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Using Sidekick for Business
With Salesforce CRM
Blake Toder
Head of Customer Success, HubSpot
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Are you in the right
place?
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What’s wrong with the
selling experience today?
1. Find
2. Communicate
3. Close
4. Report
What is Sidekick for Business doing
about this problem?
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Find
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Prospects On Your Site
Each rep only sees the
prospects that are
relevant to them.
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Prospects Email
Sidekick delivers your
most recent prospects to
your inbox every morning
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2 Connect
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How many times more likely you are to book an
appointment if you have a personal connection
with a buyer
4.2X
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Sidekick Connections
Sidekick uses your email
graph to help you get a
referral
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Sidekick Connections
Request an introduction
with just one click.
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Page Visits
Sidekick will tell you what
pages your prospect was
visiting on your site.
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Reply StatsInsights Activity
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3 Close
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Sit back, cross my
fingers, and hope
for the best?
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Openview
YOUR SALES TEAM HAS A
56%
GREATER CHANGE TO ATTAIN
QUOTA IF YOU ENGAGE
BUYERS BEFORE THEY
CONTACT A SELLER
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Have you ever
known the exact
right time to reach
out?
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Click to Call
Pick up the phone when
the time is right.
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3 Report
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Reporting
Managers should
understand how the
team’s outreach is
performing
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Reporting
Managers should
understand how the
team’s outreach is
performing
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How much did this NOT suck
for the buyer?
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SEE IT LIVE
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SEE IT LIVE
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5X
How much more likely B2B
buyers are to engage when
introduced
Openview
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