Finance Related Topics 
The 5% Institute
OCTOBER 20, 2022
Selling finance products can sometimes feel a bit harder than selling other product types. Generally, when selling finance products, you’re selling the invisible; an intangible outcome products and results that’ll benefit them financially. Selling Finance Products – 5 x Effective Tips.
Heinz Marketing
AUGUST 23, 2022
Because finance functions as the analytical partner to marketing creativity, there can be a disconnect between the perceived goals. So, how can marketers effectively communicate with the finance department to establish joint outcomes that work for all parties?
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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. But in SaaS, once you even get to about $2m ARR — it’s time to get your finances in order.
Sales Pop!
MARCH 16, 2023
Working with firms or finance experts that offer business accounting services is in their best interest. Experienced business accountants and finance experts know how to keep a company’s finances to avoid the money mistakes that small business owners tend to make.
G2
SEPTEMBER 1, 2022
Accounting and financial process management can be time-consuming and stressful. Guest Post Tech
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.
Sales Pop!
JANUARY 5, 2023
It’s a new year, and with a new year comes new goals, and for many of us these goals include tackling our finances. The last few years have been pretty rough on most of us, even if we have been stringent with our finances. Budgeting is the first key to settling finances.
Sales Hacker
JUNE 10, 2021
We’ll dig into what matters most to you, identify the enemies of common sense finance and the basics of how to build a budget with your comp plan. Why are you trying to take control of your finances? [4:57].
Sales Pop!
DECEMBER 30, 2021
Education in finance is useful not only for future business people and bankers but also for people of other professions. Education in finance allows you to become a financial manager in a large firm, a financial consultant, a broker, a savings and credit manager, etc.
Sales Pop!
AUGUST 8, 2022
Finances are a challenge for everyone. If you’re feeling like you’ve got all your ducks in a row but find that you’re still struggling to manage your money more effectively, I’m going to present five important ways that can help you get back on top of your finances.
SaaStr
JUNE 28, 2022
Missing your financial plan in the middle of a financing. And as frustrating as it may be to hear, it’s a fair reason in many cases not to proceed with a venture financing. Most VCs see this as a real issue, and will want it worked out before the financing closes.
Heinz Marketing
JANUARY 10, 2022
Join us for a great conversation about speaking finance as a marketer, the importance of the sales role in retention, how you are successful as a leader first and much more. I do not have a finance background. I do not have a finance background.
SaaStr
DECEMBER 28, 2019
Q: What were the effects on Adobe’s finances when they switched from a licence purchase to a subscription model? The post What were the effects on Adobe’s finances when they switched from a licence purchase to a subscription model?
Salesforce
SEPTEMBER 28, 2021
Front of the house versus back of the house. Client facing or business facing. Internal, external. Traditionally, we’ve gotten into the habit of marking firm lines and dividing the parts of our businesses that face the customer and the ones that deal with employees. It turns out that’s a mistake.
G2
SEPTEMBER 20, 2019
FinanceYou have a great idea for a business.
Hubspot
APRIL 29, 2015
The finance industry is just one of those industries that's REALLY difficult to work in as a marketer. If ongoing research is anything to go by, finance is one industry that’s seeing an increasing level of demand for engagement over the internet. And sure, marketing within the finance industry can be challenging. To help finance marketers overcome these marketing challenges, we’ve put together an ebook tailored specifically to marketers in the finance industry.
Hubspot
MAY 13, 2015
When you're working within the highly regulated finance industry, there can be legal implications for companies that are seen as being "over-promotional" on social networks like Twitter and Facebook. Many finance marketers have hesitated to adopt social media, saying the risk isn't worth the investment. Not only are people willing to do business with finance-related businesses online, they're actually more likely to do business with you if you offer engagement online.
Hubspot
NOVEMBER 14, 2018
Within seven years, though, his company grew to be worth $500 million and his website, Nerdwallet.com, attracts millions of visitors per month who look for credit card information and personal finance-related content. As of today, Nerdwallet has more than 36,000 indexed pages, giving them the chance to rank for an enormous amount of longtail keywords and capture a disproportionate percentage of the search sphere for all things personal finance and credit cards.
Sales Hacker
NOVEMBER 19, 2018
Rob has a background in finance, but jumped into the startup world first at Groupon, where he was the GM for their Latin American division, before moving to New York to become the first sales hire for Justworks. The benefits of a career in finance on evaluating companies. How did you go from finance to leading a startup sales team? Rob Lopez: I took some classes in finance, took some classes in technology, and ended up meeting an alum who worked at Groupon.
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. Track performance of finance agents.
The Sales Hunter
DECEMBER 8, 2017
Each year I’m invited to speak at numerous sales kick-off meetings, and as such I can say I’ve been to some amazing meetings and some downright terrible ones. I don’t think anyone starts off with a plan of having a terrible meeting, but due to competing agendas, it happens too frequently. Sales kick-off meetings go […]. Blog leadership Professional Selling Skills Sales Motivation kick-off meeting leader sales kick-off
VanillaSoft
JUNE 28, 2021
For example, you might build a niche brand around renovation loans, VA loans, or financing for residential construction. Banking | Finance | Mortgage banking finance mortgage
Smarter With Gartner
JULY 28, 2021
FinanceMost organizations spent much of 2020 with many of their employees suddenly working from home. As organizations adjust to postpandemic conditions, remote and hybrid working models are gaining traction.
Heinz Marketing
DECEMBER 12, 2020
Three Ways to Strengthen the Marketing and Finance Relationship. The marketing-finance relationship can be a tricky one, but it’s essential they find a way to communicate effectively.
Heinz Marketing
SEPTEMBER 25, 2022
How Finance and IT Can Collaborate for Growth. In this piece, Adam Zaki offers solutions for increased collaborating between finance and IT departments in an organization.
Smarter With Gartner
AUGUST 11, 2021
Executive FinancePressure is on CFOs to prioritize and fund digital initiatives as organizations reconfigure business and operating models and adapt to new, often-hybrid working environments.
Heinz Marketing
AUGUST 14, 2022
To help marketers (and really anyone) understand the finance side of business, I recommend understanding your own finances first. App of the week Android App app of the week essential app iPhone App marketing and financeBy Mina Guirguis , Marketing Consultant at Heinz Marketing.
Hubspot
APRIL 12, 2022
Startup financing ranges from news-worthy venture capital rounds to credit cards, grants, and small business loans. Understanding your financing options is essential for success. What is Startup Financing? Startup financing is the capital that's used to fund a business venture.
Smarter With Gartner
SEPTEMBER 12, 2021
This approach to funding digital initiatives can help finance teams maintain regular oversight and controls on the spending of digital initiatives without weighing you down in so much onerous process that small, iterative initiatives struggle to get off the ground. Finance
Sales Coach Dew
AUGUST 15, 2022
One of the personal finance tools we use is You Need A Budget (YNAB). Attitude Adjustments finances Goal Setting Habits Image investing Reach Your PotentialAre you spending your time and money wisely, or are you neglecting the most important person in your life?
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. Track performance of finance agents.
Heinz Marketing
OCTOBER 5, 2019
Many Executives Are Afraid of Finance. A look at how managers can increase their understanding of how finance works. B2B Reads Sales abandoned cart emails ccpa email marketing finance marketing and sales alignment owned media prioritization sales cycle Shortening Sales CyclesIn addition to our Sunday App of the Week feature, we also summarize some of our favorite B2B sales & marketing posts from around the Web each week.
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. Typically used by Sales, Channel Managers, Finance, Product Marketing and Legal, Model N solutions maximize revenues by: Streamlining the quote to contract to cash process to shorten sales cycles and drive more selling time.
G2
OCTOBER 19, 2021
Electronic invoicing (e-invoicing) is the exchange of computer-readable payables data between finance systems via a standardized data format. Guest Post
Force Management
APRIL 28, 2022
Sales, Finance, Product, Engineering, Customer Success, Executive Leadership, etc.). The Revenue Builders Podcast, hosted by John McMahon and John Kaplan, has quickly become part of the weekly routine for business leaders in all stages of their careers.
SaaStr
APRIL 14, 2022
I think at a minimum you should have a real experienced finance lead at $2m ARR, a real VP Finance once you raise $20m, and a CFO once you are at $20m+ ARR. Most outsourced finance resources aren’t great at collections, and aren’t perfect at SaaS revenue recognition.
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. — Cynthia Hollen / Omnitail … OnMyWay Commerce (@cynthiahollen) January 9, 2023.
SaaStr
OCTOBER 29, 2022
So I’ve seen a trend among many startups these days which is to sort of have a VP or Director of Business Ops instead of a VP / Director of Finance. They handle the cash too, but also go deep on the business in a way a “finance person” usually simply can’t. True finance folks (e.g.,
Sales Hacker
MAY 23, 2022
Hi Kristina, I work for {{org.name}} , and we are revolutionizing how companies and finance professionals win. In short, we help high-growth companies fill gaps in their finance departments on a fractional basis. Subject line: Finance Opening.
Heinz Marketing
APRIL 12, 2020
Amid the COVID-19 pandemic, finances have been tight for lots of people and families around the country. I am thankful to still be working but, finances and budgeting have still been top of mind. Clear view of your finances.
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