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 122

Legal Growth Technology Technology 122

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 127

B2B Objectives and Key Results Legal Territory 127

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

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 117

Government Legal Pipeline Technology 117

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

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 120

Strategize B2B Legal Launch 120

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. Humans handle the strategic thinking and relationship building.

Objection handling 100

Objection handling Sales Legal Strategize 100

Martech

JULY 26, 2024

Strategic martech investments Outperformers benefit, but low performers need to address foundational issues first. Outperforming pharmaceutical companies use CRM as strategic martech investments. The many country-specific legal constraints force pharmaceutical companies to use CRM in a very sophisticated way or else fail.

Pharmaceutical 117

Pharmaceutical CRM B2C Technology 117

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 128

Pipeline Campaign Objectives and Key Results Legal 128

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 103

Education Legal Promote Growth 103

Martech

JANUARY 6, 2025

Its a strategic asset, the starting point for many, if not all, projects. A FAQ is a strategic tool to ensure alignment between communications and/or marketing and executive functions regarding a specific project or situation.It In a crisis, legal must review any information before its disseminated inside or outside the organization.

Go To Market 132

Go To Market Legal B2C Strategize 132

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 88

Territory Government Legal A/B testing 88

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 245

Strategize Legal Contact Technique 245

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 243

Legal Finance Contract Networking 243

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 110

GTM Drivers/motivators Legal Finance 110

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

Martech

DECEMBER 11, 2024

By exploring both approaches, we’ll delve into the strategic implications and practical considerations for businesses of all sizes. Bringing together specialists with complementary skills ensures AI projects are technically robust, strategically aligned and ethically sound. Here are the key roles in the AI dream team.

Objectives and Key Results 112

Objectives and Key Results Strategize Engineering Healthcare 112

Salesforce

MAY 6, 2025

This governing board can oversee your companys AI usage, develop a strategic vision, reduce risks, and guarantee that the technology is used in an ethical way. All that unauthorized AI access to your corporate data, including legal documents, HR records, and other sensitive information, puts your company at risk. The solution?

Government 123

Government Legal Finance Territory 123

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 103

Strategize Strategic partnership GTM Legal 103

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 80

Government Legal Strategize Campaign 80

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

Martech

APRIL 1, 2025

Wireframing streamlines decision-making, ensuring the final website is user-friendly and strategically structured. Overlooking these results in frustrated users, lost leads or even legal issues. A successful website build requires thoughtful planning, strategic execution and ongoing iteration.

Conversion 130

Conversion UX Teamwork User Experience 130

Salesforce

MAY 20, 2025

The best course of action is to take the strictest legal requirement or expected cultural norm for a certain area, and build the entire email program with that as part of the programs foundation. Failing to use double opt-in could expose businesses to legal risk, especially under German consumer protection law and the Telemedia Act.

Campaign 72

Campaign Legal Territory Government 72

Martech

MAY 19, 2025

For marketers, particularly those navigating manufacturing and international commerce, this moment demands strategic reinvention. Use global expansion as a strategic opportunity It may sound counterintuitive, but global economic volatility can present growth opportunitiesparticularly through international expansion.

Manufacturing 115

Manufacturing Legal Education Territory 115

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 18, 2025

This insight leads to a policy shift ensuring all strategic accounts receive ongoing, high-touch engagement. AI has been used to identify and flag early warning signs of fraud within incentive programs, preventing financial losses and legal exposure. QBRs) is the leading factor in reducing churn.

GTM 105

GTM Contract Government Legal 105

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 100

GTM Drivers/motivators Legal Finance 100

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

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 141

Trust Legal Healthcare Campaign 141

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

PandaDoc

MAY 2, 2025

Bundle strategically to increase deal size and deliver more value Bundling is a high-ROI tactic that helps increase average deal size while enhancing the buyer experience. Its one of the most strategic ways to drive incremental revenue, especially when youre selling solutions that directly improve efficiency, profitability, or scalability.

Price 52

Price Drivers/motivators Legal Contract 52

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

MARCH 31, 2025

This is especially true in industries with strict data governance policies, where missteps in AI deployment can lead to significant legal and reputational risks. Dig deeper: The AI-powered path to smarter marketing Making smart AI investments in martech The key to success has not changed: stay focused on your strategic needs.

Strategic partnership 101

Strategic partnership Strategize Government Legal 101

Hubspot

APRIL 23, 2025

That was the first time I really understood what a joint venture is a strategic partnership where two businesses combine strengths while staying independent. Its less about ownership and more about strategic advantage because the right partnership can get you further faster. You dont have to create a new legal entity.

X-functional 56

X-functional Manufacturing Government Non-Profits 56

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

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 122

Legal Objectives and Key Results Strategize Represent 122