SlideShare a Scribd company logo
1 of 9
Advised Marketing Tools 
For SaaS Companies 
A Curated List by Trevor Hatfield
MailChimp 
The most simple and intuitive way to automate your email 
marketing and send important information to your 
customer base. A great tool for automating your 
onboarding workfows. 
Key Features 
Manage multiple lists 
A/B testing 
Revenue reporting 
Google Analytics integration 
Mobile-friendly opt-in forms 
List segmentation 
Autoresponders 
Social integration 
www.mailchimp.com 
Slack 
Managing team communication is no easy task, especial-ly 
remotely. With Slack you can easily chat with a single 
member, the whole team, or a private group. There are a 
ton of features, we enjoy the fact that it ties with 
Google Drive since we use Google Apps as a team. Also 
with a simple slash command /hangout we can setup a 
quick Google Hangout for our team to be ready to discuss 
the day’s game plan on a voice or video call. There are 
many other slash command features as well. 
www.slack.com
Heap Analytics 
There are different ways to setup funnel analytics, but 
Heap Analytics makes it simple if you don’t have a 
development team. The event visualizer lets you define 
analytics events using a simple, point ‘n’ click interface. 
People with zero coding knowledge can start tracking 
events and generating important metrics instantly. 
www.heapanalytics.com 
WalkMe 
Do you offer free-trials or demos of your product? 
For a SaaS company with a high-touch onboarding 
process, WalkMe is a great way to eliminate the 
additional time in explaining the same functionality over 
and over again. It works by allowing you to easily create a 
complete interactive walk-through of your product when 
customers first sign up for access. 
www.walkme.com
Trello 
Are you spending a lot of time explaining how to 
perform tasks to your employee(s)? Trello is a great tool 
to organize internal company tasks, and is an easy, free, 
and visual way to organize any other important items. It’s 
an excellent tool to buy time by systematizing your SaaS 
business processes and internal workflows. 
www.trello.com 
Olark 
Easy live chat integration within your SaaS product or 
website. Olark offers plans that you can scale as your 
customer base grows, since it offers a basic plan that is 
free. This is a great reason to give Olark a try and start 
offering top notch customer support and/or qualifying 
new website leads. 
www.olark.com
Intercom 
Ever curious about how your customers use your 
products? Intercom let’s you see customer insights and 
view areas of imporovement. Get quality feedback on all 
user activity and understand what your users really need. 
One of the most important steps in putting together your 
customer success strategy. 
www.intercom.io 
Buffer 
Social media can be one of the most important factors in 
spreading the good word about your SaaS product. Buffer 
helps you manage multiple social media accounts at once. 
Quickly schedule content from anywhere on the web, 
collaborate with team members, and analyze rich 
statistics on how your posts perform. This tool can also 
be extremely useful in automating great curated content 
through RSS Feeds. 
www.bufferapp.com
MindMeister 
MindMeister is real-time collaboration tool for creating 
mind maps. Mind mapping enables you to learn faster, 
communicate more efficiently and brainstorm more 
effectively. A great tool for organizing your marketing 
funnels and creating product usability workflows. 
www.mindmeister.com 
Qualaroo 
Qualaroo helps your SaaS business uncover hidden 
customer objections, identify the most valuable features, 
and improve the conversion rate of site visitors to leads. 
Use the insights gathered to determine what to add, 
tweak and test on your website. Identify confusing value 
propositions, pricing, or product descriptions, and use 
that feedback to determine which areas of your site or 
messaging to test next. By using qualitative feedback to 
drive your testing and marketing, you’re able to focus on 
the improvements most likely to move the needle. 
www.qualaroo.com
Unbounce 
Landing pages for startups are the end-all-be-all of new 
visitor acquisitions. It is vital that your landing pages are a 
large part of your digital marketing efforts, and with 
Unbounce you can now quickly deploy and test your 
landing pages with a drag-n-drop building interface, and 
many pre-made templates to get you started. A must 
have if you currently do not offer landing pages as part of 
your marketing strategy for qualifying your leads. 
www.unbounce.com 
join.me 
A better online meetings solution for all. A great solution 
for setting up team or customer meetings with instant 
screen sharing and powerful meeting tools. Also ties into 
Google Calendar to be able to instantly setup a 
conference call or screen sharing event. 
www.join.me
HubSpot 
For any SaaS company looking into a full marketing 
automation tool, look no further. HubSpot is considered 
an all-in-one solution, and though it will not replace all 
of the aforementioned tools, it could substitute many of 
them. Definitely worth having a look. 
Key Features: 
Blogging 
Landing Pages 
SEO Tools 
Social Media Management 
Website Pages 
Calls-to-Action 
Email Tracking 
Analytics 
www.hubspot.com 
Salesforce 
By using Salesforce, you’re able to track every step of the 
sale. From phones calls and emails to working with col-leagues, 
everything is tracked in one place, enabling your 
sales team to stay on top of every deal and also engage 
more effectively with prospective clients. Salesforce is at 
the forefront of advancement and it’s product will 
integrate with almost any other necessary product. 
www.salesforce.com
Tools Worth Mentioning 
Google Apps for Work 
Cost effective cloud-based email with tons of integrations. A top pick for team email 
and document sharing. 
Google Hangouts 
Part of Goolge Apps, but a great tool for quick internal team video and voice calls. 
Rapportive 
LinkedIn profiles right in your Gmail. 
NextCaller 
Advanced caller identification software 
Outbound 
Send an email, mobile push or SMS when your customer doesn’t take the next step. 
Chargify 
Easily manage your recurring revenue for your SaaS products. 
Zendesk 
Probably the best options for managing support tickets.

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Recommended SaaS Product Marketing Tools

  • 1. Advised Marketing Tools For SaaS Companies A Curated List by Trevor Hatfield
  • 2. MailChimp The most simple and intuitive way to automate your email marketing and send important information to your customer base. A great tool for automating your onboarding workfows. Key Features Manage multiple lists A/B testing Revenue reporting Google Analytics integration Mobile-friendly opt-in forms List segmentation Autoresponders Social integration www.mailchimp.com Slack Managing team communication is no easy task, especial-ly remotely. With Slack you can easily chat with a single member, the whole team, or a private group. There are a ton of features, we enjoy the fact that it ties with Google Drive since we use Google Apps as a team. Also with a simple slash command /hangout we can setup a quick Google Hangout for our team to be ready to discuss the day’s game plan on a voice or video call. There are many other slash command features as well. www.slack.com
  • 3. Heap Analytics There are different ways to setup funnel analytics, but Heap Analytics makes it simple if you don’t have a development team. The event visualizer lets you define analytics events using a simple, point ‘n’ click interface. People with zero coding knowledge can start tracking events and generating important metrics instantly. www.heapanalytics.com WalkMe Do you offer free-trials or demos of your product? For a SaaS company with a high-touch onboarding process, WalkMe is a great way to eliminate the additional time in explaining the same functionality over and over again. It works by allowing you to easily create a complete interactive walk-through of your product when customers first sign up for access. www.walkme.com
  • 4. Trello Are you spending a lot of time explaining how to perform tasks to your employee(s)? Trello is a great tool to organize internal company tasks, and is an easy, free, and visual way to organize any other important items. It’s an excellent tool to buy time by systematizing your SaaS business processes and internal workflows. www.trello.com Olark Easy live chat integration within your SaaS product or website. Olark offers plans that you can scale as your customer base grows, since it offers a basic plan that is free. This is a great reason to give Olark a try and start offering top notch customer support and/or qualifying new website leads. www.olark.com
  • 5. Intercom Ever curious about how your customers use your products? Intercom let’s you see customer insights and view areas of imporovement. Get quality feedback on all user activity and understand what your users really need. One of the most important steps in putting together your customer success strategy. www.intercom.io Buffer Social media can be one of the most important factors in spreading the good word about your SaaS product. Buffer helps you manage multiple social media accounts at once. Quickly schedule content from anywhere on the web, collaborate with team members, and analyze rich statistics on how your posts perform. This tool can also be extremely useful in automating great curated content through RSS Feeds. www.bufferapp.com
  • 6. MindMeister MindMeister is real-time collaboration tool for creating mind maps. Mind mapping enables you to learn faster, communicate more efficiently and brainstorm more effectively. A great tool for organizing your marketing funnels and creating product usability workflows. www.mindmeister.com Qualaroo Qualaroo helps your SaaS business uncover hidden customer objections, identify the most valuable features, and improve the conversion rate of site visitors to leads. Use the insights gathered to determine what to add, tweak and test on your website. Identify confusing value propositions, pricing, or product descriptions, and use that feedback to determine which areas of your site or messaging to test next. By using qualitative feedback to drive your testing and marketing, you’re able to focus on the improvements most likely to move the needle. www.qualaroo.com
  • 7. Unbounce Landing pages for startups are the end-all-be-all of new visitor acquisitions. It is vital that your landing pages are a large part of your digital marketing efforts, and with Unbounce you can now quickly deploy and test your landing pages with a drag-n-drop building interface, and many pre-made templates to get you started. A must have if you currently do not offer landing pages as part of your marketing strategy for qualifying your leads. www.unbounce.com join.me A better online meetings solution for all. A great solution for setting up team or customer meetings with instant screen sharing and powerful meeting tools. Also ties into Google Calendar to be able to instantly setup a conference call or screen sharing event. www.join.me
  • 8. HubSpot For any SaaS company looking into a full marketing automation tool, look no further. HubSpot is considered an all-in-one solution, and though it will not replace all of the aforementioned tools, it could substitute many of them. Definitely worth having a look. Key Features: Blogging Landing Pages SEO Tools Social Media Management Website Pages Calls-to-Action Email Tracking Analytics www.hubspot.com Salesforce By using Salesforce, you’re able to track every step of the sale. From phones calls and emails to working with col-leagues, everything is tracked in one place, enabling your sales team to stay on top of every deal and also engage more effectively with prospective clients. Salesforce is at the forefront of advancement and it’s product will integrate with almost any other necessary product. www.salesforce.com
  • 9. Tools Worth Mentioning Google Apps for Work Cost effective cloud-based email with tons of integrations. A top pick for team email and document sharing. Google Hangouts Part of Goolge Apps, but a great tool for quick internal team video and voice calls. Rapportive LinkedIn profiles right in your Gmail. NextCaller Advanced caller identification software Outbound Send an email, mobile push or SMS when your customer doesn’t take the next step. Chargify Easily manage your recurring revenue for your SaaS products. Zendesk Probably the best options for managing support tickets.