When it’s time to talk renewals, even the strongest platform advocates can feel a little nervous approaching their CFO. Budgets can be tight, priorities shift, and every investment is under a microscope.
But if you’re seeing value every day, and you likely are, then it’s worth having the conversation. And not just from your perspective, but through your CFO’s lens.
Here are three ways to make the case for your Dakota Marketplace’s renewal, along with a bonus tip that could make your ask even easier.
1. Start with What’s Real: Your Daily Usage
Before jumping to big-picture stats or future promises, start with what you know best: how you use Dakota Marketplace, every single day. Whether it’s prepping for meetings, identifying new prospects, or keeping tabs on market movements, share specific examples of how the platform supports your workflow.
CFOs want to see impact. Personalizing your usage shows that Dakota isn’t just a line item, it’s a tool you rely on to drive outcomes.
2. Show the Growth Since Day One
CFOs care about ROI, and the best way to show it is by demonstrating how Dakota Marketplace has grown and delivered value since you first signed on. Maybe you started with just a few users and now the whole team relies on it daily. Maybe investor coverage has expanded, or search filters have become more targeted and efficient.
These signs of product growth tell a strong story, but they’re even more compelling when paired with numbers. If you can point to an increase in meetings booked, better-qualified leads, or higher conversion rates since adopting Dakota, that’s your ROI in action.
Usage anecdotes backed by data show that you’re not just using the platform—you’re thinking like an operator and making smart, informed decisions. That’s exactly the kind of case your CFO wants to see.
3. Share What’s Coming Next
CFOs are always thinking ahead, so make sure they know you are, too. Highlight what’s on Dakota’s product roadmap that you’re excited about. Whether it's new features, improved integrations, or expanded datasets, painting a forward-looking picture signals smart, strategic renewal.
Position the renewal as an investment in where you're going, not just where you've been.
Bonus: Highlight the Value of the Deal
If your renewal comes with a discount, loyalty pricing, or any added perks - make sure to mention it. Long-standing partners often get preferred terms, and that’s worth emphasizing.
Value isn’t just about what you pay, it’s about what you get. Don’t forget to highlight access to extras like Dakota Live!, Dakota Cocktails, and Sales Coaching sessions. These are more than just perks, they’re part of what keeps your team sharp and connected.
Framing the Renewal Conversation
You’re not just renewing a platform, you’re renewing a partnership. And if Dakota Marketplace is part of your team’s success story, your CFO deserves to know exactly how.
Speak their language, share your wins, and make the case with confidence.
