Competitive Landscape
A competitor that does not offer AR.
What is RBC PayEdge?
A 1 business day SLA.
What is Plooto's response SLA?
The 3 steps for handling objections.
What is the ARQ Process?
The 2 types of leads from events.
What are hot-leads and generic-leads?
The payment method for Plooto Network contacts.
What is mailed checks?
A competitor that only offers support via chat.
What is Telpay?
The place on SalesForce where you'd email a Lead from.
What is the Email Tab on Lead profile?
A solution for third parties that do not trust in a new software handling their payments.
What is Plooto's ISO Certification?
A type of lead that gets customized emails and phone reach outs.
What is a hot-lead?
An email template for businesses to send announcing their migration to Plooto.
What is the Migration to Plooto document?
A competitor that focuses more on the construction industry.
What is MazumaGo/Truss?
These are the 2 locations on Plooto.com that leads can be generated.
What are the Contact Us page and the "For Accountants" page?
Accounting firms are not required to have an active subscription on Plooto in order to manage their clients.
What is Plooto’s solution for not having enough clients to benefit from accounting firm discounts?
The first step when booking a demo with a lead during an event.
What is creating a sense of urgency?
A Plooto service offered to Canadian customers only.
What are CRA Payments?
A competitor who's customer service is lacking and was quoted to sometimes take up to 96 hours to respond.
What is Bill?
The 3 places to check before a demo with a lead.
What are LinkedIn, company website, and industry classification?
The 2 pieces of information needed to create a Plooto account.
What are name and email address?
An example of breaking the ice at an event.
What is asking/saying:
- “Where are you traveling from today?”
- “Any sessions you are excited about in particular?”
- “What other events have you been to this year?”
- “What’s the best swag you’ve collected?”
- “This coffee line is so long…”
These are the 2 states for which businesses are forbidden on Plooto.
What are Texas and New Hampshire?
Competitors that do not offer free OCR Technology/receipt capture.
What are RBC PayEdge, Telpay, Rotessa, MazumaGo/Truss, and Veem.
Something you always attach in an email as a call to action.
What is a demo link?
The time it takes to connect an accounting software.
What is 60 seconds?
Telling customers that Plooto supports over 8,500 finance teams across North America.
What is the intro to our elevator pitch?
These are 4 examples of forbidden entities on Plooto.
What are ____?
(Refer to Forbidden Entities for Plooto Business list)