SaaStr

JULY 1, 2021

PlanGrid builds beautiful, simple software for the construction industry. We knew we wanted to build software for the field workers in construction. It helps that something like 25 percent of PlanGrid comes from an architectural engineer or a construction background. Three, we really love the construction industry.

VP of Engineering 286

VP of Engineering Sales Hiring Sales Recruiting Underperforming Technical Team 286

Andreessen Horowitz

FEBRUARY 13, 2024

Financial statements (historical and forecasted) Some companies choose to include historical and forecasted income statements in the data room. Have you “turned over every stone” for all targets amenable to your modality or platform construction, or did you take an indication-centric approach to building your pipeline?

Development Team Review 125

Development Team Review Technical Review Finance Systems Review 125

How To Buy Saas

JULY 2, 2025

You can input purchase price, projected rents, expenses, and the tool will forecast your profit over time. Budgeting and Forecasting: For property managers, budgeting tools help plan for annual expenses and set aside reserves (e.g., An investor might forecast their yearly cash flow and return on a property using these tools.

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Sales Hacker

APRIL 22, 2022

A QBR is an executive business review of the previous quarter’s sales and a strategic planning session to build playbooks and forecasts for the upcoming quarter. Forecasting, strategizing and planning for the next quarter [75% of the duration]. Part 3: Sales forecasting and plan of action for Q2.

Sales Hiring 115

Sales Hiring Sales Forecasting Underperforming Technical Team 115

Incredo

JANUARY 14, 2020

Once they have booked a second demo, the prospect will move to our opportunity pipeline which consists of the following: 1) DM Buy-in 2) Proven Value 3) Negotiating 4) Forecast 5) Closed Won 6) Closed Lost For the most part, the lead scoring has proved more effective in qualifying leads than previous efforts. DOWNLOAD YOUR E-BOOK.

Sales Funnel 239

Sales Funnel SaaS Sales Social Media 239

Neil Patel

DECEMBER 8, 2020

Time tracking software will let you monitor productivity and forecast budget problems well in advance. It’s a favorite for property developers, construction companies, and other field service-oriented businesses. The reporting capabilities in Tick are helpful for budget analysis and forecasting.

Payment Solutions 143

Payment Solutions Software Payment Methods Payments 143

Sales Hacker

JANUARY 14, 2022

Accurately forecasts deals. With the right tools in place, sales leaders can easily specify their organization’s IRP, construct a sales enablement program around that IRP, and analyze individual and team performance over time—making that previously unattainable fantasy closer to reality. Uses consistent product messaging.

Underperforming Technical Team 121

Underperforming Technical Team Sales Enablement Construction Forecasting 121

Totango

FEBRUARY 12, 2025

For enterprises, a well-constructed customer health score isnt just a nice-to-have; its a strategic asset that empowers teams to manage complexity, sustain customer satisfaction, and scale their customer success efforts. Leverage predictive analytics: Use technology to forecast risks before they escalate.

Enterprise 62

Enterprise Payments Payment Solutions Scale 62

User Pilot

NOVEMBER 29, 2023

Earned value and variance reports compare the actual project performance against its forecast performance. Forecasting reports aim to predict how the project will perform in the future and how to proactively address obstacles that may appear. Forecasting report The aim of forecasting reports is to predict future performance outcomes.

Software Review 105

Software Review Technical Review Forecasting Trends 105

InsightSquared

MARCH 25, 2021

Yet, we are still running forecast and funnel reviews just as we did decades ago … interrogating and inspecting deals to assess the quality of the funnel to meet the number. Forecast vs Funnel Review. It is a tactical inspection to determine confidence and identify risk in the forecast. ABM is transforming marketing.

Revenue 71

Revenue Forecasting Systems Review Technical Review 71

Buffer Resources

SEPTEMBER 28, 2023

Also sends out notification reminders and with Alpenglow Pro will notify you if the next forecast is looking good compared to your desired threshold. Currently under construction and set to open in early 2024. The app can be doing on both iOS and Android, often featured by Apple and includes over 35+ localizations.

Social Media 105

Social Media Construction Forecasting Payment Features 105

Sales Hacker

MARCH 30, 2021

When I know how many strategic appointments my team has had with the right people during the week, I can focus on that, predict what’s happening in Salesforce and in my forecast. There’s still a lot of judgment in the forecasting component of deciding whether or not: to commit deals; if there’s an opportunity.

Scale 111

Scale Payments Technical Advisors Sales Recruiting 111

Baremetrics

MAY 18, 2021

It’s most helpful to organize your efforts using a well-constructed SaaS sales conversion funnel. This powerful automation also includes forecasting tools, which let your marketers and sales team understand what they need to do to meet their goals. All transactions are automatically added, and KPIs are updated live.

SaaS Payments 100

SaaS Payments Customer Lifetime Value Payments SaaS 100

Neil Patel

SEPTEMBER 25, 2020

These types of ERP solutions are popular in niches like manufacturing, construction, or retail. As the name implies, vertical-specific ERPs are targeted for specific industries. Unlike a generalist solution, this type of software is not geared towards the masses. Open-Source ERP Software.

Payment Solutions 107

Payment Solutions Software Review Software Technical Review 107

ProfitWell

NOVEMBER 13, 2019

If you notice that churn or CAC has started to increase steadily over a period of months, then you can plan for how to avoid a much more negative forecast of your future growth. Forecast Demand. These make it much easier to accurately forecast demand over the coming months and years.

Payment Features 80

Payment Features Subscription Customer Lifetime Value Benchmarks 80

User Pilot

AUGUST 1, 2024

Event tracking : Userpilot can track different types of in-app interactions like clicks, hovers, form infills, or any combination of those events, constructing rich product usage data. AI writing assistant in Userpilot. Userpilot’s event-tracking feature.

Social Media 105

Social Media Mobile Construction Artificial Intelligence 105

ChurnZero

FEBRUARY 5, 2021

A well-constructed BI dashboard is a thing of true beauty, but the ability to mobilize said dashboard using Customer Success software is how you move from talking about doing better to actually getting it done. Application is the hard part and where we often fall short or stall out. Customer health scores.

Customer Success 96

Customer Success Scale Technical Review Software Review 96

Baremetrics

MAY 26, 2021

This helps you set realistic goals, more accurately predict growth and forecast your recurring revenue, and understand how many new customers you need to acquire to meet those goals. If you’re building a financial model with aggressive growth and operational goals, you might struggle to accurately forecast your MRR.

Metrics 59

Metrics Customer Lifetime Value SaaS Forecasting 59

Sales Hacker

APRIL 5, 2022

Outreach allows you to commit to accurate sales forecasting, replace manual process with real time guidance, and unlock actionable customer intelligence that guides you and your team to win more often. I earned my spurs selling computer systems primarily into the construction industry in the San Francisco area.

Scale 99

Scale Sales Underperforming Technical Team Compensation 99

User Pilot

JULY 28, 2024

A project manager is needed in all sectors, from construction to healthcare to information and technology. Risk forecast and management : When planning a project, a great project manager forecasts possible risks that might be associated and does not leave any to chance.

Management 52

Management Construction Forecasting Healthcare 52

User Pilot

NOVEMBER 23, 2023

Do you have the necessary data and financial or human resources to construct a proprietary model? It will enable teams to extract insights from historical user behavior data to make accurate forecasts. Refrain from chasing the new shiny object even if everybody else around is doing so.

AI 105

AI Management Data Analysis Technical Review 105

Stax

MAY 30, 2024

While remote work is all the rage these days, there is still very much a need for on-site services, particularly industries like construction, healthcare, utilities, and telecommunications. It’s also about forecasting market needs and responding with innovative solutions. This is where field service management (FSM) come in.

Payment Solutions 88

Payment Solutions Payment Services Merchant Services SaaS Payments 88

User Pilot

JULY 28, 2024

Risk forecast and management : When planning a project, a great project manager forecasts possible risks that might be associated and does not leave any to chance. A project manager is needed in all sectors, from construction to healthcare to information and technology.

Management 52

Management Forecasting Construction Communication 52

Sales Enablement, SaaS and Growth

JANUARY 8, 2019

Sales enablement technology categories As I’ve mentioned there’s a plethora of tools which fall under the vast umbrella of “sales enablement”, however, in order to construct a technology stack, I think it’s helpful to first consider how, when and why sales reps will leverage specific tools.

Sales Enablement 114

Sales Enablement Technical Review Technology Scale 114

ChurnZero

JUNE 22, 2021

Construct predictive customer health dashboards. Forecast renewal revenue with precision. This learning series helps Customer Success Operations, Customer Operations, Customer Success leaders, and business analysts learn and apply practical statistics in real-world Customer Success applications. Analyze NPS and CSAT in new ways.

Customer Success 92

Customer Success Churn Consulting Marketplace as a Service 92

User Pilot

MAY 14, 2024

Howard-Sheth Model : Emphasizes rational decision-making, outlining how consumer inputs lead to constructs (like attitude and intention) and, ultimately, purchase outcomes. Consumer behavior models enhance these predictions by providing a framework for forecasting customer reactions based on identified behavioral patterns.

Business 105

Business Customer Lifetime Value Advertising Retention 105

SaaStr

JUNE 16, 2020

Adnan Chaudhry, SVP of Sales at Salesforce then provides actionable takeaways on how to refocus your sales teams, engage with customers, adjust your sales comp, and how you can properly forecast in today’s new landscape. In the same construct, what are the opportunities here? Adnan Chaudhry | SVP of Sales @ Salesforce.

Sales Hiring 199

Sales Hiring Scale SaaS Payments Payment Services 199

Unbounce

JULY 5, 2023

There are different types of analytics, though: Predictive analytics use historical data to forecast future outcomes, while prescriptive analytics can take it a step further and encourage specific actions based on insights derived from the data. Humans have a tendency to bring their biases with ’em, even when constructing machines.

Artificial Intelligence 98

Artificial Intelligence AI Search AI Machine Learning 98

Totango

JUNE 9, 2020

If customer sentiment is negative, automation can help team members construct a renewal recovery plan. For low-value renewals, the process may be much simpler, but automation can still help.

Strategy 62

Strategy Marketplace as a Service Software Review Construction 62

CustomerSuccessBox

MARCH 15, 2022

Improve account management proactively – Using real-time health measures, the team was able to forecast whether a client will churn or renew. Constructing a hosted page. They were capable of improving their trial subscription offer as a result of this. ” What kind of data are we talking about?

Customer Success 52

Customer Success Payment Solutions Scale Payment Features 52

User Pilot

APRIL 27, 2023

Measure customer loyalty: knowing how committed users are to your product can help you forecast retention and revenue. Measure customer satisfaction: they help you identify unhappy users and you can follow up with them to improve their overall user experience. Here are a few excellent examples from leading SaaS companies.

User Experience 98

User Experience Scale Underperforming Technical Team Churn 98

ProfitWell

DECEMBER 5, 2019

Each tier is constructed for a certain buyer persona and capped off in price. Companies track MRR for financial forecasting and planning, as well as for measuring growth and momentum. Almost every streaming service is subscription-based—Netflix, Hulu, HBO, Disney+, etc. Tiered billing. Usage subscriptions.

Payments 56

Payments Metrics Revenue SaaS Payments 56

How To Buy Saas

MAY 27, 2025

Zapiers AI features allow you to describe what automation you want in plain English, and it will attempt to construct the workflow (Zap) for you under the hood it uses an LLM to parse your request and set up the actions, but to the user it feels like magic: Just tell Zapier what you need. Its also worth noting that not all AI tools use LLMs.

Artificial Intelligence 59

Artificial Intelligence AI Search AI ChatGPT 59

FastSpring

MARCH 15, 2023

Analytics, reporting, and forecasting. They serve multiple industries including technology, construction, accounting and more. (They do work with Avatax to help you collect sales tax and VAT, but the functionality is limited). Maxio offers solutions for: Recurring billing. Revenue management. Expense amortization.

Payment Solutions 78

Payment Solutions Payment Methods Payment Services Merchant Services 78

Sales Hacker

OCTOBER 23, 2019

Listen to your audience: When was the last time you asked for constructive personal feedback following a decision that didn’t go your way? Familiarize yourself with the latest sales research and studies. Follow credible sales blogs and RSS feeds. Pursue 360-degree feedback at least once a year. . If you’ve got the historic data, use it. .

Underperforming Technical Team 55

Underperforming Technical Team Construction Development B2B 55

Chart Mogul

NOVEMBER 30, 2023

Analyze our performance and identify problem points Highlight the best performing lead sources Run sales forecasting Facilitate strategic decision-making Run our sales process and communicate with customers In addition, ChartMogul teams use various tools to manage go-t0-market functions, including Zendesk, Customer.io, and Livestorm.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52

CustomerSuccessBox

MARCH 14, 2022

Learn and apply basic statistical tools to solve real-world Customer Success problems Track churn accurately Measure and interpret NPS and CSAT in new ways Construct predictive customer health scores Increase forecasting accuracy Improve business results. Customer Success Manager (CSM) Elite. Format: 1-hour on-demand video.

Customer Success 52

Customer Success Marketplace as a Service Interviewing Mobile 52