Category: Revenue Operations
Hot Tip #4: Giving free months can get expensive
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Who doesn’t like free stuff?? (spoiler alert: your ARR reporting doesn’t, that’s who!) It’s halfway through July, and as we get into the later quarters of the year, quotas are being eyed with more scrutiny and spiffs and promotions offered more liberally, chief amongst them being free trials. Free trials are a great incentive to…
Hot Tip #3: How to record credits given to customers
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New week, new tip dedicated to getting our friends in Finance and Rev Ops outside and running through sprinklers this summer not just spreadsheets. This one goes out in particular to scaling SaaS organizations operating with an accounting system that is 𝐧𝐨𝐭 integrated with other systems from the Rev Ops tech stack. 🔥 𝐇𝐨𝐭 𝐭𝐢𝐩…
Hot Tip #2: A tale of many currencies
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EUR and CAD and USD and… A tale of many currencies! Big national holiday week here in North America, which is the perfect time to discuss my next tip in our series dedicated to getting #Finance and #RevOps teams outside and enjoying their summer – currencies and exchange rates. Hot Tip #2: If you’re selling…
Hot Tip #1: Make sure the start and end dates of your yearly contracts actually equals one year.
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The sun is shining, the birds are chirping, it’s finally Summer! ☀ While most teams can take some much-deserved time off, I know all too well that for Finance and RevOps it can be business as usual. So for the next few weeks, I’m going to be dropping some hot tips from my years working…
Whitespace… the next frontier!
Maybe it’s the increasing temperatures, but the last few weeks I’ve been thinking (and posting) about what makes a solution sticky. Not in a “Ew, get it off me” way but a more indispensable “I put that stuff on everything” way. In last week’s post, I was reviewing how we help Customer Success teams get…
Textio Success Story
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We live for these moments… Nothing beats Customer feedback and Success Stories are so energizing! If you’ve been following the ForecaaS Software Inc. page recently, we have been running a series of posts over the last month on what it looks like to be a RevOps leader undergoing some big process changes and the ways…
