Remove compliance Remove Document Remove Investment
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The Top 3 Reasons AI Sales Tools “Don’t Work” (Spoiler: They Actually Do)

SaaStr

Document their research process. 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. Same principle applies here.

Scale 240
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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

Investing for growth has been pretty flat year over year for SMBs, which means there is money there, but they’re holding onto it. Creating Stickiness BILL connects your documents, employees, suppliers, and every part of the transaction. BILL makes 5M predictions daily using AI on all documents coming in.

SMB 307
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The Enterprise Journey: 8 Keys to Going Upmarket Successfully with Workiva’s CEO Julie Iskow

SaaStr

Focus on: Building robust security and compliance (SOC 2, ISO 27001) Automating customer onboarding/offboarding Creating enterprise-grade support processes Developing procurement relationship expertise Having clear data handling procedures 5. If one does and one doesn’t, you know it’s the person not the motion.

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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

Industry observers like Josh Bersin remain skeptical about replicating complex systems like Workday’s payroll and compliance frameworks. Example : Harvey (legal AI) built a complete legal research and document drafting platform in under 18 months.

AI Search 250
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PayFac-as-a-Service vs Full Payment Facilitation: A Developer’s Guide

USIO

You get: Full control over your users’ payment experience Ownership of the financial relationship Deeper data and monetization opportunities But also: Regulatory burden Risk and compliance headaches 12+ months of build time ~$1M+ upfront cost What Is PayFac-as-a-Service? Abstracted away. PFaaS = integration and occasional tweaks.

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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

For many current large language models, once they are exposed to domain-specific challenges or niche inquiries—like in-depth product troubleshooting or compliance-related questions—they can stumble. This is for information purposes and should not be construed as an investment recommendation.

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From PLG to PLG+SLG – How Lucid Scaled to 70M+ Users

SaaStr

To do this, Lucid invested in a growth team tasked with iterating on all aspects of pricing, packaging, click pathing, and CTAs. For a PLG motion, you have standardized documents, terms of services, and security documents. They had to invest a lot upfront to make sure they were ready to meet the needs of a global user.

Scale 307