Vendor Member Guidelines

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At Gaapsavvy, our foremost commitment is to provide industry accountants with a genuine platform for exchanging challenges and best practices related to policy selection, implementation, and the operationalization of these processes.

In an environment often cluttered with marketing messages, Gaapsavvy stands out by fostering an atmosphere where members can openly and honestly share their experiences—highlighting both successes and setbacks. It is crucial for us to preserve the authenticity and practical utility of our forum.

There may be instances when discussions veer towards specific products or services. In such cases, we encourage allowing the community to offer their perspectives first. As the subject matter expert on your product, your contributions should aim to be informative and neutral. This approach not only enriches the community with valuable insights but also provides you with firsthand feedback on user experiences, opportunities to elucidate existing features, and ideas that could influence your development roadmap to better meet the needs of our community.

We require all participants to adhere to our code of conduct and uphold the Gaapsavvy member expectations. Vendors, in particular, are reminded to pay close attention to our policy on "No Sales Pitches." This balanced and respectful interaction is fundamental to creating a win-win situation for everyone involved, ensuring a productive and supportive environment.

We will grant slack access to participants from your company who fit the Industry Accountant, Operator definition. Those outside of that will be considered on a one-off basis by the membership committee, however the stance on no sales people (or those who hold quotas of any kind, such as technical pre-sales) is firm. The ideal participants are SMEs who know both accounting, quote to cash management and your product from hands-on work. SMEs from technical accounting advisors, product managers, and non-quota solution consultants who are gaapsavvy vendor members in good standing may join the slack.

All Slack participants must request access via the membership form at gaapsavvy membership and be approved before gaining access. They should request access as a “Vendor Member” and provide all of their details for review. Once approved, they will receive a link to join Slack. 

Maximum Slack Participants

Vendor members initially can have up to 5 participants from their company in the Slack Community. This number may later be increased based on specific facts and circumstances. 

Slack Room Participation

Following the code of conduct, participation should be focused on sharing thought leadership (not sales pitches) and further the field of vendor-neutral solutioning. 

In general rooms, a good example of an interaction might look like:

“Have you considered using a separate line for each year to solve for multi-year deals problem you’re facing? I’ve seen one work with ABC functionality like this: XYZ”

A bad one would be:

“We can fix that problem for you with our amazing feature ABC, start a free trial of it here.”

Gaapsavvy is not to be used for prospect outreach

Gaapsavvy Slack channels or email distribution lists should not be used to reach out to prospects or offer your services in an unsolicited fashion. If someone reaches out to you to ask for more details, of course it's fine to engage but vendors should not send unsolicited messages to any practitioner members regarding their services or platforms. Likewise, member lists visible via Slack or other channels should not be used to identify practitioners for outside prospecting. As per the code of conduct, a vendor may be removed from slack entirely if there is more than one violation of this policy.

Dedicated Vendor Slack rooms

In your own room (e.g., #zuora, #klarity, #stealth, etc) you have more flexibility in directly discussing the ways you fix the problems with your features, as many will be there to see that. The code of conduct still stands and we encourage you to promote and engage in thoughtful conversations in your room with your customers (and potential ones) that are a mix of thought leadership and helpful information about your specific product.