Battle Card: Phillips & Cohen PCA Shakeup

PCA Global Ventures restructures Phillips & Cohen. Pipeline opens for cloud ERP & AI compliance. Dial in this trigger and close fast.

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🚀 Battle Card: Phillips & Cohen Associates

Quick trigger:
 
👤 Decision Maker in the News
 
💡 Why It Matters
  • Consolidating Phillips & Cohen Associates under PCA Global Ventures tackles operational silos and fuels a pathway for acquisitions and global scale. → Source
 
🎯 Core Pain Point
  • Lack of unified operations across multiple brands slows decision-making.
  • Complexity scaling services globally under disparate systems.
 
💰 What to Pitch
  • Primary: Cloud ERP platform → Streamline shared services & real-time reporting
  • Expansion: AI-driven compliance solution → Mitigate risk with automated regulatory checks
 
🗺️ Quick Context
  • HQ: Wilmington, DE
  • Employees: ≈ 300
  • Rev: ≈ $100 M
 

🤼 Competitive Intel

*Which other vendors you’ll probably face to win Phillips & Cohen Associates’s business.*
 
  • SAPERP / SCM
    • Unique edge: Enterprise-grade global support
    • Evaluated by Ops & IT for scalability
  • Oracle NetSuiteERP / Finance
    • Unique edge: Suite of native cloud modules
    • Evaluated by Finance for budget-friendly SaaS
  • WorkdayHCM / Finance
    • Unique edge: Unified HR and financial analytics
    • Evaluated by HR & CFO for talent insights
  • SalesforceCRM / Engagement
    • Unique edge: Customizable engagement workflows
    • Evaluated by Sales & Marketing for client outreach
  • Microsoft Dynamics 365ERP / CRM
    • Unique edge: Seamless Office 365 integration
    • Evaluated by IT & Ops for user adoption
 

✅ Do-Now Checklist

Connect with Nick Cherry on LinkedIn
Reference the Phillips & Cohen Associates sales trigger in your first touch
Craft email + DM with the Copy-My-Prompt block and send by EOD
Schedule follow-ups in CRM (Day 3 & Day 10)
 

Next Step

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🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Cloud ERP to streamline shared services❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Nick
COMPANY     = Phillips & Cohen Associates
DEPT        = Operations
SIZE        = 300
BOTTLENECK  = operational silos
EVENT       = New structure & appointment
DETAIL      = Appointed Divisional CEO
PAIN        = complexity scaling services globally
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251008394010&div=41152219
SIM_CO      = Ardent Credit Services
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 300
REV_EST     = ≈ $100M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 300-person Operations

Nick—noticed your Operations team is ≈ 300.
That’s when operational silos slow growth.
We helped Ardent Credit Services fix this with Cloud ERP to streamline shared services.
Result: ≈ TBD.  
Quick call?
PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Appointed Divisional CEO — complexity scaling services globally.  
Cloud ERP to streamline shared services. ≈ TBD.  
Quick chat?```

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