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TOP SALES AND MARKETING
TOOLS IN 2017
How to use technology to optimize business
development
John Beveridge is the
founder and President of
Rapidan Inbound, an
inbound marketing
agency and HubSpot-
certified partner based in
McLean, VA.
Twitter @JohnMBeveridge
Email john.beveridge@rapidanstrategies.com
Phone 866.610.0579
www.b2binboundmarketer.com
Technology is the great equalizer
Even the smallest business can use free and
low-cost sales and marketing technologies
to compete effectively.
Freemium is your friend
The “freemium” model is ubiquitous in the
SaaS industry. Software companies start
you with a free product and earn upsells.
CRM AND DIGITAL MARKETING
TOOLS
CRM and digital marketing technology
HubSpot Growth Stack
• “FREE versions of every HubSpot product. Start now and upgrade as you
grow.”
• Includes versions of HubSpot’s marketing, sales and CRM products.
CRM and digital marketing technology
HubSpot Free Marketing Software
• Capture leads with forms and pop-ups – no coding required.
• Gathers lead intelligence from your site and across the web – activity on your
website, social media information, company information.
• Built in analytics module tracks which pages, offers and sources are driving
the most conversions.
• Integrations with WordPress, Square Space, MailChimp, Unbounce and
others.
CRM and digital marketing technology
HubSpot Free CRM Software
• Manage your pipeline - up-to-the-minute view of your entire sales funnel on a
visual dashboard.
• HubSpot CRM tracks customer interactions automatically – including email,
social media, and phone calls. Syncs with Gmail and Outlook. Interactions
shown in timeline form with marketing data.
• Expanded capabilities when combined with HubSpot Sales product.
CRM and digital marketing technology
HubSpot Free Sales Software
• Automate outreach with email sequences – personalized series of emails that are
delivered automatically.
• Email templates for frequently used outreaches – measures clicks and opens so
that you can respond effectively.
• Email tracking software - get notified when a contact opens an email, clicks a link,
or opens an attachment for a timely, relevant follow up.
• Meetings tool – schedule meetings via Google Calendar integration
• Integration with HubSpot Growth Stack.
CRM and digital marketing technology
HubSpot Growth Stack
https://www.hubspot.com/products/growth-stack
CALENDAR TOOLS
Calendar tools
Calendly
• Syncs with Gmail and Outlook calendars to create links to schedule
meetings.
• Create rules based on your circumstances – e.g. – only allow meetings to be
scheduled between 2 and 4.
• Avoid phone and email tag delays to schedule important meetings.
https://calendly.com/
Calendar tools
Calendly
Calendar tools
Calendly
Calendar tools
Example – direct schedule from free consultation offer
VISUALAND DESIGN TOOLS
Visual and design tools
Visme Visual Content Creator
• Templates and graphic assets to create presentations, infographics, banners,
social images and other design projects.
• Library of fonts, images and icons. Ability to upload your own assets – for
example, your logo.
• Access your content across devices.
https://www.visme.co/
Visual and design tools
Visme Infographic
Visual and design tools
Snagit Desktop Screen Capture Tool
• Screen capture software that lets you capture images and videos from your
desktop screen.
• Editor lets you add content to your screen capture – for example, add arrows
to guide the viewer to important content.
• Mobile app lets you send captures from your mobile device to your desktop
editor.
http://discover.techsmith.com/snagit-brand-desktop-a/
Visual and design tools
Wistia Video Hosting Tool
• Customizable player that can be embedded on your website and shared on
social media.
• Call to action and email collectors let you generates lead from within the
player.
• Analytics lets you see who’s watching your videos and how.
https://wistia.com/
WEBSITE AND UX TOOL
Website and UX tool
Hotjar
• Heatmaps show you how visitors engage with your website pages.
• Visit recordings show you how visitors interacted with your pages in real-
time.
• Analyze conversion funnels to see where users are dropping out of your
conversion paths.
https://www.hotjar.com/
Website and UX tool
Hotjar Heatmap
THANK YOU!
Thank you
Free eBook
The Complete Professional Services Inbound Marketing
Guide
bit.ly/NVTCeBook

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Northern Virginia Technology Council - Top Sales and Marketing Tools in 2017

  • 1. TOP SALES AND MARKETING TOOLS IN 2017 How to use technology to optimize business development
  • 2. John Beveridge is the founder and President of Rapidan Inbound, an inbound marketing agency and HubSpot- certified partner based in McLean, VA. Twitter @JohnMBeveridge Email john.beveridge@rapidanstrategies.com Phone 866.610.0579 www.b2binboundmarketer.com
  • 3. Technology is the great equalizer Even the smallest business can use free and low-cost sales and marketing technologies to compete effectively.
  • 4. Freemium is your friend The “freemium” model is ubiquitous in the SaaS industry. Software companies start you with a free product and earn upsells.
  • 5. CRM AND DIGITAL MARKETING TOOLS
  • 6. CRM and digital marketing technology HubSpot Growth Stack • “FREE versions of every HubSpot product. Start now and upgrade as you grow.” • Includes versions of HubSpot’s marketing, sales and CRM products.
  • 7. CRM and digital marketing technology HubSpot Free Marketing Software • Capture leads with forms and pop-ups – no coding required. • Gathers lead intelligence from your site and across the web – activity on your website, social media information, company information. • Built in analytics module tracks which pages, offers and sources are driving the most conversions. • Integrations with WordPress, Square Space, MailChimp, Unbounce and others.
  • 8. CRM and digital marketing technology HubSpot Free CRM Software • Manage your pipeline - up-to-the-minute view of your entire sales funnel on a visual dashboard. • HubSpot CRM tracks customer interactions automatically – including email, social media, and phone calls. Syncs with Gmail and Outlook. Interactions shown in timeline form with marketing data. • Expanded capabilities when combined with HubSpot Sales product.
  • 9. CRM and digital marketing technology HubSpot Free Sales Software • Automate outreach with email sequences – personalized series of emails that are delivered automatically. • Email templates for frequently used outreaches – measures clicks and opens so that you can respond effectively. • Email tracking software - get notified when a contact opens an email, clicks a link, or opens an attachment for a timely, relevant follow up. • Meetings tool – schedule meetings via Google Calendar integration • Integration with HubSpot Growth Stack.
  • 10. CRM and digital marketing technology HubSpot Growth Stack https://www.hubspot.com/products/growth-stack
  • 12. Calendar tools Calendly • Syncs with Gmail and Outlook calendars to create links to schedule meetings. • Create rules based on your circumstances – e.g. – only allow meetings to be scheduled between 2 and 4. • Avoid phone and email tag delays to schedule important meetings. https://calendly.com/
  • 15. Calendar tools Example – direct schedule from free consultation offer
  • 17. Visual and design tools Visme Visual Content Creator • Templates and graphic assets to create presentations, infographics, banners, social images and other design projects. • Library of fonts, images and icons. Ability to upload your own assets – for example, your logo. • Access your content across devices. https://www.visme.co/
  • 18. Visual and design tools Visme Infographic
  • 19. Visual and design tools Snagit Desktop Screen Capture Tool • Screen capture software that lets you capture images and videos from your desktop screen. • Editor lets you add content to your screen capture – for example, add arrows to guide the viewer to important content. • Mobile app lets you send captures from your mobile device to your desktop editor. http://discover.techsmith.com/snagit-brand-desktop-a/
  • 20. Visual and design tools Wistia Video Hosting Tool • Customizable player that can be embedded on your website and shared on social media. • Call to action and email collectors let you generates lead from within the player. • Analytics lets you see who’s watching your videos and how. https://wistia.com/
  • 22. Website and UX tool Hotjar • Heatmaps show you how visitors engage with your website pages. • Visit recordings show you how visitors interacted with your pages in real- time. • Analyze conversion funnels to see where users are dropping out of your conversion paths. https://www.hotjar.com/
  • 23. Website and UX tool Hotjar Heatmap
  • 25. Thank you Free eBook The Complete Professional Services Inbound Marketing Guide bit.ly/NVTCeBook