Services

Our Services

Paid Media

Drive qualified demand with paid campaigns

Paid Search

Capture high-intent buyers through search

Paid Social

Turn social ads into pipeline growth

Our Services

SaaS Marketing

Scale B2B SaaS growth with full-funnel strategy

Creative & Content

Craft visuals and content that convert

Web Design & CRO

Design and optimize experiences that drive revenue

All Services Overview

Latest Insights

Revenue Engine Blueprint

Your guide to standing out in crowded markets without overspending on ads

Learn More

AI Marketing Strategies Playbook

How 5 marketing leaders cracked the AI code

Learn More

Success Stories
About
About Us

Who we are and how we work

Our Team

The people behind the work

Careers

Join the TA Monroe team

FAQ

Common questions answered

Contact Us

No pressure, commitment free

Resources
Book Intro Call
Book Intro Call
All resources
Articles
5
min read

Proven Strategies to Lower B2B SaaS Customer Acquisition Costs in 2025

July 22, 2025

Table of Contents

>
Heading
>
Heading
>
Heading
>
Heading
>
Heading

Executive Summary: The B2B SaaS Marketing CAC Crisis (And How to Fix It)

Here's the reality no one wants to talk about: Customer acquisition costs in B2B marketing have exploded 60% over five years.The average B2B SaaS marketing spend per customer now hits $205-$700+. But here's what's interesting, the smartest B2B SaaS marketers aren't panicking. They're achieving 30-50% CAC reductions through systematic funnel optimization.

‍What you'll discover in this guide:

  • Why traditional SaaS marketing approaches are failing
  • The 4 leverage points that reduce customer acquisition costs by 40%+
  • A complete 90-day implementation plan with real-world examples
  • Proven frameworks from top B2B SaaS marketing teams

Let's get into it.

The Rising CAC Crisis: Your B2B SaaS Marketing Wake-Up Call

The Numbers Don't Lie

If you're in B2B SaaS marketing, you've felt this pain. Here are the brutal facts:

  • Average B2B SaaS CAC: $205, but ranges $200-$700+ across industries
  • Enterprise SaaS: Often $1,000-$5,000+ due to extended sales cycles
  • 60% increase over five years signals a strategic crisis

Why Your Current B2B SaaS Marketing Strategy Isn't Working

Traditional B2B SaaS marketing tactics are hitting walls:

  • Paid advertising returns have become linear and predictable
  • Marketing channels are saturated with competitors fighting for attention
  • Buying committees now average 6.8 decision makers (enterprise often sees 10-14)
  • Self-directed research dominates 67% of the buyer journey

Real-World Example:
A mid-market SaaS company we analyzed was spending $400 CAC through paid ads while their competitor achieved $120 CAC through content marketing and referrals. Same market, same customer profile, dramatically different results.

Key Insight:
The companies winning at reduced SaaS marketing CAC aren't just optimizing individual channels. They're rebuilding their entire approach from the ground up.

Section Takeaway:

Rising CAC isn't just a budget problem. It's a strategic crisis requiring systematic solutions across your entire B2B marketing funnel.

CAC: The North Star Metric for B2B SaaS Marketing Success

Understanding Customer Acquisition Cost (The Right Way)

Let's get crystal clear on what CAC actually means for your B2B SaaS marketing efforts.

Customer Acquisition Cost = Total investment to acquire each new customer through all your marketing and sales activities.

The Complete B2B SaaS  Marketing CAC Formula

Overall CAC = (Sales Spend + Marketing Spend) ÷ New Customers Acquired

Marketing CAC = Marketing Spend ÷ New Customers Acquired

What Smart B2B SaaS Marketing Teams Include:

  • All paid advertising costs
  • Sales team salaries and commissions
  • Marketing tools and software subscriptions
  • Content creation and SEO investments
  • Event costs and partnership expenses
  • Customer onboarding and support costs

B2B SaaS Marketing CAC Benchmarks: Where You Stand

The Critical Distinction Every B2B SaaS Marketing Leader Must Know

Blended CAC vs. Paid CAC and why it matters:

Blended CAC: All channels combined (organic + paid)

  • Shows your true optimize B2B SaaS sales funnel efficiency
  • Essential for board reporting and strategic planning
  • Often 30–50% lower than paid-only CAC when organic and referral channels are significant

Paid CAC: Paid channels only

  • Typically 2-3x higher than blended CAC
  • Shows specific campaign ROI
  • Helps optimize individual channel performance

Mini Case Study:
A Series B SaaS company had $400 paid Marketing CAC but only $150 blended CAC. Their secret? 60% of customers came through content marketing and referrals, dramatically lowering overall acquisition costs.

Section Takeaway:

Track both blended and Marketing CAC to understand your true acquisition efficiency and identify the best opportunities to reduce SaaS marketing CAC.

The 4 Funnel-Wide Levers: How to Cut CAC by 40%+

Here's where the magic happens. These are systematic levers that compound to create dramatic CAC reductions.

Lever #1: Conversion Rate Optimization (The Multiplier Effect)

The math that's revolutionizing B2B SaaS marketing:

  • 10% conversion increase at each stage = 46% more customers
  • Same marketing spend, nearly 50% more customers
  • Reduces CAC by one-third across all channels

Quick Win Tactics That Work:

  • Simplify lead capture forms (8 fields → 3 fields = 40% conversion boost)
  • Add social proof (customer logos increase conversions 15-25%)
  • Optimize for mobile (60% of B2B SaaS research happens on mobile)
  • Use behavioral triggers (immediate follow-up increases conversion 300%)

Real Example: A marketing automation SaaS reduced their form from 12 fields to 4, added customer logos, and saw their conversion rate jump from 2.1% to 3.4%—a 62% improvement that reportedly cut their CAC from $380 to $235 (results will vary by company).

Lever #2: Sales Cycle Compression (Accelerate ROI)

The impact on your B2B SaaS marketing ROI:

  • 25% cycle reduction = 30% faster CAC payback
  • Faster cash flow means more reinvestment capacity
  • Reduces deal slippage by 15-20%

Proven Acceleration Strategies:

  • Implement lead scoring using engagement and firmographic data
  • Automate nurture sequences triggered by specific behaviors
  • Create sales enablement content (battle cards, ROI calculators)
  • Align marketing-sales handoffs with automated workflows

Success Story:
A project management SaaS compressed their average sales cycle from 120 days to 85 days by implementing automated lead scoring and personalized nurture sequences. Result: CAC payback improved from 14 months to 9 months.

Lever #3: Channel Mix Optimization (Work Smarter, Not Harder)

Here's a truth many B2B SaaS marketing agencies don't want to admit: paid advertising returns are linear. Once optimized, exponential improvements become nearly impossible.

The Strategic Reallocation Opportunity:

Lower-Cost Channels (Long-term compound effect):

  • Content marketing + SEO: $50-150 CAC
  • Referral programs: $25-75 CAC
  • Partnership marketing: $75-200 CAC

Higher-Cost Channels (Immediate but expensive):

  • Paid search: $200-500 CAC
  • Display advertising: $300-600 CAC
  • Event marketing: $400-800 CAC

Channel Performance Framework:

  1. Analyze current CAC by channel monthly
  2. Gradually shift budget from high-CAC to low-CAC sources
  3. Invest in compound channels (content, SEO, referrals)
  4. Test emerging channels with small budgets before scaling

Case Study:
A CRM company shifted 30% of their budget from paid ads to content marketing over 18 months. Their blended CAC dropped from $320 to $180, while lead volume actually increased 25%.

Lever #4: Retention Impact (The Hidden CAC Reducer)

This is the leverage point most B2B SaaS marketing teams miss entirely.

The Compound Effect:

  • 5% retention improvement = 25-95% less acquisition pressure
  • Higher Customer Lifetime Value improves CAC-to-LTV ratios
  • Customer referrals become a scalable, low-cost acquisition channel

Retention-Driven Strategies:

  • Optimize onboarding for value realization within 30 days
  • Implement predictive churn models for proactive intervention
  • Create customer advocacy programs with referral incentives
  • Develop expansion revenue streams through upselling and cross-selling

Real Impact:
A HR software company improved their 90-day retention from 85% to 92%. This reduced their need for new customer acquisition by 35%, effectively cutting their CAC by the same percentage.

Section Takeaway:

These four levers work together synergistically. Companies implementing all four typically see 40-60% CAC reductions within 12-18 months.

The Modern B2B SaaS Marketing Funnel: Beyond Linear Models

The Reality of Modern B2B SaaS Marketing

Forget the old linear funnel model. Today's B2B SaaS marketing reality is messier and more opportunity-rich.

Key Stats That Change Everything:

  • Research suggests around 60–70% of buyers research independently before talking to sales.
  • 6.8 average decision makers per B2B SaaS purchase
  • 8-12 touchpoints across 90-180 days before purchase
  • Multiple devices and channels throughout the journey

Modern B2B SaaS Marketing Journey:
Aware → Consider → Evaluate → Purchase → Onboard → Expand → Advocate

The Multi-Stakeholder Challenge

Every B2B SaaS sale involves these key players:

Economic Buyer (Holds the budget)

  • Needs: ROI calculators, business cases, cost justifications
  • Content Focus: Financial impact and risk mitigation

Technical Evaluator (Assesses the solution)

  • Needs: Integration guides, security docs, technical specifications
  • Content Focus: Product capabilities and technical fit

End User (Will use the product daily)

  • Needs: User demos, training resources, peer testimonials
  • Content Focus: Usability and day-to-day experience

Champion (Your internal advocate)

  • Needs: Presentation templates, competitive comparisons, success metrics
  • Content Focus: Internal selling tools and proof points

Practical Application:
Create content libraries organized by stakeholder role. A cybersecurity SaaS we analyzed saw 45% faster deal progression by providing role-specific resource centers.

Section Takeaway:

Success in modern B2B SaaS marketing requires orchestrating multiple touchpoints across various stakeholders, not just moving leads through a linear funnel.

Top-of-Funnel B2B SaaS Marketing: Demand Creation That Actually Converts

Setting the Right Objectives

Your top-of-funnel B2B SaaS marketing goal isn't just traffic, it's qualified awareness among prospects who can actually buy.

Essential Success Metrics:

  • Many high-performing B2B SaaS teams aim for a cost per MQL near or below $50, though this varies by industry and deal size
  • Content engagement rates by target account segment
  • Brand awareness lift in your total addressable market
  • Pipeline influence from early-stage activities

High-Performance B2B SaaS  Marketing Channels

Content-Driven Excellence

Thought Leadership That Works:

  • Executive content in industry publications
  • Original research providing market insights
  • Trend analysis positioning your brand as an authority
  • Problem-focused content addressing buyer challenges before pitching solutions

Example:
A sales enablement SaaS published quarterly sales productivity research. This single content series generated 40% of their annual MQLs at a CAC of just $35 per lead.

SEO Strategy for B2B SaaS Marketing:

  • Problem-space keywords (not just solution keywords)
  • Buyer journey mapping to content topics
  • Industry-specific content for vertical targeting
  • Comparison content helping prospects evaluate options

Targeted B2B SaaS Marketing Advertising

Account-Based Marketing (ABM) Excellence:

  • Named account targeting with personalized messaging
  • Intent data activation reaching active researchers
  • Multi-channel orchestration across LinkedIn, display, and email
  • Account-level tracking and attribution

Success Metrics:
A marketing automation platform used ABM to target 500 enterprise accounts. They achieved 8x higher conversion rates and 60% lower CAC compared to broad targeting.

Content Formats That Drive B2B SaaS Pipeline

Top-of-Funnel Content:

  • Industry research reports highlighting market trends and challenges
  • Best practice guides for solving business problems
  • Assessment tools helping prospects benchmark their current state
  • Webinar series featuring industry experts and customers

Middle-of-Funnel Content:

  • ROI calculators and business case builders
  • Comparison guides evaluating different solution approaches
  • Implementation frameworks showing your methodology
  • Case study libraries organized by industry and use case

Bottom-of-Funnel Content:

  • Product demos tailored to specific use cases
  • Free trial experiences with guided onboarding
  • Customer testimonials with specific success metrics
  • Security and compliance documentation

Optimization Insight:
A project management SaaS found that prospects who engaged with their ROI calculator were 5x more likely to request a demo and had a 40% higher close rate.

Section Takeaway:
Effective top-of-funnel B2B SaaS marketing focuses on education and value delivery, building trust before introducing your solution.

Middle-of-Funnel B2B SaaS Marketing: Nurture & Qualification Excellence

Advanced Lead Scoring for Better B2B SaaS Marketing ROI

Stop treating all leads equally. Smart lead scoring helps you optimize B2B SaaS sales funnel efficiency.

Multi-Dimensional Scoring Framework

Marketing Qualified Leads (MQL):

  • Demographic fit: Company size, industry, role alignment
  • Engagement signals: Content downloads, email opens, website behavior
  • Intent indicators: Pricing page visits, competitor research, demo requests

Sales Qualified Leads (SQL):

  • BANT criteria: Budget, Authority, Need, Timeline confirmed
  • Stakeholder access: Can connect you with decision makers
  • Technical fit: Your solution matches their requirements

Product Qualified Leads (PQL) (For PLG Models):

  • Usage patterns: Feature adoption, frequency, depth of engagement
  • Value realization: Achieved key milestones or outcomes
  • Expansion signals: Approaching usage limits or requesting advanced features

Implementation Example:
A CRM company implemented predictive lead scoring using 15 behavioral and firmographic signals. This improved their sales team's efficiency by 35% and reduced time-to-close by 20%.

Multi-Channel Nurture Excellence

Email Marketing Automation

High-Converting Sequence Types:

  • Welcome series (5-7 emails over 14 days) with educational content
  • Behavioral triggers based on specific actions (downloaded whitepaper, visited pricing)
  • Account-based sequences for high-value prospects with personalized content
  • Re-engagement campaigns for dormant leads with special offers or new content

Optimization Tip:
Segment by job role for higher engagement. Technical buyers prefer detailed feature comparisons, while executives want business outcomes and ROI data.

B2B SaaS Marketing Retargeting Strategy

Effective Retargeting Approaches:

  • Content progression: Show next-step content based on previous engagement
  • Abandonment recovery: Re-engage visitors who left key pages without converting
  • Event follow-up: Nurture webinar or conference attendees with relevant resources
  • Competitive comparison: Target visitors researching competitors with differentiation content

Success Story:
A marketing automation platform used behavioral retargeting to show personalized demos to visitors who spent time on feature pages. This increased their demo request rate by 180%.

Intent Data and Trigger-Based Automation

First-Party Intent Signals:

  • Website behavior: Page visits, time on site, content downloads
  • Email engagement: Opens, clicks, forwards, reply patterns
  • Product interaction: Trial usage, feature adoption, support requests

Third-Party Intent Data:

  • Research activity: G2 reviews, comparison site visits, industry publication engagement
  • Social signals: LinkedIn engagement, Twitter discussions, industry group participation
  • Technographic changes: New platform adoptions, integration needs

Automated Trigger Examples:

  • Pricing page visit → Send ROI calculator within 1 hour
  • Competitor research → Deliver comparison guide with differentiation points
  • Multiple stakeholder engagement → Alert sales for account-based outreach
  • Trial usage milestone → Trigger upsell sequence or sales outreach
Section Takeaway:

Effective middle-funnel B2B SaaS marketing combines intelligent scoring, multi-channel nurturing, and behavioral triggers to move qualified prospects toward sales conversations.

Bottom-of-Funnel B2B SaaS Marketing: Closing Velocity Excellence

Demo Experience Optimization

Your demo is often the make-or-break moment in B2B SaaS marketing. Here's how to nail it.

Self-Guided Product Tours

Best Practices:

  • Environment customization with relevant data and workflows
  • Role-specific pathways for different user types
  • Progress tracking and completion incentives
  • Immediate follow-up with personalized next steps

Example: A customer success platform created interactive demos for different industries (SaaS, e-commerce, professional services). Industry-specific demos increased trial-to-paid conversion by 35%.

Live Demo Excellence

Discovery-First Approach:

  • Pre-demo qualification: "What's your biggest challenge with [current process]?"
  • Stakeholder mapping: "Who else would be involved in evaluating this?"
  • Success criteria: "What would need to happen for this to be a must-have?"
  • Timeline understanding: "What's driving the urgency for a solution?"

Demonstration Strategy:

  • Custom setup reflecting their specific use case
  • Relevant examples using similar company data
  • Integration focus showing connections to their tech stack
  • Outcome emphasis quantifying potential impact

Pricing Strategy That Converts

Strategic Transparency Balance

What to Show vs. Gate:

  • Starter pricing public to attract self-service buyers
  • Mid-tier pricing visible to establish value anchoring
  • Enterprise pricing gated for qualification and negotiation flexibility
  • Clear upgrade paths showing growth opportunities

Psychological Pricing Techniques:

  • Anchoring effect: Position highest tier to make middle tier attractive
  • Social proof integration: "Most popular" badges and customer counts
  • Annual payment incentives: 15-20% savings for longer commitments
  • Feature differentiation: Premium capabilities clearly highlighted

Case Study: A project management SaaS restructured their pricing page to show three tiers instead of five, added "most popular" badges, and included customer logos by tier. Conversion rate increased 28% while average deal size grew 15%.

Sales Enablement Excellence

Competitive Intelligence Resources

Battle Card Elements:

  • Feature comparisons showing your advantages
  • Common objections with proven response frameworks
  • Win/loss insights from recent deals
  • Positioning statements for different competitive scenarios

Example: A cybersecurity company created real-time battle cards that updated automatically when competitors changed features or pricing. Sales win rate against key competitors improved from 35% to 55%.

Financial Justification Tools

ROI Calculator Best Practices:

  • Industry-specific metrics and benchmarks
  • Conservative assumptions to build credibility
  • Scenario modeling (conservative, realistic, optimistic)
  • Implementation timeline showing payback periods

Business Case Templates:

  • Executive summary with key financial metrics
  • Problem quantification showing cost of status quo
  • Solution benefits with specific outcome projections
  • Risk mitigation addressing common concerns
Section Takeaway:

Bottom-funnel success depends on removing friction, building confidence, and making it easy for prospects to say yes.

Advanced Strategies to Reduce SaaS Marketing CAC

Channel-Specific Optimization

Content Marketing ROI Maximization

Compound Content Strategy:

  • Evergreen content creation generating leads for 12+ months
  • Topic cluster development around buyer journey keywords
  • Content repurposing systems maximizing asset value
  • Gated content progression from free to premium resources

SEO for B2B SaaS Marketing:

  • Keyword research focusing on buyer intent, not just volume
  • Content gap analysis identifying competitor weaknesses
  • Technical SEO optimization for better search performance
  • Local SEO for geographic targeting (if relevant)

Results Example: A HR software company's content marketing program generated 65% of their leads at an average CAC of $85, compared to $340 for paid advertising.

Paid Media Efficiency

Performance Marketing Excellence:

  • Audience segmentation based on ideal customer profiles
  • Creative testing with systematic rotation schedules
  • Landing page optimization ensuring message-match
  • Negative keyword management preventing irrelevant traffic

Channel Mix Strategy:

  • LinkedIn Ads for B2B targeting and account-based marketing
  • Google Ads for high-intent keyword capture
  • Retargeting campaigns for engagement and conversion
  • Programmatic display for brand awareness and reach

Partnership-Driven Growth

Integration Partnerships:

  • Mutual referral programs with complementary solutions
  • Co-marketing initiatives sharing audiences and costs
  • Joint content creation leveraging combined expertise
  • Technology marketplace listings and optimization

Customer Advocacy Programs:

  • Referral incentives with meaningful rewards
  • Case study development showcasing customer success
  • Review generation on G2, Capterra, and other platforms
  • Speaking opportunities at industry events

Success Metric: A marketing automation platform's partner channel generated 40% of new customers at 60% lower CAC than direct marketing efforts.

Attribution and Analytics Excellence

Multi-Touch Attribution

Implementation Framework:

  • First-touch attribution for brand awareness measurement
  • Last-touch attribution for direct response optimization
  • Multi-touch modeling for complex B2B SaaS journeys
  • Custom attribution based on your specific sales process

Account-Level Tracking:

  • Stakeholder journey mapping across multiple contacts
  • Channel interaction analysis understanding assist vs. direct conversions
  • Revenue attribution connecting marketing activities to closed deals
  • Influence scoring for early-stage touchpoints

Predictive Analytics

CAC Forecasting Models:

  • Seasonal adjustments for budget cycles and market patterns
  • Channel saturation analysis predicting diminishing returns
  • Competitive impact modeling showing market dynamics effects
  • Growth scenario planning with resource requirement projections
Section Takeaway:

Advanced CAC optimization combines channel diversification, sophisticated attribution, and predictive analytics to create sustainable competitive advantages.

90-Day Implementation Plan: Your Roadmap to Lower CAC

Ready to put this into action? Here's your step-by-step blueprint.

Phase 1: Foundation & Quick Wins (Days 1-30)

Week 1-2: Assessment & Baseline

Critical Audit Tasks:

  • CAC calculation across all channels and segments
  • Funnel analysis identifying biggest conversion drops
  • Competitive benchmarking against 3-5 direct competitors
  • Attribution setup for accurate performance tracking

Deliverables:

  • Current CAC by channel spreadsheet
  • Conversion rate analysis by funnel stage
  • Competitive positioning assessment
  • Baseline metrics dashboard

Week 3-4: Quick Win Implementation

High-Impact, Low-Effort Optimizations:

Landing Page Optimization:

  • Reduce form fields from current number to maximum 4
  • Add social proof elements (logos, testimonials, stats)
  • Optimize page speed targeting under 3 seconds load time
  • Mobile responsiveness check and improvements

Email Automation:

  • Welcome series setup (5 emails over 10 days)
  • Abandoned form recovery sequence
  • Content download follow-up automation
  • Lead scoring basic implementation

Expected Results: 15-25% improvement in conversion rates, 10-15% reduction in CAC within 30 days.

Phase 2: Systematic Optimization (Days 31-60)

Week 5-6: Conversion Rate Focus

A/B Testing Implementation:

  • Headlines and value propositions on key landing pages
  • Call-to-action buttons (text, color, placement)
  • Social proof variations (customer count vs. logos vs. testimonials)
  • Form design (single vs. multi-step, field order)

Content Optimization:

  • Case study refresh with quantified outcomes
  • Product demo videos tailored to key use cases
  • FAQ section addressing common objections
  • Comparison pages vs. key competitors

Week 7-8: Channel Rebalancing

Budget Reallocation Strategy:

  • Channel ROI analysis with 90-day lookback
  • Content marketing investment increase by 25-30%
  • SEO initiative launch targeting buyer-intent keywords
  • Partnership program development with 3-5 complementary vendors

New Channel Testing:

  • LinkedIn organic content strategy
  • Community building in relevant industry groups
  • Podcast guesting program launch
  • Referral program beta with top customers

Expected Results: 20-30% improvement in blended CAC, 25-35% increase in lead quality scores.

Phase 3: Advanced Optimization (Days 61-90)

Week 9-10: Personalization at Scale

Dynamic Content Implementation:

  • Industry-specific landing pages for top 3 verticals
  • Role-based email sequences for different buyer personas
  • Account-based campaigns for top 50 target accounts
  • Behavioral triggers based on website and email engagement

Advanced Automation:

  • Lead scoring refinement with 15+ data points
  • Sales alert system for high-intent activities
  • Churn prevention workflows for trial users
  • Upsell sequences for existing customers

Week 11-12: Sales Process Enhancement

Demo Optimization:

  • Discovery call framework with consistent qualification process
  • Demo customization templates for different industries/roles
  • Follow-up automation with personalized next steps
  • Stakeholder engagement strategies for complex deals

Sales Enablement:

  • Battle cards for top 3 competitors
  • ROI calculator tool development
  • Case study library organized by industry and use case
  • Objection handling guide with proven responses

Expected Results: 10-20% sales cycle compression, 15-25% improvement in win rates, 30-50% overall CAC reduction.

Success Metrics & Tracking

Weekly Metrics:

  • Conversion rates by traffic source and funnel stage
  • Cost per lead and cost per MQL by channel
  • Sales velocity metrics (cycle length, win rate)
  • Pipeline quality scores and progression rates

Monthly Reviews:

  • Blended CAC trends and channel attribution
  • Customer acquisition volume and quality analysis
  • ROI analysis by channel and campaign
  • Competitive positioning assessment
Section Takeaway:

Systematic implementation over 90 days typically yields 30-50% CAC improvements while maintaining or increasing lead volume and quality.

Common Pitfalls (And How to Avoid Them)

Learn from others' mistakes to accelerate your success.

Optimization Mistakes That Backfire

The Over-Optimization Trap

The Problem: Focusing on individual metrics without considering overall impact.

What It Looks Like:

  • Optimizing email open rates while click-through rates decline
  • Reducing CAC but attracting lower-quality leads
  • Improving conversion rates on poor-traffic sources

The Solution:

  • Holistic analysis considering entire funnel impact
  • Customer lifetime value integration in all decisions
  • Quality vs. quantity balance in lead generation

Real Example: A SaaS company reduced their CAC from $200 to $120 by targeting cheaper keywords, but customer LTV dropped from $2,400 to $1,200, making their unit economics worse despite lower acquisition costs.

Attribution Blindness

The Problem: Misattributing success to the wrong channels or tactics.

Common Scenarios:

  • Last-click attribution ignoring early-stage touchpoints
  • Single-channel analysis missing cross-channel effects
  • Short-term measurement missing long-term content impact

The Solution:

  • Multi-touch attribution modeling for complex B2B SaaS journeys
  • View-through tracking for brand awareness activities
  • Incrementality testing to measure true channel lift

Implementation Challenges

Resource Allocation Errors

Common Mistakes:

  • Spreading efforts too thin across multiple optimization areas
  • Underestimating complexity of attribution and measurement
  • Insufficient team alignment between marketing, sales, and customer success

Best Practices:

  • 80/20 focus on highest-impact opportunities first
  • Phased rollout with clear success criteria
  • Cross-functional project management with regular check-ins

Technology and Data Issues

Frequent Problems:

  • Tracking gaps across different platforms and touchpoints
  • Data quality issues leading to incorrect insights
  • Integration challenges between marketing and sales systems

Solutions:

  • Technology audit before implementation
  • Data governance framework with clear definitions
  • Regular data validation and quality checks
Section Takeaway:

Avoid common pitfalls by taking a systematic approach, maintaining data quality, and focusing on holistic optimization rather than individual metrics.

The Future of B2B SaaS Marketing CAC Optimization

Stay ahead of the curve with emerging trends and technologies.

Emerging Technologies

AI and Machine Learning Impact

Current Applications:

  • Predictive lead scoring using behavioral and firmographic data
  • Dynamic content personalization adapting in real-time
  • Automated bid optimization for paid advertising campaigns
  • Conversation intelligence analyzing sales calls for insights

Near-Term Developments:

  • Attribution modeling using machine learning for complex B2B SaaS journeys
  • Content generation AI for personalized outreach at scale
  • Predictive analytics for customer lifetime value and churn risk
  • Voice and chat optimization for emerging interaction channels

Privacy-First Marketing Evolution

Key Changes:

  • First-party data strategies becoming essential
  • Contextual targeting replacing behavioral tracking
  • Server-side tracking for more reliable attribution
  • Consent management optimization for data collection

Preparation Strategies:

  • Email list building and subscriber engagement
  • Content gating strategies for data collection
  • Survey and feedback programs for preference data
  • Community building for direct customer relationships

Building Sustainable Competitive Advantages

Long-Term CAC Moats

Brand Authority Development:

  • Content marketing dominance in your category
  • Thought leadership positioning key executives
  • Industry recognition through awards and speaking
  • Customer advocacy programs building referral networks

Operational Excellence:

  • Process optimization for superior conversion rates
  • Team specialization in high-performing channels
  • Technology integration for competitive efficiency
  • Data insights driving continuous improvement

Network Effects:

  • Customer referrals as a scalable channel
  • Partner ecosystems for mutual growth
  • Community building around your product or industry
  • Content syndication expanding reach without proportional costs
Section Takeaway:

Future success requires balancing emerging technology adoption with fundamental relationship-building and process excellence.

Your Next Steps: Transform Your B2B SaaS Marketing Results

The Systematic Approach to CAC Excellence

Here's the truth: Reducing customer acquisition costs isn't about finding quick hacks or silver bullets. It's about building integrated systems that create compound improvements across your entire B2B SaaS marketing operation.

What Separates Winners from Losers:

Winning B2B SaaS Marketing Teams:

  • Optimize systematically across every customer touchpoint
  • Compress sales cycles through better qualification and enablement
  • Balance channel mix toward sustainable, scalable acquisition sources
  • Focus on retention to reduce overall acquisition pressure

Losing B2B SaaS Marketing Teams:

  • Chase individual tactics without strategic integration
  • Optimize for vanity metrics instead of business outcomes
  • Rely too heavily on paid channels without building owned assets
  • Ignore post-acquisition experience and its impact on referrals

Your Implementation Priority Framework

Start with your biggest leverage points:

If your conversion rates are below industry benchmarks (2-3% for B2B SaaS), focus optimization efforts there before increasing advertising spend.

If your sales cycles exceed category averages (typically 3-6 months for mid-market), prioritize velocity improvements through better qualification and nurturing.

Quick Win Priority List:

  1. Landing page optimization (fastest conversion impact—usually 15-30% improvement in 30 days)
  2. Email automation (immediate nurture improvements with high ROI)
  3. Channel budget reallocation (move 20% from high-CAC to low-CAC sources)
  4. Lead capture optimization (eliminate unnecessary form fields and friction)

The Measurement Imperative

CAC optimization requires ongoing discipline:

  • Weekly performance reviews with actionable insights
  • Monthly channel analysis and budget optimization
  • Quarterly strategic assessments with goal adjustments
  • Annual competitive benchmarking and strategy refresh

Key Metrics to Track:

  • Blended CAC trends by month and quarter
  • Channel performance with full attribution modeling
  • Conversion rates at each funnel stage
  • Customer lifetime value and payback periods
  • Sales velocity metrics (cycle time, win rates)

Making It Happen: Your Three Critical First Steps

Step 1: Establish Your Baseline (Week 1)

  • Calculate current CAC across all channels
  • Map your funnel conversion rates at each stage
  • Benchmark against industry standards
  • Identify your top 3 optimization opportunities

Step 2: Implement Quick Wins (Weeks 2-4)

  • Optimize your highest-traffic landing pages
  • Set up basic email automation sequences
  • Reduce form friction and add social proof
  • Launch retargeting for website visitors

Step 3: Build Your Systematic Approach (Months 2-3)

  • Implement comprehensive attribution tracking
  • Launch content marketing initiatives
  • Develop partnership and referral programs
  • Create advanced nurturing and qualification processes

What Results to Expect

Companies following this systematic approach typically achieve:

  • 30-50% CAC payback period reduction through cycle compression and conversion optimization
  • 20-35% win rate increases via better qualification and sales enablement
  • 25-40% overall acquisition efficiency improvements across all marketing channels
  • 15-25% increase in customer lifetime value through better qualification and onboarding

Timeline Expectations:

  • 30 days: Quick wins showing 15-25% conversion improvements
  • 90 days: Systematic changes delivering 25-35% CAC reduction
  • 6 months: Compound effects achieving 40-50% overall improvement
  • 12 months: Sustainable competitive advantage with optimized full funnel

The Choice Is Yours

The question for B2B SaaS marketing leaders isn't whether you can afford to optimize your customer acquisition costs.

It's whether you can afford not to.

Your competitors are implementing these strategies right now. Every day you delay is market share you're giving away and revenue growth you're leaving on the table.

Your future growth trajectory, profit margins, and competitive market position depend entirely on the efficiency of your customer acquisition engine.

Start today. Start systematically. Start with the confidence that these strategies work because thousands of B2B SaaS marketing teams have proven them in the real world.

Share this post

Get B2B Marketing Tips

Subscribe for weekly growth tips, marketing playbooks, and actionable best practices

By subscribing you agree to with our Privacy Policy

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Uncover Your Competitors' Marketing Tactics

A comprehensive analysis – benchmarking your strategies against your top 2 competitors

Get your analysis
15-minute strategy call

Create Demand. Capture Revenue.
Scale Profitability.

Book Intro Call

More Posts

View
Podcast
January 30, 2026

Building Revenue Engines in the Restaurant Technology Space With Tara Clever

Tara Clever is the Chief Revenue Officer at MarginEdge, a restaurant management and bill payment platform that leverages automation and AI to streamline restaurant operations. Under her leadership, MarginEdge has marked its 10-year anniversary by reaching major milestones, including onboarding its 10,000th restaurant customer and expanding its AI-powered product offerings. Tara brings a unique blend of sales, operations, and marketing experience, with a background in DTC and B2B growth, and focuses on customer-centric alignment and operational clarity to drive scalable go-to-market outcomes.

View
Podcast
View
Podcast
January 16, 2026

Building a Revenue Culture Rooted in Transparency and Alignment With Angela Earl

Angela Earl is the Head of Marketing at Darrow AI, a B2B SaaS company specializing in leveraging artificial intelligence to deliver actionable insights and drive revenue growth for technology organizations. With over 20 years of experience in the tech sector, Angela is a seasoned go-to-market leader who has built high-performing teams and contributed to the success of multiple high-growth software companies. As an author and advisor, she focuses on culture, transparency, and revenue performance, and often emphasizes the importance of communication and trust in achieving organizational goals.

View
Podcast
View
Podcast
December 19, 2025

Harnessing Trust, Personal Branding, and AI To Accelerate Growth

Alex Gluz reflects on his insightful conversations with Mark Stiltner, Patrick Ferdig, Sylvia LePoidevin, Kristin Oelke, and Usman Sheikh.

View
Podcast
View
Articles
December 9, 2025

How to Use MQL and SQL Data to Prove SaaS Marketing ROI

Learn how leading B2B SaaS marketers and agencies use MQL and SQL data to connect campaigns to qualified pipeline and real ROI. Practical frameworks, benchmarks, and actionable examples inside.

View
Articles
View
Podcast
October 17, 2025

Uniting Sales and Marketing to Supercharge B2B Revenue With Alex Tinsley

In this episode of The Revenue Engine Podcast, host Alex Gluz chats with Alex Tinsley of SUSE on how aligning sales and marketing boosts B2B revenue. They discuss breaking silos, improving handoffs, and building trust through empathy, structure, and transparency.

View
Podcast
View
Podcast
December 5, 2025

Revolutionizing Real-Time Customer Feedback and Operational Transformation With Steven Peltzman

Discover how Steven Peltzman of FeedbackNow uses real-time customer feedback sensors to transform operations, boost satisfaction, and drive measurable revenue.

View
Podcast
View
Podcast
November 21, 2025

Transforming Marketing Attribution and Accountability in the Digital Age With Brandon Rhoten

Discover how marketers can finally tie advertising to real business outcomes as CMO Brandon Rhoten joins Alex Gluz to discuss fixing attribution, omnichannel strategy, CFO alignment, and practical AI use.

View
Podcast
View
Podcast
November 7, 2025

Unlocking the Real Impact of Product Marketing in B2B SaaS With Jona Youdeem

Discover the real impact of product marketing in B2B SaaS with Jona Youdeem as he reveals how strategy, insights, and AI drive lasting growth.

View
Podcast
View
Articles
October 31, 2025

The B2B SaaS ROI Playbook: How CMOs Prove Impact When Budgets Are Tight

Learn how B2B SaaS CMOs are proving marketing ROI, optimizing spend, and driving growth despite tighter budgets with data-backed strategies.

View
Articles
View
Podcast
October 3, 2025

Turning Marketing From a Cost Center Into a Growth Engine With Jeff Baker

In this episode of the Revenue Engine Podcast, host Alex Gluz speaks with Jeff Baker, Senior Director of Global Marketing at smartShift, to discuss turning marketing from a cost center into a growth engine.

View
Podcast
View
Podcast
September 19, 2025

How Community-Led Marketing Drives Sustainable B2B SaaS Growth With Derek Weeks

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Derek Weeks, Chief Marketing Officer at Katalon, to discuss how community-led marketing drives sustainable B2B SaaS growth

View
Podcast
View
Articles
September 24, 2025

When to Outsource vs. Build In-House: Balancing Resources to Optimize SaaS Marketing ROI

Learn how successful SaaS companies balance outsourced and in-house marketing. Includes comparison tables, common pitfalls, and hybrid team management strategies.

View
Articles
View
Articles
July 22, 2025

Proven Strategies to Lower B2B SaaS Customer Acquisition Costs in 2025

Cut your B2B SaaS marketing costs with this comprehensive B2B funnel optimization guide. Reduce CAC, optimize conversion rates, and accelerate growth.

View
Articles
View
Podcast
September 5, 2025

How CMOs Can Align Budgets, Metrics, and Customer Value With Christine Royston

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Christine Royston, Chief Marketing Officer at Wrike, to discuss how CMOs can align budgets, metrics, and customer value.

View
Podcast
View
Podcast
August 15, 2025

Fixing Broken B2B Sales Workflows With AI-Powered Strategies With Usman Sheikh

Discover how AI-powered strategies can fix broken B2B sales workflows, boost efficiency, and improve conversion rates with Usman Sheikh.

View
Podcast
View
Podcast
August 1, 2025

How Trust Is Key to Growth in Today’s AI World With Kristin Oelke

In this episode of the Revenue Engine Podcast, host Alex Gluz is joined by Kristin Oelke, Managing Director for Growth Services at Brightrose Ventures, to talk about why trust is more important than ever for growth in today’s AI-driven world.

View
Podcast
View
Podcast
July 18, 2025

Balancing Brand and Performance Marketing in B2B SaaS With Mike Braund

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Mike Braund, Senior Director of Marketing Operations and Digital Marketing at Iterable, to discuss how to align brand and performance marketing in B2B SaaS.

View
Podcast
View
Podcast
July 4, 2025

Building Trust and Standing Out in Saturated Markets With Ani Obermeier

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Ani Obermeier, Board Advisor at WorkBuzz, to talk about building trust and standing out in saturated markets.

View
Podcast
View
Podcast
June 6, 2025

Why Understanding Your ICP Is Key to B2B SAAS Growth With Nick Naso

In this episode of the Revenue Engine Podcast, host Alex Gluz is joined by Nick Naso, Chief Revenue Officer at Recurly, to discuss why a sharp ICP is central to B2B SaaS growth.

View
Podcast
View
Podcast
June 20, 2025

Reinventing Modern B2B Marketing Through Branding, Community, and AI With Sylvia LePoidevin

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Sylvia LePoidevin, CMO at Kandji, to talk about reinventing modern B2B marketing through branding, community, and AI.

View
Podcast
View
Podcast
May 23, 2025

The Five Pillars of Partnership Success With Patrick Ferdig

In this episode of the Revenue Engine Podcast, host Alex Gluz speaks with Patrick Ferdig, Founder and Principal Consultant at The Power of Partnering, to discuss the five pillars of partnership success. They explore why trust drives results, how alignment shapes execution, and what businesses must prioritize to turn partners into revenue engines. Patrick also gives advice on scaling outreach using AI tools.

View
Podcast
View
Articles
May 2, 2025

AI in B2B SaaS Marketing: How It’s Reshaping Strategy, Content & Customer Experience

Whether you're just exploring automation or already experimenting with tools like GPT-4 or Jasper, this guide breaks down how AI is transforming every stage of the B2B SaaS funnel.

View
Articles
View
Podcast
May 9, 2025

Building an AI-Driven Content Engine With Mark Stiltner

In this episode of the Revenue Engine Podcast, host Alex Gluz speaks with Mark Stiltner, Senior Director of Content and Web Marketing at Rapyd, to talk about building an AI-powered content strategy. They discuss weaving AI into SEO workflows, shifting from traditional search optimization to AI model visibility, and balancing automation with creativity. Mark also shares practical ways to future-proof marketing teams in an AI-driven landscape.

View
Podcast
View
Podcast
April 18, 2025

Why the B2B Funnel Is Broken and What Marketing Ops Leaders Should Do With Bethany Prettyman

In this episode of the Revenue Engine Podcast, host Alex Gluz speaks with Bethany Prettyman, Senior Director of Marketing Operations at Huntress, to discuss why the traditional B2B funnel is broken. They explore why loop-based models better reflect today’s buyer behavior, how attribution should evolve, and the dangers of tech bloat in marketing stacks. Bethany also shares her agile approach to reporting and how to bridge gaps between sales, marketing, and finance.

View
Podcast
View
Video
April 14, 2025

Interview: The Biggest Challenges in B2B SaaS Marketing with Alex Gluz

B2B SaaS companies face significant challenges in today's market environment. Dr. Jeremy Weisz of Rise25 interviews Alex Gluz. They discuss the most pressing challenges in B2B SaaS marketing and practical approaches to overcome them.

View
Video
View
Podcast
April 4, 2025

Making Cybersecurity Simple, Scalable, and Phishing Resistant With Ronnie Manning

Ronnie Manning is the Chief Brand Associate at Yubico, a global cybersecurity company renowned for inventing the YubiKey, which offers phishing-resistant multi-factor authentication solutions. With over 20 years of experience in agency and corporate communications, he has focused on public relations and marketing strategies to bring new technology products to market. Prior to joining Yubico, Ronnie held positions at Raytheon/Websense and Edelman Public Relations. At Yubico, he has been instrumental in promoting the adoption of hardware-based authentication solutions and advocating for enhanced cybersecurity measures.

View
Podcast
View
Articles
March 24, 2025

The Ultimate B2B SaaS Demand Generation Playbook for 2025: Building Sustainable Growth Through Brand, Product, and Community

Artificial intelligence isn’t just a buzzword anymore — it’s the engine quietly powering the most successful B2B SaaS marketing strategies today. From predictive lead scoring to AI-generated content and hyper-personalized customer journeys, AI is helping marketing teams work smarter, not harder.

View
Articles
View
Podcast
March 14, 2025

The Psychology of B2B Marketing: Understanding Buyer Behavior and Demand Generation With Kerry Rana

In this episode of the Revenue Engine Podcast, host Alex Gluz and Kerry Rana, Senior Director for Digital Marketing and Experience at ExtraHop, discuss how psychology influences B2B buyer behavior and demand generation. Kerry shares insights on creating emotionally compelling messaging, structuring effective go-to-market strategies, and using data-driven decision-making to optimize engagement. She also talks about emerging trends in AI-driven personalization and what’s next for B2B marketing leaders in 2025.

View
Podcast
View
Video
April 2, 2025

Workshop: The Blueprint for Marketing & Sales Alignment With Michael Tucker

Alex Gluz and Michael Tucker of Rocky Mountain Revops share a framework to fix broken marketing-sales systems. Michael explains architecture mapping to visualize and optimize the buyer's journey across channels and sales stages.

View
Video
View
Articles
January 9, 2025

Unlocking Event Success: How Paid Media Strategies Drive High-Impact Outcomes for SaaS Event Marketing

In the competitive SaaS event marketing space, leveraging paid media strategies is essential. As economic pressures and technological advancements reshape the industry, adopting innovative approaches helps maximize ROI and stand out.

View
Articles
View
Podcast
January 31, 2025

Purpose vs. Mission: Building Brands That Inspire With Dave Minifie

In this episode of the Revenue Engine Podcast, Alex Gluz sits down with Dave Minifie, Chief Marketing Officer at Terakeet, to discuss how companies can build purpose-driven brands. Dave breaks down the difference between mission and purpose, explains how a clear purpose fuels customer engagement and growth, and explores the impact of AI and search engines on brand visibility. He also shares insights on navigating leadership transitions and staying ahead in a changing marketing landscape.

View
Podcast
View
Podcast
January 21, 2025

The Biggest Challenges in B2B SaaS Marketing and How To Approach Them

In this episode of the Revenue Engine Podcast, Dr. Jeremy Weisz from Rise25 interviews Alex Gluz to discuss the biggest challenges in B2B SaaS marketing and actionable strategies to address them. Together, they explore how marketers can navigate prolonged sales cycles, optimize acquisition costs, and differentiate their offerings in a saturated market. Alex also shares how personalization, thought leadership, and customer retention can be game changers for driving growth.

View
Podcast
View
Podcast
December 20, 2024

Building Growth Engines: Data, Compliance, and Customer Success Highlights

In this episode of the Revenue Engine Podcast, Alex Gluz reflects on his impactful conversations with Kathleen Booth, Rich Liu, Sam Li, Hunter Montgomery, and Usman Sheikh. These industry leaders unpack the power of data-driven decisions, the evolving compliance landscape, and the role of customer success in building growth engines that thrive in today’s dynamic market.

View
Podcast
View
Podcast
December 6, 2024

The Power of Long-Term Strategy in B2B Marketing With Katrine Rasmussen

In this episode of the Revenue Engine Podcast, Alex Gluz is joined by Katrine Rasmussen, Chief Marketing Officer at Pixelz, to discuss how long-term strategy shapes success in B2B marketing. They explore the nuances of managing extended sales cycles, the role of digital and in-person engagement in enterprise marketing, and the importance of differentiating your brand in a crowded market. Katrine also gives advice on scaling community building and thought leadership efforts to drive meaningful impact.

View
Podcast
View
Podcast
November 8, 2024

Building Resilient Teams and Driving Data-Driven Growth With Russ Hawkins

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Russ Hawkins, President and CEO of Agilence, to discuss how he’s built resilient teams and driven data-powered growth throughout his career. Russ shares his insights on fostering a collaborative company culture, making strategic shifts to adapt to market demands, and the critical role of data in driving revenue growth. He also gives advice on avoiding common pitfalls in scaling.

View
Podcast
View
Podcast
November 1, 2024

RevOps Made Simple With Michael Tucker

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Michael Tucker, Founder and Head Systems Architect at Rocky Mountain RevOps, to discuss simplifying RevOps strategies for maximum impact.

View
Podcast
View
Podcast
October 18, 2024

Agility in B2B Marketing With Ashley Widener

In this episode of the Revenue Engine Podcast, host Alex Gluz speaks with Ashley Widener, Director of Marketing at GoCo, to discuss how agility fuels success in B2B marketing. Ashley explains how building a marketing team from scratch allowed her to create a nimble, responsive approach.

View
Podcast
View
Podcast
October 4, 2024

Mastering Customer-Centric Marketing Strategies With Samantha Bergin

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Samantha Bergin, Chief Marketing Officer at Center, to discuss mastering customer-centric marketing strategies.

View
Podcast
View
Articles
October 18, 2024

How Regular Negative Keyword Updates Improve Your B2B SaaS Ad Campaigns on Google

It’s no secret that in the B2B SaaS space, regularly optimizing Google Ads campaigns for maximum efficiency is essential. But, there’s one key strategy that is often overlooked—keeping your negative keyword list up to date.

View
Articles
View
Articles
October 10, 2024

The ROI of LinkedIn Ads: Spending Smarter, Not More

As marketers in the B2B SaaS space, one of the most common challenges with LinkedIn Ads is ensuring that your budget is fully utilized without overpaying for traffic. While LinkedIn offers access to high-quality leads, it’s easy to blow through your budget if you’re not careful.

View
Articles
View
Podcast
September 20, 2024

Balancing Innovation and Resource Management in Startup Marketing With Caroline Ang Wright

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Caroline Ang Wright, Head of Marketing at Exodigo, to discuss building and leading marketing strategies in a startup landscape.

View
Podcast
View
Articles
October 3, 2024

The ROI of Intent Data: Measuring Success in B2B SaaS Marketing

As a B2B SaaS company, leveraging intent data has become an important action item in driving efficient growth and acquiring high-value customers. But how do you quantify its impact and prove its worth?

View
Articles
View
Podcast
September 6, 2024

Simplifying Complex Customer Journeys Through CXM With Sherri Schwartz

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Sherri Schwartz, Head of Marketing at OvationCXM, to discuss how to simplify complex customer journeys through CXM.

View
Podcast
View
Articles
September 26, 2024

LinkedIn Ad Budgeting: Making Sense of CPM and CPC in 2024

When it comes to B2B marketing, it’s no secret that LinkedIn continues to be a powerhouse platform for reaching decision-makers and professionals. But as the end of 2024 nears, one question looms: How can we optimize our ad spend on LinkedIn to maximize ROI?

View
Articles
View
Articles
September 12, 2024

The 'Less is More' Approach: Simplifying Your B2B Strategy for Rapid Growth

B2B marketers often fall into the trap of doing more — more campaigns, more content, more channels — all in pursuit of growth. However, this can lead to diluted efforts, resource strain, and diminished returns.

View
Articles
View
Articles
September 19, 2024

Cognitive Triggers in LinkedIn Advertising: A B2B Marketer's Guide

It’s no secret that in B2B marketing, LinkedIn stands out as a powerful platform for reaching decision-makers and professionals. But what you might not know is: Understanding the cognitive triggers behind LinkedIn ads can significantly boost your campaign performance and ROI.

View
Articles
View
Articles
September 5, 2024

Measuring and Optimizing Customer Lifetime Value in B2B

When it comes to B2B SaaS, the path from initial contact to loyal customer is both challenging and rewarding. As ‘bigger and better’ solutions continue to reshape the business landscape, one element remains crucial — the ability to nurture and convert leads effectively.

View
Articles
View
Podcast
August 16, 2024

Cultivating Top-Tier Sales and Marketing Alignment in Real Estate Tech With Amanda Sullivan

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Amanda Sullivan, the Vice President of Growth at Sierra Interactive, to discuss the art of cultivating top-tier sales and marketing alignment in real estate tech

View
Podcast
View
Articles
August 29, 2024

From Stranger to Customer: Mapping the B2B SaaS Lead Warming Journey

When it comes to B2B SaaS, the path from initial contact to loyal customer is both challenging and rewarding. As ‘bigger and better’ solutions continue to reshape the business landscape, one element remains crucial — the ability to nurture and convert leads effectively.

View
Articles
View
Podcast
August 2, 2024

The Power of Modern Market Intelligence With Greg Munves

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Greg Munves, CEO of OpenBrand, to discuss the power of modern market intelligence.

View
Podcast
View
Articles
August 22, 2024

5 Essential Steps to Align Sales and Marketing in High-Growth B2B SaaS Companies

A rapidly evolving B2B SaaS landscape awaits, where innovative solutions and disruptive technologies are continuously reshaping the way businesses operate. In this environment, one element stands tall, guiding companies toward consistent growth and long-term success: The seamless alignment of Sales and Marketing teams.

View
Articles
View
Articles
August 15, 2024

Getting Personal: How to Create a Meaningful Customer Experience in Today's Digital-First World

It’s not news that we’re constantly being dominated by digital interactions. Creating a personal customer experience isn't just a nice-to-have — it's a crucial differentiator that sets your brand apart.

View
Articles
View
Articles
August 8, 2024

The Power of Retargeting: Strategies for LinkedIn and Search Ads

Launching a new product successfully can mean the difference between market leadership and obscurity. A well-executed product launch not only introduces your offering to the world but also sets the stage for long-term success.

View
Articles
View
Podcast
July 19, 2024

Optimizing Customer Marketing With Data-Driven Techniques With Hunter Montgomery

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Hunter Montgomery, Chief Marketing Officer at ChurnZero, to discuss optimizing customer marketing with data-driven techniques.

View
Podcast
View
Articles
July 24, 2024

Social Media Advertising: 2024 Trends and Best Practices

Launching a new product successfully can mean the difference between market leadership and obscurity. A well-executed product launch not only introduces your offering to the world but also sets the stage for long-term success.

View
Articles
View
Articles
August 1, 2024

LinkedIn vs. Facebook Ads: Which is Right for Your B2B SaaS?

Launching a new product successfully can mean the difference between market leadership and obscurity. A well-executed product launch not only introduces your offering to the world but also sets the stage for long-term success.

View
Articles
View
Articles
July 18, 2024

How to Create an Effective Go-to-Market Plan

Launching a new product successfully can mean the difference between market leadership and obscurity. A well-executed product launch not only introduces your offering to the world but also sets the stage for long-term success.

View
Articles
View
Podcast
July 5, 2024

The Future of Digital Advertising: Mark McEachran on Privacy, Context, and Performance

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Mark McEachran, Senior Vice President of Product Management at Yieldmo, to discuss the evolving landscape of digital advertising.

View
Podcast
View
Podcast
June 21, 2024

Mastering Go-to-Market Strategies and Customer Retention With Brian Warrick

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Brian Warrick, Revenue Leader at Baresquare, to discuss mastering go-to-market strategies and customer retention.

View
Podcast
View
Podcast
June 7, 2024

The AI Advantage: Unlocking the Power of Data Science in Marketing With Jon Morra of Zefr

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Jon Morra, the Chief AI Officer at Zefr, to discuss how AI is revolutionizing marketing.

View
Podcast
View
Articles
June 19, 2024

The Power of Data-Driven Marketing: How to Leverage Analytics for Growth

As a B2B SaaS company in today's digital landscape, you can't afford to rely on guesswork when it comes to your marketing efforts. The key to driving sustainable growth and staying ahead of the competition? Data-driven marketing powered by comprehensive analytics.

View
Articles
View
Podcast
May 24, 2024

The Data-Driven Guide to Thriving in a Hybrid Work Environment With Rob Sadow

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Rob Sadow, CEO and Co-founder of Scoop, to discuss the intricacies of hybrid work.

View
Podcast
View
Podcast
May 10, 2024

Marketing and Growing as a Compliance Company With Sam Li of Thoropass

In this episode of the Revenue Engine Podcast, Alex Gluz sits down with Sam Li, the CEO and Founder of Thoropass, to discuss the secrets of marketing.

View
Podcast
View
Podcast
April 26, 2024

Invaluable Lessons From a Marketing Executive With Kathleen Booth of Pavilion

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Kathleen Booth, the Senior Vice President of Marketing and Growth at Pavilion, to discuss some of her greatest insights into digital marketing.

View
Podcast
View
Podcast
March 1, 2024

Humanizing B2B Sales and Marketing Through AI With Usman Sheikh of xiQ

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Usman Sheikh, the Founder and CEO of xiQ, to break down the process of personalizing sales. They talk about the power of AI to connect with customers, understanding the behavioral code in people, and making your mark in an oversaturated market. They also explain the way to maximize email marketing and where the field is heading in the future.

View
Podcast
View
Podcast
April 12, 2024

Identifying and Overcoming Challenges With Quentin Kasseh of Nomad Engineers Consulting Group

In this episode of the Revenue Engine Podcast, Alex Gluz has a conversation with Quentin Kasseh, Founder of Nomad Engineers Consulting Group, about overcoming marketing and business challenges.

View
Podcast
View
Podcast
March 29, 2024

A Coach’s Advice for Startups and Founders With Dane Holewinski of Decode Coaching

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Dane Holewinski, the Founder and CEO Coach at Decode, to discuss a coach’s tips and strategies for startup founders.

View
Podcast
View
Podcast
March 15, 2024

Marketing Companies From Startups to IPO With Rich Liu of Everlaw

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Rich Liu, the Chief Business Officer at Everlaw, to discuss marketing at different stages of growth. The two break down the current marketing landscape with AI, lessons learned from switching to digital marketing, and how to use funding at an early stage.

View
Podcast
View
Podcast
January 19, 2024

Developing and Marketing Technology Products With Dylan Serota of Terminal.io

In this episode of the Revenue Engine Podcast, Alex Gluz talks with Dylan Serota, the CEO and Co-founder of Terminal.io, about marketing and optimizing technology products. They discuss engineering resilience, identifying clients, AI in tech products, and how Dylan would utilize startup funding if he were to do it again.

View
Podcast
View
Podcast
February 16, 2024

Managing and Optimizing Multi-Channel Campaigns With Frederik Hermann of Beekeeper

In this episode of the Revenue Engine Podcast, Alex Gluz talks with Frederik Hermann, the Vice President of Digital Marketing at Beekeeper, to discuss multi-channel campaigns and how to manage teams. They walk through thought leadership, pipeline growth, and leveraging modern marketing technology. They also touch on the newest opportunities for marketers in 2024.

View
Podcast
View
Articles
February 5, 2024

Identifying Blindspots: Hidden Demand Gen Costs Stunting Your Growth

For B2B SaaS companies, meeting revenue growth goals depends heavily on having an effective demand-generation engine. But all too often, there are hidden costs sabotaging demand gen efforts behind the scenes.

View
Articles
View
Podcast
January 5, 2024

Driving Sustainable and Predictable Growth With Michael Krause of Tovuti LMS

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Michael Krause, the COO and Chief Growth Officer at Tovuti LMS, on the best practices for sustainable growth.

View
Podcast
View
Articles
January 10, 2024

Overcoming the «Limited Marketing Budget» Challenge

LinkedIn advertising presents a major opportunity for B2B SaaS companies looking to generate quality leads and accelerate growth. With over 930 million members, LinkedIn provides access to a massive professional audience. However, simply creating a few basic Sponsored Content ads is not enough to cut through the noise on this crowded platform.

View
Articles
View
Podcast
December 22, 2023

Product Marketing to B2B, B2C, and B2G With Nitin Kartik of Carbyne

In this episode of the Revenue Engine Podcast, Alex Gluz sits down with Nitin Kartik, the Director of Product Marketing at Carbyne, to discuss the differences in marketing B2B, B2C, and B2G.

View
Podcast
View
Articles
December 8, 2023

Growing Your B2B SaaS with Demand-Gen Ads on LinkedIn

LinkedIn advertising presents a major opportunity for B2B SaaS companies looking to generate quality leads and accelerate growth. With over 930 million members, LinkedIn provides access to a massive professional audience. However, simply creating a few basic Sponsored Content ads is not enough to cut through the noise on this crowded platform.

View
Articles
View
Podcast
December 8, 2023

Acquiring and Nurturing Top Talent With Angela Yeh of Yeh IDeology

In this episode of the Revenue Engine Podcast, Alex Gluz talks with Angela Yeh, the CEO and Founder of Yeh IDeology, to discuss talent acquisition and development. They discuss the Great Resignation, maintaining great employees, and how to cultivate talent at companies of any size.

View
Podcast
View
Podcast
November 24, 2023

Powerfully Combining AI and Cloud Technology With Brian Lillie of Rackspace Technology

In this episode of the Revenue Engine Podcast, Alex Gluz sits down with Brian Lillie, the President of Private Cloud at Rackspace Technology, about the intersection of AI and cloud resources. They touch on the company’s work, how AI is evolving rapidly in the space, and what companies need to know about private cloud services.

View
Podcast
View
Articles
November 13, 2023

B2B SaaS: How to Optimize Your Full-Funnel Performance Across Every Stage

For B2B SaaS companies, driving conversions and revenue requires a full-funnel optimization strategy. Many businesses focus their efforts only on certain stages while neglecting others. This results in major leaks across the entire customer journey.

View
Articles
View
Podcast
November 10, 2023

Marketing the Next Great Disruptor With Robert Kulewicz of MarketSpark

In this episode of the Revenue Engine Podcast, Alex Gluz talks with Robert Kulewicz, the Chief Growth Officer at MarketSpark, to discuss marketing industry disruptors and SaaS solutions effectively. They touch on the landscape of data infrastructure, how Robert performs at his position, and his involvement with the sales team. He also breaks down the realities of scaling and rapid growth as a company.

View
Podcast
View
Podcast
October 13, 2023

Marketing Complex Products to Engineers and Executives With Oleg Shilovitsky of OpenBOM

In this episode of the Revenue Engine Podcast, Alex Gluz invites Oleg Shilovitsky, the CEO and Co-founder of OpenBOM, onto the show to break down how to market complex products to executives and engineers.

View
Podcast
View
Articles
October 31, 2023

The 2024 Growth Strategy Every B2B SaaS CMO Should Be Exploring

It's Q4, and marketing leaders across SaaS companies are heads-down driving campaigns and promotions to close out the year strong. But behind the scenes, you're also deep in planning mode for 2024 targets and strategy.As you evaluate options for next year, here are 5 growth strategies our research shows could have an outsized impact on SaaS marketing results in 2024.

View
Articles
View
Podcast
August 18, 2023

Transitioning Into and Excelling as a SaaS Company With Mario Martinez of Vengreso

In this episode of the Revenue Engine Podcast, Alex Gluz has an insightful conversation with Mario Martinez, the Founder and CEO of Vengreso, to talk about marketing and switching over to the SaaS model. They discuss the challenges of switching business models, customer acquisition, social media, and running a SaaS company. They also go through Mario’s background in business and what he learned from his mentors.

View
Podcast
View
Podcast
September 15, 2023

Best Practices for SaaS Companies and Vendors With Nigel Cullington of Upland Software

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Nigel Cullington, the Vice President of Product Marketing at Upland Software, to discuss the business’ marketing strategies. They discuss Nigel’s career across sales and product marketing, how they use account-based marketing, and how they stand out from the crowd.

View
Podcast
View
Podcast
September 1, 2023

Leading and Growing a B2B Company With Kris Rudeegraap of Sendoso

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Kris Rudeegraap, the CEO and Co-founder of Sendoso, to discuss leading and growing a B2B company. They break down his approach to growing the business, accelerating marketing, and aligning the company’s different teams. Kris also touches on AI and his thoughts on the industry as it stands today.

View
Podcast
View
Articles
September 21, 2023

How TA Monroe Boosted Smartly.io’s Market Presence

We recently sat down with Steve Zucker, Marketing Director at Smartly.io, to get his candid thoughts on what it's been like partnering with us over the years. His glowing review has us walking on air.

View
Articles
View
Podcast
August 4, 2023

Increasing Demand Generation for Restaurant Technology With Arsen Stepanyan of Orders.co

In this episode of the Revenue Engine Podcast, Alex Gluz is joined by Arsen Stepanyan, the Co-founder and CEO of Orders.co, to discuss demand generation for restaurant industry technology businesses. The two break down the unique attributes of restaurants, how to market the specific technology, and making the software accessible.

View
Podcast
View
Podcast
July 14, 2023

Healthy Revenue Management With Mike Chuma of IDeaS

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Mike Chuma, the Vice President of Global Marketing, Engagement and Enablement at IDeaS Revenue Solutions, to discuss better revenue management. They break down product strategy, revenue management for hotels, and important tips for marketing. The two also talk about the transition from lead-centric to revenue-centric marketing.

View
Podcast
View
Articles
August 30, 2023

5 Key Findings: How Top B2B SaaS Companies Generate Leads

As a demand generation agency working with dozens of B2B SaaS companies, we've had the unique opportunity to dive deep into their top competitors' marketing strategies. After completing over 15 Lead Enhancer analyses in the last 30 days, we uncovered the repeatable tactics used by the most successful brands to drive qualified traffic and leads. Here are the top 5 lessons we learned from analyzing top B2B SaaS companies.

View
Articles
View
Podcast
June 2, 2023

Building and Improving a Sales Team With David Weiss of The Sales Collective

Alex Gluz invites David Weiss, the Chief Revenue Officer at The Sales Collective, onto the Revenue Engine Podcast to talk about sales and how to improve a sales team. They talk about the convergence of sales and marketing, the books that influenced David’s perspective, and his advice for young professionals. They also go through some common misconceptions in the field and how to treat them.

View
Podcast
View
Podcast
June 30, 2023

Leading and Fostering a Powerful Marketing Program With Gabe Graham of Accela

In this episode of the Revenue Engine Podcast, Alex Gluz talks with Gabe Graham, the Director of Growth and Field Marketing at Accela, to discuss his successful marketing program at the company.

View
Podcast
View
Podcast
June 16, 2023

How To Utilize AI in Marketing With Collin Mitchell

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Collin Mitchell, the former Head of Sales at Humantic, to discuss his knowledge and how AI is being used in marketing.

View
Podcast
View
Podcast
May 19, 2023

Improving the Marketing for Cybersecurity Services With Deborah Galea

Alex Gluz invites Deborah Galea, the Director of Product Marketing at Orca Security, onto the Revenue Engine Podcast to talk about marketing for cybersecurity and cloud services. They break down her early career and some of the key lessons she learned. They also talk about balancing marketing priorities, valuable strategies to stay ahead of the curve, and the impact of AI on marketing.

View
Podcast
View
Podcast
May 5, 2023

The Power of Customer-Centric Marketing With Bill Talbot of OpsRamp

In this episode of the Revenue Engine Podcast, Alex Gluz is once again joined by Bill Talbot, the Chief Marketing Officer at OpsRamp, to discuss marketing and why it is important to remember the customer. They discuss OpsRamp’s marketing efforts, what Bill has learned during his career, how to survive tough economic downturns, and much more.

View
Podcast
View
Articles
June 30, 2023

Decoding LinkedIn Ads: Is Your B2B SaaS Business Set for Takeoff?

We know that in the high-stakes, fast-paced world of B2B SaaS, finding the right advertising channels can be a real brain teaser. LinkedIn Ads often pop up as a potential game-changer. But are they right for you?

View
Articles
View
Podcast
April 21, 2023

What Integrated Marketing Does for Businesses With Melanie Brancaleone of Tessian

In this episode of the Revenue Engine Podcast, Alex Gluz sits down with Melanie Brancaleone, the Director of Integrated Marketing at Tessian, to talk about integrated marketing and its uses. They start with Melanie’s own career, the lessons she’s learned, and how she utilizes metrics. The two also walk through emerging trends in the space, how to unify your communication, and how to use integrated marketing in 2023.

View
Podcast
View
Articles
May 15, 2023

Advanced Budget Allocation Strategies for B2B SaaS: Increase Your Marketing ROI

Are you wrestling with limited budgets, striving to generate a positive ROI from your marketing initiatives? Welcome to the club!We all know marketing budgets aren't infinite (as much as we'd love them to be). They're finite resources that need to be strategically allocated to maximize returns. As seasoned marketers at the helm of B2B SaaS companies, this isn't your first rodeo. But even the best of us can use a fresh perspective every now and then.

View
Articles
View
Articles
May 4, 2023

How to Craft Messaging That Truly Engages Your Business's Audience

As countless software solutions compete for dominance, establishing a robust brand identity and communicating your product's value effectively can make all the difference. In this riveting article, we'll walk you through the essential steps to craft a crystal-clear messaging strategy that resonates with your target audience and propels your ROI to new heights.

View
Articles
View
Podcast
April 7, 2023

Crucial Advice for Enterprise Sales With Wendy Petty of WorkFusion

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Wendy Petty, the Chief Revenue Officer at WorkFusion, to talk about the most important aspects of enterprise sales. They discuss her career, some of the greatest lessons she’s learned, and building relationships with potential clients. They also discuss the role metrics and marketing play in sales.

View
Podcast
View
Podcast
March 24, 2023

Practical Marketing Tips for Software Companies With Steve Hardy of Prophix

Alex Gluz hosts Steve Hardy, Chief Marketing Officer at Prophix, on this episode of the Revenue Engine Podcast to discuss marketing for software. They start with his background and education before transitioning to his current work with Prophix. The two also talk about valuable marketing strategies, gauging the patterns of your campaign, and building collaboration between the sales and marketing teams.

View
Podcast
View
Podcast
March 10, 2023

Marketing a Brand New AI Platform With Chris Pereira of Signal AI

In this episode of the Revenue Engine Podcast, Alex Gluz talks to Chris Pereira, the Head of Global Marketing at Signal AI, about how they market their platform. They talk about Chris’ global experience and how it applies to his marketing perspective. They touch on the greatest challenges in marketing, competing with established brands in their sector, and how they used their initial funding to great success.

View
Podcast
See all posts

More Resources

B2B SaaS Persona Builder

Copy & Paste prompt for ChatGPT.

Download Now

AI Marketing Strategies Playbook: How 5 Marketing Leaders Cracked the AI Code

How 5 Marketing Leaders Cracked the AI Code.

Download Now

B2B SaaS LinkedIn Targeting Blueprint

How to drive qualified leads in under 7 days using LinkedIn’s targeting capabilities (including account-based marketing).

Download Now

LinkedIn Ads Benchmarks Report 2025

Learn how top B2B marketing teams protect budgets & accelerate pipeline.

Download Now

Explore Proven Formulas for High-Impact LinkedIn Ads

LinkedIn Ads Swipe File.

Download Now

How to Stop Overpaying for Your Branded Google Ads Keywords

The Ultimate Branded Google Ads Optimization Guide.

Download Now

The 2025 Ultimate Revenue Engine Blueprint

Your guide to standing out in crowded markets without overspending on ads. Covers branding, PLG triggers, and community tactics in one concise playbook.

Download Now

Google Search Ads Benchmarks Report 2025

Learn why your search ads cost more and convert less (and what to do about it).

Download Now

Creating a Complete Full-Funnel Strategy for Predictable Revenue Growth

Download Now

5 Tips To Find Success on Google Ads

Download Now

7 High-ROI Google Ads Optimization Tips & Strategies + Bonus Checklist

Download Now

Improve Your MQL Quality in 90 Days Cheat Sheet

In this cheat sheet, you’ll learn the top hacks to get more marketing-qualified leads for your sales funnel.

Download Now

4 Secrets for Running Paid Social Ads That You’re Not Supposed to Know

Download Now

Discover the 7 Essential Steps for an Effective Go-to-Market Strategy

Download Now

B2B SaaS Revenue Growth Checklist

If your revenue engine falls short of expectations, this checklist will help you quickly identify and address the underlying issues.

Download Now
See all free resources
Address:
7284 West Palmetto Park Road, Suite 101, Boca Raton, Fl 33433
Contact:
+1 (646) 844-9480
support@tamonroe.com
ServicesCase StudiesAbout UsCarrersContact
Resource HubPodcastArticlesVideoLibrary
Copyright © 2025 – T.A.Monroe Digital Agency
Privacy Policy