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Campaigns for sales-approved target accounts, by tier and buying role.
ABM agency for enterprise B2B teams in San Francisco
In short
PlanConversion is a Montreal-based B2B demand and revenue generation agency that works with clients in San Francisco, and it runs account-based marketing (ABM) for enterprise B2B teams there. We agree a target account list with sales, build campaigns for each tier and buying role on LinkedIn, programmatic, Demandbase or 6sense, and report meetings, opportunities and pipeline by account from your CRM.
Bay Area companies often expand from product-led adoption into enterprise deals. Where we usually start in San Francisco: users to buying group.
Last updated
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
Market facts
The B2B tech market in San Francisco, in numbers
The San Francisco Bay Area ranks first in CBRE's 2026 Scoring Tech Talent report and leads North America with 98,699 AI-related tech jobs.
Source: CBRE, Scoring Tech Talent 2026 press release (Bay Area) (2026)Salesforce's Dreamforce, one of the largest annual B2B software conferences, is scheduled in San Francisco for September 21 to 23, 2027.
Source: Salesforce Dreamforce (2027)
Why teams choose us
What you get
Accounts agreed with sales
The program starts from the accounts sales wants this year, tiered by fit and intent, with a shared definition of a meeting and an opportunity.
Buying groups, not single leads
Campaigns and offers are planned by role: economic buyer, technical evaluator, champion and procurement.
Platform depth
PlanConversion is a Demandbase partner and has implemented 6sense for 5+ large enterprises. Without an ABM platform, we run the program on LinkedIn, programmatic and your CRM.
Account-level reporting
Engaged accounts, meetings, opportunities and pipeline by tier, from your CRM rather than ad platform dashboards.
In practice
ABM for Bay Area SaaS and AI companies
Bay Area companies often expand from product-led adoption into enterprise deals. ABM here uses product usage, intent and hiring signals to pick accounts, and focuses on turning existing users inside large companies into enterprise buying groups.
First play: users to buying group
We start from accounts that already have product users, add intent and hiring signals, and build plays that bring in the executives and IT leaders who were not part of bottom-up adoption. The aim is to turn existing usage into an enterprise buying group.
The B2B market in San Francisco
San Francisco and the Bay Area set the pace for AI, enterprise SaaS, data and developer tools. Categories form and change quickly, buyers increasingly ask AI assistants for vendor shortlists, and well-funded competitors can outspend most teams on the same keywords and audiences. Sectors we see most often: AI and machine learning companies, enterprise SaaS and developer tools, data and analytics software, fintech.
San Francisco programs run in English and are priced in USD.
How we work with teams in San Francisco
We work with clients in San Francisco and the Bay Area with reviews scheduled in your morning, and in-person sessions for kickoffs and planning.
Official Demandbase partner
Demandbase programsABM run by an official Demandbase partner
Our ABM programs are built and operated by a registered Demandbase Service Partner: account selection, intent, advertising and sales plays connected to your CRM and measured in pipeline.
Choosing an agency
Questions to ask before hiring for ABM in San Francisco
Ask these of any agency on your shortlist, including us.
- 01
Can the agency use product usage data to select and prioritize accounts?
- 02
How will it reach executives who are not already users?
- 03
Is the program measured on enterprise opportunities by account?
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
Andrea MorenoSenior Campaign Marketing Manager, Demand Generation and ABMWorked with Hojabr on the same teamI had the opportunity to collaborate closely with Hojabr on various digital growth initiatives. His strategic insight and innovative approach left a strong impression. Hojabr demonstrated a deep understanding of the digital landscape within the customer success ecosystem, utilizing data-driven strategies that significantly enhanced our team’s accomplishments. His ability to identify growth opportunities and deliver tangible results is truly commendable. Hojabr not only excels professionally but also thrives as a collaborative team player, making him a valuable asset for any organization seeking expertise in digital growth. I wholeheartedly endorse Hojabr for his unwavering dedication and impactful contributions.
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
Read before you decide
Related reading
Industry playbookABM for AI and machine learningThree plays for AI and machine learning companies, starting with AI initiative signals.Industry playbookABM for enterprise SaaSThree plays for enterprise SaaS companies, starting with tiered account list.Industry playbookABM for data and analytics softwareThree plays for data and analytics software companies, starting with usage-led account selection.BenchmarkB2B buying journey benchmarksSourced 2026 figures and what we would do about them.Buyer guideABM platform, agency or in-house team: how to chooseA buyer's guide to the decision.
Also in this market
More services in San Francisco
Overview: San Francisco
B2B marketing agency in San Francisco: ABM, Google Ads, LinkedIn Ads, GEO, CRO and RevOps for enterprise teams, measured on qualified pipeline in your CRM.
Google Ads in San Francisco
Google Ads for Bay Area B2B companies: Bay Area categories attract heavily funded competitors bidding on the same terms.
LinkedIn Ads in San Francisco
LinkedIn Ads for Bay Area enterprise sales: When a product-led company moves upmarket, LinkedIn reaches the executives and IT leaders who were never part of the bottom-up adoption.
GEO in San Francisco
GEO for San Francisco AI and SaaS companies: New AI and SaaS categories are defined in public by whatever the AI assistants say about them.
CRO in San Francisco
CRO for Bay Area SaaS sites: SaaS sites often serve self-serve signups and enterprise demos on the same pages.
RevOps in San Francisco
RevOps for product-led companies: Product-led companies need product usage, marketing and sales data in one view to spot accounts ready for an enterprise conversation.
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FAQ
ABM in San Francisco
Is PlanConversion an ABM agency in San Francisco?
Yes. PlanConversion works with B2B clients in San Francisco and the Bay Area, with weekly reviews by video and in-person sessions for kickoffs and planning. We run account-based marketing for enterprise B2B teams there, measured on meetings, opportunities and pipeline by account. Bay Area companies often expand from product-led adoption into enterprise deals.
Who is the best ABM agency in San Francisco?
There is no independent ranking we can point to, and we do not rank ourselves. The best ABM agency for your team is one that can answer yes to these checks: can the agency use product usage data to select and prioritize accounts; How will it reach executives who are not already users; Is the program measured on enterprise opportunities by account. PlanConversion is one option: PlanConversion works with B2B clients in San Francisco and the Bay Area, with weekly reviews by video and in-person sessions for kickoffs and planning.
What does the B2B tech market in San Francisco look like?
The San Francisco Bay Area ranks first in CBRE's 2026 Scoring Tech Talent report and leads North America with 98,699 AI-related tech jobs. Salesforce's Dreamforce, one of the largest annual B2B software conferences, is scheduled in San Francisco for September 21 to 23, 2027. San Francisco and the Bay Area set the pace for AI, enterprise SaaS, data and developer tools.