Daniel Glickman

#announcements - July 19, 2023 at 02:05 PM

It's all common sense when you have a manageable number of customers and team members and work in unregulated industries.

#announcements - July 19, 2023 at 02:05 PM

Good point. We have various levels of exposure: • Logo on website • Customer quote • Sales deck or email mention • Name drop on website/collateral • Name drop in verbal convo • Name drop in gated content (Webinar etc) It

#announcements - July 19, 2023 at 01:03 PM

For us in SaaS the rule of thumb is always OK to share by default. However, it's best practice to check in with the AM before doing it just to be sure that there is no sensitive moment happening. I have seen some companies actually create a logo share permission field in Hubspot that gets field out during the handoff from sales to success. It can even be automatically populated based on the filed in a contract.

#announcements - July 13, 2023 at 02:23 PM

I had small marketing teams for Saas (up to 30 people) and the customer marketing was responsible to manage all the above. KPI: pipeline generated for inside sales (upsell and cross-sell) or NRR (depending on the company).