Combining B2B marketing with finance services gives us a field of marketing that is both challenging and labor intensive. Take, for example, when a company needs to buy 1,000 new delivery vans, where does it go? Of course, they would not go to Target or Best Buy. They will contact a vehicle manufacturing company that can deliver 1,000 vans within stipulated time with the specifications. This is where one company is selling its product to another. The basic principles of sales and profit are the same as B2C marketing.
The moment this product is a finance service, like a debt relief plan or loan management program, the equations change. It becomes nearly impossible to sell a fully functioning business plan to the potential buyers. Most companies, including startups and SMBs, require money to expand and start new projects. Most of them turn to banks and credit unions for loans. There is nothing wrong with that. The challenge for these businesses lies elsewhere.