For Sales & Finance Leaders

For Sales & Finance Leaders

From Miscommunication to Collaboration: Building the Bridge Between Sales & Finance

From Miscommunication to Collaboration: Building the Bridge Between Sales & Finance

From Miscommunication to Collaboration: Building the Bridge Between Sales & Finance

Join us as we reveal proven strategies for aligning sales and finance teams, eliminating communication barriers, and creating seamless processes that drive revenue growth.

No script. No pitch. Just a candid discussion

November 28, 2025

UK- 8:30 AM | AEST- 7:30 PM | NZDT- 9:30 PM

Abhishek
Abhishek
Abhishek

Abhishek Malhiyan

Senior Project Manager at Cloudify

Abhishek Malhiyan

Senior Project Manager at Cloudify

Sales & Finance Challenges Are Holding You Back?

Sales & Finance Challenges Are
Holding You Back?

Misaligned Data Between
Teams
Misaligned Data Between
Teams

Sales and Finance are operating on conflicting data. Deals are finalized before credit checks, invoices are delayed, and reports consistently fail to align

Sales and Finance are operating on conflicting data. Deals are finalized before credit checks, invoices are delayed, and reports consistently fail to align

Manual Work Slowing
You Down
Manual Work Slowing
You Down

Endless spreadsheets, duplicate entries, and back-and-forth approvals consume hours every week—time that could be spent driving growth and customer satisfaction.

Endless spreadsheets, duplicate entries, and back-and-forth approvals consume hours every week—time that could be spent driving growth and customer satisfaction.

Disconnected Systems
Creating Friction
Disconnected Systems
Creating Friction

CRM and accounting tools that don’t sync in real time lead to missed updates, payment blind spots, and avoidable revenue leaks. Integration is no longer optional.

CRM and accounting tools that don’t sync in real time lead to missed updates, payment blind spots, and avoidable revenue leaks. Integration is no longer optional.

3 Key Strategies You'll Learn

1. Breaking Down Data Silos

1. Breaking Down Data Silos

1. Breaking Down Data Silos

2. Automating Manual Workflows

2. Automating Manual Workflows

2. Automating Manual Workflows

3. Real-Time System Integration

3. Real-Time System Integration

3. Real-Time System Integration

84%

Sales and finance data remain disconnected, slowing teamwork and key decisions.

63%

of companies admit manual reconciliation causes delayed invoicing and cash flow bottlenecks every quarter.

45%

of sales teams say lack of visibility into payment status impacts customer experience and renewal rates.

Keynote Speaker

product manager
product manager

Abhishek Malhiyan

Project Manager

Project Manager

Abhishek leads product strategy at Cloudify, specializing in building solutions that bridge operational gaps between sales and finance teams. With over 8 years of experience in SaaS product management, he has helped numerous organizations streamline their revenue operations.

Abhishek leads product strategy at Cloudify, specializing in building solutions that bridge operational gaps between sales and finance teams. With over 8 years of experience in SaaS product management, he has helped numerous organizations streamline their revenue operations.

Here are the answers to your questions

After reading this section, if you still has questions,
feel free to contact us however you want.

What is this webinar about?

This is a candid discussion for Sales and Finance leaders on aligning teams, eliminating data silos, and creating seamless processes that drive revenue growth. No pitch, just practical strategies you can implement immediately.

What is this webinar about?

This is a candid discussion for Sales and Finance leaders on aligning teams, eliminating data silos, and creating seamless processes that drive revenue growth. No pitch, just practical strategies you can implement immediately.

What is this webinar about?

This is a candid discussion for Sales and Finance leaders on aligning teams, eliminating data silos, and creating seamless processes that drive revenue growth. No pitch, just practical strategies you can implement immediately.

Who should attend this webinar?

Sales leaders, Finance leaders, CFOs, Revenue Operations managers, and anyone responsible for aligning sales and finance processes or dealing with disconnected systems and manual workflows.

Who should attend this webinar?

Sales leaders, Finance leaders, CFOs, Revenue Operations managers, and anyone responsible for aligning sales and finance processes or dealing with disconnected systems and manual workflows.

Who should attend this webinar?

Sales leaders, Finance leaders, CFOs, Revenue Operations managers, and anyone responsible for aligning sales and finance processes or dealing with disconnected systems and manual workflows.

Will the session be recorded?

Yes! All registered attendees will receive a recording of the session, along with any templates and resources shared during the webinar.

Will the session be recorded?

Yes! All registered attendees will receive a recording of the session, along with any templates and resources shared during the webinar.

Will the session be recorded?

Yes! All registered attendees will receive a recording of the session, along with any templates and resources shared during the webinar.

What topics will be covered?

The focus is on practical strategies you can apply with any tech stack. We'll showcase Cloudify integrations from the HubSpot Marketplace as a live example of eliminating bottlenecks.

What topics will be covered?

The focus is on practical strategies you can apply with any tech stack. We'll showcase Cloudify integrations from the HubSpot Marketplace as a live example of eliminating bottlenecks.

What topics will be covered?

The focus is on practical strategies you can apply with any tech stack. We'll showcase Cloudify integrations from the HubSpot Marketplace as a live example of eliminating bottlenecks.

Will there be an opportunity to ask questions specific to my situation?

Absolutely! We'll have a live Q&A session where you can ask questions about your specific challenges. Our expert will provide personalized guidance based on your unique situation.

Will there be an opportunity to ask questions specific to my situation?

Absolutely! We'll have a live Q&A session where you can ask questions about your specific challenges. Our expert will provide personalized guidance based on your unique situation.

Will there be an opportunity to ask questions specific to my situation?

Absolutely! We'll have a live Q&A session where you can ask questions about your specific challenges. Our expert will provide personalized guidance based on your unique situation.

Schedule a Free Consultation Now!

Our expert team takes care of the entire process, ensuring a smooth transition to integrated systems that boost business growth, streamline workflows, and improve operational efficiency.