Unifying sales and finance to unlock revenue

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Virtual Roundtable

Tuesday, October 26th, 14:00 EST

Revenue and finance leaders in North America are invited to this virtual masterclass on “Unifying sales and finance to unlock revenue”. Attendees will learn how their peers are increasing business agility in a rapidly changing landscape.

The session will explore industry trends that are shaping agile decision-making. Participants will examine the impact that manual tasks in core processes have on an organization’s ability to adapt to changing market conditions. They will also tackle how to reduce or remove those manual bottlenecks and enable greater agility.

An expert moderator will guide the knowledge-sharing event, stimulating discussion in a closed, confidential environment. Attendance is by invitation only and complimentary. Registration is limited to a certain number of guests per event.


Unifying sales and finance to unlock revenue

Research has shown that 68% of executives say sales compensation fails to drive the right priorities. Given how inefficient many available tools and processes are, this is unsurprising. What is surprising is the potential of automation technology and operational expertise to quickly address the problem.

For decades, the burden of administration has fallen on internal teams and a highly manual approach using legacy software. Leaders now look to adopt the right features, functionality, and support to elevate these units to strategic centers and build truly modern, future-proof ICM.

  • What’s holding back revenue growth? What is the biggest obstacle to revenue growth in 2022?
  • How do you align on quota for the year? How do you approach new projects?
  • How are you enabling better reporting and forecasting through data/AI?

Job titles include Chief Revenue Officers, Chief Financial Officers, SVPs, VPs, and other senior finance and revenue decision-makers in North America.

2:00 pm: Ortus Master of Ceremonies to make introductions and short introduction from Forma.ai
2:10 pm: Discussion instigated by the moderator and continued by the group
3:00 pm: End of session

Hosted by Forma.ai

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