Josh Nelson, CEO of High Tide. gives a unique perspective to SaaS as a consultant serving SaaS and tech. One thing you learn from hearing Josh’s story is the power of stepping up and saying “yes” to learning new technologies and opportunities. Being boutique is their superpower, delivering personalized salesforce support.

Cost is only a concern in the absence of value. If you’re creating a world-class solution and can show the value, that’s where you can make a big difference. Talk to the people in the organization to get the full perspective. You want to get the data-based approach, but also the emotional input. Give people little wins and they create buy-in for the project as a whole.

Key Takeaways for Success:

• C-Suite and leadership need to know the “whys” behind a project and be able to communicate that to the teams that report up to them. Get their buy-in and focus on the why heavily to actively move a project forward. That helps cast vision to get the rest of the team on board as well.
• Alignment between sales, finance, and operations are some of the most efficient companies. Let data drive the conversation.
• Many of these companies have data in spreadsheets, or siloed systems that don’t talk to each other. One of the most impactful things you can do is a data transformation project so you can get as close to real-time insights as possible. This allows you to stay agile in a competitive market.
• Working with a boutique consultancy can be incredibly helpful. You can know the team who specializes in specific parts of the process. There’s no one-size-fits-all approach, so it’s vital to have the right team who understands these needs.

Josh's Podcast