Numeric 101
Sales Process
Product Questions
Customer Storytelling
Competitive Landscape
100

Numeric value: doing the small things the right way.

What is: Brick by brick

100

Tech stack Alignment + Talking to a potential champion. + Clear pain point that we solve are all criteria for what?

What is: To move from S0 to S1 (three things)


100

This team likely has the least amount of relevant data in Netsuite, therefore impacting their ability to leverage AI/Flux.

Who is: The Revenue team

100

First customer to go Public while using Numeric

Who is: Figma

100

This European close tool is a sneaky competitor of ours.

Who is: Stacks

200

Numeric value around learning quickly, diving all-in, and keeping velocity high.

What is: Earning the right.

200
Where MAP's are built.

What is: The alignment call.

200

What is the NS terminology for allowing teams to close out the financials in both local and functional currency?

What is: Multi-Books

200

This customer felt like they were in a constant state of chaos (or war) before using Numeric

Who is: Starburst Data

200

This company is our biggest cash matching competitor on the market. 

Who is: Maxima

300

Our largest customer (by ARR).

What is: Indrive, at $128k

300

Someone who has the ability to influence the decision internally, but not actual buying power

What is: A Coach

300

Who is notified if a JE is posted into NS in a period that is closed in Numeric. 

Who is: Numeric Admin

300

This customer switched from FQ in Q1 after months of back and forth around trying to build custom reports for flux.

Who is: Bloomreach

300

This company uses Netsuite Native APIs to pull transaction level data. 

Who is: FQ

400
This sandwich is famous in the SF office during candidate on-sites.

What is: a meatball sub.

400

The requirement to move to S3.

What is: a technical win.
400

While we don't have a sox module, our control substantiation gives accounting teams peace of mind, but leaves out workflows this team that other tools like Auditboard provide. 

Who is: SOX/Internal Audit teams

400

This customer said they believe Numeric is the best tool for "the modern accountant -- like a data engineer who needs to figure out how to work with data & systems to translate things into an accounting outcome."

Who is: Parafin

400

What do you call something in a state of instability (or impending doom) hidden beneath a facade of normalcy?

What is: House of Cards or Powder Keg

500

This person jumped out the window onto the roof to unlock the bathroom on my first day at Numeric.

Who is: Tierney

500

Earning the right and building trust is particularly important for what types of deals? 

What is: Outbound

500

This customer shaved 10 BD's and 80% of their flux time after implementing Numeric. 

Who is: Hadrian

500

In 2025 we've lost every deal where someone was moving from BL. Why did Blackline, Gusto, and Figma switch from BL to Numeric in 2024?

What is: they went to to Blackline too soon. They were in the path to IPO segment (where we win).

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