PandaDoc

MAY 2, 2025

Growth is great until your content cant keep up When your sales team is small, consistency is easy. Legal language goes rogue. Legal language goes rogue. And instead of speeding up the sales cycle, your documents become a liability. Its a sign that your content foundation hasnt kept up with your growth.

Legal 52

Legal Territory Contract Price 52

PandaDoc

JUNE 22, 2025

Timely follow-ups: With automated reminders and workflows, no customers will get overlooked. Streamlined processes The automation capabilities of CRMs can free up time for more customer-facing tasks that will enhance relationships between reps and customers, driving retention. That means faster and more effective support.

CRM 52

CRM Customers Customer Relationship Management Relationship Management 52

PandaDoc

MARCH 27, 2025

Follow-up emails: Recommend complementary products or services after a customer makes their initial purchase. Another example: Say youre already utilizing PandaDoc for contract management , allowing you to create, manage, and sign contracts digitally and all in one place.

Cross-sell 52

Cross-sell Sell Customers Legal 52

PandaDoc

JUNE 27, 2025

These systems can offer automated reminders, deal tracking, and customizable workflows, which means reps know exactly who to follow up with and when. CPQ tools can help you generate quotes and contracts all from within your CRM. This page is not intended to and does not provide legal advice.

CRM 52

CRM Customers Contract Legal 52

PandaDoc

JUNE 26, 2025

CRM document automation integrates document workflows directly into your CRM, allowing you to reduce repetitive manual tasks, streamline communication, and ensure your documents are always accurate and up to date. Send follow-up reminders or notifications whenever a document is opened, viewed, or signed.

CRM 52

CRM Legal Contract Territory 52

Hubspot

APRIL 30, 2025

According to data from Lantern , effective use of buying signals can create 10-20% more sales opportunities and reduce a companys customer acquisition cost (CAC) by up to 30%. When a prospect brings up money or budget without being prompted, its a huge signal. or Is there a discount if we sign a two-year contract?

Contract 31

Contract Sales Objectives and Key Results Prospecting 31

PandaDoc

JUNE 2, 2025

The acronym breaks down as follows: Metrics. While many companies will follow a more traditional structure (especially at scale), reps need to keep a lookout for major changes in how a company operates during the procurement process. These deals usually involve voices from multiple departments, including legal, finance, and IT.

Objectives and Key Results 52

Objectives and Key Results Sales Legal Finance 52

PandaDoc

MARCH 25, 2025

Complex sales examples Complex sales are common in SaaS, B2B, and service industries, such as with the following: Software with customizations, options, or add-ons Financial or consultative services Selling products or services to large organizations Whats the difference between complex and transactional sales?

Objectives and Key Results 52

Objectives and Key Results Contract Legal Sales 52

PandaDoc

MAY 12, 2025

These individuals are more likely to do the following: Compare prices across varying brands and platforms. These buyers are likely to do the following: Remain loyal to a specific brand or product line. This group is more often found in luxury markets, niche services, or high-stakes categories like health, legal, or financial services.

Price 52

Price A/B testing Non-Profits Legal 52

PandaDoc

MARCH 25, 2025

Your team spends days manually creating proposals, tracking contracts, and managing documents while large enterprises use automated systems that zoom through these tasks in minutes. Smaller teams with heavier workloads Enterprise teams have dedicated proposal writers, contract specialists, and sales engineers. The result?

E-commerce 52

E-commerce Contract Legal Sales 52

Sales Hacker

JUNE 24, 2025

In this live panel from the GTM Fund AGM, three early-stage leaders from three exceptional companies—Centari, Atrix AI, and Gaiia—break down how they’re closing enterprise deals in some of the most challenging verticals: legal, pharma, and telecom. Vera Kutsenko: I’m only one person. So I thought to myself, how do we scale this?

GTM 69

GTM Legal Contract Go To Market 69

PandaDoc

JUNE 16, 2025

See why businesses rely on PandaDoc to build better proposals, quotes, and contracts. For example, if a commission is contingent upon a customer using a SaaS service for 90 days, a company might award the commission when the deal closes but claw it back if the customer churns before the 90-day period is up.

Commission 52

Commission Quota Represent Sales 52

TrackStreet

JULY 1, 2025

They train their staff, follow your pricing policies, and often stock inventory based on your sales forecasts. Over time, this adds up: increased customer service costs, wasted inventory, and higher return rates that can hurt your standing with online marketplaces. And even then, the consumer is frustrated and blames you.

Retail 52

Retail Price Niche Legal 52

Hubspot

APRIL 23, 2025

Unlike acquisitions, they let businesses share resources without giving up control. Every joint venture is built on a contract that spells out how things work. Instead of taking on the cost and complexity of a full acquisition or building from the ground up, they team up simply because its just more practical at times.

X-functional 57

X-functional Manufacturing Non-Profits Government 57

Hubspot

MAY 16, 2025

open up a whole set of opportunities for working with people to get tasks done, and thats what we expect from AI systems, says Ece Kamar , managing director of Microsofts AI Frontiers Lab. These agents help these professionals automate complex contracting tasks, analyze procurement data, etc. And its not just movies.

Contract 36

Contract Legal Meeting Service 36

Hubspot

APRIL 9, 2025

This makes it different from other business structures like a sole proprietorship a business structure with one owner who is not legally distinct from his or her business (most freelancers fall into this category). Whether managing partner is purely a legal designation or an active leadership role depends on the company structure.

Strategize 46

Strategize Legal Finance Growth 46

Hubspot

FEBRUARY 13, 2025

Clarity Before you can implement the MEDDPICC sales methodology, you need to establish an understanding of what youre selling, who you're selling it to, why its important to them, and who else youre up against when it comes to sealing the deal. The answers to these questions are covered in the following components. Economic Buyer.

Objectives and Key Results 36

Objectives and Key Results Sales Legal B2B 36

Hubspot

JANUARY 3, 2025

Starting up a business piece of cake. If you're just revving up your business or considering starting one , knowing the startup challenges is key. In the months leading up to the launch of my business, I joined a startup accelerator and got a contract for a new investment fund through that.

Networking 36

Networking Finance Non-Profits Referrals 36

SaaStr

DECEMBER 11, 2024

AI can help discover preferences in contracts, understand how legal teams like to negotiate and implement that automatically in the software. One example from Ironclad, but something we all experience as a SaaS company is contract negotiation. This is where AI can come in.

B2B 113

B2B Contract Negotiate Legal 113

Sales Hacker

MARCH 25, 2025

Getting entire work done or processes done in the background and only bubbling up to a human when it has an exception. So it’s kind of like coming up with something based on giving it a task or a goal, it’s going to reason on a plan on how to accomplish that. tool selection. And that’s going to be dynamic.

GTM 67

GTM X-functional Start-ups Relationship building 67

Sales Hacker

JUNE 17, 2025

Follow the money and the pain. And what I’ve come to see, and I do a ton of work [00:08:00] in vertical and ai, healthcare, legal, fin services, construction, it’s more the same than dissimilar, specifically around the sense that most folks are gonna start with one part of the value chain, right? Follow the money.

GTM 84

GTM Customers Construction X-functional 84

Hubspot

APRIL 23, 2025

With that in mind, here are the basic steps we recommend following 1. Common actions include adding business processes to make the business scalable, adding features that would open up a new market, or filing patents to lock down intellectual property. Tips to Get Started: Tidy up your books. Educate yourself. Start early.

Sell 48

Sell Legal Negotiate Non-Profits 48

SaaStr

JUNE 25, 2025

Company Snapshot: Founded : January 2014 (11 years) Current ARR : $1.09B+ (Q1 FY2025) Growth Rate : 39% YoY ARR growth, 47% revenue growth NPS Score : 80 (exceptionally high for enterprise software) Net Revenue Retention : 133% (as of Jan 2024) Customers : 2,246 customers with $100K+ ARR contracts IPO : April 2024 on NYSE (RBRK) at $5.6B

Legal 102

Legal Cross-sell Government Engineering 102

Martech

APRIL 9, 2025

Email: Business email address Sign me up! Army, which pulled a high-profile campaign featuring actor Jonathan Majors after legal troubles emerged. Ensure your contract includes escape clauses, reputational risk assessments and even crisis comms prep. Processing. What if their image no longer fits your brand or worse, hurts it?

Niche 94

Niche A/B testing Campaign Entertainment 94

Salesforce

OCTOBER 18, 2024

Author Martha Sinetar encouraged entrepreneurs to do what they love and the money will follow in her 1980s bestseller. More than a generation later, her advice for small business owners to find their fortune by following their bliss is still relevant. You’ve probably picked up some business skills in your lifetime.

Minimum Viable Product 111

Minimum Viable Product Cross-sell Niche Legal 111

Salesforce

APRIL 24, 2025

You start your day with a plan, but soon, youre drowning in emails, follow-ups, and endless tasks. Unlike a classic chatbot , an AI agent doesnt follow predefined scripts. It also answers common questions and sets up meetings with the right sales rep. Thats why businesses everywhere are handing off routine tasks to AI.

Teamwork 95

Teamwork CRM Appointment Campaign 95

SaaStr

JUNE 26, 2025

Just as Meta spent $60 billion on VR as a hedge against the next platform shift, this AI investment follows the same playbook. Unlike previous technology waves where knowledge could be protected through patents or trade secrets, AI advancement seems to follow a different pattern. This creates a fascinating economic dynamic.

Territory 97

Territory Legal B2B Gambling 97

Salesforce

MAY 12, 2025

Difference between net retention rate and gross revenue retention Tips to improve your net retention rate Unify sales, finance, and legal on the #1 AI CRM When sales, finance, and legal are disconnected, the customer feels the pain. Contraction revenue: Revenue lost due to existing customers’ downgrades or reduced usage.

Cross-sell 59

Cross-sell Territory Finance Contract 59

Hubspot

FEBRUARY 12, 2025

We didnt have that sort of money, but we didnt want to give up either. Instead of training the tool to pick up billions of data points, we restricted it to pick the data from the users X profile only. Use Microsoft Azure, HubSpot , Google Cloud, and AWS for speeding up deployment, scaling growth, and unlocking actionable insights.

Minimum Viable Product 36

Minimum Viable Product X-functional Healthcare Territory 36

Hubspot

MARCH 10, 2025

That rejection was a wake-up call. Business credit scores dont follow a single model. Ive found the paid report valuable when applying for larger loans or vendor contracts. Establishing your business as a legal entity gives it credibility. To stay on top of payments, I set up automatic payments and calendar reminders.

Negotiate 68

Negotiate Finance Contact Trust 68

Hubspot

MARCH 14, 2025

Thats just one example of a situation that could have been avoided by setting and following business ethics within the organization. To Avoid Legal Consequences Lets start with the obvious businesses that act unethically might face legal action. Here are a few reasons why its worth putting them in place. I believe it should.

Legal 59

Legal Contract Trust Real Estate 59

Salesforce

MARCH 3, 2025

That’s what it’s like when sales reps manage approvals, pricing, and legal terms piecemeal, chasing down stakeholders for every deal. These teams work closely with experts from sales, marketing, accounting, operations, and legal, serving as liaisons between these groups. Deal Desk teams can help combat this challenge.

Legal 59

Legal Contract Finance Non-Profits 59

Martech

MARCH 7, 2025

They often include non-martech components by design and necessity to keep up with the speed of business. Email: Business email address Sign me up! Only an uptime monitor ensures a website is always up and performant. Contracts : Contract expiration dates can influence the timing of any transition work.

Contract 72

Contract Government Legal Follow-up 72

Salesforce

JANUARY 8, 2024

” A written sales contract should accurately reflect the verbal agreements made — or else you risk the buyer backing out of the deal or having a very unhappy or potentially litigious client after the deal is done. Sales contracts are vital to completing any business transaction. What you’ll learn What is a sales contract?

Contract 110

Contract Process Legal Real Estate 110

SaaStr

MAY 8, 2021

An annual contract gives you 365 days or so to fix that. I’ve long been a vocal proponent of annual contracts. Close say a $125k contract, even after a healthy sales commission, that’s $100k+ in the bank right now! Annual contracts require P.O., — Jason BeKind Lemkin (@jasonlk) September 4, 2020.

Contract 125

Contract Legal Commission Finance 125

Sales Pop!

SEPTEMBER 23, 2021

And as the calendar pages turn in major account pursuits, doubt, uncertainty, risk, and costs add up. Because, as we all know, every action you take in a major pursuit is evaluated by the prospect organization, giving the buying team a keen view of your responsiveness, follow-up, and attention to detail.

Legal 242

Legal Finance Contract Networking 242

Sales Hacker

OCTOBER 9, 2020

Unfortunately, once the contract leaves your hands, the ball is no longer in your court. Instead of pacing back and forth, waiting for your contracts to come back, how can you take back control of this process to get your sales contracts signed faster? #1. Identify All the Contract Stakeholders. Use a Contract Overview.

Contract 97

Contract Legal Negotiate Sales 97