#general

General Discussions & Topics

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Deja Darrington August 21, 2025 at 06:26 PM

How does everyone pull logo rights, right now we manually look through contracts? Wonder if anyone found an automated way to do this?

Gemma Collins August 21, 2025 at 06:31 PM

Keen to see what people say here, we had the EXACT same conversation this morning!

Deja Darrington August 21, 2025 at 06:32 PM

Like there has to be a better way 😂

Natalie Gullatt August 21, 2025 at 06:41 PM

In the past, customer success used to help us track logo rights once the customer is out of implementation and we would manage it via AirTable

Natalie Gullatt August 21, 2025 at 06:42 PM

Ultimately, if you pull them all now, manage them in a platform or in Salesforce, then add them going forward, you can just pull a report with customers that allow you to use logos :)

Natalie Gullatt August 21, 2025 at 06:43 PM

@Deja Darrington happy to talk through it via a zoom call with you if needed :)

Emily Coleman August 21, 2025 at 07:24 PM

Our data team built me a Looker dashboard that populates all the accounts with logo rights in their contracts, excludes churned customers, and segments them by the specific activities mentioned. I can filter by company size, region/account team, and industry.

It's pretty awesome, tbh, and a total lifesaver.

Chris Dalton August 21, 2025 at 07:52 PM

Our logo rights are connected to a salesforce field – if the language is in the contract, the field is populated. An easy way to check at the account level or create a report

Natalie Gullatt August 21, 2025 at 07:53 PM

@Chris Dalton we did that in my last company for logo, case studies and event attendance. RevOps was amazing for doing that for us

Shelly Ryder August 21, 2025 at 08:29 PM

We have a Logo Use Approved checkbox, and a Notes field, on SFDC Account records, and have a report to show all of them in one spot.

Bria Jones August 21, 2025 at 08:42 PM

Same here, it's an autopopulated check box in SFDC (both logo use and publicity) based on their contract but what I've recently discovered is that current contract language isn't specific about how we can use them, so I still have to follow up and get approval for specific use. Better than nothing but not perfect by any means.

Chris Dalton August 22, 2025 at 05:00 PM

Not sure, <@U08B0V4K5SM> – this was set up before I arrived. Have you checked if your RevOps team is able to do this?

Emily Coleman August 22, 2025 at 10:31 PM

We use Ironclad