← Sage (Sage Intacct)
Sage (Sage Intacct) role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Cloud accounting and finance software that helps growing businesses close their books, report, and manage money in one place.
Who you'd be calling
Controllers, CFOs, and VPs of Finance at mid-market companies outgrowing QuickBooks or spreadsheets.
Your opener
“Hi [Name], this is [You] from Sage Intacct. I'm calling finance leaders at growing companies who are tired of closing the books in spreadsheets. Is that something you run into?”
Problems you solve for them
- Month-end close takes too long and relies on spreadsheets
- Multi-entity or multi-location reporting is manual and error-prone
- Basic accounting tools can't keep up as the company grows
Discovery questions to ask
- What accounting system are you using today?
- How long does your month-end close take, and what slows it down?
- How do you pull reports across different entities or departments?
Objections they'll throw at you
“I'm busy right now.”
→ Understood, I know finance teams are slammed. Is there a quieter time this week I could call for five minutes?
“We're not interested.”
→ No worries. Is your close process running smoothly, or is it just not the right time to look at it?
“We already use NetSuite or QuickBooks.”
→ Lots of our customers started there. How well is it handling reporting and your close as you grow?
“Just send me an email.”
→ Of course. What's the main thing you'd want it to cover: faster close, reporting, or multi-entity?
Competitors worth knowing
NetSuite, Microsoft Dynamics 365 Business Central, QuickBooks Enterprise
Interview tips for this company
- Learn what ERP means in plain words: one system that runs a company's finances and operations.
- Practice talking to finance people: they care about accuracy, time saved, and audit risk.
Written from public information about Sage (Sage Intacct) to help you practice. Ask an insider what their role play looked like; it's the best prep there is.