Competitors
Frequently perceived as a competitor - its important to portray that we are not and are actually "better together"
Claude
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
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
Where can you find PE/VC relationships?
The Money List! Pinned in #pe-bdr channel
This tool is primarily suited for larger companies with consolidation needs, but has a "greenfield" close management module
Every prospect sits somewhere on the AI spectrum. We organize them into three plays. What are they?
FQ Core
Hybrid
AI First
This Blackline rip came over the FloQast for many reasons, one of them involving auditors and a wedding photo..
GlobalLogic
The outreach tag that every BDR should have and use for prospects that are “one call away”
Hot List
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
Recent announcements by Numeric started showing that they may also start competing with ___ in the future
ERPs
This team of accountants at FloQast help our customers design and build agents.
Who are Forward Deployed Accountants (FDAs).
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
Give a tailored pitch for a real estate company while using one of our customers that you know from that industry as a reference point
Response needs to include:
Large number of Entities
Multiple ERPs
Highly Acquisitive
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
This system takes on a 'webform' approach to reconcilations and has been seen more in the US after they were acquired
Adra
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
If a prospect asks for pricing, how do we respond?
“Cost really depends on a bunch of different factors related to business complexity and functionality you find value in FloQast given that we do have multiple solutions in the platform.
With that being said - let's get your eyes on the platform to better understand the solutions you would find value in and understand your use case more. Free this week/next?”
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