SaaStr

AUGUST 8, 2023

The role of finance in SaaS is changing. No longer are finance teams the traditional “bean counters” of ages past. Instead, due to a decade-long exodus from Wall Street, the strategic CFO has burst onto the tech scene. SaaStr Workshop Wednesdays are LIVE every Wednesday. SaaStr Workshop Wednesdays are LIVE every Wednesday.

Finance 95

Finance Strategize A/B testing Growth 95

SaaStr

JANUARY 24, 2022

Take a read if you are still running finance yourself, or just have an part-time outsourced resource. In the old days, we didn’t have to worry about finance too much. SaaS accounting and finance has gotten pretty complicated, and the impacts of getting it wrong have gone up substantially. Accounting and Finance.

Finance 133

Finance Contract X-functional Start-ups 133

Martech

FEBRUARY 21, 2025

MMM offers a compelling solution for marketing and enterprise functions like finance and supply chain, which use these models to articulate return on investment and optimize strategies. Nearly half of marketing leaders struggle to prove their value and gain recognition for their contributions, a recent Gartner survey found.

Finance 115

Finance Drivers/motivators Technique Contract 115

Sales Gravy

MAY 31, 2024

JBJ) discusses personal finance for sales professionals with Ben Lex, a former B2B sales superstar turned financial advisor. This is exactly why you need to adopt a financial fitness mindset which means making deliberate, strategic decisions about your money, just as you do with your sales strategy.

Finance 98

Finance Commission Negotiate Sales 98

ConversionXL

NOVEMBER 17, 2020

From spaghetti testing to strategic testing . That’s what led us to strategic testing. The following are some of the strategic tests we ran at Codecademy. In addition, you need to coordinate with other teams that touch pricing, such as marketing, finance, customer support, and sales.

Strategize 121

Strategize Growth Objectives and Key Results Price 121

SaaStr

NOVEMBER 28, 2022

What is the secret to aligning go-to-market teams and finance teams? Prakash Raina, Co-Founder of Subskribe, and Leslie Hui, VP of Accounting Operations and Finance Transformation at Okta, break down the secrets to unifying SaaS teams, processes, and systems. The secret to aligning GTM & finance teams. Prakash Raina.

Finance 98

Finance GTM Government Territory 98

Highspot

MARCH 12, 2024

To maximize the impact of revenue enablement, you must focus on three elements: the enablement’s position in your go-to-market (GTM) engine, its strategic role, and how you measure its impact. Reach out to your partners from sales, marketing, rev ops, and even finance, and ask: What do you want the sales teams to do differently in six months?

Strategize 115

Strategize GTM Cross-sell Finance 115

Martech

JANUARY 7, 2025

For example, a rich blog post for a fintech company could be titled What is embedded finance? For B2B, this content should be strategically distributed across all stages of the buyer journey: awareness, education, technical understanding of solutions, and ultimately purchase intent. Use cases in real-world scenarios.

B2B 108

B2B Engineering Education Trust 108

Sales Hacker

FEBRUARY 7, 2025

Additionally, this stage involves deepening relationships with existing customers through upselling and cross-selling, as well as identifying opportunities for strategic partnerships and integrations. Global Adaptation: Pricing may be localized to account for regional differences in purchasing power and competition.

Price 111

Price E-commerce Cross-sell Profit margin 111

Sales Pop!

AUGUST 16, 2021

The truth is, a business plan is a strategic tool that helps entrepreneurs prove the viability of their business, set expectations, and priorities, and increase the likelihood of business success and future financing. Some even consider it a waste of time and resources. Think of a business plan as a road map.

Finance 239

Finance Growth Strategize Contact 239

Martech

FEBRUARY 3, 2025

This strategic foresight can spark transformation. What do you mean youre not considering agentic AI as part of your 2025 strategic roadmap? Finance questions every tech investment, even the critical ones. Give finance visibility into usage metrics and ROI tracking. But this approach carries risks.

Finance 102

Finance Technology Technology Drivers/motivators 102

Martech

NOVEMBER 21, 2024

From demand gen to brand trust: A strategic shift In another part of the interview, I asked the CEO how he thinks about brand in the context of customer decision risk. That’s why our finance team is leading a combined effort to learn how to understand, forecast, prove and optimize our GTM efforts. That would be bad.

GTM 104

GTM Drivers/motivators Legal Finance 104

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 213

Legal Finance Contract Networking 213

Sales Hacker

JANUARY 24, 2025

Make revenue operations a strategic priority GTM ops and finance must work from a single model of truth. If finance and sales teams present different revenue data, operational inefficiencies will slow growth. Onboarding is the highest-ROI investment you can make.

GTM 102

GTM Cross-sell Finance Price 102

Search Engine Land

JULY 25, 2024

How they view their own finances. Optimizing your budget and being strategic about your priorities is essential. They speak with customers and potential buyers often. This can give you valuable insights into: What frustrates your target audience. What objections they have. Their perspective on your market.

Campaign 108

Campaign Objectives and Key Results Price Finance 108

SaaStr

OCTOBER 23, 2024

Before BILL, around 2004, he started thinking more about this problem of doing finances with filing cabinets and a lot of pain, the same way it was done 60 years prior. They’re asking for moving money faster, creating a specific workflow, and insights and forecasting so they can be strategic about what they’re spending.

Customers 124

Customers Networking UX Engineering 124

Martech

NOVEMBER 21, 2024

From demand gen to brand trust: A strategic shift In another part of the interview, I asked the CEO how he thinks about brand in the context of customer decision risk. That’s why our finance team is leading a combined effort to learn how to understand, forecast, prove and optimize our GTM efforts. That would be bad.

GTM 94

GTM Drivers/motivators Legal Finance 94

Salesforce

MARCH 12, 2025

Algorithmic trading: In finance, autonomous agents can help execute algorithmic trading by analyzing market trends and data. It handles strategic work, operations, gives you insights for growth, and help you increase your sales pipeline. AI-driven systems also monitor financial transactions to detect and prevent fraudulent activities.

Represent 98

Represent Customer Relationship Management CRM Relationship Management 98

SaaStr

FEBRUARY 7, 2025

With Databricks now one of the largest pre-IPO technology companies, with $10 billion of expected non-dilutive financing and a valuation of $62 billion, Ron’s insights are gold for any revenue leader looking to scale. Enterprise sales require a field presence, strategic account management, and a drive to go where your customers are.

Technical Sales 72

Technical Sales Inside sales Cross-sell Account management 72

Martech

OCTOBER 2, 2024

Dig deeper: B2B content marketing: Driving success through strategic content creation The solution. For our campaign, we wanted people who have very busy, packed lives and don’t have time to think about their finances day-to-day. Who’s running my retirement plan?’” All of them are in a life stage that is at a turning point.

Campaign 70

Campaign B2B Sports Launch 70

Partners in Excellence

MARCH 26, 2024

” Why I’m So Interested In Selling I worked as a finance manager for a large tech company early in my professional career. When these large, strategic deals closed, our team and the company celebrated the success. My responsibilities included building profitability models for large, multi-million deals.

Sell 137

Sell Cross-sell Finance B2C 137

Partners in Excellence

FEBRUARY 4, 2025

Rather than being in selling, we have a greater passion in product development, finance, HR (OK, I’m stretching it). It’s actually very interesting, they took a hard left turn in the middle of the discussion talking about the importance of Strategic Mediocrity. I share this example, because it seems so common.

Finance 79

Finance Consult Strategize Sell 79

SaaStr

MAY 3, 2021

Even when you hire your great VP of Marketing, and he handles all the routine demand gen, the campaigns, even your user conference (which you need to do — more on that here ) … expecting true, deep strategic insight on how to position your product in the future … that’s expecting too much. Trust Me Here. You Have To.

Finance 116

Finance Strategize Engineering Quota 116

Sales Pop!

JUNE 11, 2024

When you have a clear understanding of your needs, you can explore financing options that best suit your situation. This might include a business line of credit from Credibly and other service providers, a traditional bank loan, or alternative financing solutions. They might offer solutions or flexibility to help you manage your loan.

Launch 130

Launch Finance Non-Profits Strategize 130

Sales Hacker

OCTOBER 19, 2022

Bigger strategic lifts require more intention. It’s extremely rare that the strategic context of the Head of Sales’ last company is the same at the new company.”. Then the CFO and Finance team enter to look at it from a financial viability perspective, find loopholes, and determine if the plan is still profitable for the company.

Commission 124

Commission Finance Quota Strategize 124

Sales Pop!

MARCH 15, 2024

These tasks encompass a wide range of administrative and support functions, such as managing finances through bookkeeping, offering customer support over the phone, and performing various other office-related duties—all without the need for physical presence in an office environment.

Real Estate 162

Real Estate Healthcare Construction Legal 162

Heinz Marketing

JUNE 22, 2023

They base their decisions on factors such as market trends, financial performance, strategic growth, and customer needs. These folks are typically Finance, Procurement, Legal, or someone Technical like Security (Compliance). They are usually executives or managers who have a broad understanding of the company’s goals and objectives.

Finance 111

Finance Account management Strategize Engineering 111

The 5% Institute

AUGUST 15, 2023

Strategic Account Management (SAM) is a powerful approach that goes beyond conventional sales tactics, focusing on creating value, fostering trust, and driving mutual growth between businesses and their most valuable clients. What Is Strategic Account Management? This is where Strategic Account Management (SAM) comes into play.

Account management 52

Account management Strategize Objectives and Key Results Cross-sell 52

Iannarino

JUNE 17, 2021

Instead, it requires strategies, tactics, and approaches to building organizational consensus for large or strategic decisions. Twenty years ago, most of my contacts were from marketing, operations, or finance, depending on what I was selling. Now, it is common to find stakeholders from all of the different areas of the enterprise.

Contract 195

Contract Sales Clients Government 195

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 118

Finance Objectives and Key Results Appointment Contract 118

Sales Pop!

JUNE 19, 2023

The information and experiences gained through an MBA program may be transformative for the success of your organization, from improving strategic decision-making and leadership skills to obtaining a global perspective and increasing your network. Earning a Master of Business Administration can help your company in many ways.

Finance 130

Finance Networking Education Drivers/motivators 130

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. These are primarily used in B2B and SaaS companies to help manage complex sales processes, papers, and status updates. hpc saw a 20% increase in close rate.

Legal 52

Legal Contract Cross-sell Finance 52

Sales Hacker

JANUARY 11, 2022

Join us as we discuss: Balancing sales knowledge with strategic knowledge in the classroom. Why giving data to finance people makes them annoying. The necessity of understanding managerial finance. Mistakes that new CROs usually make. Debunking digital transformation in a supposedly digital-leads-physical world.

Finance 102

Finance Strategize Sales Technology 102

Martech

MARCH 26, 2024

Once perceived primarily as technical support, martech teams are now central figures in strategic decision-making. Narrating the story behind the data lets marketing technologists demonstrate the insights’ direct impact on achieving strategic objectives, transitioning from technical support to strategic architects.

Customers 109

Customers Strategic planning Strategize Appointment 109

Partners in Excellence

OCTOBER 11, 2023

And only 1% of RevOps and 12% of Finance leaders believe comp plans are aligned with overall company goals. A recent report cited: 97% * of leaders think there are challenges with their comp plans. 91% of organizations failed to hit goal, yet only 31% of them felt the quotas were unrealistic. 78% find their comp plans difficult to understand.

Objectives and Key Results 145

Objectives and Key Results Pipeline Finance Quota 145

SaaStr

AUGUST 11, 2022

Its software sets HR free to do great work and be more strategic, which helps the entire organization do the same. Ramp is building the next generation of finance tools – from corporate cards and expense management, to bill payments and accounting integrations – designed to save businesses time and money with every click.

Finance 107

Finance Strategize Clients Trust 107

Salesforce

JULY 18, 2023

I’ll discuss below how to craft deals that both finance and sales teams will love. — Since my primary contact will need to present the deal to their CFO, I prepare a strong financial case that makes sense for both finance and sales. Get your deals finance-ready What are their timelines and budget constraints?

Finance 52

Finance Price Pitch Up-sell 52