Get Tability: OKRs that don't suck | Learn more →

5 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
Implement these strategies

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
Implement these strategies

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
Implement these strategies

Strategies and tactics for drafting a Learning and Development Program

  • ⛳️ Strategy 1: Assess current skills and identify gaps

    • Conduct a skills audit across all departments
    • Identify key competencies required for each role
    • Analyse gaps between current skills and required competencies
    • Gather employee feedback on perceived skill needs
    • Identify high-priority skill development areas
    • Categorise skills into technical, soft skills, and leadership
    • Consult with department heads on strategic skill gaps
    • Create a skills map for the entire organisation
    • Prioritise skills that align with business goals
    • Document findings in a comprehensive skills report

  • ⛳️ Strategy 2: Design tailored training modules

    • Develop training objectives aligned with company goals
    • Create separate modules for technical, soft skills, and leadership
    • Partner with industry experts for specialised content
    • Incorporate e-learning options for flexible access
    • Design interactive elements to engage participants
    • Offer on-the-job training opportunities
    • Include assessments to measure training absorption
    • Schedule training sessions that suit staff availability
    • Provide resources for each training module
    • Gather feedback from a pilot training session

  • ⛳️ Strategy 3: Implement effective evaluation metrics

    • Define clear metrics for training success
    • Use pre-and post-training assessments to measure learning
    • Track employee performance improvements post-training
    • Gather ongoing feedback from participants and managers
    • Monitor employee engagement levels with trainings
    • Analyse turnover rates and correlate with training impact
    • Perform cost-benefit analysis of training investments
    • Conduct regular reviews of training material efficacy
    • Benchmark against industry standards for training impact
    • Report evaluation findings to stakeholders regularly
learning-and-developmentskills-audithuman-resources-managertraining-coordinatortraining-and-development-teamhuman-resources-team
Implement these strategies

Strategies and tactics for crafting a 360° Inside Sales Marketing Project for 9series

  • ⛳️ Strategy 1: Initiate foundational setup and identify quick wins

    • Define ICP and develop detailed buyer personas across key industries
    • Deploy CRM and marketing automation tools, such as HubSpot or Zoho
    • Procure enriched lead databases and refine email contact lists
    • Create and align pitch decks and brand assets with company objectives
    • Conduct an SEO audit and optimise LinkedIn profiles and website landing pages
    • Develop a content calendar including blogs, whitepapers, and case studies
    • Implement short-term lead generation campaigns targeting early results
    • Evaluate current tools and identify necessary upgrades or replacements
    • Optimise for quick lead conversion by improving messaging and offers
    • Set up tracking and reporting mechanisms for MQLs, meetings, and engagement metrics

  • ⛳️ Strategy 2: Build consistent campaign execution for early lead generation

    • Launch ongoing cold outbound campaigns via email and LinkedIn sequences
    • Execute inbound content marketing strategies focusing on blogs and SEO
    • Schedule monthly newsletters and drip campaigns for continuous engagement
    • Plan and execute webinars and virtual roundtables to showcase expertise
    • Develop a comprehensive social media calendar focused on thought leadership
    • Enhance company presence on B2B platforms like Clutch and Good Firms
    • Identify and establish partnerships and directory listings for broader reach
    • Review and refine marketing metrics to assess MQL generation effectiveness
    • Optimise campaigns based on initial metrics and adjust strategies regularly
    • Ensure alignment of marketing activities with 9series' core capabilities and services

  • ⛳️ Strategy 3: Scale operations and ensure self-sustaining pipeline

    • Expand data-driven scaling of marketing operations and lead nurturing programs
    • Refine and mature the content engine to include advanced assets like e-books
    • Introduce account-based marketing (ABM) strategies tailored for key prospects
    • Foster brand visibility through targeted PR and partner collaborations
    • Utilise analytics to continually improve and predict marketing campaign outcomes
    • Build a network of advocates and testimonials to bolster reputational credibility
    • Optimise lead scoring and qualification processes to improve sales alignment
    • Regularly review and update the strategy based on market changes and results
    • Expand target market based on successful outcomes and initial results
    • Collaborate with cross-functional teams to achieve shared objectives and KPIs
demand-generationpipeline-buildingmarketersales-strategistmarketing-teamsales-team
Implement these strategies

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:

Table of contents
Copyright © 2024 Tability