TM Allbound.com // @GoAllbound
15 Must-Know Sales and Marketing Tools for 2015 About the list It drives me crazy to hear so called gurus complain of business-to-business (b2b) sales and marketing being too vanilla or conformist. It simply isn t true. In fact, it s the on-the-fly strategy and flurry of tactics that drive so many of us towards b2b and keep us here. But what I truly love most about b2b sales and marketing is the ongoing innovation and problem solving in places like San Francisco and Silicon Valley, Phoenix, Salt Lake City, Boulder and Portland. Walk into a coffee shop in any of these cities, and you ll surely find a determined team of entrepreneurs growth hacking a new tool or platform to help make us more efficient and effective at our jobs. Splitting my time between San Francisco and Phoenix, I get to learn about and demo quite a few of these products. And in the spirit of the new year, here are fifteen of my favorites that I encourage you to seriously consider adding to your arsenal in 2015. And I d love to hear your thoughts, so feel free to tweet me at @ScottSalkin or email ssalkin@allbound.com. Scott Salkin CEO & Founder Allbound @scottsalkin 1. Gainsight 2. Spiderbook 3. Datanyze 4. SalesLoft 5. Socedo 6. Clearslide 7. Yesware 8. Doubledutch 9. Leadspace 10. Mailbox & Acompli 11. CoTap 12. Salesforce1 Mobile 13. Hubspot CRM 14. TrackMaven 15. Allbound
Gainsight.com // @GainsightHQ Gainsight is the first and only complete Customer Success Management solution that helps businesses grow faster by reducing churn, increasing upsell, and driving customer advocacy. ü Get a 360 view of customers and drive retention across customer success, sales, marketing and product management. ü Leverage customer intelligence and automation to proactively reduce churn and identify upsell opportunities. ü Unify your customer data to proactively manage retention and growth. ü Let real customer behaviors drive your interactions with them in things like QBRs or automated emails. ü The only solution 100% native to Force.com so your data is secure, realtime and unified. 2
Spiderbook.com // @SpiderbookInc Spiderbook shows you how everything and everyone in the business world are related. With a few simple clicks, you connect the dots among companies, people, partners, products and documents to discover the fastest paths to closing deals. Using Spiderbook, you quickly see: ü Who does business with whom? ü Who are the decision makers that really make things happen? ü What important deals have they done? ü Who can get you a warm introduction? ü Which companies are going to influence this deal? ü Who are you competing with for this business? 2
Datanyze.com // @Datanyze Datanyze is the sales prospecting tool powered by technology data. By crawling millions of websites each day, Datanyze helps businesses understand not only who is using their competitors software, but also when they started or stopped using it. ü Get the most accurate and up-to-date information on the technologies any website is using. ü Get a competitive advantage for customer acquisition and retention ü Target the right leads at the right time. ü Know when one of your biggest accounts signed-up for a demo with one of your competitors. ü Find relevant, accurate company information with important metrics like revenue and employee count. ü Add data and insight to your customer and prospect data in Salesforce, Marketo and other CRM and automation platforms. 3
SalesLoft.com // @SalesLoft SalesLoft lets you automate list building through the power of social networks and sync contact information directly to your CRM. ü Easily build accurate sales and marketing lists. ü Search for titles, industry, location, social network groups, and more, directly from your browser. ü Capture social data for your search terms as indexed by Google. ü Capture name, title, company, email, phone number, location, industry, and more for every prospect you import. ü Grab data on social profiles, no matter your level of connection. ü Export an unlimited number of prospects to Excel or Google docs. ü Add completed prospect records, including custom fields, directly to your Salesforce CRM. ü Import prospects directly from social network search results, taking full advantage of their advanced filters. 4
Socedo.com // @Socedo Socedo helps sales and business development professionals leverage social platforms like LinkedIn and Twitter to automatically discover leads and build relationships more effectively. ü Automatically finds prospects on Linkedin and engages with them on both Twitter and Linkedin using a customizable workflow. ü Get critical insights into your custom criteria and your engagement with your social leads. 5
Clearslide.com // @Clearslide ClearSlide empowers sales teams to engage and close more business by improving customer-facing interactions (Web, email, face-to-face) by providing real-time visibility and analytics for both sellers and sales leaders. ü Share your content with one click; no tech issues, no snafus. ü Understand how your customers interact with emailed content. ü Stay connected to your customers, your content, and your pipeline. ü Increase the consistency and the impact of your sales messaging through a single library of approved content. ü Gain access to sales activity, reported by company, team, salesperson, or customer. 6
Yesware.com // @Yesware Yesware gives salespeople unprecedented feedback and analytics on how and when their email messages are received and viewed by their prospects. ü Know exactly which prospects are most interested in what you re selling with tracking notifications. ü Quickly send personalized emails to up to 200 people at once. ü Save and reuse the messages you find yourself writing again and again. ü Get detailed analytics on emails opens, replies, link clicks, and template response rates. ü Place calls from your inbox and easily log them directly to Salesforce. ü Know what content closes deals, who viewed your presentation, how long they spent on each page, and how often they accessed it. 7
Doubledutch.me // @Doubledutch Doubledutch transforms events and conferences from good to great with datadriven mobile technology. Use engagement data from your mobile event app to ensure that each event is better than the previous one. ü Deliver an up-to-date mobile event guide at any time and let attendees easily create their own personalized agenda. ü Embed surveys and polls into your app and incentivize feedback. ü Facilitate digital and in-person networking. ü Drive sponsorship opportunities with promoted messages, a sponsor directory, branded splash page, push notifications, and more. ü Integrate with event platforms such as Cvent, etouches, Active, and more. ü Link profiles to Facebook, Twitter, and LinkedIn to publish updates from one central hub. ü Scan attendee badges directly and access data in real-time or import into your CRM or marketing automation system. 8
Leadspace.com // @Leadspace Leadspace finds you highly-targeted prospects by performing online research into your existing customer base to uncover the professional profiles that describe which buyers are most likely to purchase your product or service. ü Find the prospects most likely to become your customers. ü Understand the "professional DNA of your perfect prospect, such as job function, technologies used, professional groups, seniority level, department, and more. ü Access detailed information, social media links and contact info for new prospects and for leads and contacts already in Salesforce. ü Add any prospect into Salesforce with the click of a button. 9
MallboxApp.com // @Mailbox Mailbox is a mobile-first inbox that s taken the very best experiences from the apps we use everyday and applied them to your email, challenging assumptions about how email works and redesigning the inbox for a world on the go. ü Get email delivered to your phone at lightning speed. ü Use the colorful swipe-based UI to make processing easy. ü Snooze messages to focus on what's important now. ü Quickly swipe messages to your archive and scan entire conversations. ü Automate common actions, from swipes to snoozes. ü Add all your Gmail, Google Apps, and icloud accounts to enjoy a simple, unified inbox. Acompli.com // @Acompli Acompli empowers professionals to do more with advanced email, full calendaring, easy file sharing and all your important people in one fast, easy-to-use mobile application that supports Microsoft Exchange, Office 365, Google Apps and Gmail. ü ü ü ü ü Automatically surface important emails and tell others to come back later. Integrate your calendar schedule meetings and share available times. View and attach files from Dropbox, Google Drive, OneDrive and email. Find important emails, people and files faster. Access people and related emails, meetings and files to manage relationships better. 10
Cotap.com // @Cotap Cotap is a simple, secure mobile messaging app for fast, easy workplace communication. With mobile-first simplicity that users love, and the enterprisegrade security businesses need, Cotap reaches all employees where they re most likely to read a message: on their smartphones. ü Instantly connect with anyone at your company. ü Stay aligned with remote and traveling team members. ü Easily share Box, Dropbox, Google Drive and Microsoft OneDrive files without unnecessary downloads. ü Connect with Salesforce to create conversations around accounts and opportunities, or message prospects and customers directly. ü Seamlessly sync conversations across all devices and never miss a message with apps for your desktop, the Web, ios and Android. ü Monitor employee use and engagement and see real-time analytics on when alerts are read. 11
Mobile App Salesforce.com/mobile // @Salesforce The new Salesforce1 mobile app delivers vital sales information you need, wherever you go, keeping your CRM current and allowing you to manage and convert leads, contacts, accounts and opportunities right from your phone. ü Make faster decisions with real-time dashboards for sales, service, marketing, and business performance. ü Own your day with a comprehensive view of all your meetings, account details, and tasks to be completed. ü Keep deals moving by quickly seeing where you are in the process, what s important at each stage, and the most urgent information. ü Add new contacts, update opportunities, and keep accounts up to date. ü See a comprehensive view of all your tasks. ü Collaborate on projects with colleagues and customers on the go. ü Open and edit Office documents, spreadsheets, and presentations. 12
Hubspot.com/CRM // @Hubspot CRM HubSpot CRM connects to Gmail, Google Apps, Outlook, and Apple Mail, logging emails with your contacts easily and automatically. It features a database of contacts, companies, deals, and tasks, and offers a simple and powerful timeline view to help sales teams seamlessly navigate and chart opportunities and leads in one simple view. ü Make it intuitive for salespeople to track emails, record calls, and manage data, freeing up valuable selling time. ü Connect to the places where the modern sales process takes place - on your website, in email, on phone calls, or across social media. ü Control your content marketing performance while getting a 360 degree view of prospects and customers. ü Add custom fields, filter records, select and organize columns, and save different views easily. ü Integrate with the HubSpot Marketing Platform to effortlessly capture, score, and hand off leads to your sales team. ü Access data anytime, anywhere on HubSpot s app for ios and Android. 13
TrackMaven.com // @TrackMaven TrackMaven empowers your digital marketing by analyzing your marketing content -- across paid, owned, and earned channels -- alongside your competitors content. Using this data, you can identify marketing opportunities, optimize your content distribution timing and channel decisions, and track your progress in real-time. ü Identify marketing opportunities, optimize content distribution, and track progress in real-time. ü Find trending content in specific channels or market segments. ü Discover topics and tactics to engage your audience more compellingly. ü Put your content into market on the right channels at the right time and frequency based on benchmarks and best practices. ü Monitor content engagement and performance relative to competition. ü Use dashboards, reports and alerts to analyze results and improve. ü and Android. 14
Allbound.com // @GoAllbound Allbound challenges the outdated assumptions of how B2B sales and marketing enablement should work by redesigning the model for a world on the go. Our Sales Cloud and Channel Cloud platforms take the best experiences from the apps we use everyday and applies them to critical areas of business where they re long overdue. Replace cobbled-together, outdated sales and marketing portals and learning management systems with the first end-to-end marketing and sales enablement automation platform in the cloud. Allbound lets you bring all the people in your sales channels, and all of the resources and tools they rely on, together in one place. ü Deliver training and resources, content and collateral, lead generation and incentives to your field sales and resellers in one mobile-ready platform. ü Quickly locate the most timely, relevant and effective content for specific prospect and customer requirements. ü Easily launch proven lead generation campaigns and access customizable marketing collateral and sales tools that help build pipeline. ü Measure key data points with more than 20 built-in reports and infinite custom options to help maintain ROI requirements and brand standards. ü Add, remove and change users, access rights, system settings and content in just seconds with an intuitive administration center. 15
TM Making your sales and marketing channels more automated, accessible and intelligent. Request a Demo: Allbound.com/demo 855.569.4007 // 415.484.1888 // sales@allbound.com // Allbound.com // @allbound 25 Taylor Street, 3rd Floor // San Francisco, CA 94107 Copyright 2015, Allbound, Inc. All rights reserved. Allbound hereby disclaims any rights to trademarks, service marks, tradenames, logos, copyrights, patents, domain names or other intellectual property interests of third parties.