PandaDoc

OCTOBER 15, 2024

Deal desks can incorporate large teams of relevant stakeholders within sales, finance, product marketing, product management, legal, customer success, and more as needed. Professional services : consulting firms and other large, complex professional services with many moving parts in the contract process.

Legal 52

Legal Contract Cross-sell Finance 52

Martech

DECEMBER 5, 2023

Trying to justify every line item to finance teams that don’t understand marketing can be frustrating and overwhelming. Appoint a lead to run the annual budget planning process In a perfect world, someone on the marketing operations team manages the overall marketing budget, working closely with a trusted finance partner.

Finance 108

Finance Objectives and Key Results Appointment Contract 108

SaaStr

MAY 12, 2024

For our First Big Customer, we’d been negotiating a $6m/year contract for quite some time (they always take time). And they told us the deal was completely approved, AND they’d back us in the market, AND they’d even give us $1m in debt financing to help us. At 0% interest! There was a but. I couldn’t get the model to work in my head.

Contract 80

Contract Finance Negotiate Price 80

SaaStr

JANUARY 13, 2023

They usually come in and handle compliance and oversight for an existing finance team that perhaps lacks the seasoned experience to handle models, venture capital and debt, prepare for an audit, etc. We have a Fractional CFO for our tiny team at SaaStr, he reviews the finances and corporate actions of the team that does … the actual work.

Finance 117

Finance Contract Pipeline Consult 117

Sales Pop!

APRIL 18, 2024

This synergy is evident in various applications, including supply chain management, healthcare, finance, and governance. Finance: Blockchain revolutionizes financial services by enabling faster, cheaper, and more transparent transactions.

Technology 52

Technology Technology Government Healthcare 52

Iannarino

JUNE 17, 2021

At one time, as a salesperson, you would be told to find “the decision-maker,” the single individual who could sign a contract. The task force usually included a person with the authority to say yes and sign a contract. You are still going to need a person with the formal authority to sign a contract. Do Good Work.

Contract 178

Contract Sales Government Clients 178

Martech

JANUARY 25, 2023

This is especially helpful for teams using Slack’s free plan, where older messages disappear and for important transaction-related communications between teams that need a date-stamped record, e.g., when a client cancels a contract. Does your finance team use QuickBooks?

Finance 95

Finance Contract Cross-sell Campaign 95

Salesforce

FEBRUARY 14, 2024

The middle and back include any other departments that aren’t customer-facing but need to support service, like contracts or order fulfillment (middle), or legal, compliance, and finance (back). For example, stakeholders from the contracts team might need to approve a warranty claim. What systems hold critical data?

Service 98

Service Customers Contract Legal 98

SaaStr

NOVEMBER 24, 2022

It’s one of the classic ways a Procurement and/or Finance department manages cash. Most procurement and finance teams will still honor a contract that’s signed. … A related post here: Annual Contracts: Maybe Not All They Are Cracked Up To Be. Hooray, you closed a big annual or even 2 year deal!

Customers 90

Customers A/B testing Finance Contract 90

The 5% Institute

JULY 18, 2023

Financing Options: Explore financing options, such as developer financing or loans from financial institutions. Review Contracts: Carefully review all contractual terms, including maintenance fees, exchange programs, and cancellation policies. Consult your contract and local laws for specific details.

Contract 52

Contract Finance Real Estate Legal 52

SaaStr

APRIL 15, 2021

For our First Big Customer, we’d been negotiating a $6m/year contract for quite some time (they always take time). And they told us the deal was completely approved, AND they’d back us in the market, AND they’d even give us $1m in additional financing to help us. At 0% interest! And all future upside was capped.

Contract 118

Contract Finance Negotiate Price 118

Sales Pop!

OCTOBER 3, 2024

No informed decisions on the way forward can be made without a clear view of the state of the finances. Sometimes, this includes removing loss-incurring sections of the firm, renegotiating contracts with suppliers, or even employee downsizing. Remember to consider third-party evaluation to prevent any oversight in the process.

Legal 59

Legal Finance Negotiate Contract 59

Sales Hacker

AUGUST 5, 2020

Contract lifecycle management (CLM) software. Aside from legal, Sales is one of the primary departments involved in contracts. And CLM software helps sales teams streamline their contracting process, improve sales-legal collaboration, and free up time for sales reps to focus on revenue-generating activities. Right…?

Contract 124

Contract Legal Negotiate CRM 124

Sales Pop!

JULY 5, 2023

Consider Financing Options If you’re not buying outright, you’ll need to consider financing options. Many dealerships offer their own financing, but these aren’t always the best deals. Check with your bank or a reputable car finance company for competitive rates.

Electricity 52

Electricity Finance Negotiate Contract 52

Martech

MAY 2, 2023

Beyond marketing, sales and customer success, your product, finance, operations and executive teams are invaluable partners. Finance groups prioritize resources, structure contracts and deliver ROI metrics back to customers Finance was labeled a risk-averse team with a “deal prevention” reputation.

Finance 93

Finance Sports B2B Contract 93

Sales Hacker

AUGUST 5, 2020

Contract lifecycle management (CLM) software. Aside from legal, Sales is one of the primary departments involved in contracts. And CLM software helps sales teams streamline their contracting process, improve sales-legal collaboration, and free up time for sales reps to focus on revenue-generating activities. Right…?

Contract 117

Contract Legal Negotiate CRM 117

PandaDoc

APRIL 8, 2024

A deal desk identifies upsell and cross-sell opportunities for existing customers by analyzing past deals and current contracts, and tracking renewal dates. A deal desk is a team within a company responsible for managing and negotiating deals, contracts, quotes, and other sales documents. This includes several action items.

Negotiate 52

Negotiate Cross-sell Contract Legal 52

PandaDoc

SEPTEMBER 5, 2024

Customizable templates Efficient plumbing service software offers a range of templates with drag-and-drop functionality to tailor documents (whether it’s creating an invoice, quote, or contract) to the specifics of a plumbing business. Recurring plumbing invoices for ongoing services and maintenance contracts; payment reminders.

Legal 52

Legal Contract Price Finance 52

SaaStr

NOVEMBER 3, 2022

Embedded finance has everything to do with the flow of money. Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration. Which means better customer relationships, more data, and new sources of revenue.

Finance 86

Finance Contract User Experience Presentation 86

SaaStr

JANUARY 28, 2023

And the first time a medium-size customer doesn’t pay, it will create stress with the rep, probably their boss, finance, etc. Most companies don’t pay the total commissions unless these deals convert to full contracts. But if 1%-2% of your revenue is “clawed back” it won’t matter. Enough at least to be material.

Commission 87

Commission Customers Finance Contract 87

SaaStr

JANUARY 1, 2021

Frustrated with how long contracts take, all the redlines, and the drama in sales contracts? As they scale, they get out of the hackey way they do contracts, NDAs, proposals, and other documents. They have their controller, then their VP of Finance, then their CFO review things, then hand off to the General Counsel.

Contract 74

Contract Legal Finance Meeting 74

Salesforce

SEPTEMBER 27, 2021

Add to that, the company had previously signed a three-year contract with Slack for several thousand users, and five months later, it had blown past that allotment. Their contract was originally in our mid-market segment, but they outgrew our segment lines, which brought them into our enterprise team. see what's new.

Closing 98

Closing Contract Legal Cross-sell 98

Hubspot

FEBRUARY 20, 2023

Instead, they are self-employed, only working for businesses (or individuals) on a contract basis. However, since contractors are temporary employees, they have the flexibility to pick and choose projects, negotiate contracts, and create their own schedule.

Consult 68

Consult Contract Construction Finance 68

Sales Hacker

APRIL 6, 2022

Let’s take a closer look at each word: Configure: Configuration of products and services ensures that what you provide is actually available, meets the buyer’s needs and specifications, and can be delivered according to the agreed-upon contract terms. 5 benefits of CPQ software. Accurate revenue forecasting. Want to learn more about CPQ?

Cross-sell 95

Cross-sell Contract Price Finance 95

Sales Pop!

FEBRUARY 13, 2023

A personal hire contract is an official agreement that is signed once you have applied to lease a car and was successful. For starters, you would need to provide your personal details, proof of employment and finance or banking details. This cost is usually half of the remaining payments left of the contract.

Contract 52

Contract Drivers/motivators Finance Negotiate 52

Heinz Marketing

AUGUST 16, 2024

From automating routine tasks to providing deep insights through data analysis, AI is being leveraged across industries and integrating into various functions such as marketing, finance, human resources, and product development.

Legal 105

Legal Government Technology Technology 105

Sales Hacker

SEPTEMBER 2, 2020

This is where a sales rep physically meets a potential customer to discuss needs, budgets, volumes, prices, requirements, timelines, and other contract details. Companies with small customer counts (10-100) and large annual contract values ($100,000+). That kind of contract size almost always requires an in-person meeting!

Inside sales 114

Inside sales Cold Call Contract Price 114

SaaStr

MARCH 17, 2023

Simple to implement Easy to use From signing a contract up to the first six months, clients want a positive ROI. Another shift in the history of software buying is CFOs and management teams pressing buyers to negotiate short-term contracts. Simplify contracts. G2’s finance team took a 12-page contract and made it three pages.

Meeting 78

Meeting Contract Legal Trust 78

Sales Hacker

APRIL 19, 2022

Meanwhile, finance-owned plans yielded the least confidence or trust in the plans. Measures include multi-year contracts, implementation fees, different products, demo appointments set, quarterly quotas, number of sales accepted opportunities, services, etc.). Limit your plan to three measures at most. Quota frequency and fairness.

Commission 86

Commission Product Quota Drivers/motivators 86

Partners in Excellence

MAY 10, 2024

Customer could choose to sign contracts for several years, but they couldn’t purchase them outright. ” But the reality is they are committing to a contract, for example a 36 month contract, or $36K. It’s much easier to justify!” They just collect it in monthly increments.

Service 62

Service GTM Contract Up-sell 62

Salesforce

JUNE 7, 2022

The majority of their days get bogged down by housekeeping duties, such as logging customer information and manually building quotes and contracts. You have finance reps who want to only provide certain offers. With enterprise-level contracts, it’s actually a huge concern,” Goldman said. It doesn’t have to be that way.

Sell 98

Sell Finance Contract Quota 98

PandaDoc

MARCH 29, 2024

Automation tools, such as software designed for business proposals or contract management, accelerate collaboration with all stakeholders. Decide who will work on your team A basic deal desk team consists of a manager who handles deal management, pricing, and contract negotiation.

Process 52

Process Non-Profits Negotiate Legal 52

Salesforce

MAY 14, 2024

If you’re wondering how to plan your finances, human resources, project management, inventory and sales all together — you aren’t alone. Planning can make or break a business. A good plan can become your lifeblood. When everyone in the business is connected to the same information, collaboration comes far more easily.

CRM 52

CRM Finance Relationship Management Customer Relationship Management 52

Salesforce

JANUARY 26, 2024

Because it is not a binding contract, either party can revise the details of the order after the sale is complete. Look for software that automates much of this process so your finance team doesn’t have to waste time spinning up invoices and processing payment. Learn how Revenue Cloud can help. Connect every touchpoint

Legal 59

Legal Finance CRM Commission 59

Sales Pop!

SEPTEMBER 23, 2021

The commitment of finances, organizational energy, and resources – human and otherwise can be crippling. The buyer network you face will consist of representatives from purchasing, finance, legal, and other corporate functions relevant to the organization’s needs in the pursuit. Especially now, in the fog of post-COVID fatigue.

Legal 97

Legal Finance Contract Networking 97

Search Engine Land

JUNE 26, 2024

Source: [link] Specializing in various niches such as SaaS, software development, tech, crypto, real estate, finance, marketing, web design and ecommerce, Editorial.Link offers a tailored link building approach. We believe we stand out for our focus on acquiring high-quality backlinks through reputable corporate blogs.

Service 73

Service Real Estate Strategic partnership Niche 73

PandaDoc

FEBRUARY 28, 2023

Management processes and automation tools like contract management systems and eSignature technology are at the core of these improvements that lead toward efficiency and cost reduction. Furthermore, we’ll furnish insights into the technical side of legal operations that PandaDoc is well-versed in due to our know-how in contract management.

Legal 52

Legal Contract Government Negotiate 52