DiscoverTax at the Speed of Tech Podcast SeriesThe Sales Side of Tax Tech: Building Relationships and Supporting Innovation
The Sales Side of Tax Tech: Building Relationships and Supporting Innovation

The Sales Side of Tax Tech: Building Relationships and Supporting Innovation

Update: 2024-04-29
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Host Chris D’Ambola and Justin Breitfelder, VP of Enterprise Sales at FullStory, discuss:

  • The role of trust in building customer relationships and ensuring successful technology implementation.
  • The need for sales representatives to understand customer needs deeply and how they can help tax leaders navigate the tax technology procurement process.
  • Differences in selling tax technology versus other technologies are minimal; the core principles of problem-solving and relationship-building are consistent.
  • AI's growing impact on sales, offering potential for improved personalization and product usability, but also bringing challenges and changes to the profession.
  • The critical nature of the sales journey in vendor selection, which can affect team morale and productivity, and ultimately, the success of technology utilization.

Resources:

Chris on LinkedIn

Justin on LinkedIn

FullStory’s Digital Experience Intelligence

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The Sales Side of Tax Tech: Building Relationships and Supporting Innovation

The Sales Side of Tax Tech: Building Relationships and Supporting Innovation