Teamgate

JUNE 21, 2023

In this article, you will learn about the importance of sales tracking and the different methods available, including traditional spreadsheets and modern CRM software. Discover the pros and cons of each approach and determine which method suits your business needs.

Sales 52

Sales Software Business Strategy 52

SaaSOptics

MARCH 15, 2022

For a growing SaaS company, spreadsheets should be a complementary tool to financial operations, viewed as neither a system nor a system of record for business rules. You can run your SaaS financial operations with spreadsheets, and many do. Spreadsheets are almost free, which makes them the go-to option for startups.

Payment Features 59

Payment Features Business Finance Customer Lifetime Value 59

SaaSOptics

MARCH 15, 2022

For a growing SaaS company, spreadsheets should be a complementary tool to financial operations, viewed as neither a system nor a system of record for business rules. You can run your SaaS financial operations with spreadsheets, and many do. Spreadsheets are almost free, which makes them the go-to option for startups.

Payment Features 52

Payment Features Business Finance Customer Lifetime Value 52

SaaStr

MARCH 13, 2024

Spreadsheets are great, but pricing is a complicated topic. A spreadsheet isn’t the real world, and doesn’t incorporate brand, competition, sales friction, etc. If your largest customer is $25k a year and they are happy … ask for $35k the next time you get a similar lead. This will build confidence. The four tips above can help there.

Pricing 261

Pricing Branding Sales 261

IT World

SEPTEMBER 8, 2021

Smartsheet is a flexible spreadsheet-centric work management tool designed to track team projects. based Smartsheet , this means combining a familiar spreadsheet format with richer work management and collaboration capabilities. For Bellevue, Wash.-based To read this article in full, please click here

Management 68

Management Marketing Business 68

Aysling

JULY 29, 2021

According to surveys, one out of every five businesses is using spreadsheets such as Microsoft’s Excel, to help run their business. They see the value of data, but spreadsheets have become an outdated way of visualizing and sharing that data. . What’s the problem with a spreadsheet? So ditch those spreadsheets.

Payment Services 40

Payment Services Payment Features Payments Payment Methods 40

Sales Hacker

APRIL 8, 2021

If you’re using spreadsheets for comp and commissions tracking, you should ask yourself if that’s appropriate. What are the risks of using spreadsheets and how do you know when it’s time to shift to something a little safer and more scalable?

Sales 75

Sales Revenue 75

The Daily Egg

FEBRUARY 24, 2023

Smartsheet and Airtable are two popular spreadsheet-style project management tools that offer a range of features and integrations. They both enable users. The post Smartsheet vs. Airtable appeared first on The Daily Egg.

Management 328

Management 328

CloseSaaS

FEBRUARY 5, 2020

It’s time for the showdown: CRM vs spreadsheet. Which one does your business really need?

Business 52

Business 52

CloseSaaS

JANUARY 29, 2020

A CRM spreadsheet can be a powerful tool for small businesses to get organized with their contacts and stay on top of their pipeline.

Business 52

Business 52

TechEmpower SaaS

JULY 31, 2023

Quite often the goal is to get them into a spreadsheet in a form that allows people to easily play with them. Look at different customer acquisition channels, how they are converting, and the expected lifetime value of customers acquired through those channels. Apply costs to each channel. We need to make sure we have these numbers.

Metrics 390

Metrics Startup Scale New CTO 390

The Daily Egg

NOVEMBER 8, 2023

Filling out spreadsheets and calculating payroll manually is. Tracking your team’s work hours and monitoring their activities takes a lot of time. The post Traqq Review appeared first on The Daily Egg.

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Tom Tunguz

SEPTEMBER 6, 2023

Historically, software-as-a-service (SaaS) has been built on databases with structured data, as you might find in an Excel spreadsheet. But the ability of large language models to extract insights from unstructured information changes this architecture : data repositories like data lakes are becoming essential parts of modern SaaS stacks.

Artificial Intelligence 296

Artificial Intelligence Software Data Scale 296

Aysling

NOVEMBER 13, 2019

A “simple” spreadsheet is no longer going to cut it. But spreadsheets are static. The Aysling VMS allows you to perform a quick search without having to take a look at many different spreadsheets. All of your major team members – and even some of the minor ones – need to collaborate more and more.

Payment Services 40

Payment Services Payment Solutions Payment Methods Payments 40

SaaStr

OCTOBER 5, 2021

What we haven’t done yet is put it all together in a simple, quantitative spreadsheet. They leave all the money in the spreadsheet above on the table. Let’s do that — it is eye-opening: This is what happens in the real world. A great rep often literally closes 9x more than a poor rep. In just one quarter.

Revenue 360

Revenue Sales Management Business 360

SaaStr

NOVEMBER 27, 2023

Every organization needs a single source of truth for forecasting data to avoid swivel-chairing between endless reports and spreadsheets. .” It’s looking at forecasts and understanding what actions need to be taken next to move the needle. The third element is data and tools.

Forecasting 248

Forecasting SMB Technical Review Sales 248

SaaSOptics

MAY 29, 2018

Are your spreadsheets hurting your SaaS business? In their early days, most recurring revenue businesses manage financial operations with spreadsheets , which are cobbled together with a number of different tools and then human effort to bring it home. Here are the 4 ways spreadsheets are failing your recurring revenue business:

Revenue 40

Revenue Business Finance SaaS 40

SaaSOptics

JUNE 4, 2018

In their early days, most recurring revenue businesses manage financial operations with spreadsheets. Instead of robust finance systems that are expensive, they create homegrown SaaS financial operations by cobbling spreadsheets together with traditional accounting software. Financial Operations that Scale. Here’s why.

Scaling 40

Scaling Finance SaaS Software 40

Sparktoro

MARCH 20, 2024

I was looking for our most popular pages and copying them into a spreadsheet so that we can keep track of what needs to be updated for the public launch of SparkToro V2. I’m SparkToro’s VP Marketing and here’s how I spent a recent afternoon: I sifted through our Google Analytics dashboard. I included the title of the page, link,…

Marketing 112

Marketing 112

SaaStr

FEBRUARY 8, 2024

10x makes sense on a spreadsheet, and maybe even in a low-margin B2C world. “Well, we’re now looking for a proven 10x return on anything we deploy marketing dollars into now. It’s got to be 10x right now.” ” Aha. I get the thought. But — it’s wrong. But in 110% NRR, 80% gross margin SaaS?

Marketing 229

Marketing Scale B2C B2B 229

SaaStr

NOVEMBER 23, 2022

And while these conversations may be very data-driven, the people and projects you’re discussing aren’t just cells in a spreadsheet. Early on, your team needs to sit down to have some tough conversations. Answering the hard questions of yourself in these conversations will become easier with time, practice, and care.

Underperforming Technical Team 277

Underperforming Technical Team Leadership Outsourced Development Finance 277

The Daily Egg

OCTOBER 30, 2021

??It’s hard to imagine a computer today without a suite of personal productivity products for creating documents, presentations, or spreadsheets. The post Best Office Suites Software Compared appeared first on The Daily Egg.

Software 195

Software 195

IT World

NOVEMBER 18, 2022

Google Sheets lets you design spreadsheets with sophisticated features, and one of the most useful to know is dropdown lists. Some use case examples: You need co-workers to enter very specific numbers or words into your spreadsheet. The number or word that’s selected will then appear inside the cell.

Data 108

Data 108

The Daily Egg

JANUARY 20, 2021

Fortunately, the days of giant spreadsheets and whiteboards are long gone. Even the most organized dispatch managers struggle with handling continually evolving asset and technician scheduling, along with ever-changing customer needs. Dispatch software allows managers to […].

Software Review 233

Software Review Software Management 233

IT World

SEPTEMBER 19, 2022

Then in 2006 Google came along with Google Docs & Spreadsheets , a collaborative online word processing and spreadsheet duo that was combined with other business services to form the Google Apps suite, later rebranded as G Suite, and now as Google Workspace.

Business 143

Business 143

SaaStr

SEPTEMBER 3, 2023

These people make amazing spreadsheets, and they get companies into wild trouble. If you have a real bean counter in month one of your business, you can trust the spreadsheet vs. it just being numbers thrown in that don’t actually mean anything. Let’s say you’re burning $1M/month with $20M in the bank.

Sales Hiring 235

Sales Hiring Headcount Finance Technical Review 235

IT World

FEBRUARY 20, 2023

One of the best ways to master Google Sheets — the powerful spreadsheet app that you use in a web browser — is to learn how to build and use pivot tables. To describe it very generally, a pivot table takes data from a group of cells in your spreadsheet and presents it in more comprehensible and interesting ways. Why use pivot tables?

Data 93

Data Sales 93

SaaStr

JUNE 29, 2021

Christoph Janz has a great spreadsheet of quantitative thoughts here. There’s a lot of stuff written on how much to pay yourself as CEO. Having thought a bunch about it, I think I can distill it down to 3 general guidelines: In the very early days, the CEO should be one of the worst paid.

Sales Hiring 267

Sales Hiring Revenue Sales Marketing 267

IT World

SEPTEMBER 22, 2022

If you’re building a large spreadsheet in Google Sheets or need to read one that has a hefty amount of data, it’s helpful to apply filters to it. A filter lets you hide specific data (such as numbers or text) inside a range of cells that you select so that you can see what your spreadsheet looks like without this information.

Data 95

Data 95

SaaStr

SEPTEMBER 9, 2022

The Magic Number isn’t rational, really, and can’t be 100% explained on a spreadsheet. I don’t know what your Magic Number is. But you will. It may be $19 billion. It may be $1 million. It is something that makes it all right. Sometimes, there is No Magic Number. Which is great, too. Sometimes, you’ll never sell.

Startup 325

Startup Acquisition Scaling Metrics 325

IT World

APRIL 4, 2023

And if you use spreadsheets, that generally means Excel. Windows may get all the press coverage, but when you want to get real work done, you turn your attention to the applications that run on it. Excel is, of course, part of Microsoft’s Office suite of productivity tools.

Subscription 144

Subscription Payment Features Software Business 144

Tom Tunguz

FEBRUARY 1, 2023

A full-frontal assault on the word processor, presentation-building software, chat, or spreadsheets must rely on more than just integrating generative machine learning. Microsoft will upsell new ML features across their product suite at a premium - just like Premium Microsoft Teams.

AI 181

AI Machine Learning Artificial Intelligence Innovation 181

SaaStr

JANUARY 12, 2021

Let me show you the spreadsheet and the math: Or see it here: [link]. You can adjust the variables in the above spreadsheet. So it will be an accretive investment. But it will take $2.5m-$3m gross. You can lower or increase the comp for your execs. You can change your financial targets for the next 12 and 18 months.

Sales Hiring 265

Sales Hiring Scale Marketing Sales 265

The Angel VC

SEPTEMBER 24, 2009

Have you ever seen someone get excited about accounting software ? Yes, I mean the kind of software for which you used to need a diploma in number-crunching and a PhD in bean-counting in order to be able to use it. Enter PC Pro’s review of FreeAgent, the web-based accounting tool that I’ve joined as an investor and advisor earlier this year.

Software Review 100

Software Review Software Management Business 100

Kellblog

MARCH 23, 2021

It’s not a reinvention of the spreadsheet. It’s not a replacement for the spreadsheet. It’s a layer atop spreadsheets, a no-code tool that lets spreadsheet users build interactive web documents using their spreadsheets as data sources and publish them on the web.

Startup 83

Startup Data Venture Capital 83

Sage Intacct

DECEMBER 15, 2022

In the beginning stages of many companies and accounting departments, in SaaS billing out of spreadsheets is often a sufficient–though far from perfect–method of handling the business's finances. It's better than nothing.

SaaS 119

SaaS Finance Business Software 119

SaaSOptics

FEBRUARY 13, 2022

When transitioning to a SaaS model or developing a SaaS business, many companies utilize spreadsheets, disconnected systems, and other manual processes to manage their recurring revenue business. The Problem with Spreadsheets for SaaS Accounting . Spreadsheets are old news. This is what’s known as accrual accounting.

Payment Features 105

Payment Features Outsourced Development SaaS Software Review 105