Welcome to Your Quarterly Partner Update
The Vena Partner Update is a collection of important notifications to Vena Partners from Q4 (November-January) and exciting announcements ahead. To view the updates most relevant to your work, simply select from one of the categories below to be directed to that section:
Stay Up to Speed with the Latest from Vena…
The CFO Show has taken off!
Since our first episode aired in September 2023, the CFO Show, our weekly audio and video podcast, has delivered strategic insights to support the modern CFO. With almost 3,400 Apple and Spotify subscribers and more than 45,000 audio listens and downloads, it's become a growth engine for the personal and corporate brands who join us as guests. If you haven't tuned in yet, check out the latest recordings with CFO guests from Deloitte, CIBC Capital Markets, WellSky, and more.
If you have a topic you'd like to discuss as a guest on our show, speak with your Partner Success Manager to learn more.
Partner Marketing Updates
Questions About an Excelerate Finance Sponsorship?
We've launched a new set of sponsorship packages for the upcoming Excelerate Finance 2024 conference taking place May 15-16, 2024, and they're generating a lot of excitement, along with a few great questions. So, if you're wondering, “do we get to select the session we're sponsoring?” or “can I pick the table topic as a Roundtable Host?”, we recorded a Sponsor FAQ video to answer all your questions and more.
In light of incoming questions, we've extended the sponsor deadline to February 29th, 2024. Check out the video and lock in your sponsorship today!
An Update on Vena Preview
As of January 1, 2024, Vena Preview has been removed as an offering from venasolutions.com. To maintain a seamless journey for your web visitors, we ask that any pages or sections of your website referencing Vena Preview be updated as soon as possible. For content support to update these pages, please refer to the Web Positioning section of our Co-Marketing Guidelines for Partners.
Two New Tools to Boost Your Digital Footprint This Quarter
We're delivering two new Marketing resources for you this quarter, designed to boost awareness of your Vena Partnership while delivering top-quality educational content to your audience:
Engage Your Social Followers with our New Social Kit
Packed with our highest performing content from the past few months, this quarter's social media kit is packaged up and ready-to-go with suggested post content, graphics and applicable hashtags. If you’re looking for high-quality, relevant content to raise awareness and educate your social followers, we invite you to share across your social channels.
Download the Kit
NEW! Vena Marketplace Enablement Guide
Looking to activate or update your free Vena Marketplace listing? The new Vena Marketplace Enablement Guide will help you do that with an easy step-by-step guide complete with best practices and recommendations to boost SEO, drive awareness and best highlight your organizations expertise to our Marketplace visitors.
View the Guide
We're Raising Awareness Within Your Non-Profit Charity Accounts
Last month, the Vena Marketing team launched an Account-Based Engagement (ABE) campaign into the Non-Profit industry vertical, specifically targeting charities. Today, we're sharing enablement details - from value messaging, enablement toolkits, and more - so you can participate in outreach and field incoming inquiries.
To learn more about Vena's industry ABE approach, the industries we've launched campaigns within and view Enablement materials for your Non-Profit accounts, click here:
Sales Updates
Questions About an Excelerate Finance Sponsorship?
We've launched a new set of sponsorship packages for the upcoming Excelerate Finance 2024 conference taking place May 15-16, 2024, and they're generating a lot of excitement, along with a few great questions. So, if you're wondering, “do we get to select the session we're sponsoring?” or “can I pick the table topic as a Roundtable Host?”, we recorded a Sponsor FAQ video to answer all your questions and more.
In light of incoming questions, we've extended the sponsor deadline to February 29th, 2024. Check out the video and lock in your sponsorship today!
Expand Your Vena Sales Expertise with the New Vena Academy Learning Plan
Whether you are looking for a refresher or have a new member of the Sales team onboarding, in this 4-course learning plan, you will learn to effectively speak to Vena's differentiators and take an active role in sales cycles. In this learning plan, you'll learn:
Accounting & Finance Basics (30 min)
• Review of fundamental accounting and financial principles and the difference between the two
The Vena Elevator Pitch for Vena Partners (30 min)
• How to succinctly pitch and communicate the value of Vena.
Discovery Call Basics for Partners (30 min)
• Overview of the ‘why’ behind Vena. Review the key principles behind the Vena discovery call and its importance during the sales cycle.
The Vena Sales Pitch (45 min)
• Learn how Vena approaches the sales pitch and value messaging. Including a walkthrough of the Vena Pitch deck our sales team leverages to communicate the value of Vena.
Engage Your Social Followers with our New Social Kit
Looking for high-quality content you can leverage for outbound outreach and engagement on your social channels? The Vena Social Media team has selected three pieces of top performing content from this past quarter and packaged it up with ready-to-go graphics, suggested post content, and applicable hashtags. If you’re looking for high-quality, relevant content to raise awareness and educate your social followers, we invite you to share across your social channels.
We're Raising Awareness Within Your Non-Profit Charity Accounts
Last month, the Vena Marketing team launched an Account-Based Engagement (ABE) campaign into the Non-Profit industry vertical, specifically targeting charities. Today, we're sharing enablement details - from value messaging, enablement toolkits, and more - so you can participate in outreach and field incoming inquiries.
To learn more about Vena's industry ABE approach, the industries we've launched campaigns within and view Enablement materials for your Non-Profit accounts, click here:
Product & Services Update
Learn About Upcoming Product Updates in our Winter '24 Release
Another exciting Vena product release is around the corner. The Winter '24 Release will be available starting on February 20th and centers on collaboration and adaptability, leveraging technology to help simplify complex ad hoc tasks and enhance user experiences for a more agile work environment.
Some of the new features and enhancements include:
• Enhanced collaboration and productivity with Vena for Microsoft PowerPoint
• Exciting new self-service Support Chatbot to quickly resolve issues
• Further detailed micro-level insights with Drill Through in Vena Insights
Updates to Vena Implementation Tenants: Vena365
What is changing?
All newly created tenants starting on February 15th, 2024, will be set to Vena 365 by default. This does not mean that we are eliminating the use of Vena Desktop, we are simply changing the default add-in for tenants created on February 15th onwards.
What does this mean for existing tenants and customers?
This change has no impact to existing tenants or customers.
Can we still implement on Vena Desktop?
Yes! Vena will continue to support the use of both add-ins. If Vena Desktop is the preferred add-in for your customers' solution it can still be used. To set the tenant back to Vena Desktop simply navigate to the Admin Tab > Policies > General and flip the switch "Off" for "Enable Vena 365 by process for all users (see screenshot below):
Please set the tenant to Vena Desktop at the beginning of the project if that is the desired add-in for implementation.
(Note: Users only get the introduction email to download the Vena Application required for Vena Desktop when the tenant is set to Vena Desktop)
Please connect with our Partner Delivery team if you have any questions at partnerdelivery@venacorp.com.
Vena 365 Manager Migration Guide
Looking to migrate from Vena Desktop to Vena 365? The Vena 365 Manager Migration Guide helps answer questions you may have about Vena 365 for Manager users. The guide is intended for Vena users in the Manager role that are migrating from Vena Desktop to Vena 365 who need to learn:
• How Vena 365 is different from Vena Desktop
• Where features can be found in Vena 365
Vena for PowerPoint Enters Closed Beta
This new integration seamlessly incorporates live Vena data, dynamic report libraries, automated updates, and advanced access controls directly into your presentations. Experience efficient data storytelling and stay on top of up-to-the-minute insights, ensuring that your presentations are not only impactful but also reflect the most current and relevant information.
Interested in getting beta access to Vena for Microsoft PowerPoint? Follow the link to apply:
New Customer Learning Plans Available in Vena Academy
Do you have a new Vena implementation and looking to get your clients trained on Vena product best practices?
Customers taking Vena Product Training during implementations now have access to 2 learning plans in Vena Academy. The first includes support for Power Users in the product knowledge required to manage and configure Vena, including two 2-hour instructor-led sessions.
Upon completion of this plan, Customers will have access to a 2nd plan focusing on ongoing training, including an additional live instructor-led session as well as eLearning content that supports day-to-day use and maintenance of the Vena Platform.
To enroll your customers in these new course, simply submit the existing Training Registration Request Form.