offers and incentives. 

This is your consideration funnel, meaning these prospects are likely comparing solutions in your vertical before making a decision. You’ll want to influence buyers in this stage as much as possible.

Use the following strategies to maximize conversions in your sales funnel using email marketing campaigns:

  1. Nurture Targeted Prospects:

Work with your sales team to highlight unique challenges expressed in a discovery call or demo presentation. Build a unique content library that addresses these questions directly. The less they have to research on their own, the better.

  1. Upsell and Cross-Sell Recommendations:

Analyze a customer’s usage history and behavior within your B2B SaaS platform. Sometimes you’ll notice the overuse of a feature. This can mean they’re ready for an upgrade or something more. Be proactive! Send personalized emails suggesting relevant upsell opportunities or cross-selling options, emphasizing how these enhancements can further streamline their workflow.

  1. Renewal Reminders with Value Proposition:

If you’ve followed this guide properly, you’ll have already delighted your customer so that a renewal campaign will be simple! Before a B2B SaaS subscription renewal period, craft personalized emails reminding the customer of the value they’ve gained and how their specific pain points have been addressed. Include data-driven insights showcasing the ROI they’ve achieved to strengthen the case for renewal.

  1. Segmented Onboarding Series:

Don’t just send a blanket “thanks for subscribing” general emailRememberyou likely courted an entire buyer team that highlighted different interests in your solution during the sales process. Reinforce the value they should expect to receive specifically for their role with your product. Send a personalized onboarding email series based on user profiles and specific actions. Tailor each email to guide them through particular features relevant to their needs, gradually showcasing the full potential of your solution.

Inbound SaaS Marketing Techniques – Ads & PPC Campaigns

Ads and PPC campaigns should be the backbone of your B2B Inbound SaaS Marketing campaigns.

You’ll use these to cover hot demand – people looking for solutions immediately. 

Ensure proper rotation of ad copy, creative, and offers as you cycle these campaigns. 

Use A/B testing liberally to ensure optimal campaign spending.

The Power Play: Pay-Per-Click (PPC) Campaigns

Aside from traffic and leads, PPC campaigns add aggression to your GTM strategy, including:

  • Precision Targeting 
  • Reach.
  • Immediate Market Visibility
  • Time-sensitive promotions, product launches, and quick audience engagement
  • Acquisition Cost Control 
  • Measurable ROI
  • Flexibility and Customization:
  • Geo-Targeting

Balancing Act Between Content Creation & Ads

Traditional advertising was built on brand messaging and impressions alone. 

There was no clear way to track success other than comparing the timing of a creative campaign launch and revenue increases during the same period.

Today, focusing on the effect of ad dollars and bottom-line growth is essential for any marketing leader who wishes to justify marketing budget and efforts. 

Best Practices for Successful B2B SaaS PPC Campaigns:

  • Do thorough Keyword Research: Always use your prospect’s words when communicating with cold traffic – the target of most advertising campaigns.
  • Craft persuasive ad content demonstrating your deep understanding and affinity with your audience. Most ad campaign platforms have strict rich media and copy guidelines. Being concise and to the point is vital. The impact is the goal.
  • Ad Extensions and Landing Pages: Ad extensions provide additional information and direct users to relevant landing pages.
  • Enhance the user experience by guiding prospects to tailored content. Continuously update these assets based on performance.

Regularly analyze performance metrics and make improvements weekly.

Adjust bid strategies, keywords, and targeting based on performance insights. Most platforms today provide enough detail for advertisers to make suitable adjustments.

Key Takeaway: 

In the high-stakes game of B2B SaaS marketing, outbound techniques like ads and PPC campaigns are your power plays. They’re not just digital billboards; they’re strategic strides toward prospects. But remember, it’s a balancing act – juggle content creation with ad placement for a winning strategy.

Conversion Rate Optimization (CRO)

Conversion rate optimization methodology by Dynamic Yield

Credit: Dynamic Yield

Conversion Rate Optimization (CRO) is about making every element of your customer experience effective and more efficient.

It’s a deep analytical process where every element is scrutinized in detail and tested repeatedly for clarification and proof. 

B2B CRO will include testing and scrutinizing the following:

Streamlined Onboarding:

Streamlining the B2B SaaS onboarding experience is about providing a clear roadmap for your clients.

You must ensure new clients quickly understand and embrace a new process while reducing frustration and boosting satisfaction.

Simplify the journey from signup to success; lay the foundation for long-lasting customer relationships systematically.

3 ways to Simplify the user onboarding process

  1. Guided Tutorials and Videos:

Provide step-by-step video tutorials showcasing key features and how to use them effectively. For example, a project management SaaS could offer video guides on creating tasks, assigning team members, and tracking progress.

  1. Interactive Onboarding Checklists:

Create interactive checklists that guide users through essential setup tasks. An email marketing platform might have a list for importing contacts, designing a template, and scheduling a campaign.

  1. Personalized Onboarding Assistance:

Offer real-time chat or dedicated support to answer questions and provide tailored guidance. A CRM SaaS could assign a customer success representative to help businesses import existing data and customize their CRM setup.

Reducing friction to increase user adoption and retention.

  1. Intuitive User Interface (UI) Design:

Develop a user-friendly interface that requires minimal training. For instance, a finance management SaaS could organize financial data logically and provide tooltips for complex functions.

  1. Seamless Integration and Onboarding:

Offer seamless integration with existing tools and provide comprehensive onboarding support. A project management SaaS could integrate with popular task management apps and guide users through setup.

  1. Proactive Customer Support:

Provide readily accessible customer support and assistance. For example, a customer relationship management SaaS could offer live chat support for quick issue resolution and expert guidance.

A/B Testing and Optimization:

A/B testing in a B2B campaign involves comparing two different versions of a marketing element, like an email subject line or webpage, to see which one performs better. 

If you leverage this approach correctly, you can quickly settle differences in ideas by testing them all against each other and letting the results speak for themselves. 

Data for the win!

10 Steps for Continuously testing and optimizing B2B landing pages and conversion funnels.

  1. Define Clear Goals: Start with specific objectives for your landing pages and conversion funnels, such as lead generation or sales.
  1. Implement A/B Versions: Create variations of key elements like headlinesimages, and calls to action. Test these variations against each other to find your winners. 
  1. Collect Data and Analyze: Use analytics tools to track user behavior. Focus on click-through, conversion, and engagement rates. Find trends and areas for improvement.
  1. Iterative Changes: You’re not done yet. Think champion/challenger format. You champion existing strategies, and your challengers are new ideas. Make incremental changes to landing page design and funnel steps as new ideas (good or bad) arise.
  1. Mobile Optimization: Do your users prefer mobile, desktop, or tablet interactions? Build content that’s optimized for preferences.
  1. User Experience (UX) Enhancement: Improve UX by simplifying forms, reducing page load times, and providing clear navigation paths.
  1. Content Relevance: Remove outdated, useless content periodically. You don’t want to appear out of touch if you’re a B2B SaaS. It sends the wrong signal about what the experience might be on your platform.
  1. Personalization: Include where it makes sense: First name, company name, industry, etc. Test what increases engagement. 
  1. Multivariate Testing: Beyond A/B testing, consider multivariate testing to assess the impact of multiple changes simultaneously. Meta, and other tech giants, often test thousands of variations of their UI LIVE. Any user at any time could be in beta for a new design.
  1. Regular Monitoring: Minimize stale campaigns. Continuously monitor performance metrics and repeat the testing and optimization process periodically. Always leave room for adopting new tech, strategies, offers, and designs.

Data-Driven Decision-Making

How to measuring B2B SaaS Marketing Performance

Launching campaigns without tracking is like playing darts in an open space.

There are several key metrics to measure in your B2B SaaS marketing strategy.

The first metric to watch is traffic – the digital footprints in your virtual location. This is the first step in your buying process, and nothing happens without it. 

Traffic Conversion Rate & Lead Quality

A surge of visitors is a sign of a productive traffic channel, but if these aren’t converting into leads or customers, you have work to do.

Traffic Growth Search Console Lending Client

There are three scenarios you need to consider for high-traffic, low-conversion data reports:

  1. Your landing page experience isn’t optimal – too much to read, confusing language, lack of persuasive arguments, and objection handling are common. Find ways to simplify your message. Include a clear target audience, the specific solution you offer, and the differentiator if you’re in a competitive market.
  2. Your Offer isn’t attractive – A good rule of thumb for making high conversion offers is to make it so good it’s hard to refuse. Then scale down from that point to somewhere attractive but feasible. 
  3. A Poor Traffic Source. Check your traffic reports for influxes of traffic from specific sources or mediums that don’t resonate with your brand. This is often due to backlinks and reference pages elsewhere on the internet. Try and keep your digital assets up to date to reduce or avoid these occurrences.

Cost Per Lead (CPL)

CPL tells us whether your strategies are cost-effective by calculating the average expense per lead acquired. 

Lower CPL usually means higher ROI, which makes everyone happier than kids on Halloween night. 

Remember to balance against lead quality – cheaper doesn’t always mean better.

Lifetime Value (LTV) vs Customer Acquisition Cost (CAC)

Last but certainly not least – LTV and CAC tell us if we’re spending wisely on acquisition compared with what we’ll earn over time (LTV). 

If LTV is three times CAC, you have a sustainable growth recipe. 

Remember, measuring performance is also about controlling spending proactively. You can use these performance metrics to spot great campaigns from duds quickly.

Be bold. Rinse and reload that Canva design you worked on for three weeks.

Key Takeaway: 

Keep your eye on the prize with B2B SaaS marketing metrics. Track digital footprints, conversion rates, and lead quality. Don’t let CPL fool you – cheaper isn’t always better. Balance LTV against CAC for a sustainable growth recipe, but remember to keep testing and tweaking.

B2B SaaS Marketing Predictive Analytics

B2B Predictive Analytics SaaS Marketing Strategy James Mentor

Predictive analytics are helpful once you have a handle on b2b tracking and reporting. 

Report trends will highlight benchmarks and growth projections for each channel. 

Mature SaaS B2B companies use these reports to inform investors, court future rounds, or entice acquisition. So keep these tidy and handy when you’re ready to go on the hunt.

Select Suitable Data Modeling Techniques:

Choose appropriate data modeling techniques based on your objectives, such as regression analysis, time series analysis, or machine learning algorithms.

Additional attribution models can be explored to better define values in your user journey.

HubSpot uses industry standards and some unique models in its platform to meet special product experience tracking requirements.

Tailoring marketing efforts based on predictive insights.

I’ve had to produce many B2B marketing reports for VCs, boards, and CEOs, all looking for specific SaaS patterns and metrics.

For the B2B SaaS companies I worked with, hockey sticks in user acquisition charts were always a starting point.

Are you growing or not?

Another critical metric they explored was user acquisition costs vs LTV.  

This included queries about marketing/sales effectiveness, churn, revenue per employee, and other management evaluations.

Are you going to use our money the right way? 

Be honest and transparent with your stakeholders before designing your metrics dashboard. Your goal is to define the program, write the program, and be the program that delivers the charts your B2B SaaS strategy needs. 


This is a lot to digest but remember the most important pillars of your B2B SaaS marketing strategy, and you’ll do well.

Start small, then combine strategies for maximum impact.

Standing out takes boldness. But growth demands fresh ideas consistently.

Mastering the art of B2B SaaS marketing strategy is your ticket to exponential growth.

Focus on achieving product/market fit in the early stages, then build your SaaS marketing infrastructure in a scalable way. Always remain agile enough to meet increasing demand without compromising on quality.

The power of hyper-targeted account-based marketing can’t be overstated – it’s how you win high-value customers in the B2B space.

Content marketing paired with SEO forms an unbeatable duo for attracting organic traffic, while user testimonials add credibility and influence purchasing decisions.

Emails remain a potent tool for nurturing customer relationships; outbound techniques like ads keep you proactive in reaching potential customers.

Remember, events and webinars aren’t just about selling – they’re opportunities to build authority and foster relationships too!

Last but not least: measure everything! Your metrics are the compass guiding your success.

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