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31 Must Have Sales Tools
in 2013
with Koka Sexton
Nancy Nardin
Brian Vellmure
Matt Heinz
Miles Austin
and Craig Rosenberg
#socialtalk
THE SALES TOOL REVOLUTION
              IS HERE
#socialtalk
The Team
       Koka Sexton                              Matt Heinz
       Founder of Social Selling University     President of Heinz Marketing
       @kokasexton                              @HeinzMarketing

       Craig Rosenberg                          Nancy Nardin
       CEO of Funnelholic Media                 Founder of Smart Selling Tools
       @funnelholic                             @SellingTools


       Brian Vellmure                           Miles Austin
       CEO/Founder of Initium LLC/Innovantage   Sales and Marketing Technologist of Fill the
       @BrianVellmure                           Funnel, Inc
                                                @milesaustin


 #socialtalk
#Craigspicks




#salestools
E-Signatures



                                        Why?

                                        o Nothing is more painful than the “last-
                                          mile” of the selling process
                                        o Why wouldn’t you? -- unless you prefer
                                          fax machines and printers
                                        o Manages and tracks entire sign-
                                          offprocess


                                        My story – how DocuSign became a
                                        verb

                                        o “DocuSigned” biggest deal of the quarter in
                                        Starbucks off 101
                                        o Signed 2nd biggest deal from Tahoe.



                                           www.docusign.com

#socialtalk   @funnelholic
Sales Intelligence and Lead Generation

What can InsideView be used for?

•    Data – InsideView aggregates 30,000 data
     sources to bring highly accurate business data
•    Lead Generation – Highly-targeted list building
     features
•    Listening – Create Watchlists of your Prospects
•    Connections – InsideView shows your
     connections from passed
     employers, LinkedIn, Facebook, alumni
     networks and colleagues
                                         Build targeted
                                             lists of
www.insideview.com                        Prospects!

                                                             InsideView Screenshot
    #socialtalk                 @funnelholic
Sales Intelligence and Lead Generation




                                                         o Create list of most influential leads
                                                         o Understand Twitter relationships that
                                                           can help you close business
                                                         o Prioritize leads, customers, etc by
                                                           social influence


                                                         All within Salesforce.com

                                                 www.kred.com
#socialtalk   @funnelholic
Small Business List Generation and
  Radius Intelligence           Sales Intelligence



                                          Why?
                                          o 21 million small business records
                                          o Rich selling data in each record – Contact
                                            information, social data and activity and
                                            news info.
                                          o Machine-based, programmatic approach
                                            updates records in real-time




                                                               https://radiusintel.com/
#socialtalk      @funnelholic
Sales Productivity




                                                  Why?
                                                  o Give them a list and Connect and
                                                    Sell delivers conversations
                                                  o Automation and human
                                                    intervention gets through gate
                                                    keepers and navigates the
                                                    organization
                                                  o 5-15 conversation in an hour
                                                    which most inside sales teams
                                                    barely get in a day



                                                  www.connectandsell.com

#socialtalk   @funnelholic
#Nancyspicks




#socialtalk
Mobile Sales Productivity
                                                                             Salespod Use-Case
                                                                             Uses Salespod to ensure
                                                                             7 reps are:

                                                                             o Making the sales visits they’re supposed
                                                                               to be making.
                                                                             o Reporting their activities and recording
                                                                               visit details
                                                                             o Showing catalog items to customers and
                                                                               prospects

                                                                             Reps are making an average of $1,000 more in
                                                                             commissions each month since using salespod!

                                                                             Estimated 25-30% growth in per-rep
                                                                             productivity.

                                                                             “Salespod is key to helping grow the
    Real-time, field data-capture and collaboration for                      business and to growing Sales rep’s
      Small & Medium-sized Sales Organizations                               commissions!”
                   $5-$30 per user/per month

                                                                              Joseph Avci
                                               Presented by Nancy Nardin
#socialtalk          @sellingtools             nancy@smartsellingtools.com
Sales Playbooks and Analytics

                                                                            Qvidian Use-Case
                                                                            1,300+ sellers use Sales Playbooks to:

                                                                            o Follow consistent, proven sales processes.
                                                                            o Access to the most relevant, deal-specific content
                                                                              and sales tools and close deals faster.
                                                                            o Increase win rates, shorten sales cycles.

                                                                            2.5x increase in deal size when using Playbooks.

                                                                            85% of sales victories leveraged use of Playbooks.

                                                                            “The icing on the cake [with playbooks], is that
                                                                            we’re now able to ‘fail faster’ – the playbooks
                                                                            process forces more transparency around the
                                                                            viability of every deal. If we find out our solution
                                                                            isn’t the best fit for a given opportunity, we know
                                                                            it earlier in the sales cycle and can re-direct our
                                                                            energies towards better deals”
    Qvidian Sales Playbooks Arm Salespeople for Maximum
                         Performance                                            Gerard Sample,
                     $495 per user/per year                                     Sr. Director Sales Enablement

                                              Presented by Nancy Nardin
#socialtalk          @sellingtools            nancy@smartsellingtools.com
Sales Performance Improvement
                                                                                      TeamVisibility Use-Case
                                                                                      Sales leaders use TeamVisibility with
                                                                                      inside or remote sales teams of 5-100+ to :

                                                                                      o Capture “game tape” of the rep –
                                                                                        customer interaction.
                                                                                      o Efficiently provide coaching and
                                                                                        feedback.
                                                                                      o Quickly build a Best Practices library.




    Team Scorecard                                                                    New-rep on-boarding takes 70% less time!
                                                 Rep’s Game-Tape
                                                                                      Estimated 11% growth in per-rep revenue.

                                                                                      “The integration of TeamVisibility game
     The easy way for sales leaders to achieve sustainable                            tape into Salesforce.com provides us
      improvement from their team in just minutes a day.                              everything we need to drive performance in
                                                                                      one place."
                     Starts at $475 per user/per year
                                                                                      Steve Vorsight
                                                                                      Founder
                                                        Presented by Nancy Nardin
#socialtalk          @sellingtools                      nancy@smartsellingtools.com
Pricing and Quoting Effectiveness
                                                                                 Quote2Win Use-Case
                                                                                 Uses Quote2Win to ensure
                                                                                 15 reps are:

                                                                                 o Spending less time quoting and more time selling.
                                                                                 o Increasing the accuracy of their quotes.
                                                                                 o Growing deal size and profitability.

                                                                                 Reps reduce the time it takes to generate a complex quote
                                                                                 from weeks to minutes!

                                                                                 Improved accuracy and discounting discipline with a
                                                                                 narrower range of discounts offered.

                                                                                 “The ease-of-use and the simplicity of
                                                                                 Quote2Win enable our sales team to spend
                                                                                 more time selling and driving new business,
                                                                                 which accommodates our accelerating growth”
The right prices, discounting guidance and promotions for each account
                   automatically added to your quotes.
                          $49 per user/per month                                  Thomas Allgood
                                                                                  SVP and CFO
                                                   Presented by Nancy Nardin
#socialtalk               @sellingtools            nancy@smartsellingtools.com
Sales Gamification for Salesforce
                                                                                  LevelEleven Use-Case
                                                                                  Uses LevelEleven to ensure
                                                                                  its 2,000 salespeople are:

                                                                                  o Staying focused on the day-to-day activities that will
                                                                                    lead to sales.
                                                                                  o Motivating each other to succeed by tapping into
                                                                                    salespeople’s competitive nature.
                                                                                  o Engaged within salesforce.com and using it as a
                                                                                    sales tool vs. viewing as a management reporting
                                                                                    system.

                                                                                  Appointments set per day increased by 127% for
                                                                                  competitions run via LevelEleven!

                                                                                  Gaining more value from it’s multi-million dollar
                                                                                  investment in salesforce.com
                                                                                  .
                                                                                  “LevelEleven gave me the ability to motivate
       The easy way for sales leaders to achieve sustainable                      my sales force to do the right thing!”
        improvement from their team in just minutes a day.
                        $8-$12 per user/per month                                  Todd Goodbinder

                                                    Presented by Nancy Nardin
#socialtalk            @sellingtools                nancy@smartsellingtools.com
Sales Productivity
                                                                             VisualizeROI Use-Case
                                                                             Client uses VisualizeROI to ensure
                                                                             60 reps are:

                                                                             o Consistently quantifying the value for prospects.
                                                                             o Collaborating with clients around a business case
                                                                               throughout the sales cycle.
                                                                             o Including a strong value message with the
                                                                               proposal.

                                                                             Reps are closing deals within hours of attending
                                                                             VisualizeROI training!

                                                                             Estimates as much as 20% shorter sales cycles,
                                                                             10% higher win rates.

                                                                             “VisualizeROI provides a compelling reason
       Easy-to-use, visually engaging approach to helping customers          to schedule the next meeting. Just as
                         understand financial value                          important, it helps ensure the right people
                                                                             attend.”

                                                                              Jeff Croson, VP
                                                                              Enterprise Sales
                                               Presented by Nancy Nardin
#socialtalk          @sellingtools             nancy@smartsellingtools.com
#Milespicks




#socialtalk
Business Development
Title




#socialtalk   @milesaustin
Sales Productivity




#socialtalk   @milesaustin
Business Development




#socialtalk   @milesaustin
Sales Productivity




#socialtalk   @milesaustin
Collaboration




#socialtalk   @milesaustin
Sales Productivity




#socialtalk   @milesaustin
#Brianspicks




#socialtalk
GET DEEPER CONTEXT INTO YOUR GMAIL CONTACTS

#socialtalk   #Brianspicks   @BrianVellmure
KNOW WHAT’S HAPPENING WITH YOUR PEOPLE

#socialtalk   #Brianspicks   @BrianVellmure
CURATE VALUE FOR YOUR PROSPECTS / CUSTOMERS

#socialtalk   #Brianspicks   @BrianVellmure
LEVERAGE YOUR NETWORK TO ACCELERATE SALES

#socialtalk   #Brianspicks   @BrianVellmure
SIMPLE, AFFORDABLE RELATIONSHIP MANAGER

#socialtalk   #Brianspicks   @BrianVellmure
GENERATE LEADS, PARTNER WITH YOUR PROSPECTS

#socialtalk   #Brianspicks   @BrianVellmure
#Mattspicks




#socialtalk
Dlvr.it + LinkedIn

• Objective: Automated prospect drip campaigns, direct from
  sales reps to their prospects
• Cost: Free
• How it works:
    – Syndicate content from your company blog
    – Sales reps “connect” with new leads
    – Content automatically populates to “Update” fields moving forward


#socialtalk      @heinzmarketing
Buffer

• Objective: Automate throttling and distribution of curated
  content to up to 20 social channels
• Cost: $20/month
• How it works:
    – Identify value-added content worth sharing on
      Twitter, Facebook, LinkedIn (including groups)
    – One-click to share & choose appropriate channels
    – Automatically queues content for future distribution
#socialtalk      @heinzmarketing
TweetAdder

• Objective: Identify and follow prospective customers based on
  profile keywords, hashtags, associations and more
• Cost: $29 (one-time cost)
• How it works:
    – Identify prospects worth following via a variety of criteria
    – Throttle the follows, automate activity & searches
    – Works best with actively curated Twitter feeds


#socialtalk       @heinzmarketing
Contactually

• Objective: Stay more actively in touch with prospects, based
  on past email activity
• Cost: Free or $19/month
• How it works:
    – Researches & indexes your email automatically
    – Daily alerts to people you need to follow-up with
    – Paid version includes signature scraping, social conversation tracking
      and more
#socialtalk       @heinzmarketing
Data.com Saved Searches

• Objective: Be the first to know when new prospects are added
  to the database
• Cost: Free
• How it works:
    – Create searches in Data.com for your industry, target decision-makers,
      etc.
    – Save the search, and check to be alerted when new search results
      appear

#socialtalk       @heinzmarketing
#kokapicks




#socialtalk
What can SproutSocial be
used for?
•   Lead Generation – use the
    discovery tab to find people
    within your network
•   Social Analytics – in-depth
    analytics of your social network
•   Deep Social Insights
                                       SproutSocial Screenshot



#socialtalk          @kokasexton
What can Slideshare be
used for?
•   Sharing of presentations
•   Sharing PDFs
•   Lead generation
•   Easily spread through social
    media

                                   Slideshare Screenshot


#socialtalk          @kokasexton
What can Hootsuite be used
for?

•   Listening – build streams of
    specific hashtags and people
•   Bulk Scheduler – you can’t be
    tweeting all of the time…
•   Easy to multi-task with social
    media
                                     Hootsuite Screenshot
#socialtalk          @kokasexton
What can ifttt be used for?

•   Automation of social media
•   Stream consistently into LinkedIn,
    Twitter
•   Turn normal internet activity into
    social content




#socialtalk          @kokasexton
The Team
       Koka Sexton                              Matt Heinz
       Founder of Social Selling University     President of Heinz Marketing
       @kokasexton                              @HeinzMarketing

       Craig Rosenberg                          Nancy Nardin
       CEO of Funnelholic Media                 Founder of Smart Selling Tools
       @funnelholic                             @SellingTools


       Brian Vellmure                           Miles Austin
       CEO/Founder of Initium LLC/Innovantage   Sales and Marketing Technologist of Fill the
       @BrianVellmure                           Funnel, Inc
                                                @milesaustin


 #socialtalk
SIGN UP FOR
SOCIAL SELLING UNIVERSITY!
      www.socialsellingu.com
Be sure to check out a free demo of
            InsideView!
      www.insideview.com/live-demos



                           • Understanding InsideView's cutting-edge
                             technology
                           • Closing more deals once you get through the
                             door
                           • Understanding Smart Agents and Watchlist
                             features
                           • How to build custom lists using specific
                             geographical and business criteria

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31 Must Have Sales Tools in 2013

  • 1. 31 Must Have Sales Tools in 2013 with Koka Sexton Nancy Nardin Brian Vellmure Matt Heinz Miles Austin and Craig Rosenberg
  • 3. THE SALES TOOL REVOLUTION IS HERE #socialtalk
  • 4. The Team Koka Sexton Matt Heinz Founder of Social Selling University President of Heinz Marketing @kokasexton @HeinzMarketing Craig Rosenberg Nancy Nardin CEO of Funnelholic Media Founder of Smart Selling Tools @funnelholic @SellingTools Brian Vellmure Miles Austin CEO/Founder of Initium LLC/Innovantage Sales and Marketing Technologist of Fill the @BrianVellmure Funnel, Inc @milesaustin #socialtalk
  • 6. E-Signatures Why? o Nothing is more painful than the “last- mile” of the selling process o Why wouldn’t you? -- unless you prefer fax machines and printers o Manages and tracks entire sign- offprocess My story – how DocuSign became a verb o “DocuSigned” biggest deal of the quarter in Starbucks off 101 o Signed 2nd biggest deal from Tahoe. www.docusign.com #socialtalk @funnelholic
  • 7. Sales Intelligence and Lead Generation What can InsideView be used for? • Data – InsideView aggregates 30,000 data sources to bring highly accurate business data • Lead Generation – Highly-targeted list building features • Listening – Create Watchlists of your Prospects • Connections – InsideView shows your connections from passed employers, LinkedIn, Facebook, alumni networks and colleagues Build targeted lists of www.insideview.com Prospects! InsideView Screenshot #socialtalk @funnelholic
  • 8. Sales Intelligence and Lead Generation o Create list of most influential leads o Understand Twitter relationships that can help you close business o Prioritize leads, customers, etc by social influence All within Salesforce.com www.kred.com #socialtalk @funnelholic
  • 9. Small Business List Generation and Radius Intelligence Sales Intelligence Why? o 21 million small business records o Rich selling data in each record – Contact information, social data and activity and news info. o Machine-based, programmatic approach updates records in real-time https://radiusintel.com/ #socialtalk @funnelholic
  • 10. Sales Productivity Why? o Give them a list and Connect and Sell delivers conversations o Automation and human intervention gets through gate keepers and navigates the organization o 5-15 conversation in an hour which most inside sales teams barely get in a day www.connectandsell.com #socialtalk @funnelholic
  • 12. Mobile Sales Productivity Salespod Use-Case Uses Salespod to ensure 7 reps are: o Making the sales visits they’re supposed to be making. o Reporting their activities and recording visit details o Showing catalog items to customers and prospects Reps are making an average of $1,000 more in commissions each month since using salespod! Estimated 25-30% growth in per-rep productivity. “Salespod is key to helping grow the Real-time, field data-capture and collaboration for business and to growing Sales rep’s Small & Medium-sized Sales Organizations commissions!” $5-$30 per user/per month Joseph Avci Presented by Nancy Nardin #socialtalk @sellingtools nancy@smartsellingtools.com
  • 13. Sales Playbooks and Analytics Qvidian Use-Case 1,300+ sellers use Sales Playbooks to: o Follow consistent, proven sales processes. o Access to the most relevant, deal-specific content and sales tools and close deals faster. o Increase win rates, shorten sales cycles. 2.5x increase in deal size when using Playbooks. 85% of sales victories leveraged use of Playbooks. “The icing on the cake [with playbooks], is that we’re now able to ‘fail faster’ – the playbooks process forces more transparency around the viability of every deal. If we find out our solution isn’t the best fit for a given opportunity, we know it earlier in the sales cycle and can re-direct our energies towards better deals” Qvidian Sales Playbooks Arm Salespeople for Maximum Performance Gerard Sample, $495 per user/per year Sr. Director Sales Enablement Presented by Nancy Nardin #socialtalk @sellingtools nancy@smartsellingtools.com
  • 14. Sales Performance Improvement TeamVisibility Use-Case Sales leaders use TeamVisibility with inside or remote sales teams of 5-100+ to : o Capture “game tape” of the rep – customer interaction. o Efficiently provide coaching and feedback. o Quickly build a Best Practices library. Team Scorecard New-rep on-boarding takes 70% less time! Rep’s Game-Tape Estimated 11% growth in per-rep revenue. “The integration of TeamVisibility game The easy way for sales leaders to achieve sustainable tape into Salesforce.com provides us improvement from their team in just minutes a day. everything we need to drive performance in one place." Starts at $475 per user/per year Steve Vorsight Founder Presented by Nancy Nardin #socialtalk @sellingtools nancy@smartsellingtools.com
  • 15. Pricing and Quoting Effectiveness Quote2Win Use-Case Uses Quote2Win to ensure 15 reps are: o Spending less time quoting and more time selling. o Increasing the accuracy of their quotes. o Growing deal size and profitability. Reps reduce the time it takes to generate a complex quote from weeks to minutes! Improved accuracy and discounting discipline with a narrower range of discounts offered. “The ease-of-use and the simplicity of Quote2Win enable our sales team to spend more time selling and driving new business, which accommodates our accelerating growth” The right prices, discounting guidance and promotions for each account automatically added to your quotes. $49 per user/per month Thomas Allgood SVP and CFO Presented by Nancy Nardin #socialtalk @sellingtools nancy@smartsellingtools.com
  • 16. Sales Gamification for Salesforce LevelEleven Use-Case Uses LevelEleven to ensure its 2,000 salespeople are: o Staying focused on the day-to-day activities that will lead to sales. o Motivating each other to succeed by tapping into salespeople’s competitive nature. o Engaged within salesforce.com and using it as a sales tool vs. viewing as a management reporting system. Appointments set per day increased by 127% for competitions run via LevelEleven! Gaining more value from it’s multi-million dollar investment in salesforce.com . “LevelEleven gave me the ability to motivate The easy way for sales leaders to achieve sustainable my sales force to do the right thing!” improvement from their team in just minutes a day. $8-$12 per user/per month Todd Goodbinder Presented by Nancy Nardin #socialtalk @sellingtools nancy@smartsellingtools.com
  • 17. Sales Productivity VisualizeROI Use-Case Client uses VisualizeROI to ensure 60 reps are: o Consistently quantifying the value for prospects. o Collaborating with clients around a business case throughout the sales cycle. o Including a strong value message with the proposal. Reps are closing deals within hours of attending VisualizeROI training! Estimates as much as 20% shorter sales cycles, 10% higher win rates. “VisualizeROI provides a compelling reason Easy-to-use, visually engaging approach to helping customers to schedule the next meeting. Just as understand financial value important, it helps ensure the right people attend.” Jeff Croson, VP Enterprise Sales Presented by Nancy Nardin #socialtalk @sellingtools nancy@smartsellingtools.com
  • 26. GET DEEPER CONTEXT INTO YOUR GMAIL CONTACTS #socialtalk #Brianspicks @BrianVellmure
  • 27. KNOW WHAT’S HAPPENING WITH YOUR PEOPLE #socialtalk #Brianspicks @BrianVellmure
  • 28. CURATE VALUE FOR YOUR PROSPECTS / CUSTOMERS #socialtalk #Brianspicks @BrianVellmure
  • 29. LEVERAGE YOUR NETWORK TO ACCELERATE SALES #socialtalk #Brianspicks @BrianVellmure
  • 30. SIMPLE, AFFORDABLE RELATIONSHIP MANAGER #socialtalk #Brianspicks @BrianVellmure
  • 31. GENERATE LEADS, PARTNER WITH YOUR PROSPECTS #socialtalk #Brianspicks @BrianVellmure
  • 33. Dlvr.it + LinkedIn • Objective: Automated prospect drip campaigns, direct from sales reps to their prospects • Cost: Free • How it works: – Syndicate content from your company blog – Sales reps “connect” with new leads – Content automatically populates to “Update” fields moving forward #socialtalk @heinzmarketing
  • 34. Buffer • Objective: Automate throttling and distribution of curated content to up to 20 social channels • Cost: $20/month • How it works: – Identify value-added content worth sharing on Twitter, Facebook, LinkedIn (including groups) – One-click to share & choose appropriate channels – Automatically queues content for future distribution #socialtalk @heinzmarketing
  • 35. TweetAdder • Objective: Identify and follow prospective customers based on profile keywords, hashtags, associations and more • Cost: $29 (one-time cost) • How it works: – Identify prospects worth following via a variety of criteria – Throttle the follows, automate activity & searches – Works best with actively curated Twitter feeds #socialtalk @heinzmarketing
  • 36. Contactually • Objective: Stay more actively in touch with prospects, based on past email activity • Cost: Free or $19/month • How it works: – Researches & indexes your email automatically – Daily alerts to people you need to follow-up with – Paid version includes signature scraping, social conversation tracking and more #socialtalk @heinzmarketing
  • 37. Data.com Saved Searches • Objective: Be the first to know when new prospects are added to the database • Cost: Free • How it works: – Create searches in Data.com for your industry, target decision-makers, etc. – Save the search, and check to be alerted when new search results appear #socialtalk @heinzmarketing
  • 39. What can SproutSocial be used for? • Lead Generation – use the discovery tab to find people within your network • Social Analytics – in-depth analytics of your social network • Deep Social Insights SproutSocial Screenshot #socialtalk @kokasexton
  • 40. What can Slideshare be used for? • Sharing of presentations • Sharing PDFs • Lead generation • Easily spread through social media Slideshare Screenshot #socialtalk @kokasexton
  • 41. What can Hootsuite be used for? • Listening – build streams of specific hashtags and people • Bulk Scheduler – you can’t be tweeting all of the time… • Easy to multi-task with social media Hootsuite Screenshot #socialtalk @kokasexton
  • 42. What can ifttt be used for? • Automation of social media • Stream consistently into LinkedIn, Twitter • Turn normal internet activity into social content #socialtalk @kokasexton
  • 43. The Team Koka Sexton Matt Heinz Founder of Social Selling University President of Heinz Marketing @kokasexton @HeinzMarketing Craig Rosenberg Nancy Nardin CEO of Funnelholic Media Founder of Smart Selling Tools @funnelholic @SellingTools Brian Vellmure Miles Austin CEO/Founder of Initium LLC/Innovantage Sales and Marketing Technologist of Fill the @BrianVellmure Funnel, Inc @milesaustin #socialtalk
  • 44. SIGN UP FOR SOCIAL SELLING UNIVERSITY! www.socialsellingu.com
  • 45. Be sure to check out a free demo of InsideView! www.insideview.com/live-demos • Understanding InsideView's cutting-edge technology • Closing more deals once you get through the door • Understanding Smart Agents and Watchlist features • How to build custom lists using specific geographical and business criteria