Your chat widget is on the marketing budget but it's actually a support tool. Here's how I'd argue the split.
If you run marketing at a B2B SaaS and Intercom or Drift is on your line items, you're probably overpaying for marketing ROI you can't actually attribute. I want to walk through the math because I haven't seen anyone here break it down properly and it's a real problem.
Pull up your chat widget dashboard. Look at the last 30 days of conversations. Categorize them into three buckets. First bucket: existing customers asking support questions. "Where do I find my API key." "How do I cancel." "My integration broke." Second bucket: prospects with sales-qualifying questions. "Do you support SSO." "What's pricing for 50 seats." "Do you have a Salesforce integration." Third bucket: noise. Job seekers, competitors, random people who hit chat by accident.
For most B2B SaaS sites I've looked at, the split is roughly 75% support, 15% sales, 10% noise. Sometimes the sales bucket is closer to 5% on top-of-funnel-heavy sites. The support bucket is almost never below 60%.
Now look at where the tool sits on your budget. Marketing. And look at what the tool optimizes for. Response time. CSAT. Ticket deflection. Those are support metrics. The marketing-attributable conversations are 15% of usage and there's no easy way to filter the dashboard to just see them.
This creates a budget problem most marketers haven't internalized. You're paying $400 to $2000 per month for a line item that, by usage, is 75% support tooling. If your CFO asks why marketing owns 100% of the cost when 75% of the work is for the support team, the honest answer is "because that's how the vendor sells it." The vendor sells it as marketing because marketing has bigger budgets and worse measurement standards.
Three things I'd actually do if I were managing this budget right now.
First, run the categorization above for one month. Not estimate, actually tag conversations. Most chat tools let you add a custom tag at conversation close. Tag every conversation as "support" "sales" or "noise" for 30 days. Now you have a real split.
Second, propose a budget reallocation based on usage. If 75% of conversations are support, 75% of the cost should sit on the support team's budget. This sounds like an internal politics move but it's actually a marketing ROI move, because once you've offloaded 75% of the cost, the remaining 25% has to justify itself purely on pipeline contribution. Suddenly you can measure it. Suddenly you can decide whether the tool is actually working as a marketing channel or whether you should buy something built for the marketing job.
Third, separate the tools. The category is splitting whether vendors admit it or not. Intercom's pivot to Fin (the AI customer service angle) is them choosing the support side. The visitor-conversion side is opening up. If your sales-qualifying conversations are 15% of widget usage but 90% of pipeline contribution, those conversations deserve a tool optimized for them, not a support tool with a marketing skin.
The reason this matters beyond budget arguments. When you bundle support and marketing into one tool, you optimize for the support workflow because that's where the volume is. The marketing experience suffers. The visitor who lands on your site at 2pm Tuesday with one specific question gets routed through a tool designed to handle 10000 monthly tickets. The qualification flow is shallow because deep qualification breaks the support response time SLA. So you lose the prospect to the bounce rate while the tool reports a healthy CSAT score.
I'd be curious if anyone here has actually tagged their chat conversations by type and broken out the marketing contribution. If you have, what was the split, and did it change how you negotiated the next renewal? My guess is most teams haven't, because the dashboard doesn't make it easy and nobody's incentivized to ask the question.