Mindmatrix is a leading provider of sales enablement and marketing automation tools founded in 1998. Their platform enables sales and marketing teams to more effectively engage customers through asset management, automation, sales enablement and channel enablement functionality. It allows users to increase revenue, channel productivity, and close rates by providing tools for social selling, onboarding partners, new product introductions, lead management, and more. Mindmatrix offers a complete sales enablement solution including templates, tracking, alerts and more to drive leads and sales.

1. An Integrated Sales Enablement
and
Marketing Automation Platform

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
• Increase Revenue by running corporate ad
campaigns with local lead capture
• Increase channel productivity by providing sales
and product coaching & training
• Leverage social selling to connect to buyers
earlier in buying process
• Onboarding new channel partners
• Internal and External New Service Introductions
• Make more of your leads by optimizing follow
through from events
• Leverage mobile to be more effective
announcing new products
• Improve communication with channels by using
mobile for weekly updates
• Increase close rates by automating routine sales
and marketing processes
• Increase SLA Renewals with Personalized
Messaging
• Reduce printing costs with personalized product
catalogs
• Use customer data to target new products and
cross sell
• Local Marketing With National Brand Control
• Save money by decreasing the workload on
marketing
• Increase revenues by improving sales processes
• Save money by making local marketing easier
• Get more out of your marketing time by
optimizing Marketing’s Time
• Assist channel partners with centralized local
marketing
• Close more business with 5 Minute response
time to incoming leads
• Increase the amount of time your channel
partners 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
• Deliver the right leads to sales at the right time

6. Mindmatrix offers Sales Enablement in a Box

7. Increase Revenue by running corporate ad
campaigns with local lead capture
• With Mindmatrix you can create and run a national digital advertising campaign with complete brand control
• You can also leverage Mindmatrix to automatically create and customize landing pages or websites for your
local partners and channels and drive the campaign leads directly to those partner pages
• The result is a centrally managed ad campaign that directs prospects to your partners for sign-ups or follow-up
Asset
templates/digital
ad campaigns
Customized to
reflect partner
branding
Corporate
Office
Leads routed to
local partners
directly

8. Increase channel productivity by providing sales
and product coaching & training
• With Mindmatrix, you can see which assets your channels and partners are using with what prospects at
what stages of the sales cycle.
• You can use this information to coach your channels that are not using the right assets for the right types of
prospects at the right time
• Mindmatrix helps improve a channel’s close rate and increase your revenue
Stage I Stage II Stage III
Define sales process flow and map
assets mapped for every stage of
sales process
Corporate office gets
full visibility of asset
usage by channels
Coach channels
to use the right
assets and
improve closure
rate and
revenue

9. 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 and route those leads directly to your channels
• By doing this, your channel partners will then be able to engage prospects earlier in the
buying journey and increase the probability the prospect will sign-up with you instead of a
competitor
Social listening Leads routed
to the right
channel
partners
Action taken by
channel partners

10. On-boarding new channel partners
• With Mindmatrix you can define the process flow for all types of leads and all steps in your sales cycle
• You can also detail which marketing and sales assets should be used at each step of the sales cycle and target
that information by customer vertical, geographic region, or other information
• By documenting processes, assets and playbooks you can make it easy to onboard new partners and train
them correctly.
• Our built in visibility tools and metrics make it easy to evaluate the training’s effectiveness
Stage I Stage II Stage III
Define sales process flow
and map assets mapped
for every stage of sales
process
Create internal and
external sales
playbooks
Visibility tools to track
training and asset
effectiveness

11. Internal and External New Service Introductions
• Educating channels about new services can be a challenge
• Mindmatrix’s asset management capabilities allow channel partners to easily find and customize product
assets and share that information with prospects, while internal playbooks enable them to understand what
assets to use at what stages of the sales cycle
• Mindmatrix’s metrics and visibility tools create sales accountability and will alert management whether a
channel partner has accessed that information and if they have used it correctly with sales prospects.
Dynamic information updates about downloads,
website/landing page visits, ad clicks, email
opens, social mentions
Analytics to capture engagement levels
(Scoring models for prospects, customers,
partners)
Personalized
sales collateral
Prospects
Customers
Employees
and partners
Tracking and reporting

12. 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

13. Leverage mobile to be more effective
announcing new products
• With Mindmatrix’s mobile tools you can send a video about a new service or product
directly to the mobile phones of your channels and 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
and channel partners
Opens
tracked
Results shared at
corporate level

14. Improve communication with channels by using
mobile for weekly updates
• Emails often go unopened and mailings are an ineffective mechanism for reaching your
channel partners
• Supplement emails by using video and text messaging to reach channels directly on their
mobile devices
Channel
partners
Corporate office Weekly updates via text/videos
Get reports on
opens

15. Increase close rates by automating routine sales
and marketing processes
• The work doesn’t stop after an initial conversation or demo
• With 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 tasks for your channel partners to follow up
on specific dates and times
Create
SMS/email lead
nurturing drips
Monitor prospect
activity
Generate to-do
lists for channel
partners

16. 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

17. Reduce printing costs with personalized product
catalogs
• 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

18. 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

19. Local Marketing With National Brand Control
• With its “on-behalf-of” functionality, Mindmatrix allows you to run campaigns and
send out emails on behalf of your local channels
• This means you leverage the capabilities of your internal marketing team while driving
leads for your channel partners
Websites, landing pages, emails,
videos, PDFs—all reflect local
partner’s personal branding
Send one-off emails via Outlook or use pre-programmed
sales drip campaigns
Lead interaction monitored and
local partner alerted via SMS and
email

20. Save money by decreasing the workload on
marketing
• Mindmatrix can help you identify which marketing and sales assets are being used
by your channel partners and found useful by clients
• This allows you to spend more time on the assets that are getting results and stop
supporting assets that either sales channels don’t use or clients don’t like.
Marketing
department
Resources invested in the
most popular/effective
marketing assets

21. 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
Results shared at
Sales/Marketing processes corporate level
tracked

22. Save money by making local marketing easier
• Mindmatrix can help you develop pre-designed templates and assets for use by your
channels
• By creating assets that can be automatically customized by our software platform, you
can significantly cut down corporate marketing costs while still giving channels the
personalized materials they need to close deals

23. Get more out of your marketing time by
optimizing marketing’s time
• With Mindmatrix, marketing doesn’t need to be the sole source of assets and personalization
• Mindmatrix provides a complete asset management system that enables your channel
partners to easily find and personalize the appropriate sales and marketing assets, while
marketing still controls the branding and limits what your channel partners are allowed to
personalize
• This allows channel partners to help themselves and marketing teams to spend more time
creating new materials and campaigns
Marketing
department Asset
templates
Channel
partners
Prospects
Reflect channel
partner’s personal
branding

24. Assist channel partners with centralized local
marketing
• Mindmatrix gives you an interface to create everything channel partners need from your
corporate offices
• You can create customized email campaigns, landing pages, advertising campaigns, and sales
materials right from the Mindmatrix interface and automatically customize those assets for
each of your channel partners
Asset
templates
Channel
partners
Prospects
Reflect channel
branding/person
alization
Corporate
Office

25. Close more business with 5 Minute response time to
incoming leads
• Mindmatrix allows you to set up email and SMS alerts for all of your channel
partners so they 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, your channel partners 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
channel partner

26. Increase the amount of time your channel
partners spend selling
• Channel partners often spend way too much time looking for assets when they should be 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 your channel partners to instantly find and customize the assets they
need, so they can get back to selling
Stage I Stage II Stage III
Channel partner has one-touch
access to personal
branded sales assets
customized for prospect
Assets mapped for every
stage of sales cycle

27. 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

28. Automate your nurturing of leads
• Mindmatrix has visual tools that allow you to build out email campaigns to automatically
nurture sales 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 your brand 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

29. Automate the capture of customer referrals and
testimonials
• Mindmatrix lets you set up programs to easily capture testimonials and create automated
customer referral campaigns
• Using 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

30. Create sales enablement in a box
• Mindmatrix’s platform gives 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

31. 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
Feedback collated and shared at
corporate and local levels
Client feedback captured from different
media including web-forms, SMS, emails and
social

32. Deliver the right leads to sales at the right time
• Mindmatrix give you tools that drive sales. Tools for lead scoring so you can easily identify
the leads that are ready to buy, alerts so that channel partners can be notified instantly by
email or text messages whenever a prospect takes action, and automatic task generation
so that salespeople know which prospect to contact
Prospect response tracked and
scored
Prospect interaction
with
sales/marketing
programs
SMS and email alert
and to-do list generated
for the channel partner

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