Battle Card: Helios Tech CFO Sales Trigger
New CFO signals finance overhaul. Target cloud FP&A & RPA automation with our battle card to boost pipeline and close deals fast.
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🚀 Battle Card: Helios Technologies, Inc.
Quick trigger:
Seize the Helios Technologies, Inc. sales trigger with a targeted finance solution.
👤 Decision Maker in the News
- Michael Connaway, Chief Financial Officer · 🔗 LinkedIn
💡 Why It Matters
- With this Helios Technologies, Inc. sales trigger, addition of a seasoned public-company CFO signals ramped-up financial discipline ahead of aggressive M&A and revenue expansion. → Source
🎯 Core Pain Point
- Complex integration of multiple acquired finance systems
- Demand for real-time financial planning across global footprint
💰 What to Pitch
- Primary: Cloud-based FP&A platform → streamlined forecasting and scenario modeling
- Expansion: RPA-driven accounting automation → accelerated close cycle and reduced errors
🗺️ Quick Context
- HQ: Sarasota, FL
- Employees: ≈ 2,000
- Rev: ≈ $800 M
- Website: heliostechnologies.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win **Helios Technologies, Inc.*’s business.
- Workday Adaptive Planning — FP&A
- Unique edge: Native real-time modeling in Workday suite
- Evaluated by CFO & FP&A leads for scalability
- Anaplan — Planning & Performance Management
- Unique edge: Highly customizable scenario planning
- Evaluated by VP Finance for modeling depth
- Oracle NetSuite — ERP with FP&A
- Unique edge: Unified ERP and planning under one roof
- Evaluated by Finance ops for integration
- BlackLine — Accounting Automation
- Unique edge: Comprehensive close and reconciliation tools
- Evaluated by Controller & Accounting team for compliance
- Planful (Host Analytics) — Cloud FP&A
- Unique edge: Fast deployment and strong reporting UX
- Evaluated by Finance teams for time to value
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Generate email + DM with the Copy-My-Prompt block (Step 7) referencing this Helios Technologies, Inc. sales trigger and send first touch
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 = ❑❑
OFFER_BRIEF = ❑cloud-based FP&A platform❑
PROOF_METRIC = ❑30% faster close cycle❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Michael
COMPANY = Helios Technologies, Inc.
DEPT = Finance
SIZE = ≈20
BOTTLENECK = complex integration of multiple finance systems
EVENT = CFO appointment
DETAIL = joining as Chief Financial Officer in October 2025
PAIN = demand for real-time financial planning across global footprint
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250828887140&div=41152219
SIM_CO = Aviat Networks, Inc.
WIN_METRIC = 25% improvement in forecasting accuracy
NEXT_SIZE = 50
EMP_EST = ≈2,000
REV_EST = ≈$800M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈20-person Finance
Michael—noticed your Finance team is ≈20.
That’s when complex integration of multiple finance systems slows growth.
We helped Aviat Networks, Inc. fix this with cloud-based FP&A platform.
Result: 25% improvement in forecasting accuracy.
Quick call?
PS—next bottleneck hits ≈50.
DM ≤45 words, TONE:
Saw your post about joining as Chief Financial Officer in October 2025 — demand for real-time financial planning across global footprint.
cloud-based FP&A platform. 30% faster close cycle. Quick chat?