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3 strategies and tactics for B2b Saas

What is B2b Saas strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Developing an effective B2b Saas strategy can be intimidating, especially when your daily duties demand your attention. To assist you, we've curated a list of examples to inspire your planning process.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own B2b Saas strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

B2b Saas strategy examples

You will find in the next section many different B2b Saas tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for shipping a new AI integration for a B2B SaaS app

  • ⛳️ Strategy 1: Conduct market research and requirements gathering

    • Identify target audience and their pain points
    • Analyse competitors' AI features and their effectiveness
    • Conduct surveys and interviews with current clients to understand their needs
    • Compile a list of desired features based on research
    • Define clear objectives for the AI integration
    • Develop a detailed requirements document
    • Get stakeholder approval for the requirements
    • Evaluate potential AI technologies and frameworks
    • Select the most suitable AI technology for the integration
    • Plan a timeline for the integration process

  • ⛳️ Strategy 2: Develop and test the AI integration

    • Assemble a cross-functional team including developers, AI experts, and QA engineers
    • Set up development and testing environments
    • Design the architecture for the AI integration
    • Develop core functionalities of the AI feature
    • Regularly review progress in sprint meetings
    • Conduct initial internal testing and refine the AI algorithm
    • Perform beta testing with select clients to gather feedback
    • Analyse feedback and make necessary adjustments
    • Ensure the integration meets all security and compliance standards
    • Prepare comprehensive documentation for users and internal teams

  • ⛳️ Strategy 3: Launch and promote the AI integration

    • Develop a marketing plan tailored for B2B clients
    • Create promotional materials such as blog posts, case studies, and videos
    • Organise webinars and demos to showcase the new AI feature
    • Provide training sessions for sales and support teams
    • Set up a dedicated support channel for AI-related queries
    • Launch a press release announcing the new feature
    • Enable in-app notifications to inform current users about the AI integration
    • Leverage social media platforms to promote the integration
    • Monitor user engagement and feedback post-launch
    • Update the AI feature based on initial user experiences and feedback
ai-integrationb2b-saasdeveloperai-expertmarketing-teamqa-team
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Strategies and tactics for developing a Content and Ad Strategy for B2B SaaS

  • ⛳️ Strategy 1: Implement a diverse content plan

    • Create informative whitepapers focusing on business workflow automation benefits
    • Develop case studies showcasing successful automation deployment
    • Produce 'how-to' video tutorials demonstrating the product's ease of use
    • Launch a series of webinars with industry experts highlighting trends in automation
    • Write blog posts that address common workflow challenges faced by SMBs
    • Create infographics that visually communicate the time and cost savings
    • Leverage LinkedIn for sharing professional articles and video content
    • Utilise Facebook and Twitter for engaging snippets and updates
    • Build an email newsletter strategy for regular updates and insights
    • Encourage customer testimonials and reviews on your website

  • ⛳️ Strategy 2: Launch a targeted LinkedIn ad campaign

    • Identify target audience within small and medium-sized businesses
    • Craft ad copy that emphasizes the product's ability to simplify workflow
    • Utilise eye-catching visuals that represent workflow efficiency
    • Set a campaign budget with flexibility for scaling
    • Consider A/B testing different ad formats to determine effectiveness
    • Leverage LinkedIn's demographic targeting options to reach key decision-makers
    • Monitor campaign performance regularly to optimize results
    • Use clear calls-to-action directing prospects to reserve a demo
    • Retarget users who have previously engaged with the ad
    • Analyse feedback and adjust messaging for better alignment

  • ⛳️ Strategy 3: Create a Google Ads campaign for lead generation

    • Perform keyword research to identify search terms related to workflow automation
    • Write compelling ad copy designed to attract SMBs seeking efficiency
    • Set up ad groups for different keywords to target niche interests
    • Define a budget that allows for continued testing and iteration
    • Opt for specific geographic targeting settings for better reach
    • Implement conversion tracking to measure the success of lead generation
    • Utilise compelling landing pages linked from Google ads
    • Include strong call-to-action in headlines, urging visitors to sign up for free trials
    • Regularly review metrics to identify and eliminate underperforming ads
    • Consistently refine the choice of keywords based on analytics and trends
content-strategyad-campaigncontent-creatormarketing-strategistcontent-development-teamdigital-marketing-team
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Strategies and tactics for generating more leads via influencer marketing for a B2B SaaS product

  • ⛳️ Strategy 1: Identify and engage with relevant influencers

    • Research and compile a list of influencers in the B2B SaaS space
    • Analyse each influencer’s audience demographics and engagement rates
    • Select influencers who align with your brand values and have substantial reach
    • Initiate contact through personalised emails or messages
    • Offer to provide them with a free trial or demo of your SaaS product
    • Negotiate terms of the partnership, including deliverables and compensation
    • Provide them with marketing materials and key product information
    • Create a custom discount code or offer for their audience
    • Engage regularly with their content to build a stronger relationship
    • Monitor and assess the performance of each influencer partnership

  • ⛳️ Strategy 2: Create collaborative content to showcase your product

    • Brainstorm content ideas that highlight the benefits of your SaaS product
    • Collaborate with influencers to co-create blog posts, case studies, or whitepapers
    • Produce high-quality videos or webinars featuring the influencer using your product
    • Host live Q&A sessions with influencers to answer potential customers' questions
    • Encourage influencers to share behind-the-scenes content of them using your product
    • Share collaborative content across your own social media channels and website
    • Optimise all content for SEO to increase its discoverability
    • Track the performance of each content piece in terms of engagement and lead generation
    • Request testimonials or reviews from influencers to use in your marketing materials
    • Repurpose the best-performing content into different formats to extend its reach

  • ⛳️ Strategy 3: Leverage social media platforms for influencer campaigns

    • Choose social media platforms where your target audience is most active
    • Coordinate with influencers to create sponsored posts or stories
    • Develop a consistent posting schedule for influencer content
    • Use relevant hashtags to increase the visibility of influencer posts
    • Encourage influencers to share user-generated content from their followers
    • Run joint contests or giveaways to boost engagement and attract leads
    • Use paid promotions to amplify the reach of influencer content
    • Monitor social media analytics to measure the success of influencer campaigns
    • Adjust your strategy based on feedback and performance data
    • Maintain ongoing communication with influencers to ensure campaign alignment
influencer-marketinglead-generationinfluencer-managercontent-creatormarketing-teamsocial-media-team
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How to track your B2b Saas strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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