The first 30 days
We add partner and MSSP source fields, connect deal registration and build reporting that shows partner pipeline next to direct deals.
PlanConversion, a Montreal-based B2B demand and revenue generation agency, runs RevOps and marketing attribution for cybersecurity companies. Security sales often run through channel partners and MSSPs.
We track partner sources and deal registration so partner-sourced pipeline is visible next to direct deals. Programs are measured on pipeline and revenue reporting leadership and finance accept.
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Trusted by enterprise B2B teams
Security sales often run through channel partners and MSSPs. We track partner sources and deal registration so partner-sourced pipeline is visible next to direct deals.
Losing partner and MSSP-sourced deals from reporting, so channel programs look weaker than they are.
Credited on every opportunity.
Partner deals visible in reports.
Pipeline by segment and region.
We add partner and MSSP source fields, connect deal registration and build reporting that shows partner pipeline next to direct deals.
Partner and MSSP-sourced pipeline reported next to direct pipeline.
An engagement starts with an audit of the CRM, forms, tracking and reports, then stage definitions agreed with sales and finance. Fixes are made in your own systems, documented and handed to your team. The full RevOps service page lists every deliverable.
Buyers hear similar claims from dozens of vendors and trust peers and analysts over ads.
Hands-on proof of concept and technical review shape the shortlist.
Security, IT, legal and finance all weigh in before a purchase.

As an official Demandbase partner we operate the platform end to end, connect it to your CRM and report on pipeline, not impressions.
PlanConversion went beyond flagging a misfiring tracking tag. They brought the fix and a forward-looking testing plan to keep our tracking reliable.
Pipeline quality and win rates improved within a quarter. We finally had one connected demand engine with shared metrics.
Recommendations for our founder, written by executives, peers and team members on LinkedIn. Read all 14 recommendations
Babak VarjavandiCEOManaged Hojabr directlyI am delighted to recommend Hojabr, who I worked with when he was our Sr. Manager of Marketing. Because of him we had a remarkable increase in our web presence, thanks to his expertise in digital marketing. As the CEO, I’ve closely observed Hojabr’s positive impact on our team. He encourages creativity and innovation, making him not only a great leader but also a catalyst for our success.
Amanda MillerGlobal Revenue Marketing Executive and Growth StrategistManaged Hojabr directlyWorking with Hojabr has been nothing short of inspiring. As Director of Digital Strategy & Experience, he has revolutionized our digital presence, transforming our website into a customer-centric, high-performing platform that delivers measurable business impact. Hojabr’s no-nonsense approach, combined with his relentless drive to achieve results, sets him apart as a true leader who gets things done, fast and effectively. His ability to tackle complex challenges, like integrating SEO in-house and resolving large-scale technical issues, reflects his strategic mindset and unwavering commitment to excellence.
What truly makes Hojabr exceptional is his leadership. He has not only elevated his own team, unlocking potential and delivering performance I’ve never seen before, but has also mentored across the marketing organization, raising the bar for everyone he works with. His sharp focus on delivering value, both from internal teams and external agencies, ensures that every dollar spent drives meaningful outcomes. Hojabr’s cross-functional collaboration and experimental, data-driven approach are driving results that impact the entire company, and his work is a cornerstone of our digital and revenue success.
If you’re looking for someone who combines vision, execution, and the ability to lead others to greatness, Hojabr is the person you want on your team. I’m proud to work alongside him and excited to see the incredible impact he will continue to make.
Recommendations written on LinkedIn about our founder, Hojabr Sattari, mostly from his previous in-house leadership roles. Lightly edited for punctuation and to remove company names. Titles are each person’s current LinkedIn headline. They describe Hojabr’s work, not specific PlanConversion client engagements. View on LinkedIn
Other industries industrial technology and manufacturing · data and analytics software · enterprise SaaS · financial technology · healthcare technology · logistics and distribution · educational technology · AI and machine learning · marketing technology and analytics
Security sales often run through channel partners and MSSPs. We track partner sources and deal registration so partner-sourced pipeline is visible next to direct deals. The core plays are partner and MSSP sources, deal registration tracking, segment reporting.
The roles that shape the decision: CISO and security leaders, security architects and engineers, CIO and IT, procurement, legal and risk.
Losing partner and MSSP-sourced deals from reporting, so channel programs look weaker than they are.
On pipeline and revenue reporting leadership and finance accept, reported from your CRM. The leading indicator we watch first: partner and MSSP-sourced pipeline reported next to direct pipeline.
At PlanConversion, RevOps programs are scoped to your accounts, goals and budget after a free 30-minute pipeline plan, and confirmed in your proposal. When a program includes paid media, management is 15% of monthly ad spend up to $50K, 12% from $50K to $200K and 10% above $200K, with no media markup.
Two short steps. A senior strategist reads every request and replies within one business day with a practical scope, priorities and next step.
Trusted by enterprise B2B teams