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Guide

The ultimate SaaS buying guide for finance professionals

Companies are under more pressure than ever to make conscious software buying decisions. Get finance best practices from over $3B+ in SaaS transactions and revamp your software buying process.

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Transform your SaaS buying process

Documentation best practices

Get tips on how to organize your SaaS stack, including a spreadsheet outline, duplicative software processes, stakeholder surveys, and more.

Net new software and renewal processes

Define a buying process that best fits the needs of your company, starting with establishing the four "yes's", timelines, evaluation, and more.

Strategic negotiation tactics

With years of experience and hundreds of negotiations under our belt, get best practices when approaching SaaS purchasing conversations.

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Brex
Canva
CarGurus
DRIFT
Gainsight
HubSpot
Lattice
Webflow