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10 Best CRM for Financial Services

Teamgate

According to 50% of financial planning and investment advisory firms, customer relationship management (CRM) software is the most important tool they possess. Trust is a critical factor in closing deals for these firms. And building trust requires nurturing client relationships throughout the sales process.

Scale 105
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Sizing the Web3 B2B Software Market

Tom Tunguz

Web3 software sales must also navigate novel procurement processes with decentralized decision-making, payment for services in kind with tokens, & different permissions models for users. This is just the web2 CRM market. At a 10x revenue multiple, web3 software should support about $0.75b to $2.3b in startup market cap.

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Thanks to Maxio, Merge, Orum, SalesIntel, and Vendr for Sponsoring SaaStr Annual 2023!

SaaStr

Our financial operations platform is designed to meet the unique financial challenges of B2B SaaS, including billing, subscription management, revenue and expense recognition, and SaaS analytics. With the most comprehensive contact & company data and our excellent customer service, SalesIntel is your partner in growth.

Scale 216
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Recurring Payments: Definition and Implementation Best Practices

Stax

The commerce landscape—whether it’s retail, services or software—is moving faster than ever. TL;DR Recurring payments refer to a financial arrangement where a customer authorizes a business to charge their account at regular intervals for products or services. Learn More What are Recurring Billing and Payments?

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What is a Payment Management System?

Stax

Here’s where a Payment Management System (PMS) can swoop in as your financial hero to understand your business better. TL;DR Payment Management Systems manage payment processing so you can accept payments, send invoices, track transactions, and view financial data. Think of a PMS as your financial command center.

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SaaS Integration: Tips for Seamlessly Integrating Cloud Software with Existing Systems

How To Buy Saas

Software as a Service (SaaS) solutions are becoming increasingly popular among businesses as a means of streamlining operations and increasing productivity. To ensure a smooth integration of software as a service (SaaS) solutions with preexisting systems, we will discuss eight different strategies in this post.

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Content Services Platforms: The Future-Ready Solution for Managing Content

How To Buy Saas

Organizations require tools like content services platforms to manage their content, disseminate it, collaborate on it, and use it more productively. What are the Content Services Platforms? Decreased Expenses: Reducing superfluous systems and optimizing procedures can have noteworthy financial benefits.