Sales

Provide the team with resources and strategies to effectively sell Paystand's solutions.

• Closed Won
• Closed Lost Reasons in Hubspot
• Closed Lost Steps
• Case Studies
• How to Create & Customize Payment Interfaces
• Finding Accounts & Prospects in Apollo
• Enriching Accounts with Net New Contacts from Apollo
• Apollo Duplicate Accounts
• Apollo Creating Lists
• Apollo Chrome Extension
• Apollo: Account/Contact Stages
• Gong.io
• Advanced Technical Alignment Calls
• MIGRATION FROM PREVIOUS PROCESSORS
• Combine Contract & SOW PDFs
• Contract Negotiation
• How to Create a New Deal in Hubspot
• Pacaso - An Example
• Demo Calls
• Discovery Calls
• Discovery/Demo
• How Forecasting Works
• Need Help?
• Hubspot Hygiene
• Finding Closed Lost Accounts in HubSpot
• Hubspot Required Fields
• Hubspot Templates
• Job Boards Prospecting (Indeed, Glassdoor, Builtin, Linkedin, etc.)
• Lead Funnels
• Hubspot Lead Status
• Merging Companies in Apollo
• Merging Companies in Hubspot
• NEAT Methodology (N.E.A.T.)
• Outbound Prospecting
• Paystand Story
• Paystand Pitch Deck (2024)
• HubSpot deal process for SAL, Closed Lost, Pending, and No Show
• Preparing for Team Meetings
• ROI & Proposals
• ROI & Proposal Resources
• Roles - Who are we looking for? Titles & Departments
• Sales Navigator Prospecting
• Sales Organization
• Sendoso Gift Options
• Sales Process
• Sales Tools
• SQL & SAL Definition
• Technical Alignment Calls
• Prospecting Videos
• Gong.io Steps
• Value Prompter: Overview
• VALUE - Solution's Impact on the Buyer Both Business and Personal
• Sales Velocity
• Plan Letter
• Underwriting: Post-Sales