Martech

AUGUST 4, 2021

Clio, a cloud-based and client-centered legal technology platform, made history by becoming the first global legal practice management unicorn. Clio’s Cloud Conference is an annual conference for legal professionals that focuses on technology, client experience, and legal trends. Rowe Price Associates, Inc.

Legal 116

Legal Growth Technology Technology 116

Martech

AUGUST 7, 2024

While you need to have voices from your technical, HR and legal teams, you must surround these protectionist voices with parties interested in creating value, such as sales, marketing, customer success, sales enablement, product and more. Before you use these tools headfirst, evaluate how well they align with your strategic objectives.

B2B 122

B2B Objectives and Key Results Legal Territory 122

Smarter With Gartner

JULY 8, 2021

Gartner segments key trends and disruptions into seven major categories, so you can begin to build strategic assumptions most relevant for your strategic plans. Ignoring or devaluing non-technology trends will only result in gaps in the strategic planning process because your inputs are incomplete. Regulatory/Legal.

Drivers/motivators 116

Drivers/motivators Strategize Strategic planning Government 116

Smarter With Gartner

JULY 21, 2021

In a 2020 Gartner poll, more than a third of legal, compliance and privacy leaders (and their staff) indicated they want help implementing diversity and inclusion initiatives within the legal department. That plea comes amid widespread pledges but few results in the commitment to advance underrepresented groups in legal departments.

Legal 87

Legal Objectives and Key Results Negotiate Promote 87

Martech

JULY 10, 2024

If you are in a regulated industry, reassess your legal review processes to align with the publication of components rather than full-form content. Consider modular content bundles to support the cultural shift necessary for the future volume of content combinations.

Government 111

Government Legal Pipeline Technology 111

Martech

APRIL 14, 2025

Team Expected use cases Unexpected use cases Marketing management Clear alignment with management and data use cases such as dashboards, data integration and sourcing matching their strategic and oversight role. This aligns with the team’s strategic responsibility. Low in sales and commerce. Marketing managers. Additionally, 9.4%

Territory 80

Territory Government Legal A/B testing 80

Martech

MARCH 20, 2024

Rebranding is a major strategic undertaking for any organization. Involve legal and IT sooner rather than later I’m a huge fan of the original “NCIS.” 13 is “never, ever, involve a lawyer,” but when you want to trademark a new name, logo, icon and tagline, you’ll need legal expertise. However, the ROI can be enormous.

Strategize 114

Strategize B2B Legal Launch 114

SaaStr

JANUARY 26, 2025

The learning: When you solve a genuinely hard problem, you get three moats for free: Technical advantage through innovation Legal protection through patents Thought leadership in the space 2. This wasn’t just an improvement it fundamentally changed how brands could engage with SMS marketing.

Education 106

Education Legal Promote Growth 106

Martech

NOVEMBER 13, 2024

This shift will require clear, cross-functional collaboration as marketers navigate new technical, legal and ethical landscapes. Developing a strategic mindset While task efficiency is important, focusing only on efficiency can miss the bigger picture.

Pipeline 122

Pipeline Campaign Objectives and Key Results Legal 122

Hubspot

MAY 17, 2019

With strategic planning , businesses identify their strengths and weaknesses and choose what not to do and which opportunities should be pursued. So, how do you get started with strategic planning? You'll begin with strategic planning models and tools. You'll begin with strategic planning models and tools. E: Exponent.

Strategic planning 100

Strategic planning Strategize Objectives and Key Results Customers 100

SaaStr

JANUARY 31, 2023

As a result, startups trying to determine how to approach fundraising efforts may want to consider strategic partnerships with existing company funds. In this edition of SaaStr Workshop Wednesdays, Brandon Greer, Head of HubSpot Ventures, shares tips on fundraising and working with strategic VCs. Sign up for free.

Strategize 105

Strategize Strategic partnership GTM Legal 105

Sales Pop!

MAY 12, 2023

So, just as previewing an expensive gift with your significant other prior to making the buy is a strategic move, you owe it to yourself and your organization’s investment to strategically seek your account’s concurrence that you’re on the right track. This is “fingerprinting” or getting the account’s “fingerprints” on your solution.

Strategize 226

Strategize Legal Contact Technique 226

Martech

NOVEMBER 21, 2024

Politics, wars and rumors of wars, AI, social division, unhappy employees, spiking opex, proliferating legal issues, challenging investor sentiment, debt, debt and more debt… you name it. However, the dark jokes about marketing and sales have become memes in many C-suites. It’s because their sense of risk continues to spike.

GTM 105

GTM Drivers/motivators Legal Finance 105

Salesforce

OCTOBER 28, 2024

Imagine a world where AI agents handle many of your everyday tasks, freeing you up to focus on what truly matters — building relationships, making strategic decisions, and innovating. This isn’t a distant dream, though: It’s the reality we’re shaping in partnership with our customers at Salesforce.

Trust 111

Trust Represent Legal Customer Relationship Management 111

Sales Pop!

SEPTEMBER 23, 2021

The buyer network you face will consist of representatives from purchasing, finance, legal, and other corporate functions relevant to the organization’s needs in the pursuit. And you must also be able to gauge the extent of the power of the legal and contracts teams in the process and strategize accordingly.

Legal 212

Legal Finance Contract Networking 212

Salesforce

OCTOBER 29, 2024

For example, a CoE’s main goal would be to ensure that Salesforce aligns with their company’s strategic objectives, enhances productivity, and continuously evolves and innovates to meet the business’s changing needs. As a result, your CoE will position your organization to achieve its strategic goals.

Government 64

Government Objectives and Key Results Teamwork Strategize 64

Martech

FEBRUARY 20, 2025

Quarterly planning, combined with smaller team-level planning cycles like sprints, lets you maintain strategic alignment while enabling rapid course correction when needed. 8 steps to strategic AI adoption Focus on integration over implementation AI integration goes much deeper than tools.

Government 72

Government Legal Strategize Campaign 72

Heinz Marketing

SEPTEMBER 17, 2024

This article delves into key indicators and situational triggers that signal when partnering with a marketing agency might be a strategic move for your business. These new ventures require targeted marketing strategies to penetrate markets and generate buzz and missteps can lead to poor reception or legal complications.

Objectives and Key Results 108

Objectives and Key Results Launch Campaign Growth 108

Martech

NOVEMBER 21, 2024

Politics, wars and rumors of wars, AI, social division, unhappy employees, spiking opex, proliferating legal issues, challenging investor sentiment, debt, debt and more debt… you name it. However, the dark jokes about marketing and sales have become memes in many C-suites. It’s because their sense of risk continues to spike.

GTM 94

GTM Drivers/motivators Legal Finance 94

Sales Pop!

MARCH 15, 2024

Business owners and entrepreneurs can reallocate their focus toward strategic planning and core activities that drive business growth and development by delegating routine and time-consuming tasks to virtual assistants. For instance, in the legal field, VAs can assist with document preparation, legal research, and case management.

Real Estate 162

Real Estate Healthcare Construction Legal 162

Sales Pop!

JULY 9, 2024

By identifying and strategically using these keywords, you can tailor your website content to match what your target audience is looking for. By creating high-quality, informative content that addresses the legal issues your target audience is facing, you can position yourself as an expert in the field and build trust with potential clients.

Legal 130

Legal Clients Engineering Click Through Rate 130

Martech

JANUARY 3, 2022

federal privacy laws, brands know they may face legal jeopardy if any of these pieces are out of place. Adhering to data ethics laws puts marketers on the right side of the legal battle and improves customer satisfaction levels by giving them what they want. Partner with legal teams. Whether it’s GDPR, CCPA, or upcoming U.S.

Trust 140

Trust Legal Healthcare Campaign 140

PandaDoc

OCTOBER 15, 2024

Deal desks can incorporate large teams of relevant stakeholders within sales, finance, product marketing, product management, legal, customer success, and more as needed. Not to mention the increased risk of being out of legal and regulatory compliance. Paying attention to customer needs is an imperative part of revenue operations.

Legal 52

Legal Contract Cross-sell Finance 52

Martech

JUNE 20, 2024

It’s just as important to approach this transformation with a strategic, deliberate and evidence-based mindset to ensure success. Ensuring that your marketing technologies and content are accessible to all users, including those with disabilities, is a legal and moral requirement.

Legal 116

Legal Objectives and Key Results Strategize Represent 116

Search Engine Land

JULY 29, 2024

Keyword strategy : Both involve the strategic use of keywords to improve discoverability and relevance. Statements, facts and law and government: Credible citations were crucial for factual and legal accuracy. User experience: Both prioritize creating content that is engaging, easy to find and navigate.

Engineering 131

Engineering Objectives and Key Results Trust User Experience 131

PandaDoc

MARCH 27, 2025

CPQ offers an opportunity to develop strategic pricing for your business that is now super easy to implement, reducing manual errors and giving time back to your reps to focus on revenue-generating activities. This page is not intended to and does not provide legal advice. Katie Drury , Head of Revenue Enablement at PandaDoc.

Cross-sell 52

Cross-sell Sell Customers Legal 52

PandaDoc

MARCH 25, 2025

Leverage technology strategically Technology can be a great equalizer between SMBs and enterprise competitors but only if you deploy it strategically. This page is not intended to and does not provide legal advice. If a five-person team saves 30 minutes a day, they gain over 50 hours a month to spend on higher-value activities.

E-commerce 52

E-commerce Contract Legal Price 52

PandaDoc

FEBRUARY 28, 2023

Many put legal operations at the top of those changes. Legal operations refer to a set of processes and activities that improve the way law departments deliver services to their clients. What are legal operations? How do you best implement legal ops in your organization? What are legal operations?

Legal 52

Legal Contract Government Negotiate 52

Martech

FEBRUARY 27, 2024

But where do you begin to understand the business, financial and legal standards for engaging this talent pool? Businesses exist to help brands broker strategic partnerships with leading influencers, like this creator deal that rivaled professional athlete contracts.

Legal 122

Legal Strategic partnership Contract Trust 122

PandaDoc

MARCH 25, 2025

This stage often involves legal review and procurement discussions. With longer sales cycles, multiple decision-makers, and higher stakes, these deals demand a strategic combination of deep buyer understanding, skilled communication, and the right technology to drive success. Start your free 14-day trial today!

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

Salesforce

APRIL 9, 2025

In addition to finance, legal, and sales leadership, include multiple sales representatives in the process. Back to top ) Boost performance and morale with strategic quota adjustments No organization wants to be in the position where quota relief is regularly on the table.

Quota 81

Quota Territory Represent Commission 81

Martech

OCTOBER 18, 2022

A strategic technical partner can design compliance workflows utilizing tools like OneTrust, a cloud-based security and governance solution, to implement a dedicated model for creating a curated backlog of requests. These risk-averse teams are often cross-functional, including experts from IT, compliance and legal departments.

Government 112

Government Legal Strategize Technology 112

Martech

SEPTEMBER 29, 2023

Additional upcoming OpenAI and Repustate-based capabilities will minimize manual care tasks, provide targeted, high-quality copy suggestions to prioritize high-impact creative and strategic work and unlock nuanced understanding of social conversation. Failure to uphold ethical standards in marketing can have dire consequences.

Technology 124

Technology Technology Government Legal 124

Martech

OCTOBER 30, 2023

It also offers strategic insights for CMOs to create genuine human connections with their customers in an increasingly data-driven world. Legal compliance. Work closely with legal to ensure compliance with data privacy regulations. Strategic focus. Here’s how: Step 1: Strategize. Skill assessment.

Objectives and Key Results 120

Objectives and Key Results Strategize Legal A/B testing 120

Martech

APRIL 19, 2024

The report highlights the strategic changes and innovations prompted by the need for privacy compliance and sustainable, consumer-friendly approaches. Analytics departments are being impacted the most, along with legal and compliance, ad operations and programmatic teams, due to their heavy reliance on data.

Strategize 120

Strategize Trust Legal Retail 120

Martech

JANUARY 9, 2024

It’s a pivot that’s tipping the scales from social ad spend to more influencer marketing investment — where genuine, community-focused engagement means richer content, more strategic partnerships and deeper market penetration as the creator economy barrels ahead. Don’t forget the legal bits. Why pay attention to the creator economy?

Niche 134

Niche Negotiate Contract Legal 134

Sales Hacker

FEBRUARY 14, 2022

That meant they could strategically penetrate accounts and that their success was entwined, improving accountability. Retained CSMs for Enterprise, allowing them to have more strategic conversations about account management, while still giving them access to day-to-day support. So how did the team react to the changes?

Legal 108

Legal Cold Call Contract Inside sales 108