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The 15 “Must Have” Sales Technologies
Matt Heinz
President, Heinz Marketing Inc
matt@heinzmarketing.com @heinzmarketing
#SalesSummit
This Funnelholic Sales Summit is
sponsored by the following:
Housekeeping
• Copy of this deck
• Offers for you
– Successful Selling
– The Modern Marketer’s Field Guide
– Content Marketing Best Practices Guide
• Send me an email with what you want…
– matt@heinzmarketing.com
– It’s that simple…
How to define “must have”
• Measurable before/after results
• Adoption across your sales organization
• Accessible to sales teams of all types &
sizes
Disclosures & disclaimers
• I personally use several of these
• Many of these represent not just a
company but a genre of technology
• Plan to test a lot of stuff first to determine
the right tools and mix for your sales
organization
Prospect Engagement Funnel
Bottom of Funnel
Opportunity Management
& Pricing/Closing Support
Middle of Funnel
Lead Management, Qualification, Scoring &
Nurturing
Top of Funnel
Lead Generation, Buying Signal Identification
Network-exclusive access to content
Value-added special offers
Discovery events
White papers, top ten tips, etc.
Testimonials, Success Stories
Profile-Specific Messages
New product/service offers
Referral & Tell-a-Friend Offers
Network / Community Invites
New Opportunity Alerts
1:1 with Existing Customer
In-Market Events
Next Step Accelerator IdeasCustomer Targets (based on persona profiles)
Top of Funnel
1. LinkedIn Sales Navigator
2. Salesloft
3. Socedo
4. ToutApp
5. Compile
LinkedIn Sales Navigator
Salesloft
Socedo
ToutApp
Compile
Middle of Funnel
1. Hootsuite
2. Tellwise
3. FactorLab
4. VisualizeROI
5. Charlie
6. Velocify or InsideSales.com
Hootsuite
Tellwise
FactorLab
VisualizeROI
Charlie
Velocify/InsideSales.com
Bottom of Funnel
1. DocuSign
2. Qvidian
3. Apptus
4. Hoopla
Qvidian
Apptus
Hoopla
Don’t forget…
matt@heinzmarketing.com
QUESTIONS?
Thank you!
Matt Heinz
@heinzmarketing
matt@heinzmarketing.com
877-291-0006

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