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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

Creating Stickiness BILL connects your documents, employees, suppliers, and every part of the transaction. SMB Unit Economics: Why Is 6 Quarters the Right Target for SMBs at Scale? So, SMBs are asking for consolidation, and that’s why Bill has acquired companies and continues to add more financial operation capabilities.

SMB 304
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The 2026 Sales Team: 50% Humans, 50% AIs. All 1 Team.

SaaStr

At least for SMB and more routine mid-market sales. Meeting Preparation : AI teammates will prepare complete briefing documents, competitive intelligence, and suggested talking points based on the prospect’s latest activities, earnings calls, and industry developments. So what does that mean for inside sales? A 50/50 Sales Team.

Scale 226
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How to Build Go-to-Market Efficiency in SMB Sales with Owner.com CRO Kyle Norton

SaaStr

How do you build GTM efficiency in SMB sales? While this title is SMB-oriented, the advice applies to Mid-Market and Enterprise, too. Monthly business review Tight performance management Documentation Monthly Business Review If you want to run a tight ship, especially as you scale, you must do these three things right.

Scale 297
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The Enterprise Journey: 8 Keys to Going Upmarket Successfully with Workiva’s CEO Julie Iskow

SaaStr

You need to: Engage with procurement early – don’t treat them as a rubber stamp Build relationships with 20+ key accounts in year one Get executive sponsorship on both sides Never negotiate price with the business buyer Document clear ROI and business cases Remember: The actual buyer is often not the end user.

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How to Cross 500,000 SMB Customers with Bill’s Founder CEO Rene Lacerte

SaaStr

SMB customers. For SMB SaaS, aim for 6 quarters of LTV:CAC, not 4 Ren adjusted the traditional benchmark because SMB customers stay longer than typically measured. “Think about all the things that are connected to a transaction – documents, employees, suppliers, customers.

SMB 130
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Dear SaaStr: At What Point Should a Lead Convert to an Opportunity?

SaaStr

These criteria should be documented and agreed upon by both marketing and sales teams to avoid disputes over lead quality. For example: At Adobe Sign / EchoSign, we learned that SMB leads who hadnt used our product at least 3 times were far less likely to convert. a timeline, budget, or external trigger like a regulatory change).

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Dear SaaStr: How Do I Learn to Close Big Enterprise Deals … Better?

SaaStr

Closing high-ticket enterprise deals is a different beast compared to SMB or mid-market sales. Most SMB sales reps and even most founders aren’t very good at this. Document clear business cases and tailor your proposal to their specific needsgeneric pitches wont cut it. Learn to be good at this. Force yourself.