Pipeline Trigger: QAD Inc. Service Overhaul

🚀 Battle Card: QAD Inc.

• Ricardo Leitao, Senior Vice President of Professional Services · 🔗 [LinkedIn](https://www.linkedin.com/company/qad)

• New leadership means a services overhaul—this QAD Inc. sales trigger underscores urgency around delivery efficiency and profitability. → Source

• Inconsistent project delivery methodology hindering time-to-value

• Lack of visibility into service profitability across global accounts

• Primary: Professional Services Automation → Streamline resource allocation & boost service margins

• Expansion: Customer Success Platform → Accelerate adoption and demonstrate ROI

• HQ: Santa Barbara, CA

• Employees: ≈ 1,000

• Rev: ≈ $300 M

• Website: [qad.com](https://www.qad.com/)

🤼 Competitive Intel

• ServiceNow — PSA / ITSM
• Unique edge: Integrated ITSM & low-code workflows
• Evaluated by CTO & VP Services for scalability

• FinancialForce — PSA / ERP
• Unique edge: Native on Salesforce with unified CRM-PSA data
• Evaluated by CFO & SVP Services for financial insights

• Kantata — PSA / Project Mgmt
• Unique edge: Best-in-class resource planning & utilization
• Evaluated by Dir. Delivery for utilization optimization

• Kimble (UKG) — PSA / Forecasting
• Unique edge: Real-time revenue recognition & analytics
• Evaluated by Finance & Services Leads for margin control

• Workday — Services Automation
• Unique edge: Unified HCM and services data platform
• Evaluated by HR & Ops for talent deployment

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Professional Services Automation❑
PROOF_METRIC  = ❑25% increase in service margins❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Ricardo
COMPANY     = QAD Inc.
DEPT        = Professional Services
SIZE        = ≈ 50
BOTTLENECK  = inconsistent delivery methodology
EVENT       = new SVP appointment
DETAIL      = appointment of Ricardo Leitao
PAIN        = inconsistent project delivery delaying time-to-value
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250929694475&div=41152219
SIM_CO      = ≈ ExampleCo
WIN_METRIC  = 30% faster time-to-value
NEXT_SIZE   = ≈ 75
EMP_EST     = ≈ 1,000
REV_EST     = ≈ $300M

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

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 50-person Professional Services

Ricardo—noticed your Professional Services team is ≈ 50.

That’s when inconsistent delivery methodology slows growth.

We helped ≈ ExampleCo fix this with Professional Services Automation.

Result: 30% faster time-to-value.  
Quick call?

PS—next bottleneck hits ≈ 75.

DM ≤45 words, TONE:
Saw your post about appointment of Ricardo Leitao — inconsistent project delivery delaying time-to-value.  
Professional Services Automation. 25% increase in service margins.  
Quick chat?