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Software University

Last Class:

Marketing Spend:
How to Stop the Bleed in 2010

December 17, 2009
9am Pacific, 12pm Eastern

What it's about...

Performance should be measured by outcomes, not just activities.

Yet many CEOs still measure marketing on the number of trade shows attended, media mentions, and e-mail list size.

And some still allocate marketing spend across multiple mediums, hoping to "hit the jackpot" with just one of them.

Just in time for your 2010 planning sessions, you'll learn…

  • How much marketing strategy is needed
  • How to keep your marketing tactics and budget spend inline – every time
  • How to hold marketing accountable to company objectives and targets

… and much, much more.

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The Downloads Library is a compilation of files from software industry veterans who have "been there and done that." These files are organized into the same nine categories that are used throughout the site. The library contains legal templates, valuation worksheets, M&A data, HR examples and more.

Downloads are only available to SoftwareCEO members. If you would like to join, click here.
Downloads Library Topics
Multi-Topic Marketing and PR Sales and Distribution
Human Resources Operations and Legal Services and Support
International Focus Pricing and Licensing Strategy and Leadership
M&A and Financing R&D and Quality View All Offers
SoftwareCEO file downloadsTimes downloaded
12 Questions to Ask a Marketing Professional
Useful checklist for evaluating marketing and PR freelancers and agencies.
File size = 102KB.
47
3 Case Studies: How to Position your Software Product, De-position the Competition, and Generate a Ton of Leads
[more info] File size = 3.4MB.
139
3 Case Studies: How to Position your Software Product, De-position the Competition, and Generate a Ton of Leads
Software University Slide Set
File size = 3.4MB
180
30-day Evaluation License.
Lets prospects evaluate your software for a month, after which time they must destroy all copies. File size = 7KB
357
4X12 Sales Force Planning: How to Translate Your Revenue Goals into an Accurate Staffing Model
[more info] File size = 88KB.
129
4X12 Sales Force Planning: How to Translate Your Revenue Goals into an Accurate Staffing Model
Software University Slide Set
File size = 88KB
171
7 Critical Mistakes Software Company Execs Commonly Make with their Lead Generation for Complex Sales Cycles — And How You Can Avoid Them!
[more info] File size = 5.1MB.
226
7 Critical Mistakes Software Company Execs Commonly Make with their Lead Generation for Complex Sales Cycles — And How You Can Avoid Them!
Software University Slide Set
File size = 5.1MB
265
7 Critical Mistakes Software Company Execs Commonly Make with their Revenue Stream - And How You Can Avoid Them!
Software University Slide Set
File size = 2.3MB
78
7 Sales Negotiation Mistakes Software Executives Make that Rob Them of Revenue, Margin, and Sanity... And How You Can Avoid Them
[more info] File size = 1.5MB.
133
7 Sales Negotiation Mistakes Software Executives Make that Rob Them of Revenue, Margin, and Sanity... And How You Can Avoid Them
Software University Slide Set
File size = 1.5MB
160
8 Ways to Improve Your Bottom Line: A Crash Course in Using Feedback Programs to Drive Profitability
[more info] File size = 1192KB.
39
8 Ways to Improve Your Bottom Line: A Crash Course in Using Feedback Programs to Drive Profitability
Software University Slide Set
File size = 1192KB
70
A Lesson from Chasm Institute in How to Use Segmentation to Compete More Effectively
[more info] File size = 1115KB.
50
A Lesson from Chasm Institute in How to Use Segmentation to Compete More Effectively
Software University Slide Set
File Size = 1115KB
81
About My Company
Company profile for your internal team (PR agencies, freelancers, new hires, etc.) to understand your company, your market, your customers, and your goals.
File size = 16KB.
21
Adverse Action Form
Supplied by employee screening service AbsoluteBackgrounds.com. Used to reject an applicant on the basis of a background check. File size = 4KB.
195
Advisory Board Docs.
Contains four Word files that CEO Leib Lurie used to set up and maintain his board of advisors at software company BeeLine Shopper. File size = 834KB.
467
After the Coding is Done: 12 Things I wish Someone had told me before I started my Software Business
Software University Slide Set
File size = 2.2MB
58
After the Recovery: Valuations Today and What You Can Expect
[more info] File size = 168KB.
68
After the Recovery: Valuations Today and What You Can Expect
Software University Slide Set
File size = 168KB
92
Analyst Relations: An Insider's View of the Economics, Strategy, and Protocols of Influence
[more info] File size = 256KB.
73
Analyst Relations: An Insider's View of the Economics, Strategy, and Protocols of Influence
Software University Slide Set
File size = 256KB
100
Anti-piracy Letters.
Letters used by Emigre, Lotus, and the SIIA to combat customer theft of software. File size = 6KB.
196
Are There Criminals on Your Sales Team
This checklist from Sales Dodo. will help you identify the important components needed to structure a criminal background check program for your salesforce
35
ASP Questions.
A 22-page white paper written by Steve Burns and Eric Schmidt of EverGreen Data Continuity, titled "Will an ASP Protect Your Business Operations?" File size = 39KB.
236
ASP-MSP Contract Set.
A master agreement plus four linked schedules used to establish application service provider (ASP) or managed services provider (MSP) status. File size = 99KB.
186
Assignment of Software Copyright.
Agreement used to procure rights to software prototype developed by an employee in his off-work hours. File size = 5KB.
70
B2B Sales Support: Beginning With The Endgame
Software University Slide Set
File size = 1.67MB
13
Beta Test Agreement.
Covers responsibilities, expectations, reporting, product discounts, confidentiality, etc. File size = 8KB.
340
Better, Cheaper Leads through Optimized SEM Tactics
Software University Slide Set
File size = 2.1MB
13
Blast Through Growth Chokepoints: How to Avoid the Deadly Plateaus that Plague All Software Entrepreneurs
[more info] File size = 364KB.
63
Blast Through Growth Chokepoints: How to Avoid the Deadly Plateaus that Plague All Software Entrepreneurs
Software University Slide Set
File size = 364KB
70
Briefing: CRM Software.
A market analysis, from an M&A perspective, of activity among customer relationship management software companies. Authored by Corum Group. File size = 61KB.
259
Briefing: EIM Software.
A market analysis of M&A activity among enterprise information management software companies. Authored by Corum Group. File size = 117KB.
229
Briefing: Financial Services Market.
An analysis of the financial services market: the software/IT firms they're buying, and what they want. Authored by Corum Group. File size = 215KB.
208
Building the Case for Now: How to Get Your Software to the Top of the CFO's List
[more info] File size = 217KB.
131
Building the Case for Now: How to Get Your Software to the Top of the CFO's List
Software University Slide Set
File size = 217KB
142
Business Card Sample.
This is a JPEG color scan of the front and inside of a business card from Executive Software. File size = 83KB.
269
Buy-Sell Agreement.
A three-way agreement that gives the company founder then the company the right to buy back shares issued to others. File size = 12KB.
91
Buyer's ROI Models.
Developed by M&A pro David Heinemann, these three spreadsheets calculate a buyer's return on the purchase of your company. There are two purchase models,one of which allows for amortization of goodwill, and another model for pooling transactions. File size = 11KB.
370
Channel Kit.
21 files to help you build and manage indirect sales channels. Includes reseller applications, sample price sheets, tech support requirements, tier definitions, and lots more. An impressive collection provided by Chanimal Marketing. File size = 2.9MB.
516
Channel Options.
A chart and high-level view of direct vs. indirect software sales, with a brief definition reseller types. Authored by The York Group. File size = 12KB.
463
Channels Crash Course: Will VARs and Distributors Build Your Software Sales Revenue, or Bleed You Dry?
[more info] File size = 69KB.
134
Channels Crash Course: Will VARs and Distributors Build Your Software Sales Revenue, or Bleed You Dry?
Software University Slide Set
File size = 69KB
152
Channels Readiness Quiz.
Described in our two-part Feature (January 13, 2004 and January 20, 2004), this quiz helps assess whether your software firm will succeed with indirect sales channels. Ken Beam of The VAR-City provided the expertise. File size = 110KB.
224
Clickwrap License Agreement.
Designed to be used in front of downloads; users must click their agreement before they get your software. File size = 6KB.
261
Compensating Software Sales Reps: What Works, What Doesn't, and Where the Coin-Operated World is Headed
[more info] File size = 94KB.
151
Compensating Software Sales Reps: What Works, What Doesn't, and Where the Coin-Operated World is Headed
Software University Slide Set
File size = 94KB
167
Consent Form.
This the form that developer Amplexus Corp. has all its job applicants sign before running background checks on them. File size = 4KB.
165
Consulting Services Agreement
Use this if you're selling software-related design, installation, and/or maintenance services. File size = 13KB
353
Consulting Services Agreement.
Use this if you're selling software-related design, installation, and/or maintenance services. File size = 13KB.
324
Contract Marketing Agreement.
An ISV based in India used this to sign up an independent contractor to market their software in Europe. File size = 14KB.
96
Convertible Debt Promissory Note and Subscription Agreement.
One zip file containing two legal documents used by a developer to raise money from family and friends. File size = 25KB.
74
Corporate License Agreement
If you plan to sell a corporate or enterprise-wide license, start with this template. File size = 7KB.
408
Corporate License Agreement.
If you plan to sell a corporate or enterprise-wide license, start with this template. File size = 7KB.
386
Creative Briefs Templates.
Described by copywriter Chris Marlow in our June 3, 2003, Tip of the Week, these templates serve as roadmaps for direct mail campaigns. The zip file contains B2B and B2C versions. File size = 15KB.
333
Crossing the Chasm Crib Sheet.
An outline of Geoffrey Moore's classic book, "Crossing the Chasm." Synopis created by Max Eveleth of The Metanoic Group. File size = 323KB.
522
Culpepper CEO Subscription Service.
From research leader Culpepper and Associates: compensation data for CEOs, executive pay practices in high-tech, and descriptions for 40+ job titles. Click here for details; download the file at right to access the free online service, available only to SoftwareCEO Site Members.
349
Custom Development Agreement #1.
A contract template used by a multimedia software developer for its custom projects. Includes a sample milestones and payment schedule. File size = 10KB.
282
Custom Development Agreement #2.
Very successful template, with a "product" rather than "custom" feel. Keeps rights and royalties with developer. Also has an excellent clause re: publicity. File size = 11KB.
313
Defining World-Class Service: 10 Things You Must Do to Retain and Renew Your Support Revenues
a href="/events/110603.php">[more info] File size = 294KB.
106
Defining World-Class Service: 10 Things You Must Do to Retain and Renew Your Support Revenues
Software University Slide Set
File size = 294KB
123
Demo Scripts.
Word file scripts for seven Flash demos from Thomson-Micromedex; described in our March 4, 2003 Feature of the Week. To view the finished demos, click here. File size = 44KB.
241
Desired Sales Rep Characteristics.
Created by Chuck DeVita of Growth Process Group, this is a checklist you can use in the hiring process to focus on the traits most important to you. File size = 12KB.
428
Dial Your Way to Better Leads, Higher Profits — and Double Your Closing Rate!
[more info] File size = 139KB.
98
Dial Your Way to Better Leads, Higher Profits — and Double Your Closing Rate!
Software University Slide Set
File size = 139KB
108
Direct Marketing on the Web.
Excerpt from Larry Chase's book, Essential Business tactics for the Net. Discusses how to measure and manage your direct mail campaigns on the Internet. File size = 9KB.
247
Do You Sell 'Me Too' Software? 7 Proven Ways You Can Differentiate Yourself from the Competition and Unspin their Propaganda
[more info] File size = 992KB.
57
Do You Sell 'Me Too' Software? 7 Proven Ways You Can Differentiate Yourself from the Competition and Unspin their Propaganda
Software University Slide Set
File size = 992KB
64
Don’t Hang Up On Telesales: How to Use Your Phone to Maximize Recurring Revenues from Existing Customers
Software University Slide Set
File size = 129B
87
Don’t Hang Up On Telesales: How to Use Your Phone to Maximize Recurring Revenues from Existing Customers
[more info] File size = 129KB.
78
Due Diligence Checklist #1.
When Charles Mills sold his software company, the buyer required him to complete this due diligence checklist. File size = 6KB
513
Due Diligence Checklist #2.
Another due diligence checklist, this one from M&A firm Corum Group and law firm Davis Wright Tremaine. File size = 32KB.
182
E-mail Policy Memo.
This is the memo Synergy sent to all employees to outline policies regarding e-mail and Internet access. File size = 4KB.
211
E-mail Policy Statement.
A corporate e-mail policy statement, written by attorney Paul Heylman. File size = 3KB.
183
Earned Discounts Example.
Created by pricing and licensing consultant Jim Geisman, this PDF shows a volume pricing agreement in which software discounts are accumulated and applied as orders are placed. File size = 19KB.
303
Embedded Software Agreement.
Also known as a runtime agreement; sets the terms for embedding your code in someone else's program. File size = 9KB.
222
Employee Handbook Disclaimer.
A sample statement, intended for employee handbooks, which clearly lays out the employer's at-will relationship. File size = 3KB.
148
Employee Review Form.
This is the form Graftek uses to create a "score" for each employee's participation in the company profit sharing plan. File size = 187KB.
258
Employee Stock Purchase Agreement #1.
From SoftwareCEO founder Bruce Hadley's first software company. Includes section for joint escrow management of stock and payments. File size = 14KB.
133
Employee Stock Purchase Agreement #2.
From SoftwareCEO founder Bruce Hadley's second software company. File size = 7KB.
112
Equity Market Update + What Buyers Want.
Delivered by Software Equity Group at a January 2002 conference, this PowerPoint set analyzes the 2001 M&A market, and describes what software company buyers are looking for. File size = 247KB.
249
Evaluation and Confidentiality Agreement.
Simple, four-page agreement to use when you put your software in front of a prospect for evaluation. File size = 7KB.
279
Extreme Marketing Tips and Tricks for ISVs: 50 Profit-Building Tactics from Roy Daya, SFM Software's Innovative CEO
[more info] File size = 159KB.
59
Extreme Marketing Tips and Tricks for ISVs: 50 Profit-Building Tactics from Roy Daya, SFM Software's Innovative CEO
Software University Slide Set
File size = 159KB
68
Field Test Agreement.
The agreement that Executive Software asks all its field testers to sign. Also includes a sample of the e-mail they used to promote their Emergency Undelete product. File size = 9KB.
156
Financials for Salespeople.
PowerPoint created by Charles Mills that gives sales people accounting basics they need to understand the buyers' perspective on software purchases. File size = 44KB.
212
Foreign Promo.
Sample e-mails and the currency conversion spreadsheet StarNet Communications used in its highly-effective sales promo to overseas prospects. File size = 6KB.
155
Funding Your Firm: How to Find (and Get) Money To Grow
Software University Slide Set
File Size = 619KB
30
Funding/Dilution Spreadsheet.
Created by Mark Paul of the Synergy Consulting Group, this spreadsheet illustrates the six typical stages of a company's growth. It calculates shareholders' and the CEO's positions through successive layers of investment and dilution. File size = 11KB.
391
Gaining an Edge in Pricing: How Pricing Can Help Grow Customers, Revenues, and Profit
[more info] File size = 2.51MB.
49
Gaining an Edge in Pricing: How Pricing Can Help Grow Customers, Revenues, and Profit
Software University Slide Set
File size = 2.51MB
58
Getting the Analyst's Attention
[more info] File size = 603KB.
44
Getting the Analyst's Attention
Software University Slide Set
File size = 603KB
55
Grant of Shares Agreement.
SoftwareCEO used this agreement when it was a startup to trade shares in the company for services rendered by outside consultants. Use this in conjunction with a Buy-Sell Agreement. File size = 19KB.
76
Guerrilla Partnerships: How a New Generation of Partner Program Trends Equals ISV Growth Opportunities
Software University Slide Set
File size = 1.2MB
11
Guide to Estimating Writing Projects.
Get help from the experts at Writing Assistance, Inc. when you need to estimate a writing project. This tool helps you estimate the average amount of time required to create technical, marketing, or instructional material. File size = 774 KB.
117
How I Beat the Big Dogs at the Software Game: 3 CEOs Share Their Secrets to Success
Software University Slide Sets
File size = 789KB
34
How I Sold My Company.
In this engaging and very personal PowerPoint presentation, founder/CEO Charles Mills walks you through the steps of selling his firm, Firesign Computer, to ASG; includes the "before, during, and after" details. File size = 16KB.
447
How I Sold My Software Company (and What I'd Do Differently Next Time): First-hand Reports from 4 Former CEOs
[more info] File size = 473KB.
92
How I Sold My Software Company (and What I'd Do Differently Next Time): First-hand Reports from 4 Former CEOs
Software University Slide Set
File size = 473KB
97
How to Acquire Your First Reference Customers (and Bypass the 7 Startup Sales Blunders Most ISVs Make)
[more info] File size = 199KB.
103
How to Acquire Your First Reference Customers (and Bypass the 7 Startup Sales Blunders Most ISVs Make)
Software University Slide Set
File size = 199KB
115
How to Attract More Customers.
Everybody seems to think that you need to budget for a little bit of everything in your marketing plan. This document contributed by Synergy Consulting Group outlines steps that will help you identify what marketing tactics are bringing in the most revenue. By placing focus on your customers, you can place your marketing dollars where they're most effective, and in turn increase revenue 2x, 3x, or more. File size = 15KB.
88
How To Blueprint, Build, and Manage Your Reseller Channel: 6 Critical Components to Ensure Smooth Selling With VARs
[more info] File size = 550KB.
77
How To Blueprint, Build, and Manage Your Reseller Channel: 6 Critical Components to Ensure Smooth Selling With VARs
Software University Slide Set
File size = 550KB
87
How to Create and Deliver Surprisingly Compelling Software Demos
Software University Slide set
File size = 2.1MB
7
How to Create Killer Alliances that Help You Dominate Your Market and Make a TON of Money!
Software University Slide Set
File Size = 2.3MB
26
How to Hire a Software Sales VP: Where They Are, What They Want, and How You Can Keep the Heavy Hitters Happy
[more info] File size = 2.8MB.
102
How to Hire a Software Sales VP: Where They Are, What They Want, and How You Can Keep the Heavy Hitters Happy
Software University Slide Set
File size = 2.8MB
108
How to Hire Great Software Sales Talent — Every Time
[more info] File size = 922KB.
151
How to Hire Great Software Sales Talent — Every Time
Software University Slide Set
File size = 922KB
158
How to Mend the Sales and Marketing Rift: The Path to Growth in a (Still!) Uncertain Economy
[more info] File size = 108KB.
67
How to Mend the Sales and Marketing Rift: The Path to Growth in a (Still!) Uncertain Economy
Software University Slide Set
File size = 108KB
76
How to Outsource Your Marketing - Successfully
Software University Slide set
File size = 793KB
5
How to Tell Your Company's Story: Coaxing Prospects through the Sales Cycle with Powerful Case Studies
[more info] File size = 1592KB.
37
How to Tell Your Company's Story: Coaxing Prospects through the Sales Cycle with Powerful Case Studies
Software University Slide Set
File size = 1592KB
48
HR Exit INterview Forms/Templates
Forms and checklists to smooth HR administration when an employee exits the firm. This 7-pc set includes a COBRA checklist and waiver form, a document that describes COBRA rights, plus standard exit interview questionaire and checklist.
File size = 133KB.
30
HR Manager Job Description.
A "cover all the bases" job description for HR managers, created by Hank Stevens. File size = 9KB.
63
Independent Contractor Agreement.
This is the agreement that GrafTek asks all independent contractors to sign. File size = 114KB.
299
Influencing the Influencers: A 6-Step Plan to Get Analysts to Cover Your Software Company — Favorably
[more info] File size = 72KB.
150
Influencing the Influencers: A 6-Step Plan to Get Analysts to Cover Your Software Company — Favorably
Software University Slide Set
File size = 72KB
158
International Build or Buy.
Interesting discussion from The York Group re: alternative strategies to establish an international presence, with pros and cons of each. File size = 22KB
195
International Channels – Growing Your Revenues in Global Markets
Software University Slide set
File size = 6.5MB
2
International Distributor Agreement.
A template for overseas distribution. Note #1: International law is complex; ask for help from your attorneys here and overseas before you sign anything. Note #2: There are two more distributor agreements in the Sales & Distribution section below. File size = 19KB.
286
International Questions.
A list of 101 questions created by The York Group to help you test your preparedness to sell software in the international marketplace. File size = 11KB.
268
IP Overview Matrix.
A clear and concise explanation of the differences in intellectual property protection: copyrights, patents, trademarks, and trade secrets. Created by Charles Mills. File size = 6KB.
318
JMR Consulting's Creative Brief Template
The better your marketing team understands your market, your products, your competitive advantages, and what you want to accomplish, the more likely you are to get the results you want -- and get those results quickly and inexpensively.

Developed and used by moderator Judy Schramm in her marketing consulting business, this handy 12-page template will help get CEO and marketing team on the same page.

File size = 770KB.
36
JMR Consulting's detailed Marketing Report List and Timeline
Organized into four crucial categories, use the list to know what, and how often, to measure progress of your marketing campaigns.

File size = 91KB.
38
JMR Consulting's Interview Questions to Match an Agency to your Firm
How do you evaluate prospective marketing professionals when you're not an expert? You ask another expert in the field for advice... i.e. Judy Schramm. Use this list of 12 interview questions to know when you've found top marketing talent (with details on what to look for in their answers).

File size = 101KB.
27
Keeping an eye on the competition – Go Beyond Google
Software University Slide set
File size = 3.0MB
5
Killer Product Launch Secrets to Crank Up Sales: How to Create Pent-Up Demand for Your Products without Breaking the Bank
Software University Slide Set
file Size 381KB
30
Letter of Intent Disclaimer.
Written by attorney Gordon Yamate, this is a paragraph you can use to create a non-binding letter of intent. File size = 5KB.
250
License Terms Generator + Templates.
Created for ISVs, this Windows-based tool from JIT Software lets you generate license documentation based on U.S. and U.K. legal precedent. Our zip file includes the Scribe software engine and all add-on templates; after you run the Scribe installer (lginst.exe), run each of the other executables to install the templates in the same directory where you placed Scribe. File size = 6.7MB.
288
Lighthouse Agreement.
This is the template that Elisa Cafferky of sales and marketing consulting firm CGG Inc. uses to negotiate beta software and "lighthouse site" agreements. File size = 35KB.
234
Living With Open Source: How ISVs Can Turn the Monster Under the Bed into a Profit Partner
[more info] File size = 474KB.
56
Living With Open Source: How ISVs Can Turn the Monster Under the Bed into a Profit Partner
Software University Slide Set
File size = 474KB
65
LLC Operating Agreement.
The 17-page document that two software partners used to set up and define their Limited Liability Company. File size = 28KB.
98
M&A 2004: How to Position Your Company in the Turnaround Year
Software University Slide Set
File size = 234KB
59
M&A Briefing, Q1 2002.
Corum Group's analysis of software industry funding and acquisition activity for the 1st quarter of 2002. Includes market sector details of transactions for the period. File size = 199KB.
87
M&A Briefing, Q1 2003.
Corum Group's analysis of software industry funding and acquisition activity for the 1st quarter of 2003. Includes market sector details of transactions for the period. File size = 207KB.
103
M&A Briefing, Q1 2004.
Corum Group's analysis of software industry funding and acquisition activity for the 1st quarter of 2004. Includes market sector details of transactions for the period. File size = 145KB.
110
M&A Briefing, Q1 2005.
Software M&A analysis from Corum Group for the 1st quarter of 2005. Includes market sector details of transactions for that period. File size = 333KB.
26
M&A Briefing, Q1 2006.
Software M&A analysis from Corum Group for the 1st quarter of 2006. Includes market sector details of transactions for that period. File size = 455KB.
84
M&A Briefing, Q1 2007
Corum Group's analysis of software industry funding and acquisition activity for the 1st quarter of 2007. Includes market sector details of transactions for the period. File size = 611KB.
17
M&A Briefing, Q1 2008
Corum Group's analysis of software industry funding and acquisition activity for the 1st quarter of 2008. Includes market sector details of transactions for that period. File size = 754KB.
7
M&A Briefing, Q2 2002.
Corum Group's analysis of software industry funding and acquisition activity for the 2nd quarter of 2002. Includes market sector details of transactions for the period. File size = 127KB.
98
M&A Briefing, Q2 2003.
Corum Group's analysis of software industry funding and acquisition activity for the 2nd quarter of 2003. Includes market sector details of transactions for the period. File size = 129KB.
61
M&A Briefing, Q2 2004.
Corum Group's analysis of software industry funding and acquisition activity for the 2nd quarter of 2004. Includes market sector details of transactions for the period. File size = 274KB.
107
M&A Briefing, Q2 2005.
Software M&A analysis from Corum Group for the 2nd quarter of 2005. Includes market sector details of transactions for that period. File size = 193KB.
27
M&A Briefing, Q2 2006.
Software M&A analysis from Corum Group for the 2nd quarter of 2006. Includes market sector details of transactions for that period. File size = 366KB.
15
M&A Briefing, Q2 2007
Corum Group's analysis of software industry funding and acquisition activity for the 2nd quarter of 2007. Includes market sector details of transactions for the period. File size = 780KB.
15
M&A Briefing, Q2 2008
Corum Group's analysis of software industry funding and acquisition activity for the 2nd quarter of 2008. Includes market sector details of transactions for that period. File size = 1.1MB.
3
M&A Briefing, Q3 2002.
Corum Group's analysis of software industry funding and acquisition activity for the 3rd quarter of 2002. Includes market sector details of transactions for the period. File size = 220KB.
218
M&A Briefing, Q3 2003.
Corum Group's analysis of software industry funding and acquisition activity for the 3rd quarter of 2003. Includes market sector details of transactions for the period. File size = 250KB.
117
M&A Briefing, Q3 2004.
Corum Group's analysis of software industry funding and acquisition activity for the 3nd quarter of 2004. Includes market sector details of transactions for the period. File size = 296KB.
39
M&A Briefing, Q3 2005.
Corum Group's analysis of software industry funding and acquisition for the 3rd quarter of 2005. Includes market sector details of transactions for that period. File size = 440KB.
56
M&A Briefing, Q3 2006.
Software M&A analysis from Corum Group for the 3rd quarter of 2006. Includes market sector details of transactions for that period. File size = 576KB.
14
M&A Briefing, Q3 2007
Corum Groups analysis of software industry funding and acquisition activity for the 3rd quarter of 2007. Includes market sector details of transactions for the persiod. File size = 703KB.
27
M&A Briefing, Q3 2008
Corum Group's analysis of software industry funding and acquisition activity for the 3rd quarter of 2008. Includes market sector details of transactions for that period. File size = 1.1MB.
2
M&A Briefing, Q4 2001.
Corum Group's analysis of software industry funding and acquisition activity for the 4th quarter of 2001. Appendices offer detailed listings of transactions for the period. File size = 203KB.
115
M&A Briefing, Q4 2002.
Corum Group's analysis of software industry funding and acquisition activity for the 4th quarter of 2002. Includes market sector details of transactions for the period. File size = 285KB.
94
M&A Briefing, Q4 2003.
Year-end M&A analysis from Corum Group for the 2003 calendar year. Includes market sector details, VC funding overview, and forecasts for 2004. File size= 321KB.
112
M&A Briefing, Q4 2004.
Year-end M&A analysis from Corum Group for the 2004 calendar year. Includes market sector details, VC funding overview, and forecasts for 2005. File size = 337KB.
104
M&A Briefing, Q4 2005.
Year-end M&A analysis from Corum Group's for the 2005 calendar year. Includes market sector details, VC funding overview, and forecasts for 2006. File size = 290KB.
64
M&A Briefing, Q4 2006.
Software M&A analysis from Corum Group for 2006 year-end. Includes market sector details of transactions for that period. File size = 525KB.
41
M&A Briefing, Q4 2007
Corum Group's analysis of software industry funding and acquisition activity for the 4th quarter of 2007. Includes market sector details of transactions for that period. File size = 586KB.
27
M&A Briefing, Q4 2008
Corum Group's analysis of software industry funding and acquisition activity for the 4th quarter of 2008. Includes market sector details of transactions for that period. File size = 1.5MB.
12
Macola Software Licenses.
The "burst pack agreement" appears on all Macola products; the "sublicense agreement" can be used in tandem with the burst pack agreement, and is typically used at bigger/more complex sites. File size = 21KB.
149
Manage Negotiated Discounts.
"Marketing proposes, sales disposes" — that's one way to describe the impact of negotiated discounts on pricing policies. Authored by Jim Geisman. File size = 5KB.
233
Managing a Model Software Company.
White paper from The York Group that argues convincingly for the central role of marketing in any software company. File size = 261KB.
509
Marketing Plan Template
This template is designed to help you prepare and present a marketing plan based on the book, No Time Marketing by Alyssa Dver.
13
Marketing Primer for the Software CEO: 8 Critical Components That Every Small ISV Should Have In Their Marketing Plan
Software University Slide Set
File size = 386KB
40
Marketing Sherpa's Markting Wisdom for 2007
Fifth annual edition of MarketingSherpa's "Wisdom" report, featuring more than 100 stories and lessons learned from MarktingSherpa's readers. File size =
34
Marketing to Major Accounts: How Tiny Nforma Got its Software in Front of (and Won Deals from) the Fortune 500, with Minimum Cost and Maximum Results
[more info] File size = 146KB.
84
Marketing to Major Accounts: How Tiny Nforma Got its Software in Front of (and Won Deals from) the Fortune 500, with Minimum Cost and Maximum Results
Software University Slide Set
File size = 146KB
89
MarketingSherpa’s Marketing Wisdom for 2006.
Fourth annual edition of MarketingSherpa’s “Wisdom” report, featuring more than 100 stories and lessons learned from MarketingSherpa’s readers. File size = 1700KB.
121
Marketing’s Magic Formula: Rev-Up Sales with Web 2.0 tactics, Optimized Conversions and more
Software University Slide Set
File size = 1477KB
14
My Software's Worth WHAT?!? 5 approached to valuation
Software University Slide Set
10
Navigating the Channel – How to on-board new partners for maximum performance, and faster cash results
Software University Slide set
File size = 532KB
7
Navigating the Partnership Maze: How to Find, Build, and Maintain Industry Alliances that Create Value and Generate Sales
[more info] File size = 1.5MB.
96
Navigating the Partnership Maze: How to Find, Build, and Maintain Industry Alliances that Create Value and Generate Sales
Software University Slide Set
File size = 1.5MB
109
Non-disclosure Agreement.
All-purpose non-disclosure agreement to use with prospects, partners, consultants, employees, etc. File size = 6KB.
318
Non-disclosure Agreement.
Another version of a confidentiality and NDA. This one is two-pages and very simply written. File size = 8KB.
66
OEM Reseller Agreement.
Actual agreement between two $100+ million companies. Includes discount amounts and exclusivity provisions. File size = 23KB.
175
Opt-in E-mail Samples.
This file contains e-mail messages used for sales promotion by COMPROSE and Design Consultants Inc. File size = 8KB.
230
Optimized Software Sales: How to Find Quality Leads and Shorten Your Sales Cycle
[more info] File size = 4.1MB.
47
Optimized Software Sales: How to Find Quality Leads and Shorten Your Sales Cycle
Software University Slide Set
File size = 4.1MB
61
Organic Growth: Prosperity from the Inside Out
Software University Slide Set
File size = 729KB
23
Our Marketing's Not Working – Why? 30 questions to diagnose and fix your company's problem "in no time"
Software University Slide set
File size = 695KB
7
Packaging Guidelines.
Whether you're creating a box, a label, or a Web-based "wrapper" for your software, this list of design tips and tricks can help. Provided by Chanimal Marketing. File size =22KB.
192
Patent or Perish: A Crash Course on Patent Law
Software University Slide Set
File size = 528KB
13
PC Purchase Plan Memo.
This is the memo Graftek sent to all its employees that outlines the company's PC purchase plan. File size = 7KB.
123
Pipeline & Process: How to Forecast More Accurately and Increase Sales Productivity
[more info] File size = 430KB.
129
Pipeline & Process: How to Forecast More Accurately and Increase Sales Productivity
Software University Slide Set
File size = 430KB
139
Post-download E-mail Campaign.
As mentioned in our August 12, 2003, Feature of the Week: A series of e-mail messages developer askSam sends out to people who download the company's trial software. File size = 8KB.
291
PR Assessment Questionnaire
Checklist for establishing resource requirements for PR activity.
File size = 88KB.
12
PR Series: Seminar 1 - How the New Rules of PR Can Help an Emerging Firm Attract Media Attention
Software University Slide Set
File Size 357KB
18
PR Series: Seminar 2 - Turning Up the Volume with a Comprehensive Media Plan that Includes Web 2.0 Technologies
Software University Slide set
File Size = 436KB
21
Principles of Sales Compensation.
An excellent 17-page primer from The HR Chally Group. Especially useful for startups, it describes what skills are key during different growth stages, and what rewards are appropriate. File size = 593KB.
594
Product Management Triad.
Created by Pragmatic Marketing, this chart outlines a cross-functional approach for product management. Described in our October 21, 2003, Tip of the Week. File size = 51KB.
275
Profit Share Memo.
This is the memo sent to all GrafTek employees to explain the company's new profit sharing plan. File size = 7KB.
204
Publications Plan.
An example of the planning document the 3Com publications team uses to create its award-winning software user manuals. File size = 14KB.
239
Publisher Agreement.
This template addresses OEM situations — when you plan to let someone else modify and resell your software. File size = 10KB.
225
Recession-Proof Your Software: A Special Panel Discussion
Software University Slide Set
File size = 4.3 MB
7
Reel in the big fish: How to sell into large corporations
[more info] File size = 46
54
Reel in the big fish: How to sell into large corporations
Software University Slide Set
File size = 46KB
57
Reseller Agreement.
A good and fairly thorough example of a reseller or VAR contract, written from the software vendor's point of view. File size = 18KB.
549
Reseller Docs
The files Indigo Investment Systems uses when signing up foreign resellers: a non-disclosure, an application form, and a reseller agreement. File size = 25KB
332
Reseller Docs.
The files Indigo Investment Systems uses when signing up foreign resellers: a non-disclosure, an application form, and a reseller agreement. File size = 25KB.
309
ROI Vendor Selection Tool.
Developed by Bruce Scheer at FutureSight Consulting, this spreadsheet provides a shopping list that you can score based on your own weightings. File size = 52KB.
262
SaaS Series: Seminar 1 - Doing Your Homework
[more info] File size = 2092KB.
53
SaaS Series: Seminar 1 - Doing Your Homework
Software University Slide Set
File size = 2092KB
63
SaaS Series: Seminar 2 - Sales, Marketing, Pricing and Legal Implications
[more info] File size = 1579KB.
52
SaaS Series: Seminar 2 - Sales, Marketing, Pricing and Legal Implications
Software University Slide Set
File size = 1579KB
60
SaaS Series: Seminar 3 - Impact on Operation, Finance, and M&A
[more info] File size = 359KB.
44
SaaS Series: Seminar 3 - Impact on Operation, Finance, and M&A
Software University Slide Set
File Size = 359KB
56
Salability Quiz.
This worksheet, developed by Ken Bender of Software Equity Group, can help you gauge whether your software company is salable, and what it's worth. File size = 8KB.
523
Sales and Marketing Effectiveness Model.
This worksheet, developed by BluePrint Marketing, lets you compare your sales and marketing ops to industry averages and seek what-if improvements. A SoftwareCEO exclusive. File size = 59KB.
450
Sales and Marketing ROI Calculator.
A simple Excel worksheet from BluePrint Marketing that lets you analyze how efficiently you're utilizing your revenue generation resources. File size = 6KB.
260
Sales Forecast Sample Templates.
Shows how three different software sales pros set up their spreadsheets to forecast future sales. File size = 40KB.
468
Sales Myth vs. Reality:22 Truths about the Undone Deal
Software University Slide Set
File size = 305KB
19
Sales Planning Tool.
Created by Dave Stein of How Winners Sell, this worksheet helps analyze opportunities before you make the call. File size = 102KB.
215
Sales Process Improvement Plan.
As described in our August 19, 2003, Tip of the Week, this is a poster-size chart that outlines the sales and marketing process put in place by software developer The Learning Trust. File size = 315KB.
459
Sample Operating Agreement
The 53-page document that a software company used to set up and define their Limited Liability Company. File size = 482KB.
17
Sample SLAs.
Three sample service level agreements, from Hostedware, Pacfic Coast Net, and Worldcom. File size = 17KB.
354
SE Success Profile and SE Interview Guide.
Described in our December 2, 2003, Feature by Dan Herchenroether, these docs guided Active Software's hiring of sales engineers. File size = 36KB.
143
Search Engine Marketing Tactics on a Shoestring Budget
Software University Slide Set
File size = 4.2MB
27
Secrets of Long-Term Success: A Behind-the-Scenes Look at the Elite 2% of Software Firms with Consistent Growth + Profit
[more info] File size = 644KB.
152
Secrets of Long-Term Success: A Behind-the-Scenes Look at the Elite 2% of Software Firms with Consistent Growth + Profit
Software University Slide Set
File size = 644KB
160
Selling Enterprise Software: Master Class
Software University Slide Set
File size = 390KB
7
Selling SaaS: Why Your Current Sales Structure Won’t Work… and How to Fix It
Software University Slide Set
File size = 950KB
10
Services Revenue Recognition by Milestone.
Excel file used to forecast revenue from software development according to project stages. File size = 16KB.
108
Seven Steps to Overcome Pricing Uncertainty with Flexible Licensing.
Online article by Jim Geisman of Marketshare; describes how to use license management and per-user licensing to decrease financial risk. File size = 3KB.
392
Shareholder Agreement.
From SoftwareCEO founder Bruce Hadley's third company, this sets shareholders' buy, sell, and transfer rights. File size = 10KB.
140
Shareholder Questions.
A list of 721 questions from actual shareholders, complied by PricewaterhouseCoopers. File size = 83KB.
126
Shrinkwrap License Agreement.
All-purpose license, including warranty terms; called "shrinkwrap" only because it's typically included with packaging that users must read this before they install your software. File size = 7KB.
237
Single Server License.
A software license template that permits the user to run your software on a single server. File size = 6KB.
230
Single Site License.
A software license template that permits the user to run your software anywhere at a single site. File size = 7KB.
247
Single User License.
A fairly comprehensive license that permits the installation of your software on just one computer. File size = 18KB.
201
Six Critical Things You Need to Know About Website Privacy Policies.
Privacy and related data security issues pose the most risk and exposure to your website. This document outlines the six things you should do to ensure your website's privacy policy protects your business and your customers. File size = 87.3KB.
36
Social Networking Secrets for Software Execs
Software University Slide set
File size = 230KB
3
Software Chart of Accounts.
Chart of accounts listing (eg. expense categories & sub-categories) for a general software business . File size = 10.3KB.
149
Software Distribution Agreement.
A fairly simple and straight-forward contract; allows for definition of territories. File size = 11KB
72
Software Industry Equity Update, 2002.
Annual review of M&A, IPO, and venture funding activity from Software Equity Group. File size = 191KB.
25
Software Industry Equity Update, Q1 2003.
Quarterly review of M&A, IPO, and venture funding activity from Software Equity Group. File size = 79KB.
95
Software Localization.
A good discussion from The York Group of the issues and how-to steps of preparing your software for foreign markets. File size = 9KB.
219
Software M&A 2004: How to Position Your Company in the Turnaround Year
[more info] File size = 234KB.
53
Software M&A Annual Review 2005: The Year of Consolidation and High Valuation, and How To Maximize Your Company's Value in 2006
[more info] File size = 64KB.
60
Software M&A Annual Review 2005: The Year of Consolidation and High Valuation, and How To Maximize Your Company's Value in 2006
Software University Slide Set
File size = 64KB
65
Software M&A Annual Review 2006, and How To Maximize Your Company's Value in 2007
[more info] File size = 358KB.
38
Software M&A Annual Review 2006, and How To Maximize Your Company's Value in 2007
Software University Slide Set
File Size = 358KB
43
Software M&A Annual Review 2007, and How To Maximize Your Company's Value in 2008
Software University Slide set
File Size = 933KB
18
Software M&A Annual Review 2008, and How To Maximize Your Company's Value in 2009
Software University Slide set
File size = 2.1MB
7
Software M&A Annual Review: Who Got What in 2004, and How You Can Maximize Your Company's Value in 2005
[more info] File size = 107KB.
72
Software M&A Annual Review: Who Got What in 2004, and How You Can Maximize Your Company's Value in 2005
Software University Slide Set
File size = 107KB
79
Software M&A in 2002: What to Expect for 2003, and How to Position Your Company for Maximum Value
[more info] File size =162KB.
43
Software M&A in 2002: What to Expect for 2003, and How to Position Your Company for Maximum Value
Software University Slide Set
File size = 162KB
49
Software Maintenance Agreement.
Lays out the developer's terms for updates, bugs, phone support, modifications, fees, and liability. File size = 7KB.
497
Software Pricing Primer.
Written by Jim Geisman of Marketshare, this high-level article summarizes pricing strategies and the relationship between pricing and business performance. File size = 17KB.
549
Software Sales Alternatives: What's Your Company's Best Path to Make the Focus Shift from Engineering to Sales?
[more info] File size = 479KB.
66
Software Sales Alternatives: What's Your Company's Best Path to Make the Focus Shift from Engineering to Sales?
Software University Slide Set
File size = 479KB
72
Software Tech Support: How to Do More With Less (and Still Provide Insanely Great Service)
[more info] File size = 51KB.
129
Software Tech Support: How to Do More With Less (and Still Provide Insanely Great Service)
Software University Slide Set
File size = 51KB
136
Software Vendor Evaluation.
Created by a $10-million software company for its own use in purchasing others' apps, this checklist is a great marketing and sales tool to see if you measure up to your customers' expectations. File size = 14KB.
363
Software/Hardware Distribution Agreement
Actual agreement between $100+ million firm andstartup; includes pricing details. File size = 24KB
101
Software/Hardware Distribution Agreement.
Actual agreement between $100+ million firm and startup; includes pricing details. File size = 24KB.
88
SoftwareCEO M&A/IPO Analysis.
Year-end analyses from SoftwareCEO founder Bruce Hadley for 2001 through 2004, with charts, graphs, and prior-year comparisons. File size = 419KB.
433
SoftwareCEO M&A/IPO Tracking.
An Excel-based compilation of software company acquisitions from 1999 through 2003, and software IPOs from 1999 to present. File size = 245KB. Updated September 25, 2008.
740
Source Code Escrow Agreement.
When a customer demands that your source code be held in escrow, this agreement can define the terms. File size = 10KB.
305
Stock Option FAQs.
This is a two-page memo that PowerQuest gives to all employees to answer frequently-asked questions about the company's stock option plan. File size = 5KB.
194
Stock Purchase LOI.
A letter of intent developed by Charles Mills that can serve as a template when you're buying or selling a software company. File size = 8KB.
277
Stop Branding Your B2B Product(and how to spend your newfound marcom dollars!)
[more info] File size = 2395KB.
29
Stop Branding Your B2B Product(and how to spend your newfound marcom dollars!)
Software University Slide Set
File size = 2395KB
32
Subscription License Examples.
Subscription license examples from Bruce Clay, FileMaker, MicroNeil, NBOR, SurfControl, and Symantec. File size = 38KB.
256
Subscription License FAQs.
Web pages created by Macromedia, Microsoft, and Novell for their customers' questions about subscription licenses. File size = 183KB.
169
SurfSaver Pro
With one click, this askSam Systems program grabs Web pages and puts them into a searchable filing cabinet. This unlocked, full-featured version normally sells for $30. File size = 5.6MB.
201
Surrender of License.
When a user asks for a refund, ask them to fill out this form to guarantee they've uninstalled your software. File size = 9KB.
106
Taking the Mystery Out of OEMs: How to Structure and Negotiate OEM Deals That Won't Risk Existing Sales
[more info] File size = 37KB.
101
Taking the Mystery Out of OEMs: How to Structure and Negotiate OEM Deals That Won't Risk Existing Sales
Software University Slide Set
File size = 37KB
114
Technology Business Valuation
Paper explaining the factors affecting the valuation of a technology business. Contributed by Bert Vermeulen, SoftwareCEO moderator and Corp21 founder. File size = 110KB.
55
Telecommuting Policies.
After Shaker Computer & Management Services completed its study of telecommuting practices (see below), they came up with this 7-page policy manual. File size = 142KB.
166
Telecommuting Study.
A 22-page document created by the Telecommuting Task Force at Shaker Computer in order to create new policies for off-site employees. File size = 96KB.
117
Terms of Employment Agreement.
This is the document that GrafTek employees sign to accept company policies on confidentiality, invention rights, etc. File size = 9KB.
254
The Balanced, 3-Legged Stool: Three Very Important "Ps" That Will Make (or Break) Your Channel Program
Software University Slide
File size = 251KB
23
The Care and Feeding of Software Sales: A Product Manager's Guide to Giving Them What They Need — Before They Ask
[more info] File size = 169KB.
116
The Care and Feeding of Software Sales: A Product Manager's Guide to Giving Them What They Need — Before They Ask
Software University Slide Set
File size = 169KB
126
The CEO's Role in Selling Your Software Products and Services
Software University Slide Set
File size = 858KB
34
The Disconnect That's Killing Your Software Sales: How to Get Sales & Marketing on the Same Page
[more info] File size = 250KB.
100
The Disconnect That's Killing Your Software Sales: How to Get Sales & Marketing on the Same Page
Software University Slide Set
File size = 250KB
105
The Strategic Role of Software Product Management: Technology as a Business, Not a Hobby
[more info] File size = 300KB.
125
The Strategic Role of Software Product Management: Technology as a Business, Not a Hobby
Software University Slide Set
File size = 300KB
130
The Tactics of Crossing the Chasm: Programs, Pitfalls, and Opportunities
[more info] File size = 725KB.
111
The Tactics of Crossing the Chasm: Programs, Pitfalls, and Opportunities
Software University Slide Set
File size = 725KB
117
Think You’re Ready for SaaS? Think Again!
Software University Slide set
File size = 2.6MB
2
To-Do & Presentation template
To-do list and presentation templates excerpted from the book "No Time Marketing" by Alyssa Dver. Includes 30 questions to diagnose and fix your company's problem "in no time"
7
Tradeshow Prospect Profile Form.
A very effective form that developer Creative Solutions uses to gather information and qualify prospects at tradeshows. File size = 124KB.
291
Transition Strategies: The Road from Reseller to Managed Service Provider.
A report prepared for CompTIA by Microcast Communications. File size = 50.4KB.
67
Value Selling Maturity Is Key to Sales in Tight Times
Software University Slide set
File size = 2.0MB
2
Value-Driven Software Pricing: Get Customers to Pay for Value Delivered — and Leave Less Money on the Table!
[more info] File size = 4.2MB
132
Value-Driven Software Pricing: Get Customers to Pay for Value Delivered — and Leave Less Money on the Table!
Software University Slide Set
File size = 4.2MB
140
Voicemail Message Scripts.
A set of phone scripts from sales trainer Steve Kraner that can increase your callback rate on sales calls. File size = 5KB.
415
Web Host Requirements.
List of requirements used by Trellix Corp. to evaluate prospective Internet host companies. File size = 4KB.
194
What Happens When Traditional Software Pricing Meets the Web?
This presentation by Jim Geisman suggests you should treat Web-enabled versions of existing products as a migration to a new platform. File size = 215KB.
293
What's the Right Price for My Software? 5 Steps that will Help You Set Standalone and Subscription License Prices
[more info] File size = 4.5MB.
136
What's the Right Price for My Software? 5 Steps that will Help You Set Standalone and Subscription License Prices
Software University Slide Set
File size = 4.5MB
150
What's Your White Paper ROI? 18 Ways to Use White Papers to Fill Your Software Sales Funnel (and 6 Deadly Pitfalls You Must Avoid)
[more info] File size = 2.2MB.
79
What's Your White Paper ROI? 18 Ways to Use White Papers to Fill Your Software Sales Funnel (and 6 Deadly Pitfalls You Must Avoid)
Software University Slide Set
File size = 2.2MB
85
When Good Channels Go Bad: How to Boost Performance With a Simple, Low-cost Tune Up
[more info] File size = 132KB.
38
When Good Channels Go Bad: How to Boost Performance With a Simple, Low-cost Tune Up
Software University Slide Set
File size = 132KB
43