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Grow Sales, Increase Margins, Shorten Sales Cycles, Increase Barriers to Competition for Financial Services Software Companies |
Tom Ingram, PMP Dallas, Texas, USA 972-394-5721
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$300 million+ in Sales Gains,
$75 million+ in Margin Improvement
for Clients*
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Trusted by:
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Monday Zoom Calls
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Research Published 2023 by Tom Ingram and Associates, Inc.
Summary of Findings, 475 Public and Private Software Companies: RMA, Three Winners, Three Notable Losers
Summary of Major Research Findings
Master Revenue Side Results Summary 12 Dysfunctions of the Software Business
3D Cube: Understanding the Complexity of Financial Services
12 Artifacts As Leading Indicators of Success
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January 20, 2025, 6 pm |
Payments, Processing & Merchant Banks |
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January 27, 2025, 6 pm |
ISOs, ISVs, PayFacs, Other Partners |
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February 3, 2025, 6 pm
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Online / Digital / Mobile Banking |
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February 10, 2025, 6 pm |
Account, Loan Origination and Lending |
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(Credit Card Processing) |
February 17, 2025, 6 pm |
Non Traditional Banks, Lending, Online Payments |
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February 24, 2025, 6 pm |
Financial Advisors |
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March 3, 2025, 6 pm |
Asset Mgrs, PE, Venture, Pension, Investment Banks, Funds |
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March 10, 2025, 6 pm |
Core Bank, Credit Union Operations Software |
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(Auto Finance)
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March 17, 2025, 6 pm |
TECHNICAL: Identity Mgmt, Security, APIs, Integration |
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March 24, 2025, 6 pm |
Data Aggregation, Analytics, Business Intelligence (Customer Experience, CRM) |
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George K Baum Investments
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March 25, 2025, 6 pm |
Credit for Large, Medium, Small Businesses |
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April 7, 2025, 6 pm |
TBD |
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Collet Oil Ventures |
April 15, 2025, 6 pm |
TBD |
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Our Top 5 Success Stories
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Our Service: The Jumpstart
A Six Week, $25,000 Fixed Fee Program to Find Your Best Strategy and Leadership for Improving Performance and Moving Forward |
The Whole TIA Product Bowling Alley
Book Summary: Crossing the Chasm and Documentum Success
Book Summary: Innovator’s Solution Clayton Christensen
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------- Additional Research Published by Tom Ingram and Associates, Inc. ------- |
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Book Published 1998 by the Project Management Institute
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Peer Reviewed Study Published 1994 by the Project Management Institute
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Short Book Published 2004 by Tom Ingram and Associates, Inc.
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2021 Research Update: Software Company Strategy and Financial Performance |
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Success Stories in Other Niches / Segments
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Sales Execution Successes |
Strategy & Leadership Successes |
Process Improvement Successes |
Technical and Product Development Successes |
Other Clients… |
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Favorite Personal Win Shortening Sales Cycles with Process Improvement |
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Before and After Process Flows – 10 Examples Sales Process Improvement:$2.5 Million Savings Per Year from Improving One Process, $10 Million Savings Over 5 Years. Reduced Nationwide Process From 180 Steps to 117. $30 Million In Additional Sales Because “Easier to Do Business With”40x Payback for Client*Sales Process Improvement:OPTIMIZING HOT LEADS: 42 Steps Reduced to 5 Steps. $30,000 cost results in $9 Million Expected Gross Profit Over 5 Years. 30x Payback for Client*
Sales Process Improvement: Order Processing Reduced from 5 Days to 1 1/2 Days |
Technical Architecture Before and After (within 12 Artifacts) |
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--------------------------- General Links ---------------------------- |
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Video Interviews with the Sales Experts
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Military Model: How Software Projects Resemble Military Campaigns |
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------------- Archive Links, Pages in Transition ------------ |
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Revenue Side Results Archive July 24, 2023
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Tom Ingram Personal Practice Building, Sales Wins
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Schedule Zoom Call or Face to Face with Tom |
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Big Lessons From The Archives:
The Key Words Interview Checklist
from “Conversations With the Winners”: (password required)
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Future Monday Zoom Calls – Grow Sales & Margins for Software Niche (6:00-7:30 PM U.S. Central Time, $150 each)
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3rd Quarter, 2025, 6 pm |
Advertising / Marketing / Loyalty Services Niche |
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3rd Quarter, 2025, 6 pm |
Telecom Niche
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3rd Quarter, 2025, 6 pm |
Healthcare Hospitals, Physicians, Labs Niche
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3rd Quarter, 2025, 6 pm |
Healthcare Home, Nursing, Other Niche
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3rd Quarter, 2025, 6 pm |
Construction_Niche
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4th Quarter, 2025, 6 pm |
State and Local Government_Niche |
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4th Quarter, 2025, 6 pm |
Manufacturing, Industrial, Engineering Design Niche |
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4th Quarter, 2025, 6 pm |
Manufacturing, Consumer Staples Niche
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4th Quarter, 2025, 6 pm |
Manufacturing, Consumer Discretionary Niche |
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4th Quarter, 2025, 6 pm |
Oil, Gas, Chemical Niche |
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1st Quarter, 2026, 6 pm |
Retail, Big Chain Niche
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1st Quarter, 2026, 6 pm |
Retail, Specialty, Non-Store, E-Commerce Niche
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1st Quarter, 2026, 6 pm |
Transport Truck, Air, Rail, Ship Niche
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1st Quarter, 2026, 6 pm |
Warehouse, Storage, Wholesale Distribution Niche
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1st Quarter, 2026, 6 pm |
Hotels, Restaurants, Recreation Niche
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2nd Quarter, 2026, 6 pm |
Insurance Niche
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2nd Quarter, 2026, 6 pm |
Services, B to B, Legal, Accounting, Tax, Payroll, Niche |
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2nd Quarter, 2026, 6 pm |
Services, Repair, Maintenance, Field Service Niche |
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2nd Quarter, 2026, 6 pm |
Real Estate, Property Management Niche |
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*Contact Us in Dallas, Texas, USA at tom@tomingraminc.com or 972-394-5721. but may have been altered for simplicity, teaching purposes or to protect confidential information. Names are disguised to maintain privacy.
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