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 113

Finance Contract Pipeline Consult 113

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

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 103

Finance Contract Cross-sell Campaign 103

Salesforce

SEPTEMBER 26, 2023

Here’s the hard truth: “You don’t know if they’re ready to buy until they tell you they’re ready to buy, and you can’t believe it until you get a signed contract,” said Richard Harris , sales coach and founder of The Harris Consulting Group. But do they really want to buy, or are they just window shopping?

Contract 119

Contract Negotiate Follow-up Contact 119

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

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 87

Customers A/B testing Finance Contract 87

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

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 115

Contract Finance Negotiate Price 115

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 101

Finance Sports B2B Contract 101

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

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 84

Finance Contract User Experience Service 84

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 85

Commission Customers Finance Contract 85

Closing Bigger

DECEMBER 14, 2022

3) Improve your lead nurturing game More contact More variety Better context Better timing More relationship More discrimination 4) Expand while your competitors and contracting. Your competitors are hunkering down and hatching, take advantage of this. Your competitors are hunkering down and hatching, take advantage of this. *

B2B 52

B2B Contract Finance Territory 52

Closing Bigger

DECEMBER 14, 2022

4) Expand while your competitors and contracting. 4) Expand while your competitors and contracting. Your existing client needs have changed. 2) Drill down on your ICP needs, risks, missed opportunities, and align them with your solutions. 3) Improve your lead nurturing game. More contact. More variety. Better context. Better timing.

B2B 52

B2B Contract Finance Territory 52

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

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 60

Consult Contract Construction Finance 60

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

Search Engine Land

NOVEMBER 30, 2023

Hiring just in time doesn’t mean waiting until you’ve signed a contract or your team is struggling. Negotiate renewal terms upfront or get a month-to-month auto-renewal A few months ago, I was caught off guard when I asked to pay an annual contract with a vendor in semi-annual installments, as we had done in the first year.

Contract 104

Contract Clients Pitch Growth 104

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

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

SaaStr

AUGUST 25, 2023

Beyond the key employees, the acquirer may require 80-90% of a group to agree to employment contracts (e.g., Often, G&A (finance, legal, etc.) But the changes, if any, are not likely to be epic. Group #2: Need to keep as a group. all engineers). You can say No. That may give you some leverage. Group #4: Don’t even want.

Negotiate 52

Negotiate Legal Finance Contract 52

Lead Fuze

MAY 26, 2023

Furthermore, we’ll explore strategies for establishing onboarding processes for new hires, fostering relationships through networking events & webinars, ensuring cash flow stability as well as effectively managing finances. To run a successful social media marketing agency, you need to be on top of your finances.

Niche 98

Niche Finance Negotiate Technique 98

Hubspot

AUGUST 30, 2021

If you’re looking for more freedom with finances, this wouldn’t be as possible as it would if you were running your own business. Given this, it’s essential to review the contract before signing and understand the level of assistance you’ll get. Contracts aren’t permanent. For some, a temporary contract may be an advantage.

Non-Profits 87

Non-Profits Contract Finance Start-ups 87

Martech

NOVEMBER 1, 2021

That’s when creativity is required along with cooperation from other departments like legal and finance on both ends and procurement on the client’s side. Is it possible to execute a contract to meet a deadline for discounts while at the same time delaying payment and/or implementation until a later quarter or the next fiscal year?

Non-Profits 115

Non-Profits Government Legal Finance 115

SaaStr

NOVEMBER 23, 2022

For example, over the years, Angolia’s go-to-market strategy has tied together every part of its company, from finance to legal. . Anybody can post the numbers—the right churns, contraction profiles, or ARRs—but they should also earn these metrics with integrity. The life of a CRO is all about results.

Drivers/motivators 103

Drivers/motivators Trust Legal Finance 103

SBI

NOVEMBER 2, 2017

For example, Model N provides solutions for Finance and Product teams to maximize revenues by designing more effective pricing and discount programs, and analytical solutions to develop new product launch strategies that maximize sales in a global market. Nancy: What are some of the challenges your solution solves for Marketing/Sales?

Cross-sell 52

Cross-sell Finance Contract Legal 52

Hubspot

SEPTEMBER 20, 2021

Item 10: Financing : Whether or not the franchisor offers financing arrangements and, if so, what the terms and conditions of those arrangements are. Item 22: Contracts: This item includes a list of all contracts that a franchisee must sign with the franchisor. The contracts are then attached as an exhibit.

Territory 64

Territory Legal Contract Finance 64

SaaStr

AUGUST 7, 2023

Because if you have 3-year contracts with 97% gross retention, and raised money like crazy, you could still be crushed because you didn’t see the churn until years later. How Founders Can Optimize For Cash Flow You don’t need 20 people in finance or operations or the best accountants to optimize for cash flow. So what is it?

Finance 72

Finance Manufacturing Niche Growth 72

Smarter With Gartner

AUGUST 24, 2021

Term-based contracts’ costs are fixed and based on access not usage. A new contract results in a new revenue stream, but the resale opportunity occurs at the end of a predetermined time period, not the product’s end of life. Subscription business models disrupt that cycle. Consumption-based licensing is often pay-as-you-go.

Contract 59

Contract Commission B2B Legal 59

Search Engine Land

NOVEMBER 13, 2023

Healthy finances are crucial for client retention. This contract outlines services provided, performance targets, backup strategies, and contact hours. Setting realistic expectations, creating detailed plans, and maintaining regular communication are vital steps to combating issues.

Clients 103

Clients Objectives and Key Results Referrals Non-Profits 103

Martech

APRIL 7, 2023

For example, marketing can work with sales, customer success and finance to: Craft a mutual value map, identifying key areas of ownership and accountable milestones and metrics. Adapt contracts that include services, incentives, and/or safety-net clauses to take FOMU points off the table.

B2B 118

B2B Customers GTM Pipeline 118

SaaStr

OCTOBER 10, 2023

Balance Long-Term Risk with Short-Term Gain : Every business arrangement or contract balances risk and reward, both for the present and future. 1Password raised capital after running bootstrapped for a decade because they felt like they were leaving money on the table by not having a marketing and finance team.

Legal 62

Legal Closing GTM Finance 62

Sales Pop!

SEPTEMBER 27, 2021

You will have contracts, invoices, receipts, and other documents that you need to keep safe. Poor financial planning leads to the demise of many new businesses, so be sure to do all you can to keep your finances (both personal and professional) in good shape. Being organized will be your best friend as a self-employed individual.

Finance 52

Finance Contract Promote Service 52

InsightSquared

MAY 7, 2019

Contract value: Companies selling subscriptions with larger average contract values also have longer sales cycles than companies selling low priced, low touch subscriptions. To learn more about SaaS sales benchmarks from OPEXEnginge, a confidential SaaS benchmarking platform and Finance community, reach out at info@opexengine.com.

Product 102

Product Territory Contract Sales 102

Hubspot

JANUARY 26, 2023

Get ready to learn about healthcare, contracts, and accounting — all of which have their own departments in larger companies. The most popular topics in this category are travel, fashion, beauty, personal finance, and entertainment. The site still features posts with finance tips and tricks.

Finance 66

Finance Legal Niche Manufacturing 66

SaaStr

JUNE 17, 2022

Pay Sales Bonuses When Cash is Received, Not Upon Signed Contract. Whatever it is, that extra bit is the cheapest financing of your business you’ll ever get. Assuming you are growing 100%+ or more YoY, you’re not really robbing Peter to pay Paul — because there will be plenty more in the future. We aimed for 120%.

Commission 103

Commission Finance Contract Engineering 103

Veloxy

JUNE 21, 2021

If the customer is a business, this may include new clients, new hires, new contracts, etc. Finances Online shared, “ 60% of customers reject offers four times before they say yes.” Another way to find a need is to research the customer ahead of time. Look for potential trigger events using a tool like DiscoverOrg.

Cold Call 298

Cold Call Objectives and Key Results Pitch Follow-up 298