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What to do when your vendor has a data breach

Martech

To that end, be sure you have the contact information available at all times. Review the contract There are times in business when a lawyer is called for. Go over the contract with a legal expert. They can guide you through the legal parts, and you can help them with the technical parts. Find it and fix it.

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AI-powered martech news and releases: September 12

Martech

Buy Profile Playbook / Contact Strategy provides a list of key buyers, contact information, personalized narratives and recommendations for how and when to engage. Assisted authoring capabilities provide sales teams with AI-generated responses to contract questions, emails and summaries for quotes and proposals.

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From lead to loyal customer: 7 Benefits of CRM systems

PandaDoc

It doesn’t matter if you’re a startup trying to get your first clients or an enterprise with thousands of contacts. A CRM is software that helps you manage interactions with current customers and prospects by centralizing contact data, communication history, and deal status. What is a CRM? Why is this helpful?

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Scaling your sales playbook: How to keep quality high as your team grows

PandaDoc

Legal language goes rogue. That can mean anything from misrepresented pricing to contract clauses that Legal never approved. PandaDoc makes this easy with drag-and-drop building blocks and content locking features that keep sensitive sections like legal language, pricing structures, or brand messaging protected.

Legal 52
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Pipedrive vs HubSpot CRM: Features, pricing, and more

PandaDoc

Contact and deal management with automatic activity logging, email tracking, and customizable deal stages. Here’s how PandaDoc CPQ (configure, price, quote) can benefit your team: Automated document generation : Automatically pull data from your CRM to create quotes, proposals, and contracts. Request a free demo today.

CRM 52
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Decoding Buying Signals in Sales [+ Examples & What I Learned]

Hubspot

or Is there a discount if we sign a two-year contract? Think eye contact, nodding, leaning forward, smiling, or even the classic slow-and-thoughtful-head-nod. For example, marking their contract redlines with high priority for the legal team might shave an additional 3-5 days off the implementation timeline.

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Complex sales CPQ: Accelerating sales cycles and eliminating bottlenecks

PandaDoc

This stage often involves legal review and procurement discussions. This means you will be working with a technical buyer who will handle the implementation, a financial buyer who wants to only know contracting details and the why, and an end user who only cares about the how.