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 120

Legal Growth Technology Technology 120

Martech

JUNE 17, 2025

Dig deeper: Salesforce Agentforce: What you need to know This is a serious red flag for marketers working with PII, confidential client information or proprietary company data. Without solid, tested safeguards in place, using LLMs for sensitive tasks could lead to privacy breaches, legal trouble, or brand damage.

CRM 109

CRM Legal Follow-up Clients 109

G2

FEBRUARY 13, 2025

Running a law firm is more than just court appearances and client consultations; its about managing an intricate web of cases, deadlines, billing, and compliance.

Legal 59

Legal Consult Clients 59

Heinz Marketing

AUGUST 21, 2024

Clients rely on their partners to deliver products and services in ways that align with their values and ethical standards. If an AI-driven decision leads to discriminatory outcomes or breaches client confidentiality, the fallout can result in lost business, legal battles, and irreparable harm to the brand’s reputation.

B2B 69

B2B Legal Government Healthcare 69

Search Engine Land

OCTOBER 4, 2024

Recently, an SEO client of mine lost 82% of desktop organic traffic to their homepage in one month. The client launched a mobile and desktop pop-up for all United States visitors. Against my advice, the client hoped the conversions would outweigh the decline in organic traffic. 4 examples of good interstitials 1.

Legal 90

Legal Territory Launch Engineering 90

Search Engine Land

SEPTEMBER 15, 2023

But managing client expectations remains critical. This overarching guide serves to help SEOs educate clients on the potential functionality of LLMs as it applies to SEO from the client perspective. Offer a formal point of view (POV) before initiating work A well-crafted POV document can help set clear expectations for clients.

Clients 130

Clients Objectives and Key Results Legal Engineering 130

Martech

AUGUST 7, 2024

We recommend that clients create a panel of interested parties with various interests. 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.

B2B 125

B2B Objectives and Key Results Legal Territory 125

Search Engine Land

SEPTEMBER 26, 2023

However, integrating AI into marketing strategies inevitably creates legal considerations and new regulations that agencies must carefully navigate. In this article, you’ll discover: How businesses and SEO and media agencies can minimize legal risks of implementing AI-enhanced strategies.

Legal 94

Legal Clients Education Consult 94

SaaStr

JUNE 19, 2025

You need to check: Message relevance and accuracy Tone and brand voice consistency Technical accuracy of claims Compliance with legal/regulatory requirements Personalization quality Call-to-action effectiveness We use a simple 5-point scoring system for each message. Anything below a 4 gets flagged for retraining.

Objection handling 106

Objection handling Sales Legal Strategize 106

Search Engine Land

JULY 12, 2024

Legal issues can drag on for ages. Worse, once a legal matter is filed in court, the case is highly likely to become visible on the web. The issue I commonly come across for clients is that court records tend to rank highly in Google search results for both individuals and businesses. That’s the simple, unfortunate truth.

Legal 72

Legal Government Follow-up Process 72

Sales Pop!

OCTOBER 29, 2021

This is especially important when, for legal and other reasons, data cannot be shared from one geographical location to another. This activity is not even legal, as people would have to opt-in for us to contact them. Your data must be wholly segregated between clients and, as we noted above, between geographical areas.

CRM 246

CRM Pipeline Legal Government 246

ClickFunnels

SEPTEMBER 27, 2021

Want to get more clients as a lawyer? Lead generation is the process of converting potential clients into leads by persuading them to give you their contact information. What you want to optimize for is the number of new clients. The post 5 Ways To Generate More Leads For Lawyers [A Guide] appeared first on ClickFunnels.

Referrals 237

Referrals Legal Lead generation Non-Profits 237

Search Engine Land

SEPTEMBER 19, 2024

4xx: Client errors. Handling client errors. Understanding HTTP status codes When a browser or search engine bot (aka a “client”) encounters your website, the server responds with an HTTP status code, each with its own special meaning. More on 3xx, 4xx and 5xx redirection codes. Full list of HTTP status codes. 1xx: Informational.

Engineering 97

Engineering Clients Legal Negotiate 97

Sales Pop!

SEPTEMBER 20, 2021

Instead of making pronouncements of our talent and attempting to solve issues upfront, it is far better first to understand what our prospective clients do. Building Relationships with Prospective Clients. Timeliness in every aspect is a huge factor from the client’s perspective. Your punctuality encourages client loyalty.

Legal 246

Legal Sales Trust Clients 246

Martech

SEPTEMBER 21, 2021

based business owners (companies employing up to 200 people) across various industries – financial services, home services, healthcare, real estate, legal services, automotive, and advertising agencies. You don’t need to be a customer service guru; you just need to give your clients the right tools to improve the customer experience.

Clients 113

Clients Real Estate Strategic partnership Strategize 113

Sales Pop!

MAY 12, 2023

For landing a new large client can be a game-changing, transformative development for selling organizations. Build them, grow them and put them to work to get your clients’ fingerprints all over your solutions. But the payoffs of winning major account deals are huge. Account relationships are your dynamic assets.

Strategize 245

Strategize Legal Contact Technique 245

Martech

JULY 26, 2024

The many country-specific legal constraints force pharmaceutical companies to use CRM in a very sophisticated way or else fail. As account managers have established one-on-one relationships with their clients, they are likely to keep documentation and note-taking to a minimum. Handovers to colleagues can be done verbally at will.

Pharmaceutical 115

Pharmaceutical CRM B2C Technology 115

Search Engine Land

OCTOBER 27, 2022

Years ago, I was a legal assistant for a criminal defense law firm when my boss assigned me a new task – learning SEO. . Some common client complaints regarding digital marketing agencies include: “Every time I call, I can never speak with anyone.” Why putting extra effort into client communications is worthwhile.

Clients 92

Clients Legal Referrals Trust 92

Sales Pop!

JULY 9, 2024

In the competitive landscape of family law, attracting new clients often hinges on your online presence. Your website serves as a virtual storefront, showcasing your expertise and building trust with potential clients. These are the terms and phrases potential clients use when searching online for family law services.

Legal 130

Legal Clients Engineering Click Through Rate 130

The 5% Institute

JULY 30, 2021

In this guide, you’ll learn exactly how to close high ticket clients, by using a proven step by step formula we teach Sales Professionals, Business Owners and Coaches around the world. Read on to learn exactly how to close high ticket clients, and how you can implement it into your sales strategy. Legal counsel. Sales coaching.

Clients 98

Clients Closing Presentation Follow-up 98

Martech

APRIL 1, 2025

To help our client stand out, we stuck with their established green (with a rebrand, you dont have to start over on everything its OK to just refresh some elements). Tools like Figma facilitate real-time teamwork between designers, developers and clients. Overlooking these results in frustrated users, lost leads or even legal issues.

Conversion 128

Conversion UX Teamwork User Experience 128

Hubspot

OCTOBER 10, 2024

In trying to wrap my brain around how to make cold calls under GDPR, I discovered two things: It’s totally doable (and legal) and it’s actually not that hard if you have a set of systems in place to carry it out. Was B2B cold calling still legal? It gives you a legal basis for calling to open up the conversation.

Cold Call 56

Cold Call Legal B2B Contact 56

Search Engine Land

SEPTEMBER 24, 2024

.” Our writers then refine this output, ensuring it aligns with our strict quality standards and the client’s voice. Each piece of content undergoes four stages of internal review before client delivery: writer, copy editor, content lead and client services. We also use Copyscape to verify originality.

Legal 75

Legal Education Clients Technology 75

Search Engine Land

AUGUST 18, 2023

IPG Mediabrands advised its clients to temporarily pause campaigns using Google’s Performance Max. They reportedly found that at least one of its clients, which was running an adult-targeted campaign, had its ad feature on a “made for kids” channel. IPG Mediabrands investigates. What has IPG Mediabrands said?

Clients 92

Clients Campaign Legal Consult 92

Sales Pop!

JULY 9, 2024

As the legal sector becomes increasingly competitive, having an excellent online presence has become a necessity rather than a luxury. Or are you hoping to attract more potential clients who are ready to hire a lawyer? Your ideal clients are searching for specific legal services in specific locations.

Legal 130

Legal Contract Clients Campaign 130

Sales Pop!

APRIL 26, 2022

Markku is the President and CEO of Extended DISC powered by FinxS, the award-winning international behavioral assessment company serving clients worldwide. Purchasing, accounting, legal and others are represented. And the importance of understanding these buyers typically focuses on functions, not personalities.

Sell 246

Sell Finance Represent Legal 246

Salesforce

OCTOBER 15, 2024

Government clients also use the invoice number to record the tax liability and even process payments. Learn how Revenue Cloud can help. Connect every touchpoint What is a sales invoice? A sales invoice is a document issued by a seller to a buyer, detailing the products or services sold, quantities, prices, and payment terms.

Finance 104

Finance Territory Price E-commerce 104

Heinz Marketing

SEPTEMBER 17, 2024

These new ventures require targeted marketing strategies to penetrate markets and generate buzz and missteps can lead to poor reception or legal complications. A company experiencing a surge in clients may need to amplify brand awareness rapidly. Stakeholder Engagement : Involve employees and clients in the transition process.

Objectives and Key Results 108

Objectives and Key Results Launch Campaign Growth 108

Search Engine Land

AUGUST 7, 2023

But beyond growth metrics, there’s a key element that some consultants or agencies overlook when managing a client’s SEO campaigns: Preventing confidential client content from appearing in Google search results. When neglected, this might result in a breach of trust or expensive litigation that can ultimately end a client relationship.

Clients 84

Clients Consult Legal Engineering 84

Martech

APRIL 14, 2025

Sales teams often work independently based on region, product or client segment, which creates inconsistency in how policies are understood or applied. If a policy exists but is framed in abstract or legal terms, it may go unnoticed unless it directly affects tools used in daily workflows like CRM systems. MRM manager. IT manager.

Territory 86

Territory Government Legal A/B testing 86

Martech

MAY 19, 2025

Object Edge, a leader in digital transformation for manufacturers, saw that many clients were anxious about tariff volatility affecting supply chains and costs. If you manage a dispersed team or plan to in the future, partnering with an international employment law expert saves time and ensures you’re on a legally firm footing.

Manufacturing 113

Manufacturing Legal Education Territory 113

Sales Pop!

DECEMBER 28, 2021

Here we shall discuss some of the fundamental inquiries from divorce clients and a few lawyer qualities to put your curiosity to rest. Good divorce lawyers in Houston have years of experience regarding court processes and legal complications. You can also inquire about the client’s previous references to help you decide.

Legal 26

Legal Construction Contract Represent 26

Tibor Shanto

NOVEMBER 15, 2021

With a 20 year career in media, and 7 years running SerialTrainer7 Simon has worked with many different sectors including legal, hospitality, media, NHS, workwear, luxury retail, Video Games, these have included business around the world. DON’T FORGET TO ENTER THE BIG (sort of) CONTEST. Join me Friday for another great Live episode.

Hospitality 144

Hospitality Legal Retail Gaming 144

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

OCTOBER 14, 2024

Outlook accounts for less than 5% of the email client market , but if you market in B2B, that percentage will be higher. Even though most desktop and mobile email clients now enable images by default, there’s no guarantee your readers will see or act on them. Don’t assume your subscribers will either want or know how to fix that.

Legal 129

Legal Clients Campaign Represent 129

Sales Pop!

MARCH 15, 2024

This holistic strategy ensures that the virtual assistants are not only perfectly aligned with the client’s needs from the outset but are also consistently developed and guided to adapt to evolving business requirements. 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

Martech

NOVEMBER 10, 2022

Many clients collect data with their own devices or use free-lancers. If [the client] is in e-commerce, you might get away with an AI-powered product scraper. Evaluate the legal risk before scraping. Do not collect any data that is legally risky. It’s a huge problem, not receiving clean data,” he said.

Legal 122

Legal E-commerce A/B testing Technique 122