Intercom, Inc.

AUGUST 4, 2020

He brings extensive financial and leadership experience that will help Intercom continue to scale and deliver on our mission to make internet business personal. As we enter our next era, now is the right time to bring on a strong finance leader with deep experience in growing companies at our scale.

Scale 132

Scale Leadership Finance Scaling 132

Baremetrics

JULY 7, 2021

For SaaS companies, success depends highly on using key metrics to track financial growth and enhance visibility into all the key performance indicators. For every decision-maker in a SaaS company, understanding SaaS financial benchmarks makes a proper interpretation your internal performance metrics possible. Try Baremetrics free.

Benchmarks 105

Benchmarks SaaS Payments SaaS Payments 105

Stax

JANUARY 8, 2024

This means that PayFacs need to conduct a thorough risk analysis of their sub-merchants before onboarding them so they are screened against terror financing or money laundering. However, several complex types of risks come along with this.

Merchant Services 88

Merchant Services Payfac Payment Services SaaS Payments 88

Kellblog

NOVEMBER 23, 2022

That means I’ve presented a lot of operating plans to boards. It also means I’ve had a lot of operating plans presented to me. Common problems include: Lack of strategic context : management shows up with a budget more than a plan, and without explaining the strategic thinking (one wonders, if any) behind it.

Technical Review 116

Technical Review Software Review Forecasting Churn 116

Kellblog

FEBRUARY 6, 2021

This post was prompted by feedback to the last prediction in my 2021 annual predictions post, The Rebirth of Planning and Enterprise Performance Management. was Adaptive Insights, Anaplan, and Planful (nee Host Analytics). Marketing planning is a real problem and they’re taking, last I checked, the enterprise approach to it.

Finance 86

Finance Forecasting Software Review Systems Review 86

OPEXEngine

OCTOBER 13, 2020

Those CFOs who are able to successfully transform legacy budget and planning processes can act quickly when faced with change, increase visibility into their company’s financial health, and better manage the bottom-line profits. In reality, it’s common to use the budget as a benchmark to measure progress against plans.

Systems Review 52

Systems Review Forecasting Finance Benchmarks 52

FastSpring

APRIL 2, 2019

Understanding SaaS metrics can be a bit daunting when you first look at your financial reports. To spare you the headache, here’s a quick guide to help you make sense of subscription finance—starting with monthly recurring revenue. Plan B: A monthly “pay-as-you-go” plan charging $150 a month. You can take a deep breath!

Finance 96

Finance Subscription Payment Features Revenue 96

Baremetrics

SEPTEMBER 26, 2021

That’s why we are going to give you a list of all the Sage Accounting alternatives in this article, so you can find the selection of accounting tools that fits your needs, from basic bookkeeping to financial forecasting and more. This is why so many companies have entered the scene to provide you with new accounting software.

Payment Features 96

Payment Features SaaS Forecasting Subscription 96

User Pilot

JULY 27, 2023

Chief Operating Officer: Responsible for overseeing day-to-day operations, providing strategic advice, and managing the company’s operations. Engineering Manager: In charge of planning, designing, and overseeing projects. They also manage finances and supervise one or more engineering teams. That’s perfectly normal.

Sales Hiring 92

Sales Hiring SaaS Payments Sales Recruiting CTO Hire 92

SaaSOptics

AUGUST 11, 2022

Rising inflation and a weak stock market are causing investors to be more careful with their financing, and without a plan to manage your cash runway effectively, you’re putting both yourself and your company at risk. Do you have a competitive market analysis available? How do you plan to use your next funding round? .

Scale 97

Scale Scaling Technical Review Venture Capital 97

Baremetrics

SEPTEMBER 14, 2021

Indeed, how can you expect to make the right strategic decisions without understanding simple things such as the cost structure of your business? Without the basic bookkeeping and accounting tasks completed, and completed well, good luck moving on to the more difficult tasks such as analyzing your unit economics or performing price analysis.

Payment Solutions 99

Payment Solutions Payment Features SaaS Payments Payment Services 99

OPEXEngine

NOVEMBER 17, 2020

The COVID-19 pandemic and its impact on the broader economy have created unprecedented uncertainty for management teams and investors, while rendering many existing business plans irrelevant. That includes deciding when to accelerate recovery spending and what financing the business needs to execute its plan. .

Forecasting 52

Forecasting Finance Headcount Communication 52

Tom Tunguz

JUNE 5, 2013

To help defray that critical responsibility, the CEO ought to have a consigliere, an advisor who helps plan, allocate resources, and illuminate the trade-offs between decisions. That consigliere is the head of finance and the most under-appreciated startup team member. But the CEO shouldn’t bear this load alone.

Startup 111

Startup Sales Hiring Finance Engineering 111

OPEXEngine

NOVEMBER 30, 2020

Instead, businesses are having success applying the measure for strategic, targeted savings. Katie Anderson, CFO of apparel company Guess, helped her business ride out the pandemic by using the budgeting method to make tens of millions of dollars in strategically targeted capital and operating expense cuts. Help from technology.

Consulting 52

Consulting Technical Review Entertainment Finance 52

Blulogix

JANUARY 5, 2024

Let’s explore the key definitions that every business owner, finance professional, and product manager should know. Importance: Recurring revenue is a key financial metric for subscription businesses. Before we go much further, let’s go deep into essential definitions and concepts in the world of subscription billing.

Subscription 52

Subscription Payment Features Payment Services Payments 52

Sales Hacker

MAY 26, 2021

If you know that you love strategizing to increase sales but don’t want to be an account executive, sales operations may be the right place for you. This includes everything from automating mundane tasks to lighten a rep’s workload to providing the overall strategic plan for the sales organization. What is Sales Operations?

Scale 60

Scale Sales Hiring Sales Outsourced Development 60

OPEXEngine

MAY 19, 2020

Headed into the global financial crisis a decade ago, a group of almost 3,900 companies worldwide that we ran through Bain’s Sustained Value Creators analysis posted double-digit earnings growth, on average, from 2003 to 2007. Getting ahead of the curve avoids the painful alternative—being forced to react hastily in a crisis.

Scale 59

Scale Strategy Technical Review Acquisition 59

Neil Patel

OCTOBER 24, 2020

In a nutshell, they can give you expert opinions, analysis, and recommendations that can help ensure a more objective-based approach to grow your business and maximize sales – all at the same time. Plus, an outsider’s perspective can likely improve strategizing and troubleshoot problems effectively too. Experience and Expertise.

Consulting 132

Consulting Sales Hiring Technical Review Sales Recruiting 132

SaaStr

AUGUST 8, 2023

The role of finance in SaaS is changing. No longer are finance teams the traditional “bean counters” of ages past. Instead, due to a decade-long exodus from Wall Street, the strategic CFO has burst onto the tech scene. Accountants are responsible for ensuring the company has clean financial statements and data.

Scale 189

Scale Finance Outsourcing Services Sales Recruiting 189

Chart Mogul

JUNE 23, 2022

If you tuned into the All-In podcast you would’ve heard a ton of sentiment analysis and commentary from influential VC voices. “As B2B is in a similar bind — a conservative spending approach and a tougher financing environment will affect SaaS spending as well, meaning that we might see things get worse before they get better.

SaaS 52

SaaS DevOps as a Service Marketplace as a Service Forecasting 52

OpenView Labs

OCTOBER 7, 2019

As you start planning for next year and beyond, the question of burn should be front and center for any founder. The analysis focused on companies with at least $1M in ARR. Burn rates are a fairly crude check on financial efficiency. One quick caveat before getting into the data. One quick caveat before getting into the data.

Benchmarks 41

Benchmarks Sales Hiring Finance Forecasting 41

ChurnZero

MAY 5, 2020

For those who were unable to attend or would like a session refresher, below are the top takeaways for crafting your customer retention game plan. . After your targeted analysis and outreach, if you’re still not sure what a customer needs, ask them. 1. Optionality: Uncover your customer’s needs. Product usage decreases.

Retention 72

Retention Construction Customer Success Churn 72

Chart Mogul

SEPTEMBER 30, 2022

High-performing teams need high-quality information to understand what’s going on so that they can develop strong, strategic, and operational outcomes. High-performing teams need high-quality information to understand what’s going on so that they can develop strong, strategic, and operational outcomes. – Keith.

Scale 52

Scale Banking Metrics Outsourced Development 52

How To Buy Saas

OCTOBER 14, 2021

Alternatives Free Plan/Trial Starting Price Ratings 1. Namely Free Plan $8.00/month Sage HRMS Free Plan $4.99/month Teamwork Free Plan – ? 5 ProofHub Free Plan $6/month 4.5/5 5 Basecamp Free Plan ?864/month Best HR Management Software’s Gusto 14-days $9.00/month CuteHR 7-days $9.99/month

Payment Methods 52

Payment Methods Startup Payment Solutions Payments 52

Stax

JANUARY 1, 2024

Savings act as a financial buffer and can become a strategic asset. It can weather an organization through fluctuating market conditions and unforeseen expenses, providing a much-needed safety net and ensuring liquidity and financial stability. TL;DR Savings can be a financial buffer and a strategic asset.

Business 88

Business Banking Software Review Technical Review 88

How To Buy Saas

JULY 26, 2021

The first thought of starting your entrepreneurship can be pretty daunting, but once you acquire the hang of everything, it’s like driving a bike! But, like when you learn to drive a motorcycle, you want the training and the direction that will help you on your way to becoming confident. Everybody requires guidance when beginning something new.

Payment Methods 52

Payment Methods Startup Payment Solutions Payments 52

Natalia Luneva

DECEMBER 17, 2020

ProfitWell also provides free turnkey subscription financial metrics for over twenty thousand companies. Prior to ProfitWell, Patrick lead Strategic Initiatives for Boston based Gemvara and was an Economist at Google and the US Intelligence community. In this session he talks about Pricing Strategies for your SaaS product.

Pricing 80

Pricing Strategy SaaS Software Review 80

OpenView Labs

NOVEMBER 12, 2020

We’re sharing our findings to help SaaS companies make better financial and operating decisions—decisions that are particularly important right now given this period of economic volatility as well as the ongoing COVID-19 pandemic. ” In short: It made SaaS companies even stronger. Folks prioritized their existing customers.

Benchmarks 52

Benchmarks Scale Technical Review SaaS 52

Upscope

NOVEMBER 26, 2020

People who spend time across Messenger, Whatsapp, Instagram, Facebook, Twitter and other apps either texting friends, commenting or tweeting are going to be fairly comfortable with that form of communication. However, even more than live chat, millennials prefer to do things themselves and this could well be true of most people. Probably not.

Scale 52

Scale AI Search Trends Retention 52

Sales Hacker

APRIL 26, 2018

Nor can a salesperson achieve decent performance metrics without strategic thinking , affinity to technology , and presenting. A person with good business acumen possesses or develops some measure of leadership, innovative thinking, entrepreneurial mentality , and strategic sense. The list of required skills can go on and on.

Business 53

Business Technical Review B2B Consulting 53

SmartKarrot

OCTOBER 17, 2022

Therefore, this can help significantly drive growth, productivity, and profitability without requiring large amounts of time and financial investment that is typically associated with acquiring new accounts. What Is Account Mining? However, account mining can be extremely useful for helping your business accelerate growth.

Strategy 10

Strategy Scale Forecasting Innovation 10

SmartKarrot

JULY 7, 2023

Whether you are a business owner or a person with a key managerial role, understanding white space analysis is crucial for you. What is Account White Space Analysis? In the simplest term, account white space analysis refers to the analysis of customer accounts to find the areas of unmet demand.

Business 10

Business Scale Healthcare B2C 10

Stax

NOVEMBER 29, 2023

Small and medium-sized businesses (SMBs) often fall into a unique financial management situation. Many are too small to have thorough financial reporting practices in place, but they’re also too big to make sense of their financial data without accurate reporting.

Payment Services 88

Payment Services Payment Methods Software Review Payments 88

OpenView Labs

AUGUST 20, 2019

But what you may not know is how dramatically the product has changed over the last twenty years, or that the company recently implemented a truly comprehensive pricing and packaging update. I had the opportunity to talk with two of the people who were instrumental in that project on a recent episode of the BUILD podcast. Validating the Hypothesis.

Pricing 42

Pricing Development Team Review Technical Review Software Review 42

Chart Mogul

SEPTEMBER 15, 2023

For years we have been reading and hand-picking the best SaaS blog posts to share with 24K+ SaaS Roundup subscribers. In the process, we’ve selected the creme de la creme of all the content we’ve shared in the Roundup. Feel free to jump into whichever sections suite your knowledge and experience—this is a library for everyone.

Scale 52

Scale Underperforming Technical Team Sales Hiring SaaS 52

Intercom, Inc.

OCTOBER 29, 2019

A substitute for strategy or planning. Segmentation cannot incorporate all strategic considerations nor changes to product, pricing, and packaging over time. At some inflection point of growth, it becomes impossible to intuitively know your customers, let alone decide which ones to focus on. Judgment on which segment(s) to pursue.

Business 184

Business B2C Scale Headcount 184

SaaSOptics

MAY 6, 2022

To scale an early-stage company, you need to focus on the following core areas of your business: Financial Core —to create a streamlined quote-to-cash process. Anthony defines these four core areas as the “finance and stakeholder ecosystem.” Financial Core. HR Core —to manage payroll and employees. Customer Core.

SaaS 76

SaaS Scale Underperforming Technical Team Forecasting 76