5 Ways B2B Planr Saves Time for Marketing Leaders

As marketing leaders, we rarely have time to waste. Between managing teams, aligning with sales, presenting to executives, and tracking performance, much of the week is spent communicating the plan rather than executing it. That’s the problem B2B Planr set out to solve.

Here are five specific ways B2B Planr can save time every month, along with estimates of what that time adds up to over a year.

1. Creating Plan Presentations in Seconds Instead of Hours

Before B2B Planr, creating a presentation to show the current plan often meant rebuilding the same information in PowerPoint: goals, budgets, activities, results. Even minor updates meant re-cutting slides or manually updating data into existing templates.

With B2B Planr, plans are built in a structured format that can be exported into a board-ready presentation in seconds. Each export includes an executive summary, strategy and goal progress, and program status, all auto-populated from live data.

Estimated time saved: 6 hours per month Equivalent to: 9 working days per year

That’s nearly two weeks a year regained simply by not re-creating presentations of details that already exist in the plan.

2. Centralising All Marketing Plans and Budgets

Many teams still keep their plans scattered across spreadsheets, slides, and project tools. Finding the latest version can waste hours each week, especially when each stakeholder maintains their own copy.

B2B Planr replaces that patchwork with a single source of truth. Strategies, goals, and budgets are structured, connected, and instantly visible to those who need them. Edits happen in one place and are reflected everywhere.

Estimated time saved: 3 hours per month Equivalent to: 4.5 working days per year

It may not sound dramatic, but that’s almost a full week annually just from eliminating version control headaches.

3. Tracking Performance Automatically

Reporting on marketing results often requires exporting data from multiple tools (CRM, marketing automation, budget spreadsheets) and manually reconciling them. Even experienced teams can lose several hours a month on this.

B2B Planr connects directly to CRM systems, automatically linking plan data to performance outcomes. The platform calculates return on marketing investment and pipeline impact in real time.

Estimated time saved: 4 hours per month Equivalent to: 6 working days per year

That’s over a week per year that can be spent analysing results, not compiling them.

4. Aligning Cross-Functional Teams

One of the biggest hidden time drains for marketing leaders is keeping everyone aligned. Explaining to finance what’s being spent, updating sales on what’s planned, and summarising to executives how marketing supports the business plan.

B2B Planr lets each audience access the same data, filtered by what matters to them. That means fewer update meetings, fewer “can you send me the latest plan” emails, and fewer misunderstandings.

Estimated time saved: 4 hours per month Equivalent to: 6 working days per year

Beyond the time saved, it also reduces friction between teams and increases trust in marketing’s process.

5. Managing Plans and Revisions Efficiently

Marketing plans are living documents. Budgets shift, priorities change, and new opportunities emerge. Updating traditional plans can mean rewriting slides or maintaining endless spreadsheet tabs.

In B2B Planr, revisions take minutes. You can adjust goals, shift spend, or update expected results, and those changes cascade across the plan automatically. No manual reformatting or re-linking.

Estimated time saved: 2 hours per month Equivalent to: 3 working days per year

A small improvement each month that accumulates into real efficiency over time.

The Total Time Savings

Across all five areas, the cumulative time savings add up to roughly 20 hours per month, or 30 working days per year per person.

That’s a full working month recovered every year. For a team of five, that’s more than 6-months of additional time. Time that can be spent further developing strategy, improving campaigns, or simply thinking more clearly about what drives growth.

Try B2B Planr to see how time can be saved and reinvested where it creates value.