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. Top Takeaways.

Finance 98

Finance GTM Government Territory 98

Sales Hacker

FEBRUARY 7, 2025

It specializes in creating personalized shopping experiences for customers by leveraging machine learning and AI technologies. Additionally, this stage involves deepening relationships with existing customers through upselling and cross-selling, as well as identifying opportunities for strategic partnerships and integrations.

Price 107

Price E-commerce Cross-sell Profit margin 107

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 114

B2B Engineering Education Trust 114

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. AI Learnings “Fundamental technologies become fundamental, not because of hype,” René says. Customers have a pain point, and a company’s job is to solve it.

Customers 120

Customers Networking UX Engineering 120

Salesforce

MARCH 12, 2025

Technology is becoming more innovative with every passing day. One of the most exciting developments in technology is the rise of autonomous and assistive agents. Algorithmic trading: In finance, autonomous agents can help execute algorithmic trading by analyzing market trends and data.

Represent 98

Represent Customer Relationship Management CRM Relationship Management 98

Salesforce

JANUARY 27, 2023

They have a different view of normal and how to use your products and services,” said Guive Balooch, global VP of L’Oreal’s technology incubator. The right technology investments can help. The best way to get executives on board is to test [the technology] and show them it actually works,” he said.

Technology 98

Technology Technology Minimum Viable Product Angle 98

Salesforce

FEBRUARY 22, 2023

This trend has accelerated as business units gain influence over the technology they use, and are empowered to more quickly implement technology that serves their and their customer’s specific needs. What you should do More than ever, technology investments must drive specific business outcomes. trillion this year.

Technology 93

Technology Technology User Experience Finance 93

Hubspot

APRIL 3, 2019

Or should I say, what's the strategic plan? But, with strategic planning, businesses can increase productivity, profitability, and increase their longevity by creating a clear plan for the future. Does strategic planning sound too good to be true? Strategic Planning. And strategic plans are often adjusted each year.

Strategic planning 94

Strategic planning Strategize Objectives and Key Results Sales 94

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. And we expect our salespeople to understand the technology. We tend to be very technical.

Technical Sales 67

Technical Sales Inside sales Cross-sell Account management 67

Iannarino

JUNE 17, 2021

Our technologies are also outpacing our ability to adapt, often wreaking havoc on older business models or completely destroying them. Instead, it requires strategies, tactics, and approaches to building organizational consensus for large or strategic decisions.

Contract 215

Contract Sales Clients Government 215

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. ” I decided to “package” up my experience in people, processes, and technology.

Sell 137

Sell Cross-sell Finance B2C 137

Heinz Marketing

JUNE 22, 2023

They base their decisions on factors such as market trends, financial performance, strategic growth, and customer needs. TDMs make decisions related to technology. They are usually IT professionals who have a deep understanding of the company’s technology infrastructure and systems.

Finance 111

Finance Account management Strategize Engineering 111

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 126

Finance Objectives and Key Results Appointment Contract 126

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

Hubspot

APRIL 23, 2025

That was the first time I really understood what a joint venture is a strategic partnership where two businesses combine strengths while staying independent. Some agreements are simple, just covering the basics, while others go deep into financing structures and decision-making authority. I asked him what changed. His answer?

X-functional 57

X-functional Manufacturing Government Non-Profits 57

Highspot

MAY 18, 2025

Account-based marketing (ABM) is a strategic approach that targets high-value accounts rather than casting a wide net. Industry and vertical: Focus on industries where your solutions have proven results, like technology, healthcare, or financial services. technical specs for IT, ROI analyses for finance).

Healthcare 52

Healthcare Objectives and Key Results Finance Objection handling 52

Martech

FEBRUARY 8, 2024

Building strong data foundations Recently, we have seen some revolutionary new technologies introduced to digital marketing. It is, therefore, imperative that we work on getting the fundamentals right before we dive into the exciting possibilities of these technologies. The strategic use of GA4 is crucial in this process.

Finance 120

Finance Technology Technology Campaign 120

Martech

OCTOBER 29, 2021

“The integration [of marketing technology] with other applications…and the visibility and control you gain will provide you with the ability to make decisions on the fly,” Delande said. Monitoring. This allows campaigns and other marketing efforts to be monitored and measured. Budget management.

Campaign 122

Campaign Finance Territory CRM 122

Partners in Excellence

MARCH 8, 2013

For any business, large or small, we have to understand, quantify, and communicate the impact of what we want the customer to do on the attainment of their organization’s strategic and financial goals. ” All purchases, every investment has to contribute to the strategic initiatives of the organization. Follow the money!

Finance 111

Finance Strategize Represent Sell 111

Martech

FEBRUARY 7, 2024

Almost every business today has access to similar AI tools, but outcomes are going to differ significantly based on how they apply the technology. When we talk about AI in the context of business, it’s easy to get caught up in the excitement of the technology. Take HubSpot and Lavender AI, for instance. Build or buy?

Technology 132

Technology Technology CRM Finance 132

Sales Hacker

JANUARY 11, 2022

You have to know about marketing, persuasion, technology, and strategy — to start with. 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. powered by Sounder.

Finance 100

Finance Strategize Sales Technology 100

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. PandaDoc helps us work faster and smarter, and the PandaDoc team has gone above and beyond to support our organization’s implementation of proposal technology.

Legal 52

Legal Contract Cross-sell Finance 52

Martech

SEPTEMBER 22, 2021

In covering the next phase of NFT marketing (the early adoption “novelty” phase concluded at the beginning of the year with Taco Bell), I checked in with Chris Georgen, founder and Chief Architect of Topl, which uses blockchain technology to help businesses measure value chains. It comes down to experience. “At Read more here. Read more here.

Gaming 131

Gaming Launch Finance Campaign 131

Martech

JANUARY 10, 2023

Martech bloat occurs when companies accumulate too many marketing technologies without adequately assessing their needs. Carry out regular maintenance and support to sustain any technological advantage from purchasing an advanced tool. Unifying marketing technologies. Faster strategic activation. Improved scalability.

Transportation 122

Transportation Consult Technology Technology 122

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

Martech

MAY 2, 2023

Beyond marketing, sales and customer success, your product, finance, operations and executive teams are invaluable partners. Second, we turn to the latest and greatest technology as the holy grail to making revenue flow through marketing. Today, revenue and customer generation must be a team sport. Here is how a $1.4

Finance 119

Finance Sports B2B Contract 119

Salesforce

DECEMBER 6, 2022

CFOs are taking broader leadership responsibilities, such as managing customer experiences, hiring and retaining talent, and leading strategic shifts into automation and other areas. Learn how the right technology investments help you increase efficiency, improve results, and lower costs. What does this mean for today’s CFO?

Meeting 98

Meeting Finance Technology Technology 98

SaaStr

SEPTEMBER 21, 2021

CNBC Technology Reporter Kate Rooney interviews Eric Sager, the COO at Plaid, asking for his take on the state of fintech today and tomorrow. Digital Finance Today. In this era, entrepreneurs were exploring the merging of financial services with technology. The technology and capability began to spread, evolve and improve.

Finance 95

Finance Technology Technology Strategize 95

Smarter With Gartner

SEPTEMBER 9, 2021

Today’s hottest customer service technologies focus mostly on providing assisted service and freeing up support reps’ time — reflecting the increasing shift to digital self-service platforms and analytics capabilities. . Download now: Emerging Technologies in Customer Service and Support. Four key customer service technology trends .

Service 109

Service Customers Finance Technology 109

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 116

Customers Strategic planning Strategize Appointment 116

Martech

APRIL 19, 2023

The focus of DI is not just on the technology but on how it augments human decision-making processes. Strategic intelligence. Broadly, strategic intelligence means using BI insights to drive and support strategy. I’ve used it in developing systems and platforms for complex energy, finance, policy, and marketing decisions.

Strategize 124

Strategize Healthcare GTM Strategic planning 124

Smarter With Gartner

SEPTEMBER 12, 2021

For you and your team, the key difference is that product-centric delivery is funded on a continuous basis — and is justified by the strategic importance of the incremental value being delivered. . This allows teams to pivot more quickly based on new conditions in the market, customer preferences or priorities. .

Finance 98

Finance Strategize Technology Technology 98

Salesforce

NOVEMBER 11, 2022

We recently spoke with several executives in finance — including some who joined us for our “Women of Wall Street” features at Salesforce’s New York World Tour and Dreamforce events this year — to learn more about their journeys. Empowering women in finance. Alicia Stone , senior business technology executive at KeyBank.

Finance 98

Finance Networking Manufacturing Customer Relationship Management 98

Partners in Excellence

NOVEMBER 27, 2011

It’s a fundamental strategic question every organization must really understand. ” Or they differentiate themselves with a technology, like “cloud.” Sales, marketing, product development, customer service, manufacturing, finance, administration, everyone is part of this.

Customers 114

Customers Manufacturing Finance Strategize 114

Martech

NOVEMBER 15, 2021

These vendors are on the front lines of dealing with changes to privacy regulations and technology shifts, so they are building solutions with the strength to weather a cookie-less future where users are in control of their own data. It is marketed to technology, finance, healthcare and manufacturing organization.

Strategic partnership 114

Strategic partnership Clients Hospitality Retail 114

Salesforce

JANUARY 22, 2024

And while there’s been much fear around AI taking our jobs away, the new technology will, in fact, give rise to myriad new jobs for human beings. You can spend more focused time on strategic thinking or creative projects. Jobs in healthcare, finance, graphic design, and more will evolve thanks to the assistance of smart AI. “AI

Healthcare 122

Healthcare X-functional Engineering Technology 122

Martech

JANUARY 5, 2022

It is very likely, however, that they have significant utility for other marketing operations and technology practitioners. Martech maestros keep a strategic view over the entire tech stack. But do they provide significant value in the context of marketing operations and technology? Not such a clean-cut distinction. Conclusion.

B2C 120

B2C B2B Real Estate Education 120