Martech

FEBRUARY 3, 2025

And every month, another vendor pitches you the next game-changing solution to a problem you’re not sure you have. Finance questions every tech investment, even the critical ones. Give finance visibility into usage metrics and ROI tracking. Some 14,106 martech solutions are competing for your attention, a staggering 27.8%

Finance 109

Finance Technology Technology Drivers/motivators 109

SaaStr

APRIL 14, 2025

Heres how you can approach it: Map Out Stakeholders Early : Enterprise deals often involve multiple stakeholdersprocurement, IT, finance, and the actual business users. Your pitch should focus on the critical business issues theyre facing and how your solution delivers measurable ROI. Start Small, Then Expand.

Closing 66

Closing Contract Pitch Finance 66

Sales Gravy

APRIL 6, 2025

Mistakes can put their business, company, career, finances, or family at risk. Mistakes can put their business, company, career, finances, or family at risk. The penalties for making mistakes can be severe. This is why, for buyers, doing nothingmaking no decisionis often the emotionally safe choice, even when staying put is illogical.

Sell 58

Sell Appointment Government Finance 58

Hubspot

APRIL 9, 2025

During an enterprise software pitch, a prospect threw out an unexpected question one that shifted the conversation in the wrong direction. Now, she has time to really understand the prospect, tailor her pitch, and create real engagement during demos. Imagine the majority of your prospects are finance managers. Be equally ready.

Real Estate 69

Real Estate Objectives and Key Results Follow-up Contact 69

Salesforce

MARCH 12, 2025

Algorithmic trading: In finance, autonomous agents can help execute algorithmic trading by analyzing market trends and data. Sales support tools: Assistive agents can analyze customer data and provide sales representatives with insights and recommendations to tailor their pitches effectively.

Represent 98

Represent Customer Relationship Management CRM Relationship Management 98

Sales Pop!

OCTOBER 31, 2023

Navigate financing options Very few startups are fully self-funded. Whether you seek loans, investors, or other sources, an accountant is invaluable for guiding financing decisions. For debt financing, they can help you understand options like bank loans, SBA loans, and credit cards to select the best fit.

Service 130

Service Finance Referrals Growth 130

SalesProInsider

SEPTEMBER 20, 2023

Financial Advisor sales training doesn’t have to focus on pushy tactics or high-pressure pitches. What’s standing in the way of you feeling good about all the work that you’re doing? Well, in looking at these “blocks,” and from our experience, it could be you. So, what’s standing in the way of your success? It could be you.

Sports 155

Sports Drivers/motivators Finance Technical Sales 155

Sales Hacker

FEBRUARY 24, 2021

The accounts and finance people don’t rely on ideas and creativity. Don’t bore them with your pitch. So, to make your pitch work, find the most relevant information to share with your CFO. Different CFOs have different views on the finances of their companies. How to help convince a CFO to buy what you’re selling.

Sell 122

Sell Pitch Cross-sell Finance 122

Salesmate

DECEMBER 4, 2020

Why do finance companies need CRM? Therefore, today’s finance businesses need to adopt such approaches that are modern and customer-focused, which is why CRM for Finance plays an important role in the scaling of companies. Ways in which you can grow your business with a Finance CRM. Track performance of finance agents.

CRM 128

CRM Service Finance Customer Relationship Management 128

SaaStr

NOVEMBER 7, 2022

Founders must start researching potential investors, putting together a pitch deck, crunching their numbers, and contacting their shortlisted investors. Perfect your investor pitch. When you get an opportunity to pitch to an investor, make sure you adequately prepare. Prepare a list of whom you’ll talk with or pitch to.

Pitch 104

Pitch Finance Gaming Presentation 104

Partners in Excellence

APRIL 2, 2022

For example, the finance people may be concerned about cost reduction. We didn’t pitch our products, but we sought to understand each person’s goals and concerns. People would express their goals–finance would say cost reduction, IT would say implementation, and so forth. And they fail! And we are bewildered.

Objectives and Key Results 159

Objectives and Key Results Finance B2C Meeting 159

Hubspot

AUGUST 15, 2017

How to Build a Chatbot from Pitch to Promotion. And while finance isn’t something that’s usually associated with a fun, playful voice, Pegg’s bot, HelloPegg, flips that connotation on its head with a cute logo and friendly voice. Read on, and let’s start building. 1) Decide your bot's purpose. 5) Build your bot’s flow.

Promote 78

Promote Pitch Appointment Follow-up 78

Salesforce

JANUARY 2, 2024

Whether you love or dread the elevator pitch, it’s a short window of time in close quarters where a lot of verbal and non-verbal communication happens. Understanding what makes an elevator pitch effective will help you craft one that communicates everything you want in just a few moments. What makes a good elevator pitch?

Pitch 59

Pitch Objectives and Key Results Appointment Non-Profits 59

Sales Hacker

JULY 30, 2024

What VCs look for in a compelling founder pitch, beyond just business metrics. Flex is a finance super app built around a credit card with unique Net-60 day terms that enables businesses to make an investment today and pay it back 60 days later with zero percent interest.

GTM 119

GTM Finance Pitch Campaign 119

Salesforce

JULY 18, 2023

— Kristen Handler , senior account manager, Red Argyle Dear Kristen: Convincing CFOs that your deal is a win doesn’t come down to persuasive language or sexy pitches. I’ll discuss below how to craft deals that both finance and sales teams will love. — Get your deals finance-ready Their love language is math.

Finance 52

Finance Price Pitch Up-sell 52

Salesforce

JULY 18, 2023

— Kristen Handler , senior account manager, Red Argyle Dear Kristen: Convincing CFOs that your deal is a win doesn’t come down to persuasive language or sexy pitches. I’ll discuss below how to craft deals that both finance and sales teams will love. — Get your deals finance-ready Their love language is math.

Finance 52

Finance Price Pitch Up-sell 52

A Sales Guy

MAY 14, 2012

Training is much more than adding a slider to your pitches, learning the cross-over dribble, learning a new swim stroke, a new defense, a new batting stance, a new way to cover a receiver, etc. The more I read about finance, business, psychology, the web, social selling and more, the better sales person and sales leader I am.

Cross-sell 116

Cross-sell Sports Education Pitch 116

SaaStr

MAY 20, 2020

They went to pitch one VC partner pitch, but then Lehman Brothers collapsed. But the customers are your best source of financing and knowledge. But at that time, fundraising was really tough. VCs didn’t think developers would buy anything. They wanted to invest in apps, not APIs. But a few investors got it.

Pitch 142

Pitch Finance Launch Up-sell 142

Highspot

JANUARY 23, 2025

Strategic thinking helps sales reps tailor pitches that address complex buyer needs. Without being prompted, an innovative and critical-thinking rep might weigh different financing options for a customer’s unique budget constraints. It involves analyzing data, anticipating objections, and proposing solutions.

Objectives and Key Results 52

Objectives and Key Results Negotiate Cross-sell Pitch 52

ClickFunnels

OCTOBER 24, 2021

Once you have the potential customer’s email address, you should send them an automated email sequence in which you pitch your mortgage brokerage services. You might want to experiment with podcast ads in the personal finance and real estate investment niches. 3 A Sales Email Sequence. It’s completely free.

Lead generation 246

Lead generation Real Estate Niche Promote 246

SaaStr

MAY 20, 2021

So take the time to update your LinkedIn, spruce up your pitch deck, and ask your mentors to help you perfect your pitch. UpRound Finance. And they want to meet YOU. Then get ready to network! Sutton Capital Partners. TMX (Toronto Stock Exchange). Touchstone Innovations. TSX (Toronto Venture Exchange). Turn/River Capital.

Pitch 119

Pitch Finance Meeting Networking 119

Lead Fuze

JULY 24, 2023

Whether you’re a budding entrepreneur or an established business owner, understanding how to create a business pitch deck is crucial for your venture’s success. According to industry experts, an effective pitch deck can significantly increase your chances of securing investment. How should a pitch deck be designed?

Pitch 52

Pitch Construction Presentation Technique 52

Heinz Marketing

FEBRUARY 18, 2022

Have you felt like no matter many ideas you pitch, none seem to leave the drawing board? HINT: Think Legal, Compliance or Finance Teams). Have you been in a situation where you have a great idea to optimize an internal process or strategy but could not get buy-in from your organization? They fall into one of two categories:?.

Legal 122

Legal B2B Finance Pitch 122

A Sales Guy

JANUARY 27, 2012

They won’t give up their time for a “pitch.” They want sales people to bring a lot more to the table than just a “pitch.” They have to be part product expert, part business guru/consultant, part market executive, and part finance genius. Customers and clients are busy.

Pitch 110

Pitch Finance Education Sales 110

Heinz Marketing

JUNE 22, 2023

These folks are typically Finance, Procurement, Legal, or someone Technical like Security (Compliance). Case by Case Example Once again, let’s say you have a SaaS that you are trying to pitch to your accounts. They make decisions based on factors such as system performance, security, and scalability.

Finance 111

Finance Account management Strategize Engineering 111

Hubspot

JULY 22, 2024

I've sent business emails for everything from driving referrals to flexing my expertise for prospects to delivering cold pitches — along with a host of other purposes. Your next sentence could easily be a question to open a loop or a short elevator pitch to establish trust and authority. Types of Business Emails 1.

Clients 78

Clients Referrals Prospecting Sales 78

SalesProInsider

MAY 10, 2023

There are many course corrections and adjustments to a client’s finances needed as life happens and so many different transitions to account for. Financial Advisor sales training doesn’t have to focus on pushy tactics or high-pressure pitches. The post Quarterback or Navigator: Best Analogy for Financial Advisors?

Finance 104

Finance Launch Pitch Clients 104

Partners in Excellence

JANUARY 8, 2015

They’ve invested in all sorts of time and effort into evaluating alternatives, going through confusing pitch after confusing pitch. They need to get approval from their management, perhaps from a capital approval group, perhaps to a group of finance folks. Now they submit a req.

Pitch 100

Pitch Finance Negotiate Price 100

Partners in Excellence

AUGUST 11, 2021

They help us develop our strategies, they help us figure out what we might do, how we might pitch. The questions a finance person might need to be asking themselves and their peers are probably different from those a user might ask or those a technologist might ask. But do our questions help the customer?

Finance 124

Finance Pitch Sell Prospecting 124

criteria for success

JUNE 3, 2021

Our ideas are sharper, our processes are speedier, and everyone feels that they are able to pitch in, like they are truly a part of a team. Finance can determine the business's spending and see if it's sustainable. If Operations has an issue about supply, they can more easily chat with Finance about their problems. Operations.

Growth 97

Growth Cross-sell Finance Represent 97

Partners in Excellence

JULY 18, 2013

We then start running all over the place, spewing our “value propositions,” It’s in our web site, our collateral, we pitch people on what we do. The VP of finance could care less—so it’s not a value proposition to her, it’s just useless information.

Finance 109

Finance Pitch CRM Prospecting 109

Hubspot

FEBRUARY 23, 2018

Entrepreneurial Finance from MIT OpenCourseWare. Anyone who wants to quickly get a grasp on the financial elements of starting a company should enroll in this finance course. How to pitch and sell to buyers. Entrepreneurial Finance from MIT OpenCourseWare. The Essential Guide to Entrepreneurship by Guy Kawasaki.

Finance 101

Finance Price Launch Entertainment 101

SaaStr

FEBRUARY 26, 2021

Make your pitch/presentation/messaging simple. Generally, if the financing to ARR is 1 to 1, you are golden. Hire great talent, not great resumes. Keep it simple. Trying to make it more complex in a startup creates more excuses for failure. Make your pricing plan simple. Black and White. Use common sense. Good night Irene.

Commission 122

Commission Finance Sales Engineering 122

Hubspot

APRIL 23, 2025

Some agreements are simple, just covering the basics, while others go deep into financing structures and decision-making authority. Use HubSpots Free Business Startup Kit to align you and your cofounders vision and even pitch your new venture to investors. Pro tip: Ive learned that clear governance is everything.

X-functional 57

X-functional Manufacturing Government Non-Profits 57

Salesforce

OCTOBER 24, 2023

To identify and meet those needs, there’s a simple, three-part framework you should follow: research, solution mapping with clear value propositions, and pitch customization. Make your pitch perfect With the details of your value proposition in hand, draft a formal sales pitch. Then, use these to draft a sample pitch.

Sell 104

Sell Pitch Objectives and Key Results Cross-sell 104

SaaStr

JANUARY 6, 2021

How do you scale a company based that can be collaborative for everyone in your org — from finance to marketing? The software creation pitch is faulty because it’s not obvious to average/most customers that they can build software to directly fit their needs.

Finance 112

Finance Growth Pitch Strategize 112

Hubspot

JULY 22, 2024

Or perhaps they‘re finance and banking. They want to jump straight into their pitch because they’re afraid of rejection. Acknowledge that their time is valuable and you have a pitch for them while still keeping the mood light. For example, maybe your verticals are hospitality and retail. This is hard for cold callers.

Cold Call 78

Cold Call Hospitality Objectives and Key Results Follow-up 78