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| Helping Your Business Succeed |
| Technology Solutions Presentation (Overview) |
| Selling to Executive Leaders Presentation (Overview) |
- Guest Speaker at OAUG
(Oracle Applications Users
Group - San Diego, CA) for
the Oracle Payables and
Oracle Purchasing Special
Interest Groups (attendance
approx. 250 people). Topic:
(Oracle Applications Users
(Oracle Applications Users
Group - San Diego, CA) for
the Oracle Payables and the
Oracle Payables and Oracle
Purchasing Special Oracle
Purchasing Special Interest
Groups (attendance Interest
Groups (attendance approx.
250 people). Topic: approx.
250 people). Topic:
Minimizing Sales and Use Tax
Minimizing Sales and Use Tax
liabilities by Maximizing
Technology
- Guest Speaker for the Oracle
Payables and Oracle
Purchasing Special Interest
Groups-Philadelphia, PA
(attendance approx. 450
people) Topic: Using the
UseTax Link to improve
profitability and cash flow.
Also demonstrated solution
- Guest Speaker for the Georgia
OAUG (Oracle Applications
Users Group) - Topic:
Solutions for Use Tax Issues
- Seminar for Oracle
Telemarketing Organization-
Redwood Shores, CA - Topic:
Identifying Sales Opportunities
- Seminars for Oracle
Consulting Management Team
- Dallas, San Francisco,
Chicago, New York, Miami -
Topic: How to identify
additional sales
development and sale of the
Abandoned Property Link software
solution
Abandoned Property Link software
solution
- Seminar for Oracle
Telemarketing Organization-
Identifying Sales Opportunities
- Seminar for Big 4 Accounting
Partners - Miami - Topic: How
to qualify CFOs of existing
clients for suitability of new
Software solutions to
unresolved business challenges.
- Seminars for Oracle
Consulting Management Team
Chicago, New York, Miami -
Topic: How to identify
additional sales opportunities
in existing customer base
- Seminar for Vertex Sales
Team - Philadelphia, PA-
Topic: Maximizing Sales
Opportunities -“The Oracle
Use Tax Link”
- Seminar for Taxware Sales
Team - Miami, FL - Topic:
Maximizing Sales
Opportunities-“The Oracle Use
Tax Link
- Seminar for ADP Sales Team -
Topic: Selling to CPA Firms
- Seminar for Intuit Sales Team
- Topic: Selling to CPA Firms
- Guest Speaker for National
Association of Black
Accountants - Topic:
Negotiating to win every time
I’ve worked collaboratively with several hundred CFOs, and I’ve not
yet met one that wasn’t incredibly busy. I’ve also never met a CFO
that can concentrate on more than 6-8 major initiatives at one time.
If you are going to effectively sell to a CFO, you have to understand
their priorities before you make initial contact. You also have to
communicate to them clearly and quickly.
yet met one that wasn’t incredibly busy. I’ve also never met a CFO
that can concentrate on more than 6-8 major initiatives at one time.
If you are going to effectively sell to a CFO, you have to understand
their priorities before you make initial contact. You also have to
communicate to them clearly and quickly.
| CFO is a Position Title – Not a description of the CFO’s job |
Don't be a time waster. Take time to prequalify a company before
calling the CFO. Doing so will up your sells and increase the chance
of success. If you or your company could benefit from coaching
on how to prequalify a company through reviewing public and other
information as it relates to your solution, please contact Tracy
Levine, to set up a Consultation.
calling the CFO. Doing so will up your sells and increase the chance
of success. If you or your company could benefit from coaching
on how to prequalify a company through reviewing public and other
information as it relates to your solution, please contact Tracy
Levine, to set up a Consultation.
Renaissance Executive
A Division of Advantage Talent, Inc.
A Division of Advantage Talent, Inc.
selling to a CFO in these tough economic times
to understand their audience.
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to understand their audience.
Learn More
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