An Integrated Sales Enablement and

Marketing Automation Platform

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

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

Our Clients

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

Mindmatrix offers Sales Enablement in a Box

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

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

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

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

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.

Analytics to capture engagement levels (Scoring models for prospects, customers,

partners)

Dynamic information updates about downloads, website/landing page visits, ad clicks, email

opens, social mentions

Personalized sales collateral

Employees and partners

Customers

Prospects

Trac

king

and

repo

rting

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

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

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 partnersCorporate office Weekly updates via text/videos

Get reports on opens

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

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

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

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

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

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

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 corporate level Sales/Marketing processes

tracked

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

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

ProspectsReflect channel

partner’s personal branding

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

ProspectsReflect channel

branding/personalization

Corporate Office

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

trackedProspect interaction with

sales/marketing programs

SMS and email alert generated for

channel partner

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

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

Personalized post-event follow-ups via drip programs for leads from events

Lead activity and response tracked

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

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

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

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

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

Thank you

Mindmatrix2403 Sidney Street, Suite 150, Pittsburgh, PA 15203

Phone: 412.381.0230, Fax: 412.774.1992