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Reviews, articles and a sales glossary for SaaS sales leadersUpdated November 2026

Sales Templates · Page 42 of 94

Emails

August 22, 2016

Your Demo with Instart Logic: What is a Convenient Time?

Hi Jon,

I’m following up on your request for a demo, and would like to set up a meeting time that works for both you and the team here.

We’ll be happy to give you a detailed introduction of our product capabilities, and also need to understand your current needs.

Could you reply and let me know a couple of times when you’d have 30 minutes available? Feel free to phone me as well at +[number removed].

Again, thanks for your interest! I look forward to confirming your phone appointment and moving ahead with your Demo.

Cheers,

Brad

—-

Brad Bethune

| Instart Logic
T: +1-[number removed]
E: [email removed]

August 22, 2016

Thanks for your interest!

Thanks for your interest Jon!

Dear Jon,

We want to make sure you are getting the relevant information you need. If you could take a moment to answer a simple question, it will help us tailor what we send you. What type of content would you find most valuable? (Select one.)

  • Software & SaaS companies: Case studies and information on cloud financials help software/SaaS companies streamline accounting and financial management, improve visibility, and tackle tough topics like subscription and revenue management.
  • Nonprofits: Case studies and information on how nonprofits are streamlining grant, fund, project, and donor accounting with specialized nonprofit financial management and accounting capabilities.
  • Services companies: Case studies and information on how cloud financials help services companies streamline accounting and financial management, improve visibility, and enhance on-time project delivery.
  • General information on why companies are choosing Intacct and the cloud for financial management.
  • Thanks for the offer, but please unsubscribe me. Thank you for your time!

Intacct Corporation | 300 Park Avenue, San Jose, CA 95110 | 1-877-437-7765 | info@intacct.com

August 22, 2016

Here is your login information

Welcome to Intacct!

Hello Jon,

This trial gives you an exclusive opportunity to tap into the power of Intacct and cloud computing and discover for yourself how our unbeatable financial management and accounting applications can transform the way your finance organization works.

Click here and sign in. It’s that simple; no downloads, no software to install, and no hassles.

Intacct company ID: Sample frtmtqy
User name: jonkim
Password:

Any information you enter will be saved during your 30-day evaluation period, then deleted when your evaluation period ends.

Please keep this email and your account details for future reference.

Need help? Just reply to this email or contact us at 877-437-7765 with any questions.

August 25, 2016

[White Paper] Finance at a Crossroads: The Risks of Standing Still

White Paper: Finance at a Crossroads: The Risks of Standing Still

========================================

Download the Saugatuck white paper Finance at a Crossroads: The Risks of Standing Still.Get tech-savvy to adapt to business change.

The pace and complexity of business is fierce and unrelenting, and the increasing demands for speed, compliance, and insight leave many CFOs searching for new answers.

Download this white paper and gain a clear understanding of the three high risk areas for CFOs:

– EffectivenessOutdated systems hold you back. Finance needs the right technology to keep up with rapid business change.
– AdaptabilityFinance teams must pivot quickly as opportunities and threats threaten to overturn business strategies.
– ResponsivenessHow can finance answer the call to play a more strategic role and add value?

Download

Intacct Corporation | 300 Park Avenue, San Jose, CA 95110 | 1-877-437-7765 | info@intacct.com

If you no longer wish to receive these emails, go to the following link to unsubscribe:

View our privacy policy here:

August 30, 2016

Cloud ERP excellence: The clear choice

Dear Jon,

When you’re evaluating cloud ERP solutions and inundated with all kinds of claims, counterclaims, and outright puffery, it’s not easy to weed out the hype and focus on what matters. So we’ll make it easier for you with some user reviews to consider. These reviews have information that comes from individuals like you, not brochures.

Check out the latest TechValidate survey results identifying the top reasons companies are moving from legacy on-premises systems like Sage and Microsoft Dynamics to Intacct’s best-in-class cloud ERP. Don’t settle for an outdated accounting system! See the benefits cloud financials can bring to your business

View the survey results here:

Intacct Corporation | 300 Park Avenue, San Jose, CA 95110 | 1-877-437-7765 | info@intacct.com

August 24, 2016

Need to scale your business? Time to change your financial management solution

Jon,

Per my voicemail, here is the quick introduction to Intacct Accounting software I mentioned: Introduction to Intacct Accounting Software (2.4 min)

During a company’s growth stage you need a more robust financial solution to help you scale. What is the best way to get a brief 15 minute call on your calendar?

Kind regards,

Giovanni Colletti

300 Park Ave, Suite 1400, San Jose, CA 95110
gcolletti@intacct.com | 408.878.7091 | www.intacct.com

Upcoming Webinars and Product Tours
Intacct’s Salesforce AppExchange Reviews

August 25, 2016

Intacct – The Leader in Innovation and Customer Satisfaction

Jon,

Fast growing companies choose Intacct to resolve their inefficient data collection, lack of visibility, and reporting errors.

One of our clients, Renal Ventures, addressed all of these issues and recognizes $163,000 average annual benefit by switching to Intacct from QuickBooks. Read the case study: Renal Ventures Management

What would be a good time to discuss improving your accounting processes?

Best,

Giovanni Colletti

August 30, 2016

Your business is growing. The right financial management system will help.

Jon,

Companies planning to double their revenue have moved to Intacct’s cloud accounting software to streamline and automate their accounting process.

One of our most successful customers, Regent Entertainment, easily manages its multiple business units with Intacct. Their success story says it all. Click here to read about Regent Entertainment.

What is the best way to get a brief 15 minute call on your calendar?

Best,

Giovanni Colletti

August 22, 2016

Interana Demo Request

Hi Jon,

Thank you for your interest in seeing a demo of our product. I am more than
happy to set up a demo for you. When is a good day and time for you for an
hour long demo? We are on PST time.

To prepare for this meeting, could please answer the following questions so
that we can deliver value;

1) Are you currently logging event data? If so, how?
2) What is your current analytics stack?
3) If you are logging event data, how many events are you trying to analyze
per year?

Thank you and I look forward to your response.

Regards,

—
Josh Chazin
E: [email removed] [email removed]
M:[number removed]
Check out the Interana Explainer Video
Analytics for Impatient People

August 25, 2016

Re: Interana Demo Request

Hi Jon,

I’m following up with you regarding the voicemail I just left. If you could
give me a call back, my number at the office is [number removed]. If it’s
easier for you to respond via email, that’s fine as well.

I really just wanted to see if there was any level of interest in learning
more about our product and how we are helping companies like Microsoft,
SONOS, Tinder, and SurveyMonkey *better understand user behavior*. I’d be
happy to set up a quick demo if that works for you.

Best,

On Mon, Aug 22, 2016 at 10:27 AM, Josh Chazin [email removed] wrote:

> Hi Jon,
>
> Thank you for your interest in seeing a demo of our product. I am more
> than happy to set up a demo for you. When is a good day and time for you
> for an hour long demo? We are on PST time.
>
> To prepare for this meeting, could please answer the following questions
> so that we can deliver value;
>
> 1) Are you currently logging event data? If so, how?
> 2) What is your current analytics stack?
> 3) If you are logging event data, how many events are you trying to
> analyze per year?
>
> Thank you and I look forward to your response.
>
> Regards,
>
> —
> Josh Chazin
> E: [email removed] [email removed]
> M:[number removed]
> Check out the Interana Explainer Video
> Analytics for Impatient People
>

—
Josh Chazin
E: [email removed] [email removed]
M:[number removed]
Check out the Interana Explainer Video
Analytics for Impatient People


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