Episode Overview

Are you struggling to find high-quality leads for your SaaS platform? 

If so, you won't want to miss this episode! 

Our guest, Patrick, saw a gap in the Salesforce ecosystem where end clients found it difficult to match the 5,000 Independent Software Vendors (ISV) and 2,300 Consulting Service Partners to their problems needing solving. He created InVisory to fix it.

In this episode, Patrick will share his insights on:

• How to generate qualified leads through a marketplace. 
• Why you should be on the marketplace as a consulting partner, how to be selected by the algorithm.
• How to upsell existing apps to solve clients' challenges.

About Patrick Cronan

Patrick started his career at Thomson Reuters, working in various consulting & sales roles during his 8.5 years at the firm. 

From Thomson, Patrick joined an early-stage venture-backed company, FiscalNote, as their first Director of Business Development. Patrick still credits this experience as one of the most beneficial for his career, as it was his first experience working at a startup that didn’t have a lot of resources- from this experience, he wanted to start his own company one day. 

From FiscalNote, Patrick joined Gartner, where he led one of their Financial Services Practices for 4 years. 

Before founding InVisory, Patrick was a Director of Strategic Banking Accounts at Salesforce. 

During this experience, Patrick came up with the idea for InVisory and launched the business after two years at Salesforce in Jan 2022.

Resources and Links

• 469 - Show Notes
• InVisory
• Patrick's LinkedIn
• Paulhigginsmentoring.com
• Scaling Blueprint
• The Workflow Academy
• Cloud Consultants Collective
• The Cloud Consultants Show
• SendSpark
• Join our newsletter

Connect With Paul

• On LinkedIn
• On Facebook
• On Twitter: @PaulHiggins555
• On Instagram: @paulhigginsmentoring
• Email: [email protected]