Sales & Marketing made beautifully simple

Background: Who & why?Necessity leads to opportunity

David MyttonRole: TechnologyCV: Server DensityItch: Simplicity - Design led software

Qamar AzizRole: Sales CV: Sybase, Illustra, Wilytech, Server Density Itch: Visibility - Understanding startup pipelines

David CarrattRole: MarketingCV: Sybase, Kennet Capital, Falcon Social Itch: Social - Making marketing operational 7x24

Tim HampsonRole: ProductCV: Sybase, Illustra, Interwoven, BoardVantage Itch: Integration - SalesForce & Eloqua Marketo & Omniture Google

Opportunity: Sales & Marketing Pain Points

Ease of Use

Simplicity of consumer products now driving

business expectations

Integration of multiple point products expensive

and unreliable

Costs

Social

Email and social turns each salesperson into their own

marketing department

$

Market Position: Competitive Axes

Unified

Visual

Social

Visual

Hubspot

SalesSeek

Base

SalesForce

Infusionsoft

PipeLineDeals

Close.io

$Users

PermissionsSearchContentAutomationsCampaignsPosts

Tweets

Profiles

Web Contacts

Leads Deals

Tasks Forecasts

Funnel Filters

Dashboards

Product: CRM, Social, Web Analytics and Marketing Automation

Hierarchy

SalesSeek Overview

Sales Dashboard

• Highly visual dashboard and sales funnel to keep momentum.

• Clearly display size, stage, activity and status of deals to prioritise accurately and quickly

• Each deal has its own activity and task feed to log notes, calls, emails and assign tasks.

• Give value to the salesperson for the data they enter.

Web• Easy install - web tracking with just

a single line of code to add to your HTML pages.

• Real Time Dashboard - View, in real time, access from visitors identified.

• Web stats tied into leads.

Social• Automatic Lead Gathering from

social, web and integration with external platforms.

• Automatically updated Smart Groups allow you to organize your leads by specified criteria.

• Automated Lead Nurturing SalesSeek has a simple trigger-action system which can be freely composed, making the simple straightforward and the complex possible.

• Monitor and assign actions from within SalesSeek.

Deals

• Redefining CRM from a salesperson’s perspective.

• Visualization - Giving people the ability to make better decisions with useful data.

• Highly visual and interactive Sales Funnel.

• Tailor and define your sales process.

• Complete slice and dice functionality.

• Forecast - build multiple ‘what if’ scenarios.

Contacts• See contact history on the activity

feed and pending assignments on the task list.

• Monitor your contact’s social feeds to help you make your interactions more relevant.

• Archive emails to the app from any mail client and keep everyone in the loop.

• Maintain just one contact database and all email campaign activity is recorded against the individual - keeping marketing and sales on the same page.

Tasks• See tasks in context of deal,

individual or organization.

• Assign and monitor assigned tasks.

• Check todays and this weeks tasks.

• Instant notification emails when tasks are assigned to you.

• Receive a morning and end of day digest.

Automations• Simple trigger-action system allows

for multiple use scenarios e.g: • Sending Web Registration “thank you”

emails. • Lifecycle emails. • Automated lead nurturing such as “cold

leads older than 90 days” • Internal email notifications to users such

as when they are assigned new leads or lack of activity with a certain contact.

• Use automations for internal notifications such as: • Notifying Sales when a deal contact

visits the pricing page. • Automatically maintaining “Hot” (e.g.

activity within last 24 hours) and “Cold” (e.g. no activity within last 2 weeks) smart groups of deals for the salesperson to work on.

Content• Send Email Campaigns directly

within SalesSeek.

• Built in HTML editor for rich emails or simple plain text.

• Use merge tags to personalize emails using first name, company name or any other field.

• Email activity is recorded against the individual without further integration costs.

• File Library for all shared files/documents, and Email Campaigns.

Marketing Dashboard• Monitor how effective your marketing

is with the Marketing Dashboard.

• 6 Key Performance Indicators: • Number of leads • Average sale price • Cost per lead • Sales cycle • Cost per win • Won deals

• Track your lead quality from any source.

• Pipeline highlights overall health and conversion rates

• Measure ROI with allocated campaign costs

iOS Mobile App

• All key SalesSeek functionality in the palm of your hand.

• Everything you need on the go…and nothing you don’t.

• Add key information, notes, assign tasks, view, edit and update deals, manage your funnel, forecasts and contact details from anywhere.

• Works and syncs seamlessly with SalesSeek’s web app.

How we compareContact Management

Opportunity Management

Lead Management

Reports & Dashboards

Task Management

Email Archiving

Multi-Currency

Campaigns

Email Marketing

Collaborative Forecasting

Products & Quotes

Permissions

Web Analytics

Deal Pipeline Visualization

Sink-or-Swim Visualization

Deal Activity Visualization

Social Monitoring

Workflow Controls

API Integrations

Marketing Automations

Unlimited Online Training

Group License £17 / user / month

Professional License £47 / user / month

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Enterprise License £87 / user / month

from £680/mth for 10,000 contacts + license

£170 / user / month

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SalesForce Lightweight CompetitorSalesSeek

Start your free trial. Get in touch

hello@salesseek.net

+44 (0)20 3514 2513