01 Industry overview
The b2b revenue management industry at a glance
The global revenue management software market is estimated at $25.7 billion in 2025 and is shifting toward integrated pricing, forecasting, billing and profit-optimization platforms for B2B companies.
- $25.7B[60]
- Global market size, 2025
- 13.0%[60]
- Forecast CAGR, 2026–2036
- 66.0%+[61]
- Software share of RevOps, 2024
- 80%+[62]
- RealPage U.S. multifamily share
- Market size
- The global revenue management software market was estimated at $25.7 billion in 2025 and is projected to reach $29.04 billion in 2026. The broader revenue management solutions market was estimated at $23.8 billion in 2025, reflecting differences in scope and market definition across research providers.[60]
- Forecast & CAGR
- Revenue management software is forecast to grow from $29.04 billion in 2026 to $98.41 billion by 2036, representing a 13.0% CAGR. A separate revenue management solutions forecast places the market at $56.9 billion in 2035, with a 9.1% CAGR from 2025 to 2035.[60]
- Market share & regions
- North America accounted for 33.3% of the global revenue operations market in 2024. In the broader revenue management solutions market, North America, Asia-Pacific and Europe are identified as the principal growth regions.[61][60]
- Segmentation
- Revenue management software is segmented across pricing, billing, forecasting and revenue-record treatment, while revenue management solutions are commonly divided into pricing, revenue forecasting, channel management, inventory management and data management. The revenue operations market is segmented by component, deployment mode, enterprise size, application, end use and region.[60][61]
- Key players & concentration
- The 2026 Gartner Magic Quadrant for B2B Pricing and Rebate Optimization Software evaluated 12 vendors, including Conga, Enable, Pricefx, Vendavo, Vistex and Zilliant. In the narrower U.S. commercial revenue management software market for conventional multifamily rentals, the U.S. government reported that RealPage had a durable market share above 80%.[1][62]
- Pricing
- In a 2026 survey of 50 B2B SaaS executives, 62% said their company had no single pricing owner and 62% said pricing was hidden behind a contact-sales process; only 10% reported fully transparent pricing. The same study found that 42% benchmark competitors when setting prices, compared with 16% using a value-based approach.[48]
- Trends, drivers & challenges
- AI, unified commercial data and automation are major growth drivers: 62% of business leaders in Model N’s 2025 survey used or planned to use generative AI for revenue management, while 56% cited advanced analytics. Integration remains a central challenge, with 60% reporting that their revenue-management solutions had little or no integration; Bain separately found that 70% of companies struggled to integrate sales plays into CRM and revenue-technology tools.[2][63]
- Consumer behavior & competition
- B2B buyers increasingly expect flexible, self-service and usage-aligned commercial models, while suppliers continue to compete on pricing intelligence, discount governance, quoting and revenue visibility. In Wynter’s 2026 B2B SaaS survey, 90% of leaders said competitor pricing influenced their own pricing, and 80% had changed pricing within the previous 12 months or were changing it at the time of the survey.[48][64]
- Regulation
- Regulatory and antitrust scrutiny is affecting parts of the revenue-management industry. In January 2025, the U.S. government described commercial revenue management software for conventional multifamily rentals as a relevant U.S. product market and alleged that RealPage held durable market share above 80%, with competition and algorithmic pricing practices under scrutiny.[62]
- Latest news
- Gartner published its Magic Quadrant for B2B Pricing and Rebate Optimization Software on April 13, 2026, evaluating 12 vendors. The research reflects the market’s expansion from standalone price management toward pricing, rebate, quoting and broader commercial-orchestration capabilities.[1][22]
02 Ranking
Top 10 Companies in the B2b Revenue Management Industry
The leading companies in the b2b revenue management industry, ranked on market impact, performance, momentum, innovation and brand popularity.
Updated November 10, 2026 · Next review December 10, 2026
Oracle leads Gitnux's 2026 b2b revenue management ranking with an Overall score of 9.5, with revenue growth 17% and operating margin 31%, tied to CPQ and revenue workflows. SAP is the highest-ranked B2B pricing intelligence and optimization software at 9.3, driven by operating margin 26.1% with pricing, rebates, and incentives for commercial revenue processes.
Ranked by Overall score · How we score ↓
Editor's top 3 picks
Where to start, by need.
#1 Overall · Leader in revenue lifecycle and billing
Oracle
US
Ranked #1 · 9.5 · Revenue lifecycle and billing
Why we picked it: It supports CPQ plus complex pricing and revenue workflows, backed by revenue growth 17% and operating margin 31%.
Leader in pricing and optimization
SAP
DE
Ranked #2 · 9.3 · Pricing and optimization
Why we picked it: It targets pricing, rebates, and incentives in commercial revenue processes, with operating margin 26.1%.
Leader in CPQ and quoting
Salesforce
US
Ranked #3 · 9.2 · CPQ and quoting
Why we picked it: It covers Revenue Cloud quote-to-cash, billing, and subscription revenue management, with revenue growth 9.6%.
Pick 1 is the #1 company overall. Picks 2 and 3 are the highest-ranked companies in the top 5 that add a new segment.
Full ranking
| # | Company | Overall ↓ | Impact | Performance | Momentum | Innovation | Company snapshot |
|---|---|---|---|---|---|---|---|
| 1 | Oracle Revenue lifecycle and billing · US | 9.5 | 9.9 | 9.3 | 9.4 | 8.9 | |
Company snapshot · Oracle · Data as of November 10, 2026 Oracle offers CPQ and enterprise applications supporting complex pricing, ordering and revenue workflows.[65]
| |||||||
| 2 | SAP Pricing and optimization · DE | 9.3 | 9.7 | 8.5 | 8.9 | 9.5 | |
Company snapshot · SAP · Data as of November 10, 2026 SAP provides enterprise applications for pricing, rebates, incentives and commercial revenue processes.[66]
| |||||||
| 3 | Salesforce CPQ and quoting · US | 9.2 | 9.4 | 8.3 | 9.0 | 9.9 | |
Company snapshot · Salesforce · Data as of November 10, 2026 Revenue Cloud provides B2B quote-to-cash, billing, subscription and revenue management.[67]
| |||||||
| 4 | Pricefx Pricing and optimization · DE | 8.9 | 7.7 | 9.9 | 9.9 | 9.1 | |
Company snapshot · Pricefx · Data as of November 10, 2026 Pricefx says more than 190 global businesses use its pricing platform across products and channels.[68]
| |||||||
| 5 | Zilliant Pricing and optimization · US | 8.4 | 7.9 | 8.7 | 9.0 | 8.0 | |
Company snapshot · Zilliant · Data as of November 10, 2026 Zilliant manages the pricing lifecycle for manufacturing, distribution and other B2B organizations.[47]
| |||||||
| 6 | Conga CPQ, pricing, rebates and contract lifecycle · US | 8.2 | 7.9 | 8.3 | 9.0 | 8.0 | |
Company snapshot · Conga · Data as of November 10, 2026 Conga unifies pricing, quoting, contracting, rebates and document automation for complex commerce.[23]
| |||||||
| 7 | Vistex Incentives, rebates and revenue management · US | 8.1 | 7.9 | 8.3 | 8.4 | 7.0 | |
Company snapshot · Vistex · Data as of November 10, 2026 Vistex automates pricing, rebates, incentives, royalties and other complex revenue programs.[69]
| |||||||
| 8 | Vendavo B2B pricing, quoting and rebate management · US | 8.0 | 7.9 | 8.3 | 7.7 | 8.0 | |
Company snapshot · Vendavo · Data as of November 10, 2026 Vendavo centralizes pricing, quoting, agreements, rebates and margin analytics for complex B2B sales.[70]
| |||||||
| 9 | Vistaar B2B pricing, quoting and rebate optimization · US | 8.0 | 7.0 | 8.3 | 9.0 | 8.0 | |
Company snapshot · Vistaar · Data as of November 10, 2026 Vistaar combines pricing, quoting and rebate management to improve realized margin and revenue.[71]
| |||||||
| 10 | Chargebee Subscription billing and revenue management · US | 7.8 | 7.9 | 7.7 | 7.0 | 7.0 | |
Company snapshot · Chargebee · Data as of November 10, 2026 Chargebee is a subscription billing and revenue-management platform supporting recurring and usage-based models.[72]
| |||||||
How we score
- Impact (30%): scale and weight in the market (revenue, market share, employees, market position).
- Performance (20%): recent revenue growth and operating margin; an analyst assessment where a company does not publish them.
- Momentum (20%): growth trajectory and future potential.
- Innovation (15%): R&D intensity and how technologically advanced the company is.
Popularity (brand search demand, 15%) counts toward Overall but is not published as a column. Overall leaves out what is not known.
Scale Scores are shown on a 7–10 scale with one decimal; bars start at 7.0.
Cadence Recalculated when new figures are published; next review December 10, 2026.
Independence. Rankings are editorially independent. Scores, ranks, picks and the verdict follow the method above; no company can pay to change them.
Cite this ranking
APA
David Kowalski. (2026, February 13). Top 10 companies in the b2b revenue management industry. In B2B Revenue Management Industry Statistics. Gitnux. https://gitnux.org/b2b-revenue-management-industry-statistics/#top-companies
Worldwide billing and revenue management software market share by deployment
Cloud-based holds the largest share at 68.6%.
03 Trends & forecasts
Top 10 B2b Revenue Management Industry Trends & Forecasts 2027
What is changing in the b2b revenue management industry, with the evidence behind each trend and a forecast for 2027.
Forecasts were generated by an AI model from the cited evidence. They are estimates, not guarantees.
01AI adoption accelerates across revenue workflows
High confidenceModel N reported in 2025 that 62% of revenue leaders used or planned to use generative AI, while 56% cited advanced analytics and 42% cited AI or machine learning. In its 2026 follow-up, 97% of life-sciences companies reported using AI for revenue management, including 39% using agentic AI.[2]
Forecast 2027: By 2027, AI will be embedded in pricing recommendations, deal analysis, forecasting and workflow automation rather than sold mainly as a separate analytics feature. Adoption will remain strongest among large enterprises, while governance and data-access constraints will limit fully autonomous pricing.
02Agentic pricing moves from pilots to execution
Medium confidenceMcKinsey reported in 2026 that a $15 billion B2B distributor had added agentic capabilities to analytical AI foundations that included a price adviser and discount manager. More than 65% of respondents to McKinsey’s 2025 AI-in-pricing survey said they had a moderate-to-high likelihood of achieving 10% to 30% workforce efficiencies.[21]
Forecast 2027: In 2027, agentic systems will increasingly prepare quotes, recommend discounts, flag margin leakage and trigger approval workflows, but humans will retain control over exceptional or strategically important deals. Vendors that combine agents with audit trails and approval controls will gain an advantage.
03Revenue platforms consolidate fragmented tools
High confidenceGartner’s April 2026 Magic Quadrant evaluated 12 vendors in B2B pricing and rebate optimization, reflecting demand for platforms that cover pricing, rebates and related commercial processes. Model N found that 60% of companies in its 2025 survey used multiple revenue-management solutions with little or no integration.[1][2]
Forecast 2027: By 2027, buyers will favor integrated commercial platforms connecting pricing, quoting, rebates, billing, forecasting and profitability analytics. Best-of-breed tools will remain viable where they expose strong APIs and integrate cleanly with CRM, ERP and billing systems.
04CRM and back-office integration remains weak
High confidenceBain found in 2025 that 70% of companies struggled to integrate sales plays into CRM and revenue-technology tools, and only about 20% had realized the full value of those activities. A 2026 Velosio survey found that 62% of U.S. revenue decision-makers reported only partial CRM-to-back-office integration.[63][73]
Forecast 2027: Integration services, data models and workflow orchestration will remain major spending categories in 2027. The market will reward vendors that provide prebuilt connectors, shared commercial data models and measurable improvements in quote speed, forecast accuracy and margin realization.
05Usage-based pricing expands beyond subscriptions
High confidenceMetronome and Greyhound Capital reported in 2025 that 77% of the largest software companies incorporated consumption-based pricing. Salesforce’s 2025 AI-pricing report said 73% of surveyed companies were layering usage-based pricing onto their models.[74][67]
Forecast 2027: By 2027, hybrid models combining a base subscription with usage, credits or outcome-linked charges will become the default for AI-intensive B2B products. Revenue-management systems will need real-time metering, entitlements, credit ledgers, overage controls and customer-facing usage visibility.
06AI monetization increases pricing complexity
Medium confidenceThe 2025 SaaS pricing research from SBI reported that pure usage-based pricing represented 20% of SaaS pricing models. Research published in 2025 also described SaaS pricing as evolving from tens to thousands of configuration options, including plans, features, limits and add-ons.[75]
Forecast 2027: In 2027, pricing teams will focus less on selecting a single model and more on governing complex combinations of seats, usage, credits, tiers and outcomes. CPQ and billing platforms will increasingly become strategic revenue-management infrastructure rather than back-office utilities.
07Self-service buying reshapes commercial processes
High confidenceGartner reported in 2025 that 61% of B2B buyers preferred an overall rep-free buying experience. Contentful’s 2025 survey found that 84% of B2B buyers considered self-service tools critical when choosing a vendor, while 39% cited lack of pricing transparency as a major frustration.[1][76]
Forecast 2027: By 2027, revenue-management platforms will increasingly support self-service configuration, instant quoting, account-specific pricing and digital renewals. Complex enterprise deals will remain sales-assisted, but buyers will expect more research, pricing and transaction steps to be completed without a representative.
08Pricing transparency pressures increase
High confidenceA 2025 B2B buyer study reported that 74% of buyers expected clear and detailed pricing upfront. Gartner separately found that 69% of B2B buyers experienced inconsistencies between information on a supplier’s website and information provided by sales representatives.[1]
Forecast 2027: In 2027, more B2B suppliers will publish price ranges, packaging logic, usage definitions and contractual guardrails, even when final quotes remain negotiated. Revenue teams will invest in synchronized pricing content so websites, sales tools, CPQ systems and contracts present consistent commercial terms.
09Profit optimization overtakes revenue growth alone
High confidenceGartner’s 2026 market definition combines B2B pricing and rebate optimization, while McKinsey’s 2026 research emphasizes price advisers and discount managers as core applications of AI. Bain’s 2025 survey identified managing price pressures as one of the leading B2B growth hurdles.[1][21][63]
Forecast 2027: In 2027, buying criteria will shift toward realized margin, pocket price, rebate effectiveness and customer-level profitability rather than booked revenue alone. Pricing platforms will increasingly connect recommendations to cost-to-serve, contribution margin and retention risk.
10Discount governance becomes more automated
High confidenceGartner said in 2026 that demand for B2B pricing and rebate optimization was rising as organizations moved away from error-prone spreadsheet-based processes. McKinsey’s 2026 example of a large distributor included an AI-enabled discount manager alongside a price adviser.[1][21]
Forecast 2027: By 2027, automated approval thresholds, deal-scorecards and guided selling will replace a growing share of spreadsheet-based discount decisions. The strongest systems will recommend concessions based on willingness to pay, competitive context, customer lifetime value and target margin.
04 Statistics
Technology & Innovation
Technology adoption centers on AI validation and automation. In 2026, 85% of C-level revenue executives reported AI already delivered high or very high value to revenue-management programs.
AI in the b2b revenue management industry
- 69% of B2B buyers preferred validating AI-generated insights with sales representatives in a Gartner survey conducted in 2025.[1]
- 70% of surveyed revenue leaders currently use or plan to use in-house or custom-built AI solutions for revenue management by 2028.[2]
- 85% of C-level revenue executives said AI had already delivered high or very high value to their revenue-management programs in 2026.[2]
- 65% of life sciences revenue leaders identified deal analytics and insights as an area with strong potential for AI in 2026.[2]
- 81% of surveyed revenue leaders currently use or plan to use generic generative AI for revenue management by 2028.[2]
- 78% of surveyed revenue leaders currently use or plan to use agentic AI capable of taking independent action in revenue management by 2028.[2]
Automation in the b2b revenue management industry
- 96% of life sciences companies had at least somewhat automated contract compliance with commercial providers in 2026.[2]
- 56% of life sciences revenue leaders identified process automation as a high-potential AI application in 2026.[2]
- 34% of surveyed companies used or planned to use robotic process automation for revenue management in 2025.[2]
- 99% of life sciences companies had introduced some automation into government-program compliance reporting in 2026.[2]
- 16% of life sciences companies had fully automated government-program compliance, requiring no manual intervention, in 2026.[2]
- 95% of B2B software companies with CPQ could send a proposal within one hour in DealHub’s 2025 benchmark survey.[3]
Digital Transformation in the financial services sector (sector benchmark)
- 27% of financial services firms reported financial benefits from AI in 2026, up from 14% in 2025.[4]
- 80% of financial services firms reported active AI use in 2026, up from 31% in 2025.[4]
- 43% of financial services firms said they will need an entirely new technology stack to succeed in the age of AI.[4]
- 84% of financial services firms said integrating front-, middle- and back-office systems into one platform is important in 2026.[4]
- 26% of financial services firms reported using agentic AI in 2026, according to a global digital-transformation study.[4]
Technology Adoption in the financial services sector (sector benchmark)
- 54% of surveyed financial services companies had deployed AI initiatives by January 2025, up from 40% one year earlier.[5]
- 35% of financial institutions adopted or improved generative-AI capabilities during the 12 months covered by the 2024 survey.[6]
- 59% of finance leaders reported using AI in their finance function in 2025, according to Gartner’s survey of 183 senior finance leaders.[1]
- 61% of financial institutions recently adopted AI or improved their AI capabilities, based on a 2024 survey across 11 markets.[6]
- About one-third of financial services companies reported using generative AI by January 2025, compared with 21% a year earlier.[5]
Cloud Computing in the financial services sector (sector benchmark)
- 87% of financial services firms increased cloud investment during the two years preceding LSEG’s 2025 global survey.[7]
- 91% of financial organizations had at least one cloud platform in 2023, up from 37% in 2020.[8]
- 82% of financial services firms used a hybrid- or multi-cloud strategy in LSEG’s 2025 global survey.[7]
- 33% of financial services firms were highly satisfied with cloud-related reductions in operational costs in Capgemini’s 2024 survey.[8]
- 43% of banking and financial services organizations were moving toward a cloud-first analytics approach in the WNS-Forrester survey.[9]
Big Data in the financial services sector (sector benchmark)
- 43% of financial services firms had adopted customer-data platforms at least partially or were scaling them, based on Capgemini’s 2024 survey.[8]
- 11% of surveyed bank marketers were very confident in the accuracy of the data they regularly used in 2024.[10]
- 41% of surveyed bank marketers said their bank was already using data analytics to make decisions and achieve goals in 2024.[10]
05 Statistics
Data & Analytics
Data readiness remains uneven. Only one in three enterprise B2B organizations surveyed in 2026 had systems capable of supporting clean data, defined processes, and reliable routing.
Business intelligence in the b2b revenue management industry
- One in three enterprise B2B organizations surveyed in 2026 reported having the systems needed to support clean data, defined processes and reliable routing.[11]
- 3.82 out of 5.0 was the 2026 maturity score for people and teams in enterprise B2B revenue operations.[11]
- 77% of respondents in an IBM Institute for Business Value study strongly agreed that data silos hinder real-time analytics and data-driven decisions among business-to-business organizations.[12]
- 24% of UK channel partners identified data-driven consulting services as the single most promising digital-transformation revenue stream in 2026.[12]
- 3.66 out of 5.0 was the 2026 maturity score for process and operations in enterprise B2B revenue operations.[11]
- 201 enterprise B2B leaders across seven countries participated in LeanData and LXA’s 2026 revenue-operations study.[11]
Data analytics in the b2b revenue management industry
- 77% of respondents in an IBM Institute for Business Value study strongly agreed that data silos hinder real-time analytics and data-driven decisions in B2B organizations.[12]
- 3.66 out of 5.0 was the process-and-operations maturity score for enterprise B2B revenue operations in 2026, the lowest of the five measured dimensions.[11]
- 3.81 out of 5.0 was the platform-and-technology maturity score for enterprise B2B revenue operations in 2026.[11]
- 3.82 out of 5.0 was the people-and-teams maturity score for enterprise B2B revenue operations in 2026.[11]
- Only one in three enterprise B2B organizations surveyed in 2026 had systems capable of supporting clean data, defined processes and reliable routing.[11]
- 201 enterprise B2B leaders from seven countries were surveyed in the 2026 study of martech and revenue operations.[11]
Data Quality in the financial services sector (sector benchmark)
- Across banks supervised by the European Central Bank, 28% reported that all data used by critical functions came from golden sources in 2023.[13]
- Across U.S. banking and capital markets, 94% of respondents named data accuracy and reliability as a priority in 2024.[14]
- Across global financial services, 36% of organizations rated their data excellent for quantity and completeness in 2024.[15]
- Across significant European banking institutions, 32% did not apply data-quality-management principles to end-user computing in 2023.[13]
- Across U.S. banking and capital markets, 86% of respondents named data access and usability as a top concern in 2024.[14]
- Across global financial services, 34% of organizations rated their data excellent for accuracy and integrity in 2024.[15]
Data Governance in the financial services sector (sector benchmark)
- Across financial-services organizations surveyed globally, 57.1% identified BI-content testing as the top future investment in analytics governance in 2025.[16]
- Across 35 surveyed banks, insurers, and financial-services firms in 38 countries, 54% had adopted a semantic layer for organization-wide data governance in 2025.[17]
- Across financial-services organizations surveyed globally, 43.7% lacked a standardized certification process for analytics content in 2025.[16]
- Across financial-services organizations surveyed globally, 82.9% had implemented governance policies specifically applying to business intelligence and analytics in 2025.[16]
- Across global financial services, 54% of companies rated data governance at one of the two highest maturity levels in 2024.[18]
KPIs in the b2b revenue management industry
- 103.5% was HubSpot’s net revenue retention rate in 2025, compared with 101.8% in 2024.[19]
- $11,414 was HubSpot’s average subscription revenue per customer in 2025.[19]
- $137,867 was Vertex’s average annual revenue per direct customer at December 31, 2025.[20]
- 105% was Vertex’s net revenue retention rate at December 31, 2025, compared with 109% one year earlier.[20]
- 288,706 customers used HubSpot’s paid customer platform at December 31, 2025.[19]
- 113% was the net revenue retention KPI for top-quartile B2B SaaS companies in McKinsey’s analysis.[21]
06 Statistics
Strategy & Growth
Executives focus on data and analytics for revenue decisions. In 2024, 85% of companies used data to support many or all revenue-management decisions.
Growth in the b2b revenue management industry
- 97% of executives want to improve their data and analytics capabilities for revenue management in 2023.[2]
- 68% of companies use or plan to use advanced analytics to enable revenue optimization and compliance teams in 2024.[2]
- 84% of executives said inflation affected strategic decision-making about revenue management in 2023.[2]
- 46% of executives said supply-chain and logistics issues affected revenue-management strategy in 2023.[2]
- 85% of companies use data to support many or all revenue-management decisions in 2024.[2]
- 94% of companies reported that expanded C-suite structures positively affected their ability to manage revenue in 2023.[2]
Differentiation in the b2b revenue management industry
- Explainability and human-in-the-loop control are identified as critical differentiators for AI-based pricing in 2025.[22]
- Midmarket expansion is accelerating as revenue-and-profit optimization vendors introduce modular deployments and preconfigured industry templates in 2025.[22]
- Several organizations achieved several million dollars in incremental sales and profit within months of deploying revenue-and-profit optimization platforms in 2025.[22]
Mergers and acquisitions in the b2b revenue management industry
- Conga announced binding preliminary terms to acquire PROS Holdings’ B2B business on October 1, 2025.[23]
- HubSpot agreed to acquire Cacheflow, a B2B subscription-billing and CPQ solution, on October 11, 2024.[24]
- Conga expected its acquisition of PROS’s B2B business to close in the first quarter of 2026, subject to customary conditions and approvals.[23]
Strategic partnerships in the b2b revenue management industry
- TCS reported consolidated revenue of $27.9 billion for the fiscal year ended March 31, 2023, when it joined Conga’s revenue-lifecycle-management partnership program.[23]
- 52% of high-tech companies planned to begin compensating non-transacting influencers within the following few years in 2023.[2]
- 30% of high-tech companies already compensated non-transacting influencers in 2023.[2]
- Tata Consultancy Services became the inaugural partner in Conga’s Elevated Partnership Program in 2024.[23]
- 93% of high-tech companies were interested in compensating non-transacting influencers in 2023.[2]
07 Statistics
People & Workforce
Workforce flexibility and change-resourcing show up as constraints. In 2025, 45% of banks reported issues resourcing change agents and stream leads for transformation workstreams.
Remote Work in the financial services sector (sector benchmark)
- 68% of U.S. financial services workers said they would consider seeking new employment if remote and hybrid flexibility were reduced in 2023.[25]
- 87% of U.S. financial services employees said remote work helped them balance home and work responsibilities in 2025.[18]
- 52.5% of workers in U.S. financial activities teleworked in June 2026, according to the Bureau of Labor Statistics.[26]
- Across U.S. financial services, 82% of companies offered some form of work-location flexibility in 2025.[27]
Hybrid Work in the financial services sector (sector benchmark)
- 52% of financial services companies used a structured hybrid model in 2024, up from 41% in 2023, according to a survey of 777 companies.[28]
- 52% of financial services companies used a structured hybrid model in early 2024, up from 41% in March 2023.[28]
- 2.58 days was the average weekly in-office requirement among financial services companies using structured hybrid work in 2024.[28]
- 42.2% of remotely workable finance and insurance jobs were hybrid in July 2025 in the United States.[27]
- 28.7% of U.S. finance and insurance workers were in hybrid work arrangements as of September 24, 2024.[29]
Employee Engagement in the financial services sector (sector benchmark)
- 31% of employees in the United States and Canada were engaged at work in 2025.[30]
- 20% of employees worldwide were engaged at work in 2025, according to Gallup’s World Poll.[30]
- 16% of employees worldwide were actively disengaged at work in 2025.[30]
- 12% of employees in Europe were engaged at work in 2025.[30]
Change Management in the financial services sector (sector benchmark)
- 49% of financial institutions cited continuous learning and development as a way to prepare for technological change in 2024.[6]
- 43% of banks reported that senior leaders lacked a clear understanding of transformation in 2025.[31]
- 60% of financial services executives planned to invest in new technologies as a strategic business change over the next 12–18 months in 2024.[32]
- 64% of financial services leaders acknowledged the need for complete organizational transformation in 2024.[33]
- 45% of banks reported issues resourcing change agents and stream leads for transformation workstreams in 2025.[31]
08 Statistics
Customer & Sales
Customer-experience execution is limited by system integration. In 2023, 61% of B2B CX practitioners cited poor systems integration as a significant obstacle.
Customer experience in the b2b revenue management industry
- 54% of B2B CX practitioners said their companies used journey feedback in customer-experience management in 2023.[34]
- 53% of B2B CX practitioners identified technology limitations as a significant obstacle to customer-experience management in 2023.[34]
- 69% of B2B CX practitioners identified competing organizational priorities as a significant obstacle to customer-experience management in 2023.[34]
- 65% of B2B organizations rated customer experience a significant or critical priority in 2023, based on responses from CX practitioners at companies with 1,000 or more employees.[34]
- 61% of B2B CX practitioners identified poor systems integration as a significant obstacle to customer-experience management in 2023.[34]
Customer retention in the b2b revenue management industry
- 12.1% was customer-retention performance growth among companies generating $10 million to $25 million in revenue in the 2026 CMO Survey.[35]
- 13.8% was customer-retention performance growth among companies with 100 to 499 employees in the 2026 CMO Survey.[35]
- 25.7% was customer-retention performance growth among companies generating $100 million to $499 million in revenue in the 2026 CMO Survey.[35]
- 23.9% was customer-retention performance growth among companies with 5,000 to 9,999 employees in the 2026 CMO Survey.[35]
- 12.8% was customer-retention performance growth among companies with 50 to 99 employees in the 2026 CMO Survey.[35]
Customer acquisition in the b2b revenue management industry
- 13.8% was customer-acquisition performance growth among companies generating more than $10 billion in revenue in the 2026 CMO Survey.[35]
- 20.8% was customer-acquisition performance growth among companies with more than 10,000 employees in the 2026 CMO Survey.[35]
- 23.9% was customer-acquisition performance growth among companies with 5,000 to 9,999 employees in the 2026 CMO Survey.[35]
- 10.2% was the reported customer-acquisition performance growth for B2B services companies during the prior 12 months in the 2026 CMO Survey.[35]
- 8.1% was the reported customer-acquisition performance growth for B2B product companies during the prior 12 months in the 2026 CMO Survey.[35]
Lead generation in the b2b revenue management industry
- 52% of B2B marketers rated in-person events among the most effective content-distribution channels for generating business results in 2025.[36]
- 55% of B2B marketers used webinars to distribute content during the 12 months covered by the 2025 benchmark study.[36]
- 41% of B2B marketers rated corporate blogs among the most effective content-distribution channels for generating business results in 2025.[36]
- 55% of B2B marketers used in-person events to distribute content during the 12 months covered by the 2025 benchmark study.[36]
- 51% of B2B marketers rated webinars among the most effective content-distribution channels for generating business results in 2025.[36]
09 Statistics
Marketing & Brand
Buyers and sellers keep aligning around content and paid channels. In 2025, 64% of B2B marketers using paid channels used search-engine marketing or pay-per-click advertising.
Marketing in the b2b revenue management industry
- 52% of B2B marketers expected their organizations to increase investment in thought-leadership content in 2025.[36]
- 41% of B2B marketers expected content-marketing budgets to remain unchanged in 2025.[36]
- 46% of B2B marketers who knew their content budgets expected content-marketing budgets to increase in 2025.[36]
- 61% of B2B marketers expected their organizations to increase investment in video in 2025.[36]
- 27% of B2B marketers expected their content-marketing teams to grow in 2025.[36]
Digital marketing in the b2b revenue management industry
- 27% of B2B marketers used podcasts to distribute content during the 12 months covered by the 2025 benchmark study.[36]
- 64% of B2B marketers using paid channels used search-engine marketing or pay-per-click advertising in 2025.[36]
- 62% of B2B marketers using paid channels used digital display advertising in 2025.[36]
- 35% of B2B marketers used digital events to distribute content during the 12 months covered by the 2025 benchmark study.[36]
- 49% of B2B marketers said social-media advertising or promoted posts produced the best results among paid content-marketing channels in 2025.[36]
Branding in the b2b revenue management industry
- 15.2% was the reported brand-value performance growth for B2B product companies in the Spring 2024 CMO Survey.[37]
- 24.3% was the reported brand-value performance growth for professional-services companies in the Spring 2024 CMO Survey.[37]
- 11.1% was the reported brand-value performance growth for B2B services companies in the Spring 2024 CMO Survey.[37]
- 10.2% was the reported brand-value performance growth for B2B services companies during the prior 12 months in the 2026 CMO Survey.[35]
- 13.1% was the reported brand-value performance growth for B2B product companies during the prior 12 months in the 2026 CMO Survey.[35]
Influencer Marketing in the financial services sector (sector benchmark)
- 7% of financial-services marketers reported folding creator or influencer marketing into other channels rather than maintaining a dedicated budget in 2026.[38]
- 5% of financial-services marketers reported dedicated but shrinking budgets for creator or influencer marketing in 2026.[38]
- 37% of banking executives in a survey of 102 finance respondents recognized influencer marketing as a potent tool for authentic consumer connections in 2023.[39]
- 60% of financial-services marketers reported dedicated and growing budgets for creator or influencer marketing in 2026.[38]
- 23% of financial-services marketers reported dedicated but flat budgets for creator or influencer marketing in 2026.[38]
10 Statistics
Operations & Execution
Operational visibility after handoffs is incomplete. In 2026, 29% of enterprise B2B organizations had no visibility into what happens after the marketing-to-sales handoff.
Process optimization in the b2b revenue management industry
- 29% of enterprise B2B organizations have no visibility into what happens after the marketing-to-sales handoff, in 2026.[11]
- Only 26% of enterprise B2B organizations have enforcement mechanisms to ensure clean data, defined processes and reliable routing, in 2026.[11]
- Only 9% of wholesale brands had achieved seamless ERP integration in 2026.[40]
- Enterprise B2B martech stacks averaged 37 tools in 2026, down from 62 tools in 2025.[11]
- 82% of enterprise B2B revenue leaders say clean data, defined processes and reliable routing are prerequisites for scaling AI in 2026.[11]
Operational efficiency in the b2b revenue management industry
- 78% of wholesale leaders were doubling down on wholesale investment in 2026.[40]
- 50% of enterprise B2B organizations felt confident about their AI-governance readiness in 2026.[11]
- 11% of enterprise B2B organizations used AI for lead routing and assignment in 2026, the lowest adoption among measured AI categories.[11]
- 46% of enterprise B2B organizations used AI for content creation and productivity tools in 2026.[11]
- 87% of revenue-management industry leaders were shifting toward automated revenue-management operations in 2025.[2]
Quality management in the b2b revenue management industry
- 94% of life-sciences and high-tech revenue executives were open to contributing data for industry benchmarks in 2024.[2]
- B2B CRM data was reported to decay at 22% per year in 2026.[41]
- 83% of B2B buyers had built their shortlist before engaging a salesperson in 2026.[41]
- 70% of B2B CRM data had accuracy issues in 2026, according to a survey of B2B revenue organizations.[41]
- 47% of life-sciences and high-tech revenue executives did not fully trust data used for revenue-management decisions in 2024.[2]
Supply chain in the b2b revenue management industry
- 67% of wholesale leaders used sell-through data daily in 2026, supporting inventory and supply decisions.[40]
- 8% of B2B wholesale brands were exploring nearshoring options in 2025.[40]
- 43% of B2B wholesale brands were strengthening supplier relationships in 2025.[40]
- 57% of B2B wholesale brands invested in retail relationships in 2025, compared with 34% entering new geographic markets.[40]
- 46% of B2B wholesale brands prioritized reducing operational or supply-chain costs in 2026.[40]
Outsourcing / Offshoring in the financial services sector (sector benchmark)
- Among U.S. banks surveyed, 57% had considered outsourcing information technology departments in 2024, the highest share among listed departments.[42]
- Among significant European banks, outsourcing services accounted for 7.2% of administrative expenses at year-end 2023, up from 6.8%.[13]
- Across surveyed finance organizations, 17% were evaluating nearshore locations for future operations in 2026, compared with 13% evaluating offshore locations.[43]
- Among significant European banks, 27% of critical ICT contracts were outsourced to external providers located outside the European Union in the 2024 analysis.[13]
- Across surveyed finance organizations, 64% were implementing or evaluating offshoring or nearshoring for finance operations in 2026, while 36% planned to remain fully U.S.-based.[43]
11 Statistics
Finance & Pricing
Margin outcomes tie to price and cost improvements. A 1% realized-price improvement generated an 8% increase in operating profit across analyzed B2B companies.
Pricing strategy in the b2b revenue management industry
- 52% of B2B wholesale brands preferred fixed pricing in 2025.[40]
- 54% of B2B wholesale brands prioritized increasing pricing flexibility in 2026.[40]
- 46% of B2B wholesale brands used tiered pricing by customer segment in 2026.[40]
- B2B companies using formal price strategy and optimization increased annual top-line revenue by 3% to 8% in the cited study.[44]
- 42% of B2B wholesale brands used customer-specific pricing in 2026.[40]
Cost reduction in the b2b revenue management industry
- 41% of B2B wholesale brands prioritized improving product mix by focusing on higher-margin SKUs in 2026.[40]
- A 1% variable-cost improvement generated a 4% increase in EBIT across analyzed B2B companies.[45]
- 54% of B2B wholesale brands prioritized cost reduction and margin protection over high-risk bets in 2026.[40]
- A 1% fixed-cost improvement generated a 3% increase in EBIT across analyzed B2B companies.[45]
- A 1% realized-price improvement generated an 8% increase in operating profit across analyzed B2B companies.[45]
Profitability in the b2b revenue management industry
- A 5% increase in average selling prices increased EBIT by 22% on average in a sample of Fortune 500 companies.[46]
- B2B companies using formal price strategy and optimization were 40% more likely to achieve year-over-year revenue growth in the cited study.[44]
- A B2B logistics pricing transformation could increase revenue by 2% to 4% and operating profit by as much as 30% to 60%.[21]
- B2B distributors could lose up to 15.7% of annual margin through poor pricing and sales practices in 2024.[47]
- 46% of B2B wholesale brands prioritized improving margins in 2026.[40]
Financial planning in the b2b revenue management industry
- 96% of companies with $1 billion to $5 billion in revenue considered BPO critical or important to revenue-management programs in 2024.[2]
- 90% of medical-technology companies considered BPO important or critical to revenue management in 2024.[2]
- 63% of revenue-management organizations considered business-process outsourcing important in 2024.[2]
- 26% of revenue-management organizations considered business-process outsourcing critical in 2024.[2]
- 43% of B2B sales representatives attained quota in 2026, according to a survey of B2B revenue organizations.[41]
12 Statistics
Product & Service
Monetization tooling still often runs inside billing tools or homegrown code. In 2026, 62% of B2B software companies ran monetization on a billing tool or homegrown code.
Product development in the b2b revenue management industry
- 42% of surveyed B2B SaaS leaders benchmarked competitors when setting prices in 2026.[48]
- 16% of surveyed B2B SaaS leaders used value-based pricing as their pricing approach in 2026, indicating limited product-value quantification.[48]
- 62% of B2B software companies ran monetization on a billing tool or homegrown code in 2026, rather than a purpose-built monetization platform.[49]
- 29% of B2B software companies said insufficient data prevented them from designing or validating a new monetization model in 2026.[49]
- 47% of B2B SaaS companies with product-led growth planned to double their investment in the motion in 2026.[50]
Product lifecycle in the b2b revenue management industry
- 50% of software companies whose net revenue retention declined between 2022 and 2024 lost between 1 and 10 percentage points.[51]
- 20% of software companies with declining net revenue retention lost more than 20 percentage points between 2022 and 2024.[51]
- ServiceTitan reported net dollar retention above 110% in each fiscal year from 2024 through 2026, indicating expansion across its installed customer base.[52]
- 30% of software companies with declining net revenue retention lost between 11 and 20 percentage points between 2022 and 2024.[51]
- 59% of software companies increased spending on customer success during the four years to 2024, supporting later lifecycle stages.[51]
After-sales in the b2b revenue management industry
- 24% of surveyed customer-go-to-market organizations assigned primary responsibility for renewal revenue to Account Management in 2025.[53]
- 12% of surveyed customer-go-to-market organizations assigned primary responsibility for renewal revenue to Sales in 2025.[53]
- 25% of surveyed organizations assigned primary responsibility for expansion revenue to Sales in 2025.[53]
- 6% of surveyed organizations assigned primary responsibility for expansion revenue to a dedicated expansion team in 2025.[53]
- 32% of surveyed organizations assigned primary responsibility for expansion revenue to Account Management in 2025.[53]
Value proposition in the b2b revenue management industry
- 98% was the net revenue retention rate for bottom-quartile B2B SaaS companies in McKinsey’s analysis.[21]
- 42% of surveyed B2B SaaS leaders benchmarked competitors when setting prices in 2026 rather than primarily quantifying customer value.[48]
- Seven percentage points was the net revenue retention advantage associated with sophisticated value-realization and adoption journeys in McKinsey’s B2B SaaS research.[21]
- 18% of B2B SaaS survey respondents offered sophisticated value-realization and adoption journeys tied to customer goals and milestones.[21]
- 16% of surveyed B2B SaaS leaders used value-based pricing in 2026, directly linking price to perceived customer value.[48]
13 Statistics
Sustainability & Ethics
Price transparency and flexibility keep moving into business models. In the prior two years, 54% of life-sciences and high-tech companies adopted increased price transparency and flexibility.
Ethics in the b2b revenue management industry
- 54% of life-sciences and high-tech companies adopted increased price transparency and flexibility as a new business model within the prior two years.[2]
- 50% of B2B revenue-management executives reported customer demand for greater price transparency as a challenge in 2021.[2]
- 32% of life-sciences and high-tech executives said customers were frequently exposed to conflicting prices across departments, regions or channels in 2021.[2]
14 Statistics
Risk, Compliance & Legal
Regulatory and risk concerns drive additional decision points. In 2025, 92% of organizations surveyed had concerns about the data used for revenue-management decisions.
Compliance in the b2b revenue management industry
- 92% of organizations surveyed had concerns about the data used for revenue-management decisions in 2025.[2]
- 54% of executives said increasing regulation and compliance requirements were driving more revenue-management decision points in 2021.[2]
- 43% of high-tech revenue-management companies reported concerns about inaccurate data in 2025.[2]
- 34% of B2B revenue-management executives cited compliance with regulatory requirements as a revenue-management challenge in 2021.[2]
- 40% of pharmaceutical revenue-management leaders identified regulatory pressure as a major factor affecting strategy in 2025.[2]
Risk Management in the financial services sector (sector benchmark)
- Among surveyed U.S. financial institutions with more than $5 billion in assets, 90% used an enterprise risk management program in 2025.[54]
- Globally, 42% of banking and capital-markets firms ranked data localisation as their No. 2 regulatory barrier in 2026.[55]
- The U.S. banking regulatory and risk-management concern index fell to 88 in 2025, from 99 in 2024 and 117 in 2023.[56]
- Globally, only 3% of banking and capital-markets firms ranked quantum risk among their top three cybersecurity budget priorities for the next 12 months in 2026.[55]
- Across surveyed U.S. financial institutions, 76% used an enterprise risk management program in 2025.[54]
Cybersecurity in the financial services sector (sector benchmark)
- Globally, 55% of banking and capital-markets firms identified AI-powered supply-chain attacks as a top AI attack scenario over the coming 12 months in 2026.[55]
- Globally, 64% of banks planned to increase cyber investment in response to heightened global uncertainty and emerging threats in 2026.[55]
- Across financial-services respondents in 20 countries, 81% were investing in generative-AI-specific security tools in 2025.[57]
- Among surveyed U.S. financial institutions, 60% increased investment in cybersecurity technology in 2025.[54]
- Globally, 68% of banking and capital-markets firms identified AI-powered malware as a top AI attack scenario over the coming 12 months in 2026.[55]
Data Privacy in the financial services sector (sector benchmark)
- Financial-services firms ranked first among 17 sectors on the Global Privacy Index, with a score of 64% in 2026.[58]
- Across financial-services respondents, 44% cited limited in-house privacy or artificial-intelligence expertise as a barrier in 2026.[58]
- Among EU- and UK-headquartered financial firms, the privacy-maturity score was 56% in 2026.[58]
- Across financial-services respondents, 79% viewed privacy as a competitive differentiator in 2026.[58]
- Across financial-services respondents, 82% reported board-level privacy review in 2026.[58]
Crisis Management in the financial services sector (sector benchmark)
- Among general counsels in financial services, banking and insurance, 71% reported involvement in business-continuity or financial-contingency planning in 2024.[59]
- Among general counsels in financial services, banking and insurance, 61% reported involvement in monitoring and analysing crisis red flags beyond legal issues in 2024.[59]
- Among general counsels in financial services, banking and insurance, 68% reported active involvement in organisational crisis-management strategies in 2024.[59]
- Among general counsels in financial services, banking and insurance, 60% reported involvement in framing internal and external crisis communications in 2024.[59]
Governance in the b2b revenue management industry
- 22% of manufacturing and distribution executives cited unauthorized pricing overrides as a source of margin erosion in 2026.[47]
- 27% of manufacturing and distribution executives attributed margin erosion to siloed decision-making across teams in 2026.[47]
- 34% of manufacturing and distribution executives cited inconsistent discounting as a source of margin erosion in 2026.[47]
- 99% of manufacturing and distribution companies adjusted prices in response to economic pressure in 2026.[47]
- 23% of manufacturing and distribution organizations used AI-enabled pricing solutions in 2026.[47]
15 Statistics
Globalization & Expansion
Cross-region standardization stays constrained by process and compliance differences. In 2024, 21% of companies with global operations used different revenue-management applications in different regions.
Globalization in the b2b revenue management industry
- 8% of companies with global operations use the same revenue-management applications across all regions without exceptions in 2024.[2]
- 96% of executives rely on external data sources for revenue-management decision-making in 2024.[2]
- 21% of companies with global operations use different revenue-management applications in different regions in 2024.[2]
- 75% of organizations rely on external solutions, or a combination of external and in-house solutions, tailored to their revenue-management needs in 2024.[2]
- 98% of life-sciences executives use external data sources for revenue-related decision-making in 2024.[2]
Cultural adaptation in the b2b revenue management industry
- 81% of pharmaceutical organizations make many or all decisions using data in 2024.[2]
- 93% of medtech organizations make many or all decisions using data in 2024.[2]
- 21% of globally operating companies use different revenue-management applications across regions, citing geographic process variations and compliance requirements in 2024.[2]
- 50% of life-sciences executives report customer and membership-data accuracy issues in 2024.[2]
- 71% of globally operating companies use a common revenue-management application with regional exceptions in 2024.[2]
Supplier management in the b2b revenue management industry
- 22% of high-tech companies outsource channel-data standardization entirely in 2025.[2]
- 40% of high-tech companies collect channel data in-house in 2025.[2]
- 87% of high-tech leaders regularly use channel-sales data in price-management and optimization processes in 2025.[2]
- 17% of high-tech companies outsource channel-data collection to a third party in 2025.[2]
- 43% of high-tech companies combine in-house and outsourced methods to collect channel data in 2025.[2]
Stakeholder management in the b2b revenue management industry
- 59% of companies use or plan to use artificial intelligence for revenue optimization and compliance in 2024.[2]
- 41% of executives classify their organizations as somewhat data driven in revenue management in 2024.[2]
- 15% of executives identify data completeness as an internal-data concern in revenue management in 2024.[2]
- 44% of executives classify their organizations as very data driven in revenue management in 2024.[2]
- 40% of executives identify privacy as their leading internal-data concern in revenue management in 2024.[2]
Distribution channels in the b2b revenue management industry
- 49% of executives said sales benefits most from channel data in 2023.[2]
- 69% of revenue came from partner-involved deals among surveyed high-tech companies in 2019.[2]
- 30% of executives said operations benefits most from channel data in 2023.[2]
- 27% of executives said supply chain benefits most from channel data in 2023.[2]
- 51% of executives said marketing benefits most from channel data in 2023.[2]
Key questions about the B2B Revenue Management Industry
What is the size of the revenue management software market in 2025 and 2026?
How fast is revenue management software expected to grow from 2026 to 2036?
Which companies lead the b2b revenue management industry?
What technology shifts are shaping B2B revenue management in 2026?
How integrated is the typical revenue management stack, and what breaks during integration?
How common is pricing ownership and pricing transparency in B2B SaaS in 2026?
Cite This Report
This report is designed to be cited. We maintain stable URLs and versioned verification dates. Copy the format appropriate for your publication below.
David Kowalski. (2026, February 13). B2B Revenue Management Industry Statistics. Gitnux. https://gitnux.org/b2b-revenue-management-industry-statistics
David Kowalski. "B2B Revenue Management Industry Statistics." Gitnux, 13 Feb 2026, https://gitnux.org/b2b-revenue-management-industry-statistics.
David Kowalski. 2026. "B2B Revenue Management Industry Statistics." Gitnux. https://gitnux.org/b2b-revenue-management-industry-statistics.
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Social media in the b2b revenue management industry