
10 Current SaaS Industry Trends & Why They Matter for B2B Marketing
Implementation playbook for B2B SaaS leaders coordinating marketing across AI adoption and pricing evolution.

Choose platforms that eliminate spreadsheet forecasting and show real-time pipeline health across channels.
You're running LinkedIn ads, managing outbound sequences, and producing creative assets across multiple channels. But when leadership asks which touchpoint combinations actually drive your pipeline, you're piecing together disconnected data from separate platforms. You can see what's happening in each channel, but you can't predict which prospects will convert or which multi-channel patterns matter most.
AI-powered forecasting tools solve this by analyzing signals across your customer relationship management (CRM), emails, calls, and marketing touchpoints to show you which channel combinations actually close deals. This guide evaluates twelve platforms, from enterprise revenue orchestration to plug-and-play options for fast-growing teams, so you can find the right fit for your tech stack and forecasting needs.
SaaS growth leaders running HubSpot already know the coordination headache: your marketing automation sits next to your CRM data, but revenue planning still feels like a manual spreadsheet exercise. HubSpot AI capabilities eliminate that disconnect by living inside your existing stack.
HubSpot's all-in-one approach delivers immediate value for existing users:
HubSpot won't replace dedicated revenue operations platforms for complex scenario modeling. Monte-Carlo simulations and multi-entity roll-ups remain out of reach. As deal sizes climb past six figures and territories multiply, teams often need the heavyweight controls that enterprise platforms provide. For teams requiring this additional depth, pairing HubSpot with Fibbler for attribution clarity or supplementing with enterprise forecasting tools bridges the gap without abandoning your unified data foundation.
For growth-stage SaaS companies scaling from 20 to 200 employees, that trade-off makes sense. You avoid the cost and change-management overhead of adding another platform while gaining AI-driven accuracy and proactive risk alerts. When your goal is predictable scaling rather than orchestrating global complexity, staying inside HubSpot keeps your tech stack lean and your revenue picture clear. This works particularly well for teams coordinating paid media, outbound, and creative services where unified data across channels matters more than enterprise-scale complexity.
Salesforce Einstein Forecasting eliminates the export-to-spreadsheet routine that consumes strategic time for SaaS growth leaders. Toggle it on inside Sales Cloud, and the model can start pulling from accounts, opportunities, marketing touches, and usage data across your platform while predictions refresh automatically when records change.
Einstein's native Salesforce integration delivers three key advantages:
Deep integration creates dependence on data quality. Incomplete opportunity fields or inconsistent close dates flow directly into the algorithm, making accuracy swing with CRM hygiene, a challenge that affects most platforms. Einstein's proprietary model offers limited transparency for fine-tuning assumptions compared to tools that expose feature weights. Licensing costs can escalate quickly when you need advanced analytics or additional Sales Cloud editions. Pairing Salesforce with Clay for data enrichment and OutboundSync for automated activity capture addresses data quality concerns while maintaining Einstein's forecasting advantages.
For SaaS organizations operating entirely on Salesforce, especially growth-stage companies with lean RevOps teams, Einstein removes the overhead of managing separate systems while delivering AI-driven projections. If your reps live in Salesforce dashboards and you prioritize immediate, in-context insights over granular model control, Einstein provides the most frictionless path to reliable, always-current predictions. This works especially well when syncing outbound activity data into Salesforce for unified pipeline visibility.
Fibbler closes the attribution gap that frustrates SaaS growth teams running multichannel campaigns. When you coordinate LinkedIn ads with outbound sequences, traditional analytics platforms show channel performance in isolation. Fibbler connects ad engagement with CRM data and outbound activity, revealing which touchpoint combinations actually influence pipeline.
Three capabilities make Fibbler particularly effective for coordinated campaigns:
Fibbler's LinkedIn focus means teams relying heavily on other paid channels may need supplementary attribution tools. The platform works best when paired with strong CRM hygiene and coordinated campaign execution across paid and outbound channels. Combining Fibbler with Looker Studio delivers comprehensive visibility: Fibbler handles LinkedIn attribution depth while Looker provides unified performance tracking across all paid platforms.
Fibbler excels for SaaS growth teams coordinating LinkedIn ads with outbound campaigns who need clear attribution between ad spend and pipeline creation. When combined with Clay for prospect enrichment and HubSpot or Salesforce for CRM data, Fibbler delivers the multichannel insights that traditional analytics platforms miss. This makes it particularly valuable for agencies managing coordinated campaigns where proving ROI across channels matters as much as the campaigns themselves.
Looker Studio (formerly Google Data Studio) eliminates the dashboard juggling that slows down campaign optimization. Instead of logging into LinkedIn Ads Manager, Meta Ads Manager, Google Ads, and other platforms separately to check performance, Looker Studio pulls data directly from your ad platforms into unified, real-time dashboards.
Looker Studio's centralized reporting delivers three key advantages:
Looker Studio requires initial setup and data connector configuration. Advanced features like calculated fields and complex visualizations have a learning curve. While native connectors cover major platforms, niche ad channels may need custom integration work or third-party connector tools. Tools like Porter Metrics eliminate much of this complexity by automating data feeds from LinkedIn, Meta, Google Ads, and other platforms directly into Looker Studio without custom connector work.
Looker Studio works best for SaaS growth teams managing paid media across multiple platforms who need consolidated performance visibility without exporting spreadsheets or building custom BI infrastructure. When paired with Porter Metrics for simplified data integration, Looker Studio delivers the unified analytics foundation that coordinated campaigns require. This makes it particularly effective for agencies running client campaigns across LinkedIn, Meta, Google, and other channels where stakeholder reporting demands clear, current performance data.
Clari positions itself as the category-defining revenue orchestration platform. By ingesting activity from email, CRM, marketing automation, and call recordings, it converts multichannel data into a single, living forecast using machine-learning models trained on the full spectrum of revenue signals.
Three capabilities set Clari apart from basic forecasting tools:
These capabilities come at an enterprise price point. Licensing targets teams large enough to justify dedicated RevOps support, and the underlying models expect clean historical data to perform. If your CRM needs work or budgets are tight, Clari's depth feels like overkill.
The platform excels in complex, high-velocity SaaS environments: organizations crossing the $50 million annual recurring revenue (ARR) mark, operating across regions, and juggling direct, channel, and product-led motions. When you need consolidated global roll-ups, granular audit trails, and a forecast the board will trust, Clari deserves evaluation.
BoostUp.ai acts as your RevOps signal processor, pulling activity from email threads, recorded calls, calendars, and CRM updates. Its machine-learning models separate buyer intent from background noise while continuously refreshing predictions instead of waiting for quarter-end updates.
Three capabilities separate BoostUp from the pack:
This depth comes with complexity trade-offs. Standardizing data across systems and coaching reps to trust algorithmic insights can stretch rollout timelines, a common challenge in enterprise AI deployments. Smaller teams often find the interface dense. Without dedicated RevOps ownership, advanced scenario-planning features risk going unused.
BoostUp.ai excels at providing granular forecast governance and real-time visibility across multichannel motions for RevOps leaders at SaaS companies. If auditability matters as much as accuracy, take a close look.
Aviso AI operates as an end-to-end revenue operating system that layers machine learning on top of CRM, email, calendar, and conversational data to generate a single, roll-up forecast for global sales teams. By connecting multichannel activity with contract, usage, and renewal data, Aviso replaces spreadsheet jockeying with a continuously updated view of quarter-close outcomes.
Four core capabilities drive Aviso's enterprise positioning:
Enterprise-scale deployment demands dedicated RevOps resources; expect a multi-month implementation and rigorous data hygiene work. Users note a utilitarian UI that can feel dated beside newer revenue intelligence dashboards. While core CRM connectors are robust, niche marketing-automation or billing systems may require custom application programming interface (API) work.
Aviso shines for multinational SaaS vendors with annual revenue exceeding $500M and that orchestrate hundreds of sellers across product lines. If you need an explainable AI that rolls regional results into board-ready numbers and can invest in setup, Aviso delivers the depth smaller tools can't match.
Gong Forecast turns every sales conversation into forecast data that your CRM can't capture. While traditional approaches rely on pipeline position and rep intuition, Gong analyzes what prospects actually say during calls and emails to predict deal outcomes using conversation intelligence.
Gong's conversation-first approach offers distinct forecasting advantages:
Gong's models perform best when provided with complete and consistent conversation data; inconsistent call recording or interaction logs may reduce forecast accuracy. Gong's forecasting and engagement capabilities are separate add-ons, so costs scale with the number of users and meeting volume for each feature used.
This works best for SaaS teams that already record every customer interaction and want predictions that reflect actual buyer conversations, not just CRM activity. Mid-market to enterprise sales organizations with strong call recording habits will see the most value from conversation-driven approaches.
Outreach Commit is a specialized analytics and forecasting platform that integrates with the Outreach platform to enhance pipeline management by connecting engagement data with forecasting insights. The platform can be used as a standalone product without requiring an existing Outreach platform subscription.
The platform focuses on three core capabilities for activity-driven forecasting:
Outreach Commit's pricing scales with the number of seats, creating cost concerns for larger teams. Data coverage is limited to activities captured by native integrations, which may pose challenges for teams with more extensive integration needs.
Outreach Commit works best for teams already utilizing Outreach sequences who seek to integrate revenue planning within their existing frameworks. This eliminates the need for separate tools, making it especially beneficial for sales processes that are heavily reliant on detailed activity tracking and engagement pattern analytics.
6sense combines account-based marketing with revenue intelligence, merging CRM data, third-party intent signals, and ad engagement to predict pipeline health across your entire buyer journey. The platform tracks prospects from anonymous web visits through closed deals using multi-source integration.
Three areas where 6sense excels in account-based marketing (ABM)-driven forecasting:
Machine learning models need volume; without millions of event-level interactions, projections flatten and you'll need additional data sources. The workflows assume ABM motion, so teams running purely top-of-funnel tactics face complex setup and taxonomy mapping. Expect a learning curve for marketers unfamiliar with granular intent data.
6sense works best for marketing-led organizations targeting mid-market to enterprise accounts. If your team measures pipeline creation through intent programs and needs full-funnel visibility, from anonymous research through renewal, this ABM-native approach delivers. Mature RevOps functions feeding high-quality engagement, ad, and CRM data unlock the most accurate results, turning signal noise into revenue probability without manual intervention.
SaaS growth teams waste strategic time when buyer activity from meetings, emails, and calls never reaches the CRM. People.ai automatically harvests metadata from every meeting invite, email thread, and call recording, then models deal velocity without changing seller workflows while capturing every engagement signal.
People.ai's automatic activity capture provides three distinct advantages:
Optimal performance requires Salesforce as the system of record; pipelines elsewhere need additional integration work. Marketing data remains thinner than full-stack revenue platforms, leaving campaign influence analysis external. AI accuracy depends on data hygiene; tight governance during onboarding prevents rep skepticism.
People.ai serves enterprises managing complex, multi-stakeholder deals: global SaaS vendors where opportunities involve dozens of decision-makers. Revenue teams needing contact-role coverage analysis at scale with RevOps resources to maintain clean Salesforce data gain actionable confidence from previously invisible activity.
SaaS growth teams know the pain: you're stuck exporting spreadsheets while your specialists run separate reporting processes. InsightSquared started as a business intelligence (BI) platform with extensive out-of-the-box reports, and following its acquisition, Mediafly integrated and expanded on InsightSquared's analytics and revenue intelligence capabilities to deliver predictive insights where you already analyze cohort data.
The platform's BI foundation delivers three key forecasting capabilities:
The legacy BI interface looks dated compared to newer revenue platforms. Initial setup and data modeling require more time than plug-and-play tools; expect dedicated RevOps resources. Deep customization power means building complex reports can feel like a mini-analytics project.
InsightSquared fits SaaS teams that already depend on cohort analysis and need predictive capabilities without abandoning familiar BI workflows. It's ideal for data-driven mid-market or enterprise RevOps teams that value analytical depth as much as accuracy.
The most effective forecasting approaches combine multiple tools rather than relying on a single platform. Start with a CRM foundation like HubSpot or Salesforce that centralizes deal data, then layer specialized tools based on your coordination needs.
For teams running coordinated paid media and outbound campaigns, pair your CRM with Fibbler for attribution clarity and Looker Studio for unified ad performance visibility. This combination reveals which multichannel patterns drive your pipeline without exporting spreadsheets or manually reconciling platform data. Add conversation intelligence when deal complexity demands stakeholder visibility, or enterprise forecasting platforms when board-level accuracy justifies the investment.
The key is integration rather than accumulation. Tools should share data automatically, eliminating manual reporting work while providing complementary insights. When your CRM syncs with outbound platforms, attribution tools connect ad engagement to pipeline creation, and dashboards display real-time performance across channels, you gain the coordinated visibility that fragmented point solutions can't deliver.
AI tools predict which prospects might convert, but executing personalized outbound at scale is the hard part. You need campaigns that actually book qualified meetings, not just send emails.
At Understory, we use Clay-powered outbound as part of our GTM Engineering that builds hyper-personalized campaigns. We handle domain setup, email and LinkedIn sequences, and book meetings directly to your calendar. For Yofi, we built their outbound system from scratch and generated so many qualified leads that they had to pause due to a lack of sales capacity. Because we coordinate with paid media and creative, prospects get consistent messaging across every touchpoint.
Book a call with our team to see how coordinated outbound execution delivers the pipeline your tools are predicting.

Implementation playbook for B2B SaaS leaders coordinating marketing across AI adoption and pricing evolution.

Industry data on customer acquisition costs, lead conversion, channel ROI, and trust-building strategies for growth leaders.

Build high-performing outbound systems using automation, attribution, and coordinated touchpoints across multiple channels.