B2B SaaS revenue operations guides
A guide explains how to set up one part of revenue operations for a B2B SaaS company. Each one opens with the answer, gives the steps in order and takes platform rules from the platform's own documentation.
Key facts
- An MQL is qualified by marketing as ready for sales. An SQL is qualified by sales as a potential customer. The difference is who decides. MQL vs SQL in B2B SaaS →
- Store a click ID or email with every lead, create one conversion per CRM stage and bid on one stage only. How to send CRM stages to ad platforms →
All Guides articles
MQL vs SQL
Guide
MQL vs SQL in B2B SaaS: definitions, handoff and conversion rates
An MQL is a lead marketing judges ready for sales; an SQL is one sales accepts as a potential customer. How to define both, with conversion rates by channel.
send CRM stages to ad platforms
Guide
How to send CRM stages to ad platforms in B2B SaaS
How to send MQL, SQL and closed-won stages from the CRM to Google, LinkedIn, Microsoft and Meta ads: identifiers, import windows and a step-by-step setup.
Talk your funnel through with a RevOps expert
A free consultation. Bring your funnel, CRM or reporting question and brainstorm the next step.