Hubspot

APRIL 23, 2021

Calendly is an online appointment scheduling tool that helps you book meetings without wasting time on back-and-forth emails. Xero is for accountants, bookkeepers, and small business owners who need help managing finances. And the Service Hub is where you engage with customers through customer feedback and data collection.

Non-Profits 88

Non-Profits Finance Price Contract 88

Hubspot

JANUARY 17, 2019

Employee benefits entail any non-salary compensation included in an employee's contract, including health insurance, a retirement plan, or paid vacation time. While some employees might use their PTO to take a trip with family or friends, other employees might simply use it to attend doctor's appointments or take care of a sick child.

Non-Profits 78

Non-Profits Healthcare Appointment Legal 78

Hubspot

JANUARY 3, 2025

Based on a survey we conducted with entrepreneurs, we found that 54% struggle with earning and maintaining finances/money. In the months leading up to the launch of my business, I joined a startup accelerator and got a contract for a new investment fund through that. Virtual assistant to schedule your appointments.

Networking 36

Networking Finance Non-Profits Referrals 36

Salesmate

MAY 19, 2020

Organize your finances. Keeping your finances in order is extremely important when you are starting a real estate business. Even once you start your real estate business, ensure you maintain various financial statements to keep track of your finances. Here you need to schedule an appointment and take a meeting confirmation.

Real Estate 82

Real Estate Legal Niche Finance 82

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

Sales Hacker

JUNE 3, 2019

With Conga, you can simplify documents, automate contracts, and execute e-signatures so you can focus on accelerating sales cycles and closing business faster. With Conga you can simplify documents, automate contracts, and execute esignatures. We’ve got two sponsors on the show for you today. Don’t miss episode 61.

Construction 71

Construction Cold Call Contract Appointment 71

Lead Fuze

AUGUST 12, 2021

Episode 11: How to Increase Inside Sales Appointment Setting 300%. Episode 28 Converting Free Trials, Soft Contracts, and Why Sales Prospects. He’s also an accomplished university teacher in the art of sales with courses in Sales Management, Pricing, Marketing Economics, Finance, Entrepreneurship, and Strategic Management.

Sales 98

Sales Drivers/motivators Up-sell Inside sales 98

Capterra Sales & Marketing Software

JANUARY 21, 2022

Device Compatibility: Screenshot: Agile CRM offers functions such as appointment scheduling, project management, sales gamification, contact management, reporting, lead scoring, lead prospecting, and 360-degree contact management. Functionality rating: 4.4. Functionality rating: 3.4. This includes up to 500 contacts.

Customer Relationship Management 52

Customer Relationship Management Relationship Management CRM Price 52

Sales Hacker

MARCH 25, 2025

And you said, Hey, tweak that for you and finance versus pharma versus manufacturing and make it your own. You know, staying in an industry, nailing a couple of use cases and being very successful, maybe they get like 10 customers, each paying them, you know, multi million ACV contracts. And we all know that was painful.

GTM 67

GTM X-functional Start-ups Relationship building 67

Sales Hacker

DECEMBER 8, 2020

So I actually started a second business, which they shut down because they weren’t happy with the fact that I have done that in company time, it was a breach of contract, all that good stuff that I had been too naive to realize at the time, and just realize that this is the time to go and work for a startup.

Sales 114

Sales E-commerce Angle Technology 114

SaaStr

NOVEMBER 19, 2019

I was a CFO, so I went down the hall to finance to meet my people in finance. In enterprise software, it’s all about contracts, long term contracts. We started with other products that were must haves like the need to bill out electronically of course, to schedule patients, to do appointment reminders.

Closing 74

Closing Customers Niche Sports 74

Spiro Technologies

AUGUST 25, 2022

We went to college, both had finance degrees at the University of Iowa, and then we both went and did our own thing. Some days they might need to take their kids to a doctor appointment. It needs to be a relationship, it can’t be a traditional contract. Adam Honig: Yeah, I really get that family ethos coming out of it.

Sell 52

Sell Manufacturing Healthcare E-commerce 52

Hubspot

APRIL 9, 2025

Manager-managed LLCs where members appoint a manager (who may or may not be a member) to handle operations. Managing finances and strategy. The Basics Managing partners are actually owners of their business (usually LLCs or partnerships), while CEOs are appointed by boards of directors to oversee a corporations strategic direction.

Strategize 46

Strategize Legal Finance Growth 46

Sales Hacker

NOVEMBER 18, 2019

That conversion could be a micro conversion like a returned phone call or reply to email, or of course it could also be a macro conversion like a signed contract or commitment. Never raised outside financing? But, on the backside of the appointment, is where the real money is. What’s your background? Sam Jacobs: Amazing.

Objectives and Key Results 63

Objectives and Key Results Promote Up-sell Prospecting 63

The Lost Book of Sales

JULY 12, 2021

Appoint a subcommittee to make the target market selection. " You are not likely to get financing from anybody with experience. From there the goal is to win the nod and get the contract through purchasing, the PO signed, and the work under way.

Cross-sell 52

Cross-sell Niche Objectives and Key Results Price 52