Conversion rate optimization (CRO) for data and analytics software companies

In short

PlanConversion, a Montreal-based B2B demand and revenue generation agency, runs conversion rate optimization (CRO) for data and analytics software companies. Analytics sites serve free users, practitioners and enterprise buyers on the same pages.

We test routing by company size and intent, so enterprise buyers reach sales and practitioners reach the product without friction. Programs are measured on qualified demos and pipeline, not raw conversion rate. Client work in this industry includes KNIME.

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Trusted by enterprise B2B teams

ABB logoKNIME logoNakisa logoFounder’s in-house leadership as Director of Revenue GrowthCoveo logoAssent logo
ABB logoKNIME logoNakisa logoCoveo logoAssent logo
Our point of view

What works in data and analytics software

Analytics sites serve free users, practitioners and enterprise buyers on the same pages. We test routing by company size and intent, so enterprise buyers reach sales and practitioners reach the product without friction.

Avoid this

The most common mistake

Sending every visitor to the same free signup, so enterprise buyers who want to talk to sales get a self-serve path and leave.

Plays

What we run for data and analytics software teams

Enterprise routing

Company size and intent decide the next step.

Pricing page clarity

Self-serve and enterprise paths side by side.

Demo flow tests

Measured on qualified enterprise demos.

The first month

How we start

Days 1 to 30

The first 30 days

We check tracking from signup and demo forms into the CRM, review paths by company size, and start testing routing on the pages with the most enterprise traffic.

Signal

Leading indicator to watch

Enterprise visitors reaching a sales conversation, without a drop in self-serve signups.

Operations

How the program runs

The first two weeks cover tracking checks, funnel analysis and a ranked test backlog. First tests usually go live within three weeks, and each month closes with a decision log of what won on qualified outcomes and what ships permanently. The full CRO service page lists every deliverable. For proof in this industry, see the KNIME case study.

Who we reach

The buying committee

  • Data scientists and analysts
  • Heads of data and analytics
  • IT and platform owners
  • Business sponsors

Users are not buyers

Practitioners adopt the product, but budget sits with data leaders and IT.

Usage signals are disconnected

Product and community data rarely reach the CRM at account level.

AI shortlists decide early

Data teams ask AI assistants for tool comparisons before visiting vendor sites.

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Official Demandbase partner

We implement and run Demandbase for enterprise ABM

As an official Demandbase partner we operate the platform end to end, connect it to your CRM and report on pipeline, not impressions.

See our listing on the Demandbase marketplace ↗

Demandbase programs
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
Recommendations

What senior leaders say about our founder, Hojabr Sattari

Recommendations for our founder, written by executives, peers and team members on LinkedIn. Read all 14 recommendations

Babak VarjavandiBabak VarjavandiCEOManaged Hojabr directly

I 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.

Recommendation on LinkedIn

Amanda MillerAmanda MillerGlobal Revenue Marketing Executive and Growth StrategistManaged Hojabr directly

Working 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.

Recommendation on LinkedIn

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

Keep exploring

Related pages

Other industries industrial technology and manufacturing · enterprise SaaS · financial technology · healthcare technology · logistics and distribution · educational technology · cybersecurity · AI and machine learning · marketing technology and analytics

FAQ

CRO for data and analytics software

What does CRO for data and analytics software companies involve?

Analytics sites serve free users, practitioners and enterprise buyers on the same pages. We test routing by company size and intent, so enterprise buyers reach sales and practitioners reach the product without friction. The core plays are enterprise routing, pricing page clarity, demo flow tests.

Who do you reach with CRO in data and analytics software?

The roles that shape the decision: data scientists and analysts, heads of data and analytics, IT and platform owners, business sponsors.

What is the most common CRO mistake in data and analytics software?

Sending every visitor to the same free signup, so enterprise buyers who want to talk to sales get a self-serve path and leave.

How is CRO for data and analytics software measured?

On qualified demos and pipeline, not raw conversion rate, reported from your CRM. The leading indicator we watch first: enterprise visitors reaching a sales conversation, without a drop in self-serve signups.

How much does CRO for data and analytics software companies cost?

At PlanConversion, CRO 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.

Free 30-minute pipeline plan

Tell us what needs to change.

Two 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, transparent paid media fees
$120M+pipeline influenced
18,000+qualified leads
92%clients expand scope
Hojabr Sattari
Hojabr SattariFounder and Director of Revenue Growth Strategy. Reads every request.

Trusted by enterprise B2B teams

ABB logoKNIME logoNakisa logoFounder’s in-house leadership as Director of Revenue GrowthCoveo logoAssent logo
ABB logoKNIME logoNakisa logoCoveo logoAssent logo
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