Friday 15 Podcast

How B2B Marketing Executives Manage Tracking Challenges

Brian Beck and Andy Hoar sit down with Dan Stepchew, VP of Digital Marketing at Zest Dental Solutions, to explore how B2B companies approach marketing attribution and tracking in a privacy-first world.

Friday 15 Podcast · Guest: Dan Stepchew, VP of Digital Marketing, Zest Dental Solutions

Key takeaways

  • Dan Stepchew emphasized that perfect attribution is impossible and marketers should focus on directional guidance rather than precise dollar-for-dollar tracking.
  • Zest Dental Solutions targets customers who spend $20,000 to $100,000 per year, giving them flexibility to invest more in digital marketing than mass-market B2C companies.
  • Master B2B research found 53% of B2B practitioners are still investing in Google ads, with 42% investing in SEO and 29% in social media marketing.
  • Dan recommends incremental budgeting when entering new marketing channels, starting with a small commitment and gradually increasing based on performance indicators.
  • The hosts noted a key distinction between brand awareness (top of funnel) and sales marketing (bottom of funnel), with attribution being more straightforward for bottom-of-funnel activities.

Breaking news on the election

The hosts opened by noting the 2024 presidential election had concluded, with Donald Trump returning to the White House with a Republican sweep of the House and Senate. They noted this would likely impact B2B companies through trade policy, tariffs, and regulatory changes, but kept the discussion brief to focus on the main topic.

Meet Dan Stepchew

Brian introduced Dan Stepchew, VP of Digital Marketing at Zest Dental Solutions, a company that makes attachments for removable dentures and implants. Dan has 15 years of experience in digital marketing and ecommerce, having worked in beauty, fashion, and now medical devices. His team handles SEO, paid search, paid social, display, video, and email marketing. Zest targets dental professionals who spend $20,000 to $100,000 per year on products, giving them flexibility to invest in marketing that mass-market B2C companies may not have.

Perfect attribution is impossible

Dan opened with a crucial mindset: perfect attribution is not achievable. Marketers should focus on directional guidance rather than precise dollar-for-dollar tracking. Ecommerce-only metrics miss the full picture because digital influences offline sales. A dentist might research products online, attend a trade show, receive a sample, and then order through a distributor months later. Attributing that sale to any single marketing touchpoint would be misleading.

Perfect attribution is impossible. We focus on directional indicators like revenue per session, recognizing that ecommerce metrics alone miss the full picture.

Dan Stepchew, Zest Dental Solutions

Where B2B companies invest

Master B2B research found the top marketing channels for B2B companies are Google ads at 53%, SEO at 42%, and social media marketing at 29%. Dan noted that Zest runs ads across Meta (primarily Instagram), Google display, paid search, programmatic advertising, LinkedIn, and X. He emphasized remarketing to site visitors and product page viewers as particularly effective because these audiences have already demonstrated interest.

Incremental budgeting for new channels

When entering a new marketing channel, Dan recommends incremental budgeting. Commit a small amount of money for a defined test period, establish the indicators you will track, and measure against those benchmarks. If the results look promising, gradually increase investment. This approach limits downside risk while allowing marketers to learn what works for their specific business. It also makes it easier to justify budgets to finance teams by showing results before requesting larger commitments.

Brand versus sales marketing

The hosts distinguished between top-of-funnel brand awareness and bottom-of-funnel sales marketing. Brand awareness is harder to attribute because it builds long-term recognition rather than driving immediate purchases. Sales marketing activities like remarketing, email campaigns, and paid search for high-intent keywords have more direct attribution because they target people already in the buying process. Dan noted that Zest invests in both, knowing that brand awareness creates the audience for sales marketing to convert.

At the end of the day, a new customer can come from anywhere. We have to be everywhere our customers are researching and considering products.

Dan Stepchew, Zest Dental Solutions

First-party data becomes more valuable

As third-party cookies phase out, first-party data from your own website, CRM, and transactions becomes increasingly valuable. Zest builds remarketing audiences from site visitors, email lists, and transaction histories. Andy noted that B2B companies often have stronger first-party data than B2C companies because B2B transactions typically require customer identification, login, and ongoing relationship management. This is an advantage B2B marketers should leverage.

Do not cut marketing in uncertainty

Dan and the hosts agreed that cutting marketing budgets during uncertain times is usually counterproductive. Competitors who continue marketing gain share while others retreat. Dan noted that CFOs sometimes pressure marketing to demonstrate immediate ROI, but brand building and digital presence are long-term investments that compound over time. The companies that maintained marketing through the pandemic emerged stronger.

Frequently asked questions

How do B2B marketers measure digital marketing attribution?

Dan Stepchew from Zest Dental Solutions explained that perfect attribution is impossible. His team focuses on tracking directional indicators like revenue per session or revenue per visitor, recognizing that ecommerce-only metrics miss the full picture because digital influences offline sales. Zest uses GA4 reporting, CRM data, and incremental testing to understand what marketing activities drive results without demanding precise dollar-for-dollar attribution.

What marketing channels are B2B companies investing in?

Master B2B research found the top three channels are Google ads at 53%, SEO at 42%, and social media marketing at 29%. Dan noted that Zest Dental runs ads across Meta (primarily Instagram), Google display, paid search, programmatic advertising, LinkedIn, and X. He emphasized the importance of remarketing to site visitors and product page viewers.

How should B2B companies budget for new marketing channels?

Dan Stepchew recommends incremental budgeting. When entering a new channel, commit a small amount of money for a defined test period, establish the indicators you will track, and measure against those benchmarks. If the results look promising, gradually increase investment. This approach limits downside risk while allowing marketers to learn what works for their specific business.

What is the difference between brand awareness and sales marketing?

The hosts distinguished between top-of-funnel brand awareness activities and bottom-of-funnel sales marketing. Brand awareness is harder to attribute directly to sales because it builds long-term recognition and consideration. Sales marketing activities like remarketing, email campaigns, and paid search for high-intent keywords have more direct attribution because they target people already in the buying process.

How does first-party data help B2B marketers?

Dan explained that first-party data from your own website, CRM, and transactions is increasingly valuable as third-party cookies phase out. Zest builds remarketing audiences from site visitors, email lists, and transaction histories. Andy noted that B2B companies often have stronger first-party data than B2C companies because B2B transactions typically require customer identification, login, and ongoing relationship management.

Should B2B companies cut marketing during uncertain times?

Dan and the hosts agreed that cutting marketing budgets is usually counterproductive. During periods of uncertainty, competitors who continue marketing gain share while others retreat. Dan noted that CFOs sometimes pressure marketing to demonstrate immediate ROI, but brand building and digital presence are long-term investments that compound over time.

Sources & methodology

  1. Friday 15 Podcast, Master B2B
  2. Master B2B survey on marketing channel investments
  3. Zest Dental Solutions marketing practices
Andy Hoar Andy Hoar
Co-Founder, Master B2B

Andy is a Co-Founder of Master B2B, founder of Paradigm B2B and author of the book Bot2Bot: The New Future of B2B Commerce. Andy is one of the leading global authorities on B2B commerce strategy.

Brian Beck Brian Beck
Co-Founder, Master B2B

Brian is a co-founder of Master B2B, Managing Partner of Amazon agency Enceiba, and author of the book "Billion Dollar B2B Ecommerce." Brian has also been C-level digital commerce executive with two decades of experience.

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