Pipeline results, reported from the CRM

In short

PlanConversion case studies report outcomes from client CRMs: qualified pipeline, SQLs, opportunities and revenue. For a data analytics software client, cost per lead fell 51% with 9 in 10 leads verified in the CRM; in an enterprise technology engagement, qualified pipeline grew 42% in six months.

Last updated

Clients

ABB logoKNIME logoNakisa logoYULiv logoLOCUS-AD logoAcadémie Marie-Claire logoEncino Pet Hospital logoFounder’s in-house leadershipCoveo logoAssent logoNakisa logoAlso from our teamBigphone.aiWebetti
Founder’s in-house leadershipAlso from our teamBigphone.aiWebetti
$120M+
Enterprise pipeline influenced across engagements
18,000+
Qualified enterprise leads delivered to sales teams
92%
Clients who expand scope after their first 90 days

Totals across all PlanConversion client engagements, from our client reporting. Case studies below show individual, CRM-verified results.

PlanConversion went beyond flagging a misfiring tracking tag. They brought the fix and a forward-looking testing plan to keep our tracking reliable.
Gareth McWilliams, KNIMEConversion tracking
Pipeline quality and win rates improved within a quarter. We finally had one connected demand engine with shared metrics.
VP Demand GenerationEnterprise B2B SaaS company
How we report results

Our proof standard

  1. 01Verified in the CRM

    Lead quality, pipeline and revenue come from the client’s CRM, not from ad platform dashboards.

  2. 02Sourced and dated

    Every case names its source and period. Totals are labeled as totals, and examples as examples.

  3. 03Anonymized only for a reason

    When a client is not named, we say why: approval pending, or anonymity requested. The numbers do not change.

  4. 04References on request

    Qualified enterprise buyers can speak with a client in a comparable industry before signing.

By industry

Where we do this work

Enterprise SaaS

Complex platforms sold to buying committees on 6 to 12 month cycles.

Including Nakisa
FAQ

Questions about our results

How do you measure results?

In the CRM, not in ad platforms: qualified leads verified by sales, opportunities, pipeline, closed-won revenue, pipeline-to-spend, CAC and ROAS.

What results has PlanConversion delivered in data analytics software?

51% lower cost per lead with volume holding steady, 9 in 10 leads meeting the quality standard verified in the CRM, 77% of qualified search leads from purpose-built landing pages and 100% of paid leads traceable from first touch to closed deal.

How fast do results show up?

Attribution can be live in 14 days. First qualified opportunities typically appear within 60 to 90 days of launch. CRO tests usually need 4 to 8 weeks each to reach a reliable result at typical B2B traffic.

Can we speak to a client reference?

Yes, for qualified enterprise evaluations. Ask during your strategy call and we will arrange a reference in a comparable industry.

Proposal request

Tell us what needs to change.

Three short steps. A senior strategist reads every request and replies within one business day with a practical scope, priorities and next step.

  • Founder-led first call, no junior handoff
  • Your top three fixes, whether or not we work together
  • NDA on request, month-to-month terms
$120M+pipeline influenced
18,000+qualified leads
92%clients expand scope
Hojabr Sattari
Hojabr SattariFounder and Director, reads every request
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