Jack Roth’s Post

We’re thrilled to introduce Altvia’s AIMPro for deal teams - a proprietary solution that transforms the power and complexity of Salesforce into a modern UX that streamlines deal discovery, management, and closure. 🚀 Behind every deal, there are hundreds of emails, phone calls, and meetings. Imagine a solution that not only simplifies these essential tasks, but also intelligently conceals unnecessary complexities. Picture having immediate access to real-time insights at your fingertips, making Monday morning pipeline reviews a breeze. ✔️ Stay on one screen to manage your deals with fewer clicks. ✔️ Easily log notes, calendar events, and emails. ✔️ Leverage an Excel-like interface for updating data. ✔️ Experience a true system of record for your firm. ✔️ Harness out-of-the-box visual summaries. Find Deals. Close More. Click Less. Read more about Altvia’s AIMPro for deal teams here ➡️ https://hubs.la/Q02x1VTd0 #altvia #privateequity #dealteams #investing

Very exciting time for Altvia and our clients with the launch of AIMPro. Every firm we speak with in our industry understands the power of data and the positive impact it can make on company decisions when handled correctly. The major challenge firms face is that time is limited and there are always competing priorities, particularly when it comes to documenting processes around sourcing and closing deals. AIMPro was designed with the busy investment professional in mind. Spend more time working relationships while also creating a simple way to gather those powerful insights from years of experience and finding deals. Reach out if your team is interested in learning more. Find Deals. Close More. Click Less.

Dealmakers, imagine streamlining deal origination, pipeline management, and deal closure all in one intuitive platform instead of clicking through a complex CRM. 🚀 With Altvia’s AIMPro for deal teams you can seize opportunities quickly, scale your operations effortlessly, and make smarter investment decisions. Stop spending valuable time entering data and start closing more deals. Elevate your deal-making process today ➡️https://hubs.la/Q02GSlGw0 #altvia #privateequity #peinvestors #dealflow #dealmakers

Super proud of the team over here at Altvia. Big launch for investment teams in our space becomes available today! Behind every deal there are hundreds of emails, phone calls, and meetings. Save yourself valuable time and seal the deal (pun intended!) with fewer clicks: ☑️ Streamlined workflows for logging new data. ☑️ Automated email and event entry. ☑️ Confidently analyze, visualize, and report on deals. Introducing AIMPro for deal teams. The alternative to manual, clunky, and click-intensive CRMs. Learn more: https://hubs.la/Q02x0kct0 🚀Find Deals. Close More. Click Less. 

What every CEO needs to know about technical efficiency. 5 areas to examine with your CTO… When I first became a CTO, I noticed that many businesses have problems that slow them down. This affects product development, customer support, and decision-making. In the end, these inefficiencies make customers unhappy and slow down company growth. Early on, I focused on technical automations, thinking they would help. But I quickly realized that this narrow focus missed the bigger picture. We were overlooking major inefficiencies, which caused delays and lost opportunities. I changed my approach. I started looking at problems based on their value, not just copying what others did. By focusing on time to value, I was able to find and fix the problems that really mattered. Here are the key areas where I found the biggest improvements: 1. Dev, Test, Deploy Loop → By speeding this up, we made quicker changes, learned faster, and responded better to customer needs. 2. Customer Success and Support → Improving support processes made our customers happier. We could learn from and respond to them quickly. 3. Financial Analytics → Providing decision-makers with up-to-date data helped them make better choices faster. 4. Data Pipelines → Ensuring good data flow supported better decision-making at all levels, especially in our startup. 5. Systemic Communication →  Using business tools (like jira, salesforce, notion, and Asana) effectively for development, sales, documentation, and operations brought significant benefits. Fixing these problems transformed how our business operated. We developed products faster, improved customer support, and made smarter decisions. If you want to make your tech company more efficient, let’s chat over a virtual coffee. P.S. If you liked this post, ♻️ reshare & 🔔 follow me, Adam Horner, for more tips on life as a CTO.

Fullstory revamped its technology partnership program in September 2023 when Nigel Liaw, Director of Technology Partnerships, took over the team. And in 8 months, Nigel and his team achieved: 📈 An increase in Fullstory’s customers’ renewal rate by 14% for customers with 2 or more active integrations. Here are the five steps Nigel and his team at Fullstory followed to build a tech partnership program, and make the most out of nearbound data and Reveal to deliver more value to their customers: 1️⃣ Identify potential tech partners: Nigel listens to customer needs, uses Reveal data for market presence and account overlap, and aligns with the Product team for support. 2️⃣ Connect with partners: He connects with partners by leveraging customers, team members, and partner introductions to facilitate collaboration and drive revenue. 3️⃣ Build a pitch: He uses Reveal data to build a compelling narrative and business case for integrations, sharing mutual customers, TAM, joint use cases, and beta-testing candidates. 4️⃣ Enable their Customer Success team: Nigel aligns integration initiatives with their internal goals, and shares integration status and potential use cases to engage the CS team. 5️⃣ Track results: Nigel builds dashboards to monitor integration adoption, retention, and expansion, leveraging Reveal data to assist his Customer Success team in planning. “The real key to understanding the potential of the integration is through the overlap data. Reveal helps you build the integration and do something commercially thanks to the data around your total addressable market and your overlap opportunity.”—Kevin Crow, Global Head of Partner Management at Fullstory Learn how Fullstory is building its tech partner program and making the most out of it by leveraging Reveal to drive a 14% increase in renewal rates for customers with 2 or more integrations Read the story here 👉 https://lnkd.in/dyVwtEx4

Find out how a RevOps approach could optimise your ability to grow revenue. Revenue Operations, or RevOps, is a strategic approach that unifies marketing, sales, and customer success teams to drive revenue growth and enhance customer experiences. #RevOps #startups https://lnkd.in/eYDvTA6F

Incredibly excited about this big news for our team, our customers, and our partners! Creatio has raised $200M at a $1.2B valuation to lead the enterprise no-code market. Creatio's no-code platform for CRM and workflow automation is a powerful alternative to traditional enterprise vendors. Our platform delivers unprecedented time-to-value to customers, helping them use technology as a competitive differentiator. The funds will be invested in R&D to drive further innovations in the no-code and Al space. We will also reinforce our partner channel and grow our team globally across all functions, including customer success. This round is a minority investment, and our strategy, product vision, leadership team, and commitment to customer success remain unchanged! Here at Creatio, we are building an enduring company to make a significant and long-term market impact for years to come. This is an amazing moment for the team and we're to see what the future holds for us. Go Creatio! Find out more here and reach out if you want to learn more about how Creatio can help you transform your business workflows and CRM through our AI powered No-code platform: https://lnkd.in/esM2H75e #NoCode, #LowCode, #CRM, #AI, #CapitalRaise, #Creatio, #Unicorn

By establishing solid sales and marketing foundations in your business, you'll reduce growth risks and gain a greater sense of control.

🚀 Unlocking Success: The Power of Partnership Ecosystems in SaaS 🤝 In today's dynamic Software as a Service (SaaS) landscape, one key strategy stands out: Partnership Ecosystems. Let's dive into the numbers to understand why they're more critical than ever before: ▶ Market Saturation: With over 15,000 SaaS companies competing globally, differentiation is key. 75% of SaaS leaders believe strategic partnerships are the way forward (Gartner). ▶ Customer Needs: 79% of SaaS users require multiple software tools to manage their business processes (BetterCloud). Ecosystem partnerships enable us to cater to a diverse range of customer needs seamlessly. ▶ Integration Demand: The average company uses 137 different SaaS applications (Blissfully). Ecosystems streamline these integrations, improving user experiences. ▶ Retention Matters: It costs 5x more to acquire a new customer than to retain an existing one (Invesp). Ecosystems reduce churn by offering more value and convenience. ▶ Access to New Markets: Partnerships allow us to tap into new markets efficiently. In fact, companies with successful ecosystem strategies grow 50% faster than those without (Salesforce). ▶ Innovation Acceleration: 68% of SaaS executives believe partnerships accelerate innovation (PwC). By focusing on core strengths and collaborating, we can push the boundaries of what's possible. ▶ Cost Efficiency: Building everything in-house can be costly. Ecosystems reduce operational costs by leveraging partner resources. ▶ Regulatory Navigation: In heavily regulated industries, 90% of SaaS providers find partnerships essential for compliance (Deloitte). They provide the expertise needed to navigate complex legal landscapes. 🏆 Partnership ecosystems are more than just collaboration; they're a strategic imperative. They empower us to deliver comprehensive, integrated solutions, stay competitive, and cater to the evolving needs of our customers. #SaaS #Partnerships #Ecosystems #Innovation #Data #BusinessGrowth #Statistics Partnership Leaders Partnership Insider nearbound.com #SaaS #Channelsales #Sales #Tech #Founders #Csuite #IT