Partner Enablement

Entity Aggregation & Attribute Members

Partner Technical Webinar

Wednesday, November 30

10 – 11AM EDT

For our November webinar, David Dowling (Senior Consultant – AAS) and Matt Grundey (Partner Enablement – Training and Standards) will discuss Entity Aggregation and Attribute Members. Entity Aggregation provides the speed and flexibility required for Budgeting, Planning and Forecasting by bypassing most statutory financial rules to quickly aggregate data in the entity dimension. Attribute members are read only members where the data intersections are derived based on references to properties of other members. This webinar will provide a brief overview of each feature but, more importantly, delve deeper into some design considerations when using them.

This webinar complements our August Webinar which covered Data Units and how to manage larger data units.

Partner Technical Webinar

When: Wednesday, November 30, | 1 hour | 10:00 am US Eastern (UTC -05:00)
Topic:   Entity Aggregation and Attribute Members
Speakers:

  • David Dowling (Senior Consultant – AAS)
  • Matt Grundey (Partner Enablement – Training and Standards)

 

Please note that within five (5) business days of the Webinar, the recording and any related materials will be posted to OneCommunity. To locate these materials in OneCommunity, select the “Partner Channel” and search for the recording within the “Summit and Webinars Materials” section. Please note: all previous Partner Enablement webinars are available here.

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Global Partner Raffle

Splash April 2023 Attendee Pass

Enter to win!

Enter by February 27, 2023

Please complete this form to be entered into a raffle for one Splash 2023 attendee pass, April 17-20 in Washington, D.C. The raffle can be entered by any OneStream partner.

Only one entry per person during the month of February will be accepted. The winner will be drawn randomly. Winner will be announced on Feb. 28, 2023, via OneStream’s LinkedIn page and notified by email.

Good Luck and thank you for your partnership!

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Partner Webinar

Product Roadmap

Tuesday, November 22nd

10AM EST / 4PM CET

Join our Sales and Marketing Webinar: Product Roadmap on Tuesday, November 22nd at 10:00 AM EST / 4:00 PM CET. This series will be held monthly and is open to partners only. The goal of this series is to arm our partner community with the latest information and messaging about the OneStream platform, capabilities, MarketPlace Solutions, and product roadmap.

This month Jessica McAlpine, Director Financial Product and Engineering, provides the product roadmap, and Mark Angle, Chief Cloud Operations Officer, discusses working with OS on performance issues. Also, introducing Alliances Tech Corner with Dave Collins, Director Solutions Consulting, who will provide details on recent technical tips or innovations.

Information shared during this session is not for external use and should not be shared publicly.

Best audience for this webinar:

  • Sales
  • Business Development
  • Marketing
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OneStream Events

Meet the Speakers

  • Nicole Belanger – Vice President of Global Marketing – Global Alliances, OneStream Software
  • Dave Collins – Director Solutions Consulting, OneStream Software
  • Jessica McAlpine – Director Financial Product and Engineering, OneStream Software
  • Mark Angle – Chief Cloud Operations Officer, OneStream Software
Sales Enablement Learning Lab

Storytelling

Wednesday, November 9

10:00 – 11:30 AM EDT

In today’s extremely competitive business environment, having any advantage over the competition is not only useful it is critical. With that in mind, the Sales Enablement Learning Lab (SELL) was designed specifically to elevate your skills, whether it has been awhile since you refreshed your techniques or you are looking to specifically learn and master new skills.

This course is design to help you understand the power and the science behind effective storytelling.  It will bring passion and structure to your conversations and presentations to your customers.  We believe that whoever tells the best story wins!  Storytelling is an essential skill that is needed in today’s competitive sales marketplace. (90-minute session)

About the Sales Enablement Learning Lab sessions: 

  • Each session is 1 hour long unless otherwise noted.
  • Sessions are interactive with OneStream sales reps and other partner participants.
  • Limit of 10 individuals per session.
  • PLEASE COMMIT TO ATTEND WHEN YOU REGISTER AS THESE SESSIONS WILL NOT BE AVAILABLE FOR REPLAY.

 

 

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Sales Enablement Learning Lab

Having Great Sales Conversations

Monday, November 7

10:00 – 11:00 AM EDT

In today’s extremely competitive business environment, having any advantage over the competition is not only useful it is critical. With that in mind, the Sales Enablement Learning Lab (SELL) was designed specifically to elevate your skills, whether it has been awhile since you refreshed your techniques or you are looking to specifically learn and master new skills.

In the sales game you need to be well experienced in the art of conversation. Sales is the act of bringing someone over to your side, and conversation is the best way to do that. A solid conversation creates action – it means a monthly quota met, a year-end bonus, and a happy customer.

In a sense, every conversation is selling something, an opinion, suggestion, story, or idea. Salespeople require the skills to make this happen more than anyone. But outside of being charming and putting customers at ease, there are ways you can subtly sell more than you ever thought possible through the right conversational strategies. Having the right talking points can lead to referrals, important connections, and a strong bond with your brand. Conversation, like anything else, is a skill you can improve with time. Please join us in helping you become a great conversationalist.

About the Sales Enablement Learning Lab sessions: 

  • Each session is 1 hour long unless otherwise noted.
  • Sessions are interactive with OneStream sales reps and other partner participants.
  • Limit of 10 individuals per session.
  • PLEASE COMMIT TO ATTEND WHEN YOU REGISTER AS THESE SESSIONS WILL NOT BE AVAILABLE FOR REPLAY.

 

 

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Sales Enablement Learning Labs

Objection Handling

Wednesday, November 2

10:00 – 11:30 AM EDT

In today’s extremely competitive business environment, having any advantage over the competition is not only useful it is critical. With that in mind, the Sales Enablement Learning Lab (SELL) was designed specifically to elevate your skills, whether it has been a while since you refreshed your techniques, or you are looking to specifically learn and master new skills.

Objections can be the most daunting part of the sales process. That is, until you have a tried and true framework to provide the information needed to resolve your customer’s objections and move the sale forward. This class will teach you the Objection Handling process. It will also focus on the different types of objections that you can get and the strategies to help you overcome them. (90-minute session)

About the Sales Enablement Learning Lab sessions: 

  • Each session is 1 hour long unless otherwise noted.
  • Sessions are interactive with OneStream sales reps and other partner participants.
  • Limit of 10 individuals per session.
  • PLEASE COMMIT TO ATTEND WHEN YOU REGISTER AS THESE SESSIONS WILL NOT BE AVAILABLE FOR REPLAY.

 

 

Reserve Your Spot Now
Sales Enablement Learning Lab

CPM Prospecting

Thursday, November 3

10:00 – 11:30 AM EDT

In today’s extremely competitive business environment, having any advantage over the competition is not only useful it is critical. With that in mind, the Sales Enablement Learning Lab (SELL) was designed specifically to elevate your skills, whether it has been a while since you refreshed your techniques, or you are looking to specifically learn and master new skills.

This session is a fundamental introduction to how to plan and execute your prospecting into strategic targeted accounts. We will review the key personas that you should look for in an account. We’ll cover messaging strategies and teach you how to do a little bit of research leveraging LinkedIn and Annual Reports, so you can add some personalization to your outbound. (90-minute session)

About the Sales Enablement Learning Lab sessions: 

  • Each session is 1 hour long unless otherwise noted.
  • Sessions are interactive with OneStream sales reps and other partner participants.
  • Limit of 10 individuals per session.
  • PLEASE COMMIT TO ATTEND WHEN YOU REGISTER AS THESE SESSIONS WILL NOT BE AVAILABLE FOR REPLAY.

 

 

Reserve Your Spot Now
Regional Event

LATAM KF Testing

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Friday, 30th September 2022
16:00 – 17:00 CET

This is a live test page for the creation of event landing pages through automation. We will explore:

  • How to create event landing pages
  • How to create automated emails
  • How To create workflows
Save Your Spot
Regional Event

LATAM KF Testing

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Friday, 30th September 2022
16:00 – 17:00 CET

This is a live test page for the creation of event landing pages through automation. We will explore:

  • How to create event landing pages
  • How to create automated emails
  • How To create workflows
Save Your Spot
Webinar

Futuro de la digitalización Financiera: Integración de Plataformas

Martes 20 de Septiembre 2022

10:00 AM – 11:00 AM (Hora Ciudad de México)

OneStream es una plataforma financiera inteligente unificada que entrega solución a múltiples procesos financieros como Planeación, Presupuestos y Forecast, Consolidación y Cierre Financiero entre otros en una sola aplicación. OneStream se integra directamente con cualquier fuente de datos a través de diferentes métodos y toda la funcionalidad de integración y calidad de datos financiera esta embebida 100% en la plataforma.

Con este Webinar usted aprenderá:

  • Como OneStream puede dar solución a diversos procesos financieros en una sola aplicación.
  • Las robustas capacidades de integración y conectividad que posee la plataforma.
  • Las funcionalidades de navegación y explotación de información a diferentes niveles

 

Regístrese y Participe!

Regístrese
Regional Event

LATAM KF Testing

Sub Heading

Friday, 30th September 2022
16:00 – 17:00 CET

This is a live test page for the creation of event landing pages through automation. We will explore:

  • How to create event landing pages
  • How to create automated emails
  • How To create workflows
Save Your Spot
Regional Event

LATAM KF Testing

Sub Heading

Friday, 30th September 2022
16:00 – 17:00 CET

This is a live test page for the creation of event landing pages through automation. We will explore:

  • How to create event landing pages
  • How to create automated emails
  • How To create workflows
Save Your Spot