Annual Planning Process
Mastering the Annual Planning Process Revenue Teams Need a Clear Roadmap for the Coming Year Ah, summertime. At most B2B companies, that means more staff vacation days, (slightly) fewer [...]
UDoTest Case Study
UDoTest OVERVIEW: UDoTest, Inc. is a Boston-based, B2B, at-home lab testing software platform utilized by insurers, employers, consumers and laboratories. The goal of UDoTest [...]
Healthcare System Platform Provider
Healthcare system platform provider OVERVIEW: TechCXO recently worked with a platform, data science and solutions innovator focused on creating a more efficient healthcare system. [...]
Argument for Revenue Operations
A very successful Chief Revenue Officer said this to me about his job: “There are three things that I have to pay attention to: How to generate more leads, [...]
Sales Enablement Rebrand
It’s Time to Rebrand Sales Enablement The business function called Sales Enablement hasn’t been around very long. But because it's still relatively new, is defined differently at nearly every [...]
Binbox Case Study
Binbox OVERVIEW: Binbox, headquartered in metro DC, is the leading provider of IOT-enabled smart-locker solutions for venues - stadiums, arenas, commercial office spaces, schools, [...]
Sales Relationships
Sales Relationships in the Digital Age "Is it possible to create strong, enduring sales relationships in the digital age?" I would argue that relationships are at the core of [...]
Content Marketing Lessons
When blog sites like Blogger started in the late 1990s, creators primarily consisted of individuals sharing their research and opinions in word processing-like format with hyperlinks. Early blogs were [...]
Rev.io Case Study
Rev.io THE CHALLENGE Rev.io is a SaaS recurring revenue and customer management platform. The company sought a partner who understood the strategic and financial [...]
Clearleap Case Study
Clealeap THE CHALLENGE Need for strategic guidance through rapid growth THE SITUATION Clearleap, a video streaming platform company that developed and deployed massively [...]
AZ Partsmaster Case Study
AZ Partsmaster OVERVIEW: AZ Partsmaster is a nationwide maintenance, repair, and operations (MRO) products distributor within the apartment industry. Being in business for over [...]
Referral Marketing
Reduce Customer Acquisition Costs (CAC) with Referral Marketing Too often, CEOs and business owners overlook an obvious opportunity to grow their business. For a company that has turned media buying [...]
RecTech Experience Formula
Creating Deeper Customer Engagement, Brand Loyalty and Profitable Growth in RecTechThese days, we all want to get away. Fundamental changes to the workplace through telecommuting and remote work have had [...]
How to Rescue Sales
How to Rebuild a Sales and Marketing Function in 120 DaysImagine you walk into a situation where the Chief Operating Officer, the Chief Revenue Officer and the entire sales and [...]
Avoid Unwanted Ad Clicks
How to Avoid Unwanted Clicks in Digital Advertising Digital ad spending is expected to increase 20.4% in 2021. It will outpace other forms of ad spending this year. While digital [...]
Sikka Case Study
Sikka Software (Sikka.ai) THE CHALLENGE Sikka wanted assistance with its go-to-market plan, data strategy and operational expertise for different business units. [...]
What’s really happening with supply chains?
What's REALLY going on with the supply chains? TechCXO's Marty Parker is also a University of Georgia - Terry College of Business lecturer on the topic. He offers some [...]
Relay Therapeutics Case Study
Relay Therapeutics THE CHALLENGE Need for expert finance and accounting leadership and management from launch to initial funding to eventual IPO. THE SITUATION Relay [...]
Cyteir Therapeutics Case Study
Cyteir Therapeutics THE CHALLENGE Need for expert finance and accounting leadership and management. Need for experienced CFO-level guidance and expertise to help prepare for transition from start-up [...]
Making Progress
When effort or intention aren't enough, how does one progress something important? Making real progress comes down to three things. Watch the minute and a half video from TechCXO executive [...]
Incentive Stock Options Guide
Creating Incentive Stock Option Plans The appeal of stock options for startups and earlier-stage companies may not be what they once were, but there remains a high expectation on the [...]
CFO Survey – Would you add Bitcoin to your balance sheet?
Bitcoin as a store of value and payment mechanism has been growing in acceptance as evidenced by some publicly traded companies putting a portion of their cash reserves into [...]
PTX tech case study
PTX Tech THE CHALLENGE Need for functional and strategic finance and accounting leadership at fraction of cost of full time employees. Need for outside capital to fund [...]
BlueWay Case Study
Blueway THE CHALLENGE Need for functional and strategic finance and accounting expertise. Need for extensive financial modeling to enable business expansion analysis and scenario building. Need for [...]