Competitors
Mostly seen in the lower market - this competitor has grand claims of AI and automation. Given the company's size, scalability could be a concern for their clients.
Numeric
This newer FloQast product offering ‘links’ together the accounting team and another internal department
Compliance
This well-known Georgia-based home builder bought FloQast for better visibility and accuracy. They still today are among the ranks of our largest clients with 300+ team members using FloQast!
Pulte Group
When a prospect asks you a question and you turn it back on them to get more information
Reverse
These are the 3 main partnership channels BDRs can/should use when working on an opportunity
- Private Equity
- Consulting
- Tech Alliances
This consolidation tool is quite costly and suited for larger companies. However, they do have a “green field” close management Module.
OneStream
This product allows teams to compare actuals to actuals across 2 custom periods
Flux Analysis
This industry moves quickly. Although they may appear smaller, they typically have a decent-sized accounting team + due to regulations that require them to go public quickly into their life cycle, they may have a need for compliance.
BioTech
When you have a conversation with a prospect and the takeaway is to reach back out at a later date - you do these two things immediately
Leave notes + create a follow-up task in Outreach
FloQast is an _________________________
Accounting Transformation Platform
If an account has an internal audit team that isn’t using FloQast compliance… They may be using ______ or _______
Audit Board or Workiva
One of many recent product releases, automating a previously very manual process utilizing AI to allow accounting teams to play by their own “rules”
AI Transaction Matching
FloQast can help with the accounting complexities that come with managing/opening new locations in this industry.
Tip: Beware of 13-period closes!
Restaurants and Retail
If you use this dashboard every day there is no way low-hanging fruit should slip through the cracks
BDR Home Base
This is what we should ask on every intro call, especially when the prospect has other big implementations/projects going on
"are you working with any consultants right now?"
This large/legacy ERP provider also sells this competitive reconciliation solution
Oracle ARCS
This feature of FloQast will alert you when something falls out of balance in a past period
Detective controls
This customer chooses to use FloQast over their own close module AND their parent companies' close module
Sage Intacct
If a prospect asks for pricing, how do we respond?
Our pricing is made up of two different components. One being volume of users and two the functionality that is relevant to your team. Once you see a demo of the tool you will be able to determine those two things and can chat through what pricing would look like with my account executive.
Planview, 6sense, and JFrog among others are FQ customers in this PE Partner's portfolio.
Insight Partners
Name any 3 Blackline rips
N/A
Some kinks are still being worked out on this brand-new product… but once it is ready it will really help our clients bring everything together
Consolidations
This account type, usually related to the medical space, is a great fit for FloQast allowing them to have visibility and structure while managing past and future acquisitions.
PE-Backed Healthcare Management Orgs
(DSO also accepted)
BDRs should be checking this outreach report multiple times a week to ensure they are ‘closing the loop’
Email Replies
These project management/workflow tools sometimes are used to ‘help’ with the close BUT both happen to use FloQast internally
Asana and ClickUp