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How To Extract Data From Google Docs
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Having customer data trapped within signed contracts can lead to several issues for the post-sales process, primarily due to the lack of accessibility, agility, and visibility into customer information. Here’s why this can be problematic for your sales, legal, finance and customer facing teams. Limited Access to Customer Insights When customer data is confined within…
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Sales pipeline best practice
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Your sales pipeline is your startups bread and butter. It’s where you’re going to make or break your startup and managing the sales pipeline effectively. Is one of the core things to get right to start driving growth and growing revenue. Using sales pipeline best practice to create a well-organized and efficient sales pipeline. Not…
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How to speed up my legal operations?
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Is the contract sitting with legal? Is it with our legal or their legal? Is legal out for lunchtime drinks? Whatever is happening, if you’re building a B2B sales pipeline you’ve possibly got used to contracting and procurement being the slowest part of your sales cycle. Knowing how to speed up my legal operations is…
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What Is Contract Management – A Guide For Tech Companies
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As your tech startup scales, the complexity of managing contracts intensifies. The constant refrain of “check the contract for that” can become a significant bottleneck, consuming valuable time and resources. Contract management tools become indispensable, offering a strategic solution to streamline processes and enhance scalability. In this guide, we explore common tools used for contract…
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How to extract contract data
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When was the last time you had contract data at hand when you needed it? How many times have you had to look something up in a long form contract? Are you sales team in the habit of passing signed contracts on to the finance team with as little context as possible leaving them to…
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Why is a privacy policy important?
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Data privacy currently dominates discussions, especially with numerous startups emerging, depending on deriving value from user data. Emphasizing a privacy policy becomes crucial. In B2B software sales, many customers will upload their company’s intellectual property onto your platform. They require assurance of legal protection against data leaks or potential misuse causing harm. Why is a…
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How to extract data from Microsoft Word
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Learning how to extract data from Microsoft Word can be a game-changer. For both small and mid-sized tech startups and their legal teams. Time is gold and manual work is the ghost that haunts contract management, especially in B2B software sales. But all is not lost, in this post we’ll have a look at some…
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How do I keep my sales pipeline data clean
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Your sales pipeline is an absolute mess and you don’t know how to forecast? You’re looking a couple of months out and no idea what’s going to happen with your growth? Asking yourself – how do I keep my sales pipeline data clean? It’s a common issue in small to mid-sized startups. You’re working out…
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What are the stages in a SaaS sales pipeline that I need?
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Building a sales pipeline from scratch can be a fun and stressful exercise. A lot of CRM products like Hubspot and Salesforce will come with pre-built with pipeline stages but they are generic. Creating and defining the stages in a SaaS sales pipeline that are specific to your business. Not only makes it easier for…
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