carbonpro

Account Executive

Selling SaaS to Private Equity

Need some tips on prospecting into PE firms. Currently selling a CRM for middle-market private equity firms with a focus on relationship management.

Any tips on email templates, outreach methods, themes that make these guys tick to take a call?

🔎 Prospecting

💌 Cold Emailing

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Justatitle

Big Shot

Account Executive

Following

CuriousFox

WR Officer

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Kosta_Konfucius

Politicker

Sales Rep

Very basic
I came across your company [Company Name] and believe our CRM solution can streamline your deal-making process. Our CRM is designed for mid-market PE firms and provides a centralized platform for managing deals, contacts, and communication. Key features include: Contact Management Deal Management Communication Management Reporting and Analytics
Would you be opposed to demo our solution for you and show how it can benefit your firm? Please let me know a convenient time for a call. Best regards,

FoodForSales

Politicker

Drop names of other clients they may be familiar with.

GDO

Politicker

BDM

What makes your CRM better suitable for PE firms compared to a generic one? Mention you work with a decent amount of "Other" PE firms just like theirs and you thus think they would also benefit from it.

saaskicker

Celebrated Contributor

Enterprise AE

subject line: provider for (competitor/similar PE firm #1, and competitor/similar PE firm #2)

countingmyinterest

Politicker

Account Executive

I sell to Real Estate Private Equity. So far... I'm not a fan. Might look for other gigs.
Pros:-They have money
Cons:-Pain in the ass to deal with-Juniors are a little smug/condescending-Seniors are resistant to change
Just my experience

carbonpro

Politicker

Account Executive

What are you selling to PERE and are you doing mostly outbounds?

countingmyinterest

Politicker

Account Executive

Data. Think of pitchbook etc. yah all net new outbound

carbonpro

Politicker

Account Executive

Sheesh. Everyone needs data..CRM less interesting. Anything working best for you? Currently emailing and calling with mediocre reply rate.

countingmyinterest

Politicker

Account Executive

Depends on quality of data and buyer persona. Some industries are hesitant to change.

Cold calling works a lot better than cold email. They’ll at least pick up

Coffeesforclosers

Notable Contributor

Director Sales and Market Development

Work the portfolio companies hard and get them to intro you to the PE firm. If you can solve problem for company A, tell them you can do it for all their portfolio and they can have a unified real time system across the whole org without needing info from a ton of disparate systems

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carbonpro

Selling SaaS to Private Equity

12 comments

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