Serent Toolkit

Serent’s Growth Team specializes in helping technology-enabled businesses achieve their goals.

Here at Serent Toolkit, our operations experts share their strategies, stories, insights, and best practices used while working to equip these high-growth and fast paced SaaS companies for success.

Supercharge Your Sales Performance Management with 3 Tactics

Supercharge Your Sales Performance Management with 3 Tactics

There are many ways to support the sales function inside a company as it scales, but one of the best parts of sales is that it is the most measurable function as well. The challenge for companies ends up being on whether they can use the tracked performance to manage effectively. Our experience points to performance management in sales revolving around three areas.

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Serent Portfolio Company Davisware Announces Sale of Wintac Brand

Serent Portfolio Company Davisware Announces Sale of Wintac Brand

Serent portfolio company Davisware, a leading provider of ERP software for commercial field services providers, announced the sale of its Wintac brand, a field-service management software solution primarily targeting emerging market, residential contractors, to Clearent, LLC.

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Serent Capital’s Field Services Sector Update

Serent Capital’s Field Services Sector Update

With hundreds of thousands of service providers across lawn care, landscaping, pest control, plumbing, electrical, and many other sectors in the early stages of software adoption, the field services software ecosystem is growing rapidly.

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Serent Snapshot: Bill Nunan, CEO of Real Green Systems

Serent Snapshot: Bill Nunan, CEO of Real Green Systems

Bill Nunan, CEO of Real Green Systems, discusses how he works with Serent's Growth Team to build a payment facilitator.

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Edtech: Positioning Your Company for a Post COVID-19 World

Edtech: Positioning Your Company for a Post COVID-19 World

Serent Capital hosted a conversation between experts in the edtech industry to discuss what comes next in the post-COVID world. We cover critical observations on the current state of affairs, a deep-dive into the classroom and district administrative operations, budget& purchasing decisions, and insights from our panel for edtech vendors.

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4 Components of Effective Sales Training

4 Components of Effective Sales Training

Building and hiring the sales team is only the first step in enabling the sales team to be successful – much of the ongoing impact comes from training and onboarding the sales team. There are many flavors of training, though a lot of the general best practices around sales training focus on sales skills. To enable sales training, we often focus on four components.

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Quorum Announces Investment from Serent Capital

Quorum Announces Investment from Serent Capital

Quorum, a premier public affairs software platform for legislative tracking, stakeholder engagement, and grassroots advocacy, announced it has secured a growth investment from Serent Capital, a San Francisco and Austin based private equity firm focused on investing in high-growth technology and services businesses.

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Serent Capital’s 2020 Mid-Year Update

Serent Capital’s 2020 Mid-Year Update

We started this year with the close and announcement of our $750 million Fund IV, focused on SaaS and tech-enabled service businesses.  In the spring, the coronavirus crisis began to unfold. Since then, our companies have been mobilizing to support their employees, customers, and communities in which they operate.

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Hospitality-Tech: How to Thrive in a Post COVID-19 World

Hospitality-Tech: How to Thrive in a Post COVID-19 World

Serent Capital hosted a conversation between experts in the hospitality tech industry to discuss what comes next in the post-COVID world. In the video, notes, and summary we cover Key observations on the current state of affairs, sales and marketing approach, and brands & technology decisions.

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Helping Make Workplaces Safe During COVID

Helping Make Workplaces Safe During COVID

Axiom Medical, a leading North American incident case management and occupational health services provider, launched its new program, Rapid Response Contagious Respiratory Illness Assessment (CRIA) and its CheckIn2Work app, to help companies fight coronavirus within the workplace.

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