Competitors
When going head to head with this competitor its best to ask the prospect about their approach to reconciliations and if they like staying in excel or not
Blackline
This line of defense is independent from the business, and benefits from the release of _______ in our GRC solution.
3rd line; Ops Audit
Replaced Optro with FloQast in Q326 and is a compliance standalone customer.
Dropbox
The outreach tag that every BDR should have and use for prospects that are “one call away”
Hot List
Where can you find PE/VC relationships?
The Money List! Pinned in #pe-bdr channel
This Oracle competitor is a bolt-on recs module that gets purchased by Oracle ERP customers in the hope of tech consolidation
Oracle ARCs
In FloQast Transform, accountants use this feature to build their own AI agents in plain English, with no code required.
AI Agent Builder
This Blackline rip came over the FloQast for many reasons, one of them involving auditors and a wedding photo..
GlobalLogic
When you have call and the outcome is not Demo/Intro booked - these are the 3 things you must do
1. Leave notes in Outreach
2. Send a follow up email
3. Set a follow up task
Why should you use PE/VC language?
Using PE/VC language helps establish credibility right from the start. It shows that we understand their world and already support similar teams in their ecosystem
As customers of this competitor scale, recs can become clunky and AI feels less robust.
Numeric
This core SOX document maps every risk to the control that addresses it. Most teams still keep it in a spreadsheet, but FloQast Compliance keeps it live and connected to the close.
Risk Control Matrix (RCM)
This public tech company out of the Bay has renewed FQ for the past 3 years despite Oracle offering their ARCs solution free of charge
Twilio
Review these every day after starting sequences to ensure nothing slips through the cracks
Bounced emails
Name two ways to find PE-backed accounts
SFDC Dashboards
or
Actively AI
or
Ask Sconzo + Keane
When going head to head with this competitor make sure to ask if they are tracking and managing internal controls within the system as well or mostly using it for SEC reporting
Workiva
This capability is one of the ways that Internal Auditors can save the most time on SOX, competitors are all developing similar features related to this concept.
AI Testing
This manufacturing & distribution company saved days each month specifically on bank recs after implementing FQ & we have a case study for this company:
Glazer’s Beer and Beverage
The four tools that every BDR should be using while prospecting:
Outreach
Sales Force
Sales Nav
Actively AI
What is the best way to work with partners?
Send questions in #pe_bdr
or
send questions in #partners (consulting + tech related),
or
work with Sconzo, Keane, Maggie & Brice
Recent announcements by Numeric started showing that they may also start competing with ___ in the future
ERPs
This compelling event, for a public company, is one of the most compelling reasons to buy FloQast Compliance.
404b transition
This healthcare company now utilizes FQ instead of Workiva for Compliance & has a case study available:
The Joint Chiropractic
The most important thing to do with every email response you get (outside of copying and pasting into notes)
Closing the loop
What was the largest partner-sourced deal (second largest of any non-CAS deal) ever for FloQast which closed last week. Bonus points if you know the PE backer
Innomotics, backed by KPS Capital