Mindmatrix is a leading provider of sales enablement and automation tools founded in 1998. It offers an integrated platform that enables sales and marketing teams to more effectively engage customers through direct and indirect channels. The Mindmatrix platform provides tools for social selling, optimizing event lead follow up, personalized communications, automating processes, tracking asset effectiveness, and knowing which leads to focus on closing. It also integrates with popular CRMs and ticket platforms.

1. An Integrated Sales Enablement
And Marketing Automation Platform
For MSPs, Value Added Resellers and Channel Partners

2. About us
• Founded in 1998, Mindmatrix is the leading
provider of Sales Enablement and Automation
tools
• Sales Enablement is using technology to
empower the sales team and reduce their
research efforts allowing them to spend more
time “selling”
• Sales Enablement is providing the sales team
with the content to make them independent
of the marketing team; yet at the same time
promote a seamless marketing-sales
alignment that improves sales effectiveness

3. What do we do
• Mindmatrix enables sales and marketing teams to be more effective
through a combination of asset management, automation, sales
enablement and channel enablement functionality
• Mindmatrix empowers sales and marketing teams to engage with
customers and prospects through both direct and indirect channels and
seamlessly across a combination of online, social, mobile and offline media

4. Our Clients

5. How Mindmatrix can assist you
• Leverage social selling to connect to
buyers earlier in buying process
• Better engage your leads by
optimizing follow through from
events
• Leverage mobile to be more
effective by announcing new
services
• Connect with prospects using
mobile
• Increase close rates by automating
routine sales and marketing
processes
• Reduce printing costs with
personalized product catalogs
• Increase SLA Renewals with
Personalized Messaging
• Use customer data to target new
products and cross-sell
• Save money by spending only on most
effective sales assets
• Increase revenues by improving sales
processes
• Close more business with 5 Minute
response time to incoming leads
• Increase the amount of time you spend
selling
• Make it easier to run event campaigns
• Automate your nurturing of leads
• Automate the capture of customer
referrals and testimonials
• Create sales enablement in a box
• Automate the capture of feedback
• Know which leads to focus on

6. Mindmatrix offers Sales Enablement in a Box

7. Leverage social selling to connect to buyers
earlier in buying process
• By using Mindmatrix’s social listening application, you can identify prospects that are
looking for your specific solution. You can engage prospects earlier in the buying journey
and increase the probability the prospect will buy from you instead of a competitor.
Social listening Connect with leads
immediately

8. Make more of your leads by optimizing follow
through from events
• Leads generated from events aren’t always followed up with in an optimized manner
• Mindmatrix lets you build out specific flexible workflows to document the assets and steps to take with a
prospect from the initial lead through the end of the buying cycle
• Mindmatrix’s metrics and reporting help you to identify which assets are not working and which steps of the
process need to be streamlined so you can optimize your processes moving forward
Stage I Stage II Stage III
Tradeshow
leads Build sales workflow for tradeshow
leads and map assets for every stage
of sales process
Track sales
process and asset
effectiveness

9. Leverage mobile to be more effective
announcing new services
• With Mindmatrix’s mobile tools you can send a video about a new product directly to the
mobile phones of prospects
• Mindmatrix can give you detailed reporting that shows you whether each individual
prospect or team member watched the video
New
product
launched
Product launch video shared with prospects
Opens
tracked

10. Connect with prospects using mobile
• Emails often go unopened and mailings can be ineffective
• Supplement emails by using video and text messaging to reach prospects directly on their
mobile devices
Text/videos about your Prospects
services
Get reports on
opens

11. Increase close rates by automating routine sales
and marketing processes
• The work doesn’t stop after an initial conversation or demo
• Using Mindmatrix you can automate routine sales and marketing processes
• You can create nurturing campaigns that send text messages or emails to prospects based
on the action they have taken and also create reminders for yourself to follow up on
specific dates and times
Create
SMS/email lead
nurturing drips
Monitor prospect
activity
To-do list and
reminders

12. Reduce printing costs with personalized service
brochures
• Mindmatrix helps reduce printing costs and increase revenue by building
product catalogs based upon your customer’s demographic and behavioral
information
Customize sales content
and print only what’s
relevant to the prospect
360° prospect view that records
prospect behavior and demographics

13. Increase SLA Renewals with Personalized
Messaging
• Use Mindmatrix’s asset management and personalization capabilities to create
messaging that is personalized for individual customers and see the increase in
your SLA renewals
DATA SEGMENTATION
BASED VIA SMART LISTS
BASED ON WARRANTY
DATES AND PURCHASE
HISTORY
Personalized offers and
reminders via emails, SMS,
print sent to customers due for
renewal
Customer
response tracked
and results
shared at local
and corporate
level

14. Use customer data to target new services and cross-sell
• Create individualized offers and marketing materials tailored to suit specific
customers
Personalized offers via
emails, SMS, Print

15. Save money by spending only on most effective
sales assets
• Mindmatrix can help you identify which marketing and sales assets are being
found useful by clients
• This allows you to spend more time on the assets that are getting results and stop
supporting assets that clients don’t like.
Resources invested in the
most popular/effective
marketing assets
Data on sales
assets
effectiveness

16. Increase revenues by improving sales processes
• Mindmatrix allows you to document all of your sales processes
• From the process of evaluating and nurturing leads acquired at events to the
processes and tasks that take place after a demo of your product
• Mindmatrix allows you to define and track the steps, tasks, and assets used
throughout the process, see where bottlenecks occur or processes breakdown,
and analyze which assets are effective, allowing you to find areas to improve the
way you sell
Sales/Marketing processes tracked
so you can make necessary
amends to maximize their
effectiveness

17. Close more business with 5 Minute response time to
incoming leads
• Mindmatrix allows you to set up email and SMS alerts for so you know instantly
whenever a prospect opens an email, clicks on an ad, requests a demo, visits your
website, or looks at a sales asset.
• By reacting immediately, you can significantly increase the chances of closing a
deal
Prospect activity
and response
Prospect interaction tracked
with
sales/marketing
programs
SMS and email alert
generated for
salesperson

18. Increase the amount of time you spend selling
• Mindmatrix provides an asset management system that maps assets to be used in every
stage of the sales process and for every target customer
• This makes it easy for you to instantly find and customize the assets they need, and reach
out to more prospects than before
Stage I Stage II Stage III
One-touch access to personal
branded sales assets
Assets mapped for every customized for prospect
stage of sales cycle

19. Make it easier to run event campaigns
• Mindmatrix’s platform makes it easy to generate business from events
• With the Mindmatrix platform you can generate and personalize invitations, reminders,
and pre-event mailings to ensure that your event is a success
• Our metrics allow you to analyze the results from your events and find areas for future
improvement
Personalized pre-event emails, reminders
and drip programs to route prospects to
event-specific landing page
Lead activity and response tracked
Personalized post-event follow-ups
via drip programs for leads
from events

20. Automate your nurturing of leads
• Mindmatrix has visual tools that allow you to build out email campaigns to automatically
nurture your leads until they are ready to buy
• Mindmatrix gives you insight into how many prospects are at each stage of the lead
nurture program and how those prospects have interacted with you throughout the
program
Prospect response to
nurturing programs
tracked
STAGE-I
STAGE-II
STAGE-III
Know prospect
position in the lead
nurturing program
Visual tools to build lead
nurturing campaigns

21. Automate the capture of customer referrals and
testimonials
• Mindmatrix lets you set up programs to easily capture testimonials and create automated
customer referral campaigns
• With Mindmatrix you can use your current customers to drive new businesses and track
the results
Customer referral and testimonial
request drips
Track lead flow
from referrals

22. Create sales enablement in a box
• Mindmatrix’s platform gives small- to medium-sized businesses its sales enablement in a
box
• With ready-made templates for landing pages, emails, playbooks, nurture campaigns,
along with complete visibility and prospect tracking, Mindmatrix gives you a complete
solution for enabling your sales team
360°Prospect view
and tracking
Sales campaign
reports and tracking
Templates for landing pages,
emails, playbooks and lead
nurturing campaigns

23. Automate the capture of feedback
• Mindmatrix’s platform enables you to easily capture and correlate client feedback from
email, web forms, and even text messages
Client feedback captured from different
media including web-forms, SMS, emails and
social

24. Know which leads to focus on
• Mindmatrix gives you tools that drive sales: tools for lead scoring so you can easily identify
the leads that are ready to buy; alerts so that you know instantly via email or text
messages whenever a prospect takes action; and automatic task generation and reminders
for timely follow-up
Prospect response tracked and
scored
Prospect interaction
with
sales/marketing
programs
SMS and email alert
and to-do list generated

25. Integration with key CRM and ticketing
platforms
• Mindmatrix’s sales enablement software integrates with popular CRM and ticketing
platforms including ConnectWise and Autotask, allowing you to share and manage key
information between the two platforms

26. Thank you
Mindmatrix
2403 Sidney Street, Suite 150, Pittsburgh, PA 15203
Phone: 412.381.0230, Fax: 412.774.1992