Finance, Insurance and Investors - Strategic Accounts Today

What’s a Business Credit Score Anyway? Here’s What You Need to Know

Hubspot Sales

MARCH 10, 2025

A business credit score shows lenders, vendors, and insurers how dependable your business is. A business credit score tells lenders, vendors, and insurers how trustworthy your business is when it comes to paying debts on time. Tracking your score helps you stay prepared and better positioned for favorable financing options.

Suppliers

Suppliers Insurance Negotiation Finance

Best CRM For Financial Services – Finance CRM

Apptivo

DECEMBER 10, 2021

Financial services, in general, refers to financial management which in broader terms refers to banking, investment, and insurance. To achieve this, one of the emerging trends in financial services is Finance CRM. Apptivo’s Financial CRM Software is what your finance teams require to streamline their work and obtain accurate solutions.

Financial Services

Financial Services Finance CRM Software

What's Considered a Current Asset?

Hubspot Sales

NOVEMBER 30, 2018

Funding can come from a loan, investor, business line of credit , or you can pay cash. A balance sheet is a financial statement that shows a business' assets and how they're financed, through debt or equity. Is Prepaid Insurance an Asset? Prepaid insurance is recorded as a current asset on the balance sheet.

Insurance

Insurance Investors Manufacturing Finance

Your 4-Minute Guide to Calculating Operating Income

Hubspot Sales

OCTOBER 15, 2018

Investors want to know if a company's core activities can result in a profit, so they can get a return on their investment. Creditors and investors take a careful look at a company's operating income. Insurance: $1,000. Profitability is a key measure of a company's success, especially for startups. Cost of supplies. Legal fees.

Banking

Banking Insurance Investors Profitability

Choosing a Business Model — Here's My Guidance Along with Thoughts From Experts

Hubspot Sales

FEBRUARY 20, 2025

Dealerships also offer coverage plans and warranties beyond what the manufacturer provides, present financing options to customers, and perform regular maintenance for their primary brands. Investors also quickly gravitated to subscription sales because the model generated such a reliable revenue stream.

Retail

Retail Manufacturing Investors eCommerce

What does ‘seasonality’ really mean in sales?

Nutshell

JULY 24, 2019

Investors buy houses at the end of the year, and when summer rolls around they turn around and resell.” When I owned and operated a medical device business, November and December were our busiest months due to insurance periods ending,” says Albert Ho , Founder of Healthcare Heroes.

Retail

Retail Sales Insurance B2B

What is customer satisfaction score? (+ how to measure CSAT)

Zendesk

MAY 17, 2022

Investor-owned: 72. Finance and insurance. Health insurance: 73. Life insurance: 78. Property and casualty insurance: 78. General merchandise retailers: 75. Drugstores: 76. Online retailers: 77. Supermarkets: 76. Airlines: 76. Hotels: 73. Car rentals: 76. Online travel agencies: 74. Energy utilities.

Computers and Electronics

Computers and Electronics Insurance Retail e-Learning

Thinking about starting your own business? Here’s what to know

ACT

AUGUST 4, 2023

Creating a comprehensive business plan requires a lot of hard work , but comes in handy at various stages, such as when approaching investors for funding or searching for ideas to scale operations. Don’t forget your license, registration, and insurance Business registration is a crucial step to launching your business legally.

Insurance

Insurance Small Business Investors Finance

Accounting 101: The Ultimate Guide to Accounting Basics

Hubspot Sales

MAY 3, 2019

A business with healthy (positive) equity is attractive to potential investors , lenders, and buyers. Investors and analysts also look at your business’s EBITDA , which stands for earnings before interest, taxes, depreciation, and amortization. Expenses include any purchases you make or money you spend in an effort to generate revenue.

Banking

Banking Energy and Utilities Profitability Investors

Jun 04 – Customer Success Jobs

SmartKarrot

JUNE 4, 2021

Liaise with product and insurance teams to continuously improve our digital experiences and our coverage offering to clients. Conduct regular process reviews with Business Development, Operations & Finance teams with monthly review to the senior leadership team.

Customer Success

Customer Success Insurance Investors Banking

What Is a Profit and Loss Statement?

Hubspot Sales

JANUARY 21, 2025

Being a business owner comes with tough decisions is it time to seek investors, or should you self-fund a little longer? It identifies a companys financial health for internal decision-making, or entices buyers and investors to purchase or fund the business. Or switching to a cheaper insurance provider or office space.

Profitability

Profitability Investors Decision-making Insurance

Startup Failure: How Many Startups Fail & How to Avoid Key Mistakes

Hubspot Sales

DECEMBER 9, 2024

Mishandling Finances According to recent data, 82% of startup failures are driven at least in part by cash flow issues. While startups typically start with some source of funding, mishandling finances can hinder an organizations ability to find new investors or generate enough profit to survive.

Investors

Investors Finance Insurance Artificial Intelligence

Cash Flow Forecasting: Business Owner Or Not, Here's How To Do It

Hubspot Sales

NOVEMBER 26, 2024

Even with a substantial plan and the best intentions, anyone can lose track of finances. Secure financing: If you want to secure loans and investments from banks and investors. sales revenue, insurance claims, interest income, etc). Have you ever thought to yourself, “Where the hell is all my money going?” I have, too.

Finance

Finance Decision-making Insurance Investors

How To Start A Business With No Money: Everything I Learned About Making Entrepreneurship Happen With A Limited Budget

Hubspot Sales

FEBRUARY 4, 2025

However, let me be the first to tell you that securing investor support isnt as mysterious as it seems. It provides benefits such as business grants, access to health insurance options, tax resources, and expert advice to help members effectively manage and grow their businesses. Find industry-specific grants and funding.

Small Business

Small Business Investors Food and Beverage e-Learning

What’s a Business Credit Score Anyway? Here’s What You Need to Know

Best CRM For Financial Services – Finance CRM

What's Considered a Current Asset?

Your 4-Minute Guide to Calculating Operating Income

Choosing a Business Model — Here's My Guidance Along with Thoughts From Experts

What does ‘seasonality’ really mean in sales?

What is customer satisfaction score? (+ how to measure CSAT)

Thinking about starting your own business? Here’s what to know

Accounting 101: The Ultimate Guide to Accounting Basics

Jun 04 – Customer Success Jobs

What Is a Profit and Loss Statement?

Startup Failure: How Many Startups Fail & How to Avoid Key Mistakes

Cash Flow Forecasting: Business Owner Or Not, Here's How To Do It

How To Start A Business With No Money: Everything I Learned About Making Entrepreneurship Happen With A Limited Budget

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