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

Sales Gravy

APRIL 6, 2025

Mistakes can put their business, company, career, finances, or family at risk. If they dont trust you, they will not buy from you. Mistakes can put their business, company, career, finances, or family at risk. If they dont trust you, they will not buy from you. The penalties for making mistakes can be severe.

Sell 58

Sell Appointment Government Finance 58

Salesforce

MARCH 12, 2025

Algorithmic trading: In finance, autonomous agents can help execute algorithmic trading by analyzing market trends and data. This consistency helps build trust and reliability. AI-powered chatbots : AI powered autonomous chatbots provide 24/7 customer support by handling inquiries and resolving issues with minimal human oversight.

Represent 98

Represent Customer Relationship Management CRM Relationship Management 98

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. In my experience (and likely everyone else‘s) prospects are more inclined to open and engage with your email if they already know, like, and trust you.

Clients 78

Clients Referrals Prospecting Sales 78

ClickFunnels

OCTOBER 24, 2021

Build trust by providing progressively more paid value at each stage. 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.

Lead generation 246

Lead generation Real Estate Niche Promote 246

Highspot

JANUARY 23, 2025

Soft skills training can boost productivity by 12% and deliver a 256% ROI within 12 months Hard Skills vs Soft Skills Although soft skills build trust and connection, hard skills are still necessary. Empathy Understanding a customer’s perspective builds trust and loyalty. Did you know?

Objectives and Key Results 52

Objectives and Key Results Negotiate Cross-sell Pitch 52

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

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

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

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

Salesforce

OCTOBER 24, 2023

In short: A seller’s job is to get prospects to “fall in trust” with them, not merely fall in love with a new product or service. If you can deliver on the value buyers are looking for, you earn their trust. That trust is critical to building long-term customer relationships, opening the door to future cross-sells and upsells.

Sell 104

Sell Pitch Objectives and Key Results Cross-sell 104

SaaStr

FEBRUARY 26, 2021

Make your pitch/presentation/messaging simple. If you think 50% of the startups you look at can win, then you need to surround yourself with people you trust who will help steer you right. Generally, if the financing to ARR is 1 to 1, you are golden. Hire great talent, not great resumes. Keep it simple. Black and White.

Commission 122

Commission Finance Sales Engineering 122

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

Gong.io

NOVEMBER 12, 2021

. #4 Sales Skills for Pitching: The 9-minute rule. Now you enter pitch mode. You’ve trimmed it down and have “perfected” your 30-minute pitch. The problem: You are 3x+ longer than your sales pitch should be. The problem: You are 3x+ longer than your sales pitch should be. You’ve talked more than you listened.

Cold Call 118

Cold Call Objectives and Key Results Negotiate Cross-sell 118

Hubspot

OCTOBER 2, 2017

Or maybe they’re finance and banking. But trust me, spending just a minute upfront will make you wildly more successful. They want to jump straight into their pitch. Trust me, this always lightens the mood. Now they’ll explain their pain points and objectives -- valuable information to start building your pitch.

Cold Call 101

Cold Call Hospitality Pitch Territory 101

Hubspot

JANUARY 17, 2019

They don't oversee finances or review strategies. They leave the daily work to the active partners in the business, and they trust that they will manage the business well. As for debts and losses, all partners in a business venture are responsible for the business' finances. Risks for Silent Partners. How to Attract Investors.

Legal 92

Legal Finance Commission Trust 92

Hubspot

JULY 22, 2024

Or perhaps they‘re finance and banking. But trust me, spending just a minute upfront will make you wildly more successful. 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.

Cold Call 78

Cold Call Hospitality Objectives and Key Results Follow-up 78

SaaStr

AUGUST 26, 2020

Obviously, as we’re seeing now, the most important one and probably the biggest difference is you’re going to be pitching over Zoom. Do it now, before you pitch. This PPP doesn’t come from the SBA or any government entity, this PPP comes from the story that you weave when you deliver your pitch.

Pitch 126

Pitch Finance Product Start-ups 126

Sales Hacker

JUNE 22, 2020

Unless you sell a product directly to a finance team or similar customer profiles, the team you’re selling to likely knows how busy their CFO is and dreads involving them in any product evaluation just as much as you do. Don’t pitch. They expect a similar problem-solving approach from their employees, whom they trust.

Pitch 129

Pitch Up-sell Strategize Presentation 129

Hubspot

JULY 18, 2019

Spend any amount of time searching the hashtag #PRFail on Twitter and you won't struggle to find journalists lamenting about all of the bad PR pitches they received this week. Journalists' Top Ten Email Pitch Pet Peeves. Receiving an irrelevant pitch. Receiving a pitch that is too self promotional without a real story.

Pitch 78

Pitch Niche Angle Cold Call 78

Hubspot

NOVEMBER 11, 2021

Struggling to find financing is one of the harshest realities of startup life — with several businesses essentially starting from scratch. Angel investors generally look for promising startups in their seed or Series A rounds of financing and offer those businesses injections of much-needed capital to help get them off the ground.

Networking 92

Networking Finance Pitch Price 92

Hubspot

OCTOBER 22, 2013

Newsflash, guys: Old-school cold calls and elevator pitches do not work! The buyer’s specific interests and context is the right starting point -- not the generic elevator pitch. Call Prospect With Their Context, Not Your Elevator Pitch. This builds trust and fosters a trusted advisor relationship. It’s painful.

Prospecting 78

Prospecting Cold Call Contact Pitch 78

Partners in Excellence

OCTOBER 26, 2012

” Basically, the pitch was, “what’s it take to keep you?” But too many boards and executives miss this. But that’s not the real story. I know when he resigned, while he was several levels below the CEO of a multi billion company. The CEO took on the mission of “retaining him.”

Manufacturing 116

Manufacturing Finance Promote Pitch 116

Partners in Excellence

NOVEMBER 27, 2018

Otherwise, why do customers constantly complain about being pitched, sales people not understanding their problems, and so forth. Rather than a sales focused training workshop on problem solving, what if sales people train with finance, engineering, operations, and manufacturing people?

Sell 111

Sell Objection handling Assembly Line Territory 111

Martech

SEPTEMBER 29, 2023

Here follows a roundup of 15 new technologies I’ve run across that are just right for B2B, some recommended by people I trust and respect, and all of them worth a look. And it supports the data needs of the entire firm, from manufacturing to finance. Which are best for my industry and for my customers?

B2B 96

B2B Teamwork Referrals Cross-sell 96

Hubspot

APRIL 6, 2021

The same reasoning applies to content marketing — your content needs to carry a unique and identifiable voice, style, and pitch across all distribution channels. Content consistency establishes your credibility, builds trust, and strengthens your reputation. Your audience will trust you. Overall, content marketing is important.

Campaign 101

Campaign Trust Finance B2B 101

Hubspot

JUNE 8, 2021

There's the hustle to find leads, the hundreds of calls, and the high of delivering a flawless pitch. If you imagine jet-setting to new locations to pitch prospective clients, an outside sales rep role could be the career for you. You'll have to gain customer's trust, understand their industry, and help them achieve their goals.

Commission 94

Commission Territory Finance Inside sales 94

Hubspot

MARCH 22, 2022

It's tempting to take a casual approach when pitching to family and friends — but we don't recommend this. You sell a piece of your business to an investor or groups of investors and they provide the financing to move your business forward. Let's say you have the names of a few investors you want to pitch to. Balance sheets.

Finance 69

Finance Pitch Presentation CRM 69

Sales Hacker

AUGUST 4, 2020

” And of course being the great wife that she is, she said, “Matt, I trust you.” I would say generally speaking, and certainly not a sales pitch by any means, but our whole model at N6A is really built to align PR with business outcomes. We had 10 pitches over the past month. Like they say, the rest is history.

Objectives and Key Results 123

Objectives and Key Results Finance Start-ups Prospecting 123

Hubspot

MAY 22, 2018

In order to build a successful company, you’ll need to create and fine-tune a business plan, assess your finances, complete all the legal paperwork, pick your partners, choose the best tools and systems to help you get your marketing and sales off the ground … and a whole lot more. Pros: They make seeking venture financing easy.

Legal 101

Legal Finance Government Up-sell 101

Sales Hacker

SEPTEMBER 11, 2020

With that being said, stop using your standard pitch decks. Align your pitch to how you can help them achieve their company vision in the long term and their departmental OKRs in the short term. – Marcus Lo, Head of Finance, Crunchbase. – Marcus Lo, Head of Finance and Operations, Crunchbase.

Sell 108

Sell Minimum Viable Product Objectives and Key Results Cross-sell 108

Hubspot

JUNE 18, 2019

This is no easy task and I’ve experienced these challenges first-hand after developing project management software for the finance industry. What is your elevator pitch and can you easily work it into your demos and conversations with potential customers in a straightforward way?

Process 98

Process Price Sales Territory 98

PandaDoc

JUNE 21, 2022

Lean business plans tend to be geared toward early-stage businesses that don’t need any kind of outside investment and have no intention to seek financing in order to start their business. It’s often best to think of this as an elevator pitch for your business. What is a lean business plan? Frequently asked questions.

Non-Profits 98

Non-Profits Retail Finance Consult 98

SalesProInsider

FEBRUARY 15, 2023

Let’s talk about trust. Trust is an intangible, and crucially important, aspect of any buying and selling relationship. Because trust is what allows a prospective client to feel comfortable moving forward in working with you. Financial Advisor sales training doesn’t have to focus on pushy tactics or high-pressure pitches.

Clients 62

Clients Finance Trust Pitch 62

Sales Hacker

OCTOBER 12, 2020

For example, 39% of buyers say the role of executives in purchasing decisions has grown, 37% say the role of operations has grown, and 33% say the role of finance has increased. But don’t forget the other seven you found — work on building trust with them, so you have their support when it comes time to make the purchase decision.

Finance 82

Finance Prospecting B2B Up-sell 82