$585K Pre-seed Roud to Maximize Qualified Leads on Salesforce

Oct 10, 2024

Ask episode

Chapters

Transcript

Episode notes

Greetings, listeners! Today on The SaaS CFO Podcast, we have an exciting episode lined up for you. Our host, Ben, sits down with Sam Oliver, the founder and CEO of OpenFi. Sam's entrepreneurial journey is nothing short of inspiring, having been involved in the startup world for over 14 years with both successes and lessons learned from failures. Notably, Sam grew his previous company, Lead Pro, into a market leader before exiting in a multi-million pound deal.

In this episode, Sam shares his insight into the motivations behind selling Lead Pro, the driving forces behind his current venture OpenFi, and the fascinating potential of conversational AI to transform sales processes. OpenFi, an innovative company specializing in automating the Sales Development Representative (SDR) role, aims to leverage AI to enhance follow-up efficiency, manage leads, and improve customer engagement. Sam provides an in-depth look at how OpenFi is poised to revolutionize professional services using Salesforce integration.

Whether you're a founder, an investor, or a tech enthusiast curious about the future of AI in professional services, this episode is packed with valuable takeaways. Tune in to hear Sam's perspectives on building value, managing risks, and the exciting opportunities that lie ahead for OpenFi. Don’t miss it!

Show Notes:

00:00 Started company to solve problems, built value.

05:04 Impressed by AI, overcame doubts, founded company.

07:42 AI builds knowledge base, codifies sales script.

13:32 Third-time founders benefit from network, credibility.

14:34 Focus on targeted niche using Salesforce outreach.

20:45 Prefer direct customer sales over fundraising.

23:11 Excited for robust technology launch and scalability.

Links:

SaaS Fundraising Stories: https://www.thesaasnews.com/news/openfi-closes-585k-in-pre-seed-round

Sam Oliver’s LinkedIn: https://www.linkedin.com/in/sam0liver/

OpenFi’s LinkedIn: https://www.linkedin.com/company/openfi-tech/

OpenFi’s Website: https://openfi.tech/

To learn more about Ben check out the links below:

Subscribe to Ben’s daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe

Subscribe to Ben’s SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page

SaaS Metrics courses here: https://www.thesaasacademy.com/

Join Ben’s SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout

Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray