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Mindmatrix, Inc.
2403 Sidney Street, Suite 150
Pittsburgh, PA 15203
Phone: 412.381.0230
Fax: 412.774.1992
Mindmatrix Platform
R o b u s t . I n t u i t i v e . S c a l a b l e
Feature
Corporate Direct sales Reps
Franchise/
Channels/ Partners
DISTRIBUTED/CORPORATE MARKETING AUTOMATION ENABLEMENT
WEB ANALYTICS AND TRACKING
Detailed reports on performance of web collateral including landing pages, websites,
micro-sites, forms filled, downloads
Yes No No No
Live alerts and reports of prospect interaction with web media Yes Yes Yes Yes
LEAD REPORTING
Real-time 360° lead tracking (web/communications/assets) Yes No No Yes
LEAD SCORING
Multi-level lead scoring model that allows you score leads based on their interaction with
multiple media including web, emails, presentations, PDFs, e-books and more
Yes No No Yes
LEAD MANAGEMENT
Smart lead segmentation Yes Yes Yes Yes
Real-time mobile/email alerts on key lead behavior Yes Yes Yes Yes
Detailed lead reports Yes No No No
LEAD NURTURING
Visual workflow Yes No No Yes
Email drips Yes No No No
SMS drips Yes No No No
KEY FEATURES OF THE MINDMATRIX PLATFORM
Feature
Corporate Direct sales Reps
Franchise/
Channels/ Partners
LEAD ROUTING
Route leads to sales channels based on predefined rules Yes No No No
Push leads into CRM accounts automatically Yes No No No
MULTI-CHANNEL MARKETING
Email/print/mobile campaigns Yes No No Yes
MULTI-ASSET CREATION AND SUPPORT
Dynamic PPT Yes No No Yes
Polls and Questionnaire Yes No No Yes
Micro-websites and Landing Pages Yes No No Yes
Blogs and social media Yes No No Yes
PDFs Yes No No Yes
E-MAIL MARKETING
A/B Testing Yes No No No
LEAD GENERATION
Search engine optimized landing pages for lead generation Yes No No No
ON-BEHALF OF COMMUNICATION
Send emails and run marketing and sales campaigns on behalf of your sales teams Yes No No No
Execute social campaigns Yes No No No
Feature
Corporate Direct sales Reps
Franchise/
Channels/ Partners
SOCIAL MEDIA AUTOMATION
Personalized Facebook and Google+ cover images Yes Yes Yes Yes
Personalized Facebook, Google+, LinkedIn and Twitter profile pictures Yes Yes Yes Yes
Personalized Blogger, Wordpress and Twitter backgrounds Yes Yes Yes Yes
Automated blog posting for Blogger and Wordpress Yes Yes Yes Yes
Automated posting of personalized Facebook, Google+, LinkedIn, Twitter posts Yes Yes Yes Yes
SOCIAL LISTENING
Alerts generated when chosen keyword is mentioned in top social media platforms including
Facebook, Twitter, Google+ and LinkedIn
Yes Yes Yes Yes
Automatically posts relevant comment/replies when chosen keyword is mentioned in top
social media platforms including Facebook, Twitter, Google+ and LinkedIn
Yes Yes Yes Yes
MOBILE MARKETING
SMS offers, contests and giveaways Yes No No Yes
MULTI-LINGUAL INTERFACE SUPPORT Coming soon Coming soon Coming soon Coming soon
REPORTING AND DASHBOARDS
Contact based Yes Yes Yes Yes
Asset/collateral based Yes Yes Yes Yes
Campaign based Yes Yes Yes Yes
Partner/channel/franchise/ salesperson based Yes No No No
Feature
Corporate Direct sales Reps
Franchise/
Channels/ Partners
Corporate level Yes No No No
Product/service based Yes No No No
Custom reports Yes No No No
Overview of key contact activities Yes Yes Yes Yes
Quick access to campaign performance overview Yes Yes Yes Yes
One-touch access to other elements of the platform Yes Yes Yes Yes
GLOBAL SUPPORT AND SERVICES
Global support (US, Europe, Asia-Pacific, Australia) Yes Yes Yes Yes
24/5 x 365 customer support Yes Yes Yes Yes
GO-TO WEBINAR INTEGRATION
Automatically synchronizes webinar leads into your Mindmatrix contact list Yes No No No
Send reminders, follow-up emails or run lead nurturing campaigns for your webinar leads
through Mindmatrix
Yes No No No
USER ENGAGEMENT
Automatically tracks prospect business vertical and personalizes web content in real-time Yes No No No
Also personalizes web content based on user persona Yes No No No
Create polls for better user engagement Yes No No No
CHANNEL ENGAGEMENT ANALYTICS
Measure channel partner engagement metrics Yes No No No
Feature
Corporate Direct sales Reps
Franchise/
Channels/ Partners
Know what training, marketing or sales materials your channel partners downloaded and used Yes No No No
Quantify and understand the results of your channel partners’ sales and marketing campaigns Yes No No No
Communicate and share information effectively with channel partners through mobile Yes No No No
CO-OP/FUND MANAGEMENT AND LEAD REGISTRATION
Manage fund application, processing, approval , billing and invoicing via Mindmatrix platform Yes No No
Yes—Only to apply
for funds
Get reports on how the funds are being used and managed Yes No No No
Lead Registration feature allows you to analyze channel partner effectiveness based on their
leads’ activities
Yes No No No
Set specific time frame for lead registration for each user and measure user’s sales
effectiveness based on their lead registration numbers
Yes No No No
Feature
Corporate Direct sales Reps
Franchise/
Channels/ Partners
DIRECT & INDIRECT SALES ENABLEMENT
Review and approve lead registrations Yes No No No
Improve visibility into your pipeline of registered leads Yes No No Yes
SALES ON-BOARDING AND CERTIFICATION
Internal sales playbook that makes sales onboarding easy and process oriented No Yes Yes Yes
Create and manage internal certification programs using the Mindmatrix application No Yes Yes Yes
SALES PLAYBOOKS
Ready-to-use knowledge kits to assist salespeople throughout the sales process No Yes Yes Yes
LINKEDIN PROSPECTING TOOL Coming soon Coming soon Coming soon Coming soon
Build quality prospect lists using information from LinkedIn profiles irrespective of your
connection level with them
No Yes Yes Yes
SALES PROSPECTING PROGRAMS
Smart prospecting programs that dynamically respond to prospect behavior No Yes Yes Yes
Detailed prospect reporting for laser targeted cross-selling and up-selling No Yes Yes Yes
MOBILE APPLICATION
Mobile access to sales collateral, playbooks, email drips, lead information and reports No Yes Yes Yes
ALERTS AND NOTIFICATIONS
Alert salespersons upon key prospect behavior or any significant prospect activity via email or
SMS
No Yes Yes Yes
Feature
Corporate Direct sales Reps
Franchise/
Channels/ Partners
Create tasks for salespersons and send reminders via email/SMS No Yes Yes Yes
OUTLOOK AND GMAIL PLUG-IN
Send personalized email from Outlook and Gmail and track all key metrics such as their open
rates, link clicks etc.
No Yes Yes Yes
SALES MATERIAL CREATION
PDFs No Yes Yes Yes
PowerPoint No Yes Yes Yes
CUSTOM SALES PORTALS WITH CORPORATE BRANDING
Persona-based approach to the platform No Yes Yes Yes
Customized portal for marketing, channel partners, direct sales, independent reps, dealers,
channels, brokers, online sales channels and other sales roles
No Yes Yes Yes
Each user has easy access to and sees only what is relevant to them No Yes Yes Yes
Ease of use and relevance ensures your investment in the platform is utilized to the optimal
level
No Yes Yes Yes
CRM INTEGRATION /OPEN APIS
Integrates with most CRM applications for unobstructed contact sharing and single contact
view
Yes Yes Yes Yes
AutotaskCRM  Yes Yes Yes Yes
BaseCRM Yes Yes Yes Yes
ConnectWiseCRM Yes Yes Yes Yes
DynamicsCRM  Yes Yes Yes Yes
Feature
Corporate Direct sales Reps
Franchise/
Channels/ Partners
EloquaCRM Yes Yes Yes Yes
NetsuiteCRM Yes Yes Yes Yes
OracleCRM Yes Yes Yes Yes
OracleSalesCloudCRM Yes Yes Yes Yes
RedtailCRM Yes Yes Yes Yes
SageACTCRM  Yes Yes Yes Yes
SFDC Yes Yes Yes Yes
SugarCRM Yes Yes Yes Yes
ZohoCRM Yes Yes Yes Yes
HubSpot Yes Yes Yes Yes
ASSET MANAGEMENT
PERSONALIZED BRANDED SALES AND MARKETING COLLATERAL CREATION
Personalized based on contact behavior Yes Yes Yes Yes
Personalized based on contact attributes Yes Yes Yes Yes
Personalize based on user Yes Yes Yes Yes
Personalization of text content Yes Yes Yes Yes
Personalization of visual content Yes Yes Yes Yes
Feature
Corporate Direct sales Reps
Franchise/
Channels/ Partners
COMPLETE ASSET MANAGEMENT
Single asset repository for all marketing/sales collateral Yes Yes Yes Yes
Permission based asset access and editing rights Yes Yes Yes Yes
Global asset search Yes Yes Yes Yes
BRAND MANAGEMENT AND COMPLIANCE
Template-based approach to collateral creation protects brand integrity and ensures
compliance regulations are met by limiting editing rights
Yes No No Yes
ASSET USAGE REPORT
Detailed reports of all assets created in the system Yes No No No
Measure asset performance, usage and effectiveness Yes No No Yes
CONTENT SYNDICATION
Syndicate assets to third party sites and partner portals(PDFs, Emails, Drips, SMS, social
media posts, videos and web content) for use at local level
Yes No No Yes
Product database Yes No No No
Mindmatrix, Inc., 2403 Sidney Street, Suite 150, Pittsburgh, PA 15203, Phone: 412.381.0230, Fax: 412.774.1992

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Key Features of Mindmatrix, the PRM, Sales Enablement and Channel Marketing Platform

  • 1. Mindmatrix, Inc. 2403 Sidney Street, Suite 150 Pittsburgh, PA 15203 Phone: 412.381.0230 Fax: 412.774.1992 Mindmatrix Platform R o b u s t . I n t u i t i v e . S c a l a b l e
  • 2. Feature Corporate Direct sales Reps Franchise/ Channels/ Partners DISTRIBUTED/CORPORATE MARKETING AUTOMATION ENABLEMENT WEB ANALYTICS AND TRACKING Detailed reports on performance of web collateral including landing pages, websites, micro-sites, forms filled, downloads Yes No No No Live alerts and reports of prospect interaction with web media Yes Yes Yes Yes LEAD REPORTING Real-time 360° lead tracking (web/communications/assets) Yes No No Yes LEAD SCORING Multi-level lead scoring model that allows you score leads based on their interaction with multiple media including web, emails, presentations, PDFs, e-books and more Yes No No Yes LEAD MANAGEMENT Smart lead segmentation Yes Yes Yes Yes Real-time mobile/email alerts on key lead behavior Yes Yes Yes Yes Detailed lead reports Yes No No No LEAD NURTURING Visual workflow Yes No No Yes Email drips Yes No No No SMS drips Yes No No No KEY FEATURES OF THE MINDMATRIX PLATFORM
  • 3. Feature Corporate Direct sales Reps Franchise/ Channels/ Partners LEAD ROUTING Route leads to sales channels based on predefined rules Yes No No No Push leads into CRM accounts automatically Yes No No No MULTI-CHANNEL MARKETING Email/print/mobile campaigns Yes No No Yes MULTI-ASSET CREATION AND SUPPORT Dynamic PPT Yes No No Yes Polls and Questionnaire Yes No No Yes Micro-websites and Landing Pages Yes No No Yes Blogs and social media Yes No No Yes PDFs Yes No No Yes E-MAIL MARKETING A/B Testing Yes No No No LEAD GENERATION Search engine optimized landing pages for lead generation Yes No No No ON-BEHALF OF COMMUNICATION Send emails and run marketing and sales campaigns on behalf of your sales teams Yes No No No Execute social campaigns Yes No No No
  • 4. Feature Corporate Direct sales Reps Franchise/ Channels/ Partners SOCIAL MEDIA AUTOMATION Personalized Facebook and Google+ cover images Yes Yes Yes Yes Personalized Facebook, Google+, LinkedIn and Twitter profile pictures Yes Yes Yes Yes Personalized Blogger, Wordpress and Twitter backgrounds Yes Yes Yes Yes Automated blog posting for Blogger and Wordpress Yes Yes Yes Yes Automated posting of personalized Facebook, Google+, LinkedIn, Twitter posts Yes Yes Yes Yes SOCIAL LISTENING Alerts generated when chosen keyword is mentioned in top social media platforms including Facebook, Twitter, Google+ and LinkedIn Yes Yes Yes Yes Automatically posts relevant comment/replies when chosen keyword is mentioned in top social media platforms including Facebook, Twitter, Google+ and LinkedIn Yes Yes Yes Yes MOBILE MARKETING SMS offers, contests and giveaways Yes No No Yes MULTI-LINGUAL INTERFACE SUPPORT Coming soon Coming soon Coming soon Coming soon REPORTING AND DASHBOARDS Contact based Yes Yes Yes Yes Asset/collateral based Yes Yes Yes Yes Campaign based Yes Yes Yes Yes Partner/channel/franchise/ salesperson based Yes No No No
  • 5. Feature Corporate Direct sales Reps Franchise/ Channels/ Partners Corporate level Yes No No No Product/service based Yes No No No Custom reports Yes No No No Overview of key contact activities Yes Yes Yes Yes Quick access to campaign performance overview Yes Yes Yes Yes One-touch access to other elements of the platform Yes Yes Yes Yes GLOBAL SUPPORT AND SERVICES Global support (US, Europe, Asia-Pacific, Australia) Yes Yes Yes Yes 24/5 x 365 customer support Yes Yes Yes Yes GO-TO WEBINAR INTEGRATION Automatically synchronizes webinar leads into your Mindmatrix contact list Yes No No No Send reminders, follow-up emails or run lead nurturing campaigns for your webinar leads through Mindmatrix Yes No No No USER ENGAGEMENT Automatically tracks prospect business vertical and personalizes web content in real-time Yes No No No Also personalizes web content based on user persona Yes No No No Create polls for better user engagement Yes No No No CHANNEL ENGAGEMENT ANALYTICS Measure channel partner engagement metrics Yes No No No
  • 6. Feature Corporate Direct sales Reps Franchise/ Channels/ Partners Know what training, marketing or sales materials your channel partners downloaded and used Yes No No No Quantify and understand the results of your channel partners’ sales and marketing campaigns Yes No No No Communicate and share information effectively with channel partners through mobile Yes No No No CO-OP/FUND MANAGEMENT AND LEAD REGISTRATION Manage fund application, processing, approval , billing and invoicing via Mindmatrix platform Yes No No Yes—Only to apply for funds Get reports on how the funds are being used and managed Yes No No No Lead Registration feature allows you to analyze channel partner effectiveness based on their leads’ activities Yes No No No Set specific time frame for lead registration for each user and measure user’s sales effectiveness based on their lead registration numbers Yes No No No
  • 7. Feature Corporate Direct sales Reps Franchise/ Channels/ Partners DIRECT & INDIRECT SALES ENABLEMENT Review and approve lead registrations Yes No No No Improve visibility into your pipeline of registered leads Yes No No Yes SALES ON-BOARDING AND CERTIFICATION Internal sales playbook that makes sales onboarding easy and process oriented No Yes Yes Yes Create and manage internal certification programs using the Mindmatrix application No Yes Yes Yes SALES PLAYBOOKS Ready-to-use knowledge kits to assist salespeople throughout the sales process No Yes Yes Yes LINKEDIN PROSPECTING TOOL Coming soon Coming soon Coming soon Coming soon Build quality prospect lists using information from LinkedIn profiles irrespective of your connection level with them No Yes Yes Yes SALES PROSPECTING PROGRAMS Smart prospecting programs that dynamically respond to prospect behavior No Yes Yes Yes Detailed prospect reporting for laser targeted cross-selling and up-selling No Yes Yes Yes MOBILE APPLICATION Mobile access to sales collateral, playbooks, email drips, lead information and reports No Yes Yes Yes ALERTS AND NOTIFICATIONS Alert salespersons upon key prospect behavior or any significant prospect activity via email or SMS No Yes Yes Yes
  • 8. Feature Corporate Direct sales Reps Franchise/ Channels/ Partners Create tasks for salespersons and send reminders via email/SMS No Yes Yes Yes OUTLOOK AND GMAIL PLUG-IN Send personalized email from Outlook and Gmail and track all key metrics such as their open rates, link clicks etc. No Yes Yes Yes SALES MATERIAL CREATION PDFs No Yes Yes Yes PowerPoint No Yes Yes Yes CUSTOM SALES PORTALS WITH CORPORATE BRANDING Persona-based approach to the platform No Yes Yes Yes Customized portal for marketing, channel partners, direct sales, independent reps, dealers, channels, brokers, online sales channels and other sales roles No Yes Yes Yes Each user has easy access to and sees only what is relevant to them No Yes Yes Yes Ease of use and relevance ensures your investment in the platform is utilized to the optimal level No Yes Yes Yes CRM INTEGRATION /OPEN APIS Integrates with most CRM applications for unobstructed contact sharing and single contact view Yes Yes Yes Yes AutotaskCRM  Yes Yes Yes Yes BaseCRM Yes Yes Yes Yes ConnectWiseCRM Yes Yes Yes Yes DynamicsCRM  Yes Yes Yes Yes
  • 9. Feature Corporate Direct sales Reps Franchise/ Channels/ Partners EloquaCRM Yes Yes Yes Yes NetsuiteCRM Yes Yes Yes Yes OracleCRM Yes Yes Yes Yes OracleSalesCloudCRM Yes Yes Yes Yes RedtailCRM Yes Yes Yes Yes SageACTCRM  Yes Yes Yes Yes SFDC Yes Yes Yes Yes SugarCRM Yes Yes Yes Yes ZohoCRM Yes Yes Yes Yes HubSpot Yes Yes Yes Yes ASSET MANAGEMENT PERSONALIZED BRANDED SALES AND MARKETING COLLATERAL CREATION Personalized based on contact behavior Yes Yes Yes Yes Personalized based on contact attributes Yes Yes Yes Yes Personalize based on user Yes Yes Yes Yes Personalization of text content Yes Yes Yes Yes Personalization of visual content Yes Yes Yes Yes
  • 10. Feature Corporate Direct sales Reps Franchise/ Channels/ Partners COMPLETE ASSET MANAGEMENT Single asset repository for all marketing/sales collateral Yes Yes Yes Yes Permission based asset access and editing rights Yes Yes Yes Yes Global asset search Yes Yes Yes Yes BRAND MANAGEMENT AND COMPLIANCE Template-based approach to collateral creation protects brand integrity and ensures compliance regulations are met by limiting editing rights Yes No No Yes ASSET USAGE REPORT Detailed reports of all assets created in the system Yes No No No Measure asset performance, usage and effectiveness Yes No No Yes CONTENT SYNDICATION Syndicate assets to third party sites and partner portals(PDFs, Emails, Drips, SMS, social media posts, videos and web content) for use at local level Yes No No Yes Product database Yes No No No
  • 11. Mindmatrix, Inc., 2403 Sidney Street, Suite 150, Pittsburgh, PA 15203, Phone: 412.381.0230, Fax: 412.774.1992