The first 30 days
We connect usage signals to accounts in the CRM, agree with sales when an account becomes product qualified, and build a weekly view of those accounts and their pipeline.
RevOps and marketing attribution for data and analytics software companies
In short
PlanConversion, a Montreal-based B2B demand and revenue generation agency, runs RevOps and marketing attribution for data and analytics software companies. Product usage, marketing and sales data usually live in different systems.
We connect product signals to the CRM and define when an account becomes a sales opportunity, so expansion pipeline is visible and credited. Programs are measured on pipeline and revenue reporting leadership and finance accept. Client work in this industry includes KNIME.
Last updated
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
Our point of view
What works in data and analytics software
Product usage, marketing and sales data usually live in different systems. We connect product signals to the CRM and define when an account becomes a sales opportunity, so expansion pipeline is visible and credited.
Avoid this
The most common mistake
Keeping product usage outside the CRM, so sales cannot see which free or practitioner accounts are ready for an enterprise conversation.
Plays
What we run for data and analytics software teams
Product-qualified account rules
Usage thresholds agreed with sales.
Expansion pipeline reporting
New logo and expansion separated.
Source tracking from signup to deal
Attribution that survives the product-led path.
The first month
How we start
Leading indicator to watch
Product-qualified accounts that turn into enterprise opportunities.
How the program runs
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. 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.
Official Demandbase partner
Demandbase programsWe 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.
Proof
Results from comparable programs
KNIME / Data analytics softwareKNIME case study: 51% lower cost per lead with paid media accountable to pipeline51%lower cost per lead, with lead volume holding steady9 in 10leads meeting the client quality standard, verified in the CRM77%of qualified search leads from purpose-built landing pagesRead the case study →Anonymized / Enterprise software42% more qualified pipeline in six months for an enterprise software company42%lift in qualified pipeline within 6 months$40M+pipeline influenced by the engagement3xSQL volume from paid channelsRead the case study →Worked example / Enterprise B2B technologyFrom paid spend to revenue: $600K of media, $7.2M of attributed pipeline12:1pipeline-to-spend$7.2Mmarketing-sourced pipeline attributed through to the CRM$1.9Mclosed-won revenue in period, fully attributedRead the case study →
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
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 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
Keep exploring
Related pages
ServiceThe full RevOps serviceScope, deliverables, pricing and how the program runs.IndustryOverview: Data and analytics softwareBuyers, channels and compliance notes for this industry.BenchmarkB2B buying journey benchmarksSourced 2026 figures and what we would do about them.By cityRevOps in San FranciscoRevOps agency in San Francisco: lifecycle stages, CRM hygiene, source tracking and pipeline reporting that leadership and finance accept, in your CRM.By cityRevOps in SeattleRevOps agency in Seattle: lifecycle stages, CRM hygiene, source tracking and marketing attribution that leadership and finance accept, built in your own CRM.By cityRevOps in BostonRevOps agency in Boston: lifecycle stages, CRM hygiene, source tracking and marketing attribution that leadership and finance accept, built in your own CRM.Same industryABM for data and analytics softwareABM for data and analytics software companies: usage-led account selection, data leader and IT owner plays, champion enablement, measured on engaged accounts, meetings, opportunities and pipeline by account.Same industryGoogle Ads for data and analytics softwareGoogle Ads for data and analytics software companies: comparison and integration terms, learning-query exclusions, signup-to-opportunity value, measured on qualified leads, opportunities and pipeline value from the CRM.Same industryLinkedIn Ads for data and analytics softwareLinkedIn Ads for data and analytics software companies: accounts with existing users, data leadership targeting, peer proof creative, measured on engaged accounts, meetings and pipeline.
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
RevOps for data and analytics software
What does RevOps for data and analytics software companies involve?
Product usage, marketing and sales data usually live in different systems. We connect product signals to the CRM and define when an account becomes a sales opportunity, so expansion pipeline is visible and credited. The core plays are product-qualified account rules, expansion pipeline reporting, source tracking from signup to deal.
Who do you reach with RevOps 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 RevOps mistake in data and analytics software?
Keeping product usage outside the CRM, so sales cannot see which free or practitioner accounts are ready for an enterprise conversation.
How is RevOps for data and analytics software measured?
On pipeline and revenue reporting leadership and finance accept, reported from your CRM. The leading indicator we watch first: product-qualified accounts that turn into enterprise opportunities.
How much does RevOps for data and analytics software companies cost?
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.