Welcome to the B2B Planr Blog

Home of B2B marketing planning advice, research, tips, and best practice.

5 Ways B2B Planr Saves Time for Marketing Leaders

Discover five practical ways B2B Planr saves marketing leaders time, from one-click presentations to automated performance tracking, equating to 30 extra working days per year.

Calculating Marketing ROI: A Practical Guide for B2B Marketers

A factual guide to the calculation of marketing ROI. Learn how to measure business value from marketing, avoid data pitfalls, and use marketing ROI software to defend budgets to senior executives.

Roles-Based Permissions: Secure, Flexible Access to Strategies & Plans across the Organization

Control who sees and edits your marketing plans with B2B Planr’s new roles-based permissions. Define view and edit rights at both team and enterprise level for secure, scalable planning.

One-Click Plan Export: Turning Your Marketing Strategy into a Board-Ready Presentation

Save hours on presentation prep with B2B Planr’s new one-click export feature. Instantly turn your marketing plan into a board-ready PDF including ROI, budget, goals, and activity calendar.

Is monday.com Good for Marketing Planning? Limitations for Campaign and Budget Management

Wondering if monday.com is good for planning marketing campaigns? Discover why it falls short for marketers, from missing templates to weak budgeting and CRM integration.

What Should Be in a B2B Marketing Plan Template?

Discover what a B2B marketing plan template should include, from goals and strategies to programs and tactics. Learn how to build templates in PowerPoint, Excel, or dedicated planning software.

Marketing Goals vs Objectives vs KPIs: Why the Distinction Matters in B2B

Learn the difference between marketing goals, objectives, and KPIs. A senior B2B guide to aligning strategy, execution, and measurement.

Why switch from Excel to Marketing Planning Software

Excel is holding your marketing plan back. Learn why B2B teams are switching to structured, purpose-built marketing planning software that saves time and improves visibility.

Answer Core CMO Questions with Marketing Planning Software

Discover the key questions B2B CMOs are expected to answer about their marketing plan, from ROI to pricing impact. Learn how to prepare and respond with confidence.

Why B2B teams use marketing planning software not PowerPoint

Excel and PowerPoint can’t keep up with modern B2B planning. Learn why purpose-built marketing planning software is a better alternative.

B2B Marketing Tip: Creating an AI Agent for Highlighting Backlink Opportunities

Discover how to build an AI agent using Make.com, ChatGPT, and Outlook to automate backlink prospecting. Save time scanning HARO-style emails and never miss a PR or SEO opportunity. Ideal for B2B marketers and SaaS founders.

How to Conduct a B2B Marketing Audit: Key Questions to Ask Before Building Your Plan

Learn how to conduct a B2B marketing audit with this practical guide. Discover key questions to assess strategy, brand, and demand before building your plan.

How the Right Tools Can Help Build Good Marketing Habits

Consistent marketing habits, not just goals, drive long-term brand growth. B2B Planr can help teams embed those habits into their planning and everyday execution.

Effective B2B Marketing Planning for Small Teams

Learn why structured marketing planning is essential and beneficial even for small B2B teams, supported by recent survey data.

Why Frequent Plan Reviews Drive 4x Better Growth

Regular reviews of marketing plans significantly enhance B2B revenue growth. Learn why monthly or weekly plan updates yield four times the growth.

The Planning Premium: How a Documented Marketing Plan Correlates With Higher Growth

scover how having a formal, documented B2B marketing plan significantly correlates with higher revenue growth based on recent industry survey data.

How to Build a B2B Marketing Plan That Drives Results

A practical guide for B2B marketers on how to build a marketing plan that actually drives revenue. Research-led, experience-backed, and built for growth.

How Strategic Planning Drives B2B Revenue Growth

Discover the link between structured planning and improved B2B revenue performance.