Below is my list of Sales Enablement software/tools perfect for B2B startups. My complete list (which is mostly B2B) is here.
Last updated 31-May-2022:
ActiveCampaign activecampaign.com @ActiveCampaign customer experience automation platform helping businesses grow through meaningful engagement with their customers. Notify your team when leads take action: Tell your salespeople when their leads take action. If a lead browses specific pages or puts in a pricing request, send an automatic notification so that your salesperson can follow up directly. ActiveCampaign enables Sales teams in volume: 125 email templates available on the customer experience platform. Each template has been designed using HML & includes images & layout suitable for a wide range of B2B & B2C engagements. The templates also include the codes to draw in data from the Active Campaign platform to enable the easy creation of targeted email campaigns. Email marketing is still the king of B2B marketing! The responsive templates slot into one of 500+ automation recipes that ActiveCampaign has on its platform. These enable the automation of the complete sales lifecycle for a customer. Templates are usable for any product & any brand within a portfolio. It is possible to switch colours, fonts, & images & update text. The responsive design ensures that every email sent is easily read, no matter what the device used. More than half of all emails are opened on a mobile device! 3-May-2022, ActiveCampaign acquired Postmark as it builds on rapid growth: Postmark and DMARC Digests, two products owned by Philly web dev mainstay Wildbit, were sold to Chicago-based ActiveCampaign, LLC. Chicago, IL, USA
airtable.com @airtable Creation guide for 5 essential pieces of content to help you drive deals, from start to close: offers.hubspot.com/sales-enablement-guide ebook. Sales Collateral Management. Made Flexible & Effortless. Manage case studies, call decks, & more with the ease of using a spreadsheet. 350+ App Integrations. Spreadsheet Interface. Used by 30,000+ companies. Realtime Collaboration. Drag & Drop File Uploads. Gallery & Card Views. Easy As A Spreadsheet. $5M in revenue annually. Competes with Basecamp, hopTo, & Trello. San Francisco, CA
Asana asana.com @asana a work management platform for teams. The work management software vendor launched its first offering aimed at a specific job role in 2019 with Asana for Marketing. The list of options for individual business units grew in 2020 with the addition of Asana Operations & Asana Sales. Asana for Operations lets users access Asana’s gallery of workflow templates or create their own custom versions to standardize processes such as vendor & employee onboarding & management. Asana for Operations & Asana for Sales and Account Management are two new end-to-end solutions for teams to manage their entire operations & sales workflows. The suite of capabilities is available on Asana’s Business & Enterprise offerings. Asana targets sales & ops teams with new integrations: Salesforce, Jira Cloud & Tableau integrations are designed to help the work management app appeal to specific business functions. San Francisco Bay Area, West Coast, Western US
Atlassian Corporation Plc (Confluence Cloud, Trello, etc) atlassian.com/software/confluence @confluence Confluence is a team workspace where collaboration & knowledge meet. Create, collaborate, & organize all your work in one place. Many organizations use Confluence as their intranet & some even as the Sales Enablement portal. Confluence Cloud: Get your files together: With the new Microsoft OneDrive for Business integration, embed Microsoft Word, Excel & PowerPoint files in your Confluence pages so it can always be your single source of truth! By typing “/trello” on a Confluence page, you can embed a complete Trello board for easy access. Work together from anywhere with Confluence Mobile: Stay on top of the latest with your team & move work forward – straight from your device. Sydney, NSW, Australia
Ortto ortto.com @OrttoHQ former Autopilot
autopilothq.com autopilotapp.com @autopilotapp visual marketing software for automating customer journeys. Make more money with marketing automation designed for the entire customer journey. Automate your marketing visually & create remarkable customer journeys. Integrate with @burstsms using the new webhook shape to instantly send an alert to your customers when a payment is overdue. Autopilot (formerly Bislr) was founded in 2012 by three brothers from Australia. AutopilotHQ Inc., Sydney, NSW, Australia. 30-Mar-2022, Autopilot rebrands as Ortto. The Australian SaaS success story, Autopilot, has unveiled a new name & logo as part of a major rebrand: ortto.com
box box.com @box Online file sharing & cloud content management service offering unlimited storage, custom branding, & administrative controls. Simplify how you work. One platform for secure content management, workflow, & collaboration. The all-new Box Relay is now available. A way to automate processes in Box. For the first time ever, enterprises have a single content management platform to drive team collaboration & streamline processes across the extended enterprise. Productivity & workflow tools usually fall on the extreme ends of the “how work gets done” spectrum: they’re either designed for ad-hoc collaboration or for rigid processes. Yet in today’s agile business, teams need both — a way to collaborate in real time, while also automating the manual work that’s done every day. Competes with Accellion, Dropbox, & ShareFile. San Francisco Bay Area, USA
Brandcast brandcast.com @brandcastapp code-free web content system. Create branded websites & content in a connected, design-driven system. Customizable. Engaging. Trackable. Discover the power of interactive sales collateral. Your prospects will love it & you can track their interactions from cold call to closing. Pitch decks, Sales proposals, Case studies, & Web brochures. Replacing static, slow-loading PDFs with interactive content is a new idea. Adding videos, demos, or showrooms to presentations livens up the pitch like nothing else. Going forward, you may have fewer live meetings where you can develop personal bonds with customers. That makes lively, engaging presentations more important than ever. Brandcast Salesforce Studio is an integration that allows a Salesforce user to automatically create a personalized website directly from a Salesforce Account or Opportunity record. The personalized website will pull content & data from Salesforce to create a personalized experience. All websites created from Salesforce can be updated in real-time & are automatically equipped with tracking metrics that allow a Salesforce user to see engagement activity directly from Salesforce. San Francisco, CA
Burst SMS burstsms.com @burstSMS global online messaging platform. Easy-to-use online SMS platform with a focus on marketing, operations, & advanced SMS API solutions. Salesforce integration to send SMS from within Salesforce. Also Eloqua, Marketo, Oracle Responsys, Zoho CRM, ActiveCampaign, Zapier.com, etc…
Canva canva.com @canva graphic design software solutions provider that helps users to design presentations, & more: Brand Kit, Make an infographic in minutes, not months, with Canva’s easy-to-use infographic creator. The platform combines a drag-and-drop design tool with a stock library of photographs, illustrations, & imagery. Real-time collaboration: Design with your team or co-presenters via a link or email, then comment, edit, & collaborate in real-time. Pre-record to present confidently, every time: With Canva, you don’t need a live audience to deliver great presentations. Add audio, or pre-record yourself talking over a presentation, then share your video to be viewed anytime, anywhere. Download “Talking Presentations” as MP4 videos. It’s excellent for capturing audiences beyond a one-time event. Established in 2012. $500M in revenue projected in 2021. Competes with Loom.com, Pitch.com, PicMonkey, Piktochart, & Adobe Systems. Sydney, NSW, Australia.
Close close.com @close (also known as close.io or Elastic) inside sales CRM for startups & SMBs. Close more deals. Supercharge your sales with one of the best CRMs for startups & SMBs. Get pipeline view, calling, lead management, email automation, & more. Palo Alto, California, United States blog.close.com/sales-enablement & sales enablement toolkit
Cooby cooby.co @JoinCooby unlock the power of conversations. Making WhatsApp your sales weapon. Bring visibility into customer conversations from your teams’ regular WhatsApp numbers with analytics, customer tracking & intelligence. Modernize your WhatsApp inbox with tabs, notes, reminders, social profile, calendar integration, etc. Cooby, Inc., San Francisco, CA, USA
DeckLinks DeckLinks.com @deck_links B2B SaaS created to make sales more conversational. Helps sales teams securely share sales decks & instantly access engagement analytics to close more deals faster. BriefBid briefbid.com @briefbid launched DeckLinks: Platform that helps sales teams share interactive sales decks & access instant analytics on buyer engagement; positioning DeckLinks as Google Analytics for sales decks. Offers analytics for deck sharing & is a new stand-alone product that was inspired by key-learnings from the BriefBid’s B2B marketplace, which serves media buyers & sellers through RFP management & matchmaking. They saw sell-side users often sharing one-directional, static sales decks that failed to garner responses / feedback. Through an effort to understand how their buy-side users engage with sales material in the marketplace, the company developed tools to track interactions with their own sales decks to their users. “In our effort to solve a problem in the media RFP space, we discovered a problem in the sales space. When we thought we were solving a problem for our users, we ended up solving a problem for sales people in general. Sometimes great products come out of internal tools that can be applied externally […].” The DeckLinks platform is capable of showing sales reps how buyers specifically interact with sales materials, even when no direct response is provided. Allows sales teams to start more conversations with relevant follow-ups, access actionable insights to improve their efforts, & close more deals by personalizing client experiences. Goes beyond traditional document sharing platforms by creating a custom, fully-trackable microsite that houses each deck. Features include company profiles, industry-specific modules, & other widgets. TORONTO, ONTARIO, CANADA
Decktopus decktopus.com @decktopus create presentations, sales sheets, portfolios & many more with the auto-adjusted layouts in an extremely short time. Don’t waste time formatting. Focus on your content. Out of the ordinary presentation tool: Create not only presentations but also proposals, bio links (decktop.us your bio: Create a link connecting your audience to all your content! Seems to be aiming to become the linktree of b2b), sales funnels, forms & microsites. Prepare to embed forms, videos, websites & links to your slides. A fast & engaging business proposal & presentation creation tool for “No Code” creators & busy professionals. Palo Alto, CA, USA
Dropbox dropbox.com @Dropbox (acquired HelloSign) Dropbox for Business helps companies seamlessly collaborate with secure file sharing, access from anywhere, & robust admin controls. San Francisco, CA, US. Acquired HelloSign hellosign.com @HelloSign Simplifying work for the businesses of tomorrow: We are HelloSign, HelloFax & HelloWorks. San Francisco, CA. 10-Mar-2021, Dropbox announced it plans to acquire DocSend for $165 million. DocSend docsend.com @DocSend helps customers share & track documents by sending a secure link instead of an attachment.
Google Cloud Platform (G Suite / Drive / Docs / Sheets / Slides / Keep / Forms / Sites) Alphabet Inc., Mountain View, CA, USA
Hubspot hubspot.com @HubSpot inbound marketing & sales platform. hubspot.com/sales-enablement Sales enablement is the technology, processes, & content that empower sales teams to sell efficiently at a higher velocity. Sales Content Optimization: Contrary to common assumptions, marketers are not the only people producing content. In fact, in many companies, sales produces more content than marketing. Every minute a sale rep spends creating content is a minute they aren’t selling. The fact that salespeople take time to produce personalized content shows how important it is in the final stages of a buyer’s journey. Organize sales content: The first step in a sales enablement content strategy is a full content audit. NYSE: HUBS. Competes with Act-On Software, Marketo, & Pardot. Cambridge, MA
Loom loom.com @loom work communication tool that helps get your message across through instantly shareable video. Say it with video! Get your message across, no matter where you work. Sending a Loom is more efficient than typing long emails or spending your day in meetings having conversations that don’t need to happen in real-time. You talk up to 6x faster than you type. Capture your screen, record their front-facing camera, & narrate video all at once with no switching apps or upload required. Whether it’s training new teammates or replying to a customer inquiry, Loom enhances the way people communicate at work by allowing them to send the next best thing to being there. Why Sales teams use Loom: Improve outreach. Accelerate sales cycles. Optimize performance. Streamline onboarding. San Francisco, CA, USA. Legal name Opentest, Inc.
Notion notion.so @NotionHQ all-in-one workspace – for notes, tasks, wikis, & databases. Note-taking & collaboration application for your notes, tasks, wikis, & databases. $11M in estimated revenue annually. Competes with Quip, Airtable, & Simplenote. San Francisco, CA, USA. 8-Sep-2021 it acquired
Automate.io, an Indian startup that builds connectivity & integrations with 200+ services, as the workplace productivity startup looks to accelerate its product expansion to become more compelling for tens of millions of individuals & businesses that are increasingly moving to digital collaborative tools. The San Francisco-headquartered startup, last valued at $2Bn in private markets, said the acquisition of the Hyderabad-headquartered Automate will help Notion understand the know-how of — & leverage — the 200 integrations the Indian startup has developed to give users and enterprises alike the ability to bring their workflows into Notion.
Pipedrive pipedrive.com @pipedrive web-based Sales CRM. CRM platform developed from the salesperson’s point-of-view. 5-Mar-2020, Pipedrive announced it acquired Mailigen, provider of an email marketing automation solution. Their first acquisition will make it easier for Pipedrive customers to access software that generates leads & nurtures customers. Mailigen mailigen.com @mailigen email marketing automation platform & agency servicing small to medium size companies around the world. Email marketing for Pipedrive users: Get ready to engage your customers & make entirely new ones. Mailigen in Riga, Riga, Latvia (Pipedrive estimated annual revenue $46.5M, based in New York, New York, US) August 2020 saw the launch of Sales Docs (in beta): Send trackable quotes, proposals, & contracts from your CRM. See when files are opened & make updates in real-time. Follow up at the right moment and close deals faster. Auto-fill docs with Pipedrive data: Send quotes faster with less manual copy-pasting & fewer errors. Create document templates that automatically pull products from your catalog or information from any Pipedrive field. By sending trackable documents, you get notified whenever they’re opened. Follow up at the right time to lock in sales quickly. Find docs easily: Store quotes, proposals & contracts where you can quickly locate them. Track them against deals in Pipedrive or your chosen storage drive to evaluate their effectiveness & make improvements. 12-Nov-2020, Pipedrive acquired by Vista Equity Partners for $1.5Bn USD.
Pitch pitch.com @Pitch Pitch Software GmbH. Open platform for presentations & content collaboration. Improve the way presentations are crafted & knowledge is shared. Presentation tool & platform for students, teachers, creatives, managers, startups & teams everywhere. With Slack & Front transforming business communication, Airtable & Coda disrupting Excel, & Sketch & Framer on a mission to break Photoshop’s monopoly, we saw innovation & thoughtful design resetting expectations & reimagining the user experience of complex business software. Yet, even with this shift, presentation tools have not kept pace with technology; we believe there needs to be something new, different & substantially better. Software startup founded Jan-2018. Now $22.7M funding: Index Ventures, BlueYard, Slack Fund, Zoom CEO Eric Yuan, Framer CEO Koen Bok, Elastic Co-Founder Simon Willnauer, Datadog CEO Olivier Pomel, Wunderlist-backer Frank Thelen & Metalab Founder Andrew Wilkinson. Their founding team created Wunderlist. $1M in revenue annually & competes with Prezi, Powtoon, & Slidebean. Berlin, Germany
Former Practice Ignition practiceignition.com now ignitionapp.com @ignitionapp Eliminate debtors & fully automate client onboarding. “Proposal to paid in one place! Eliminate the friction by sending your clients a single smart proposal they can read, sign, & make a payment on in one sitting. That’s more closed deals for you and less back & forth for everyone”. Create intelligent proposals that trigger workflows, automate your back office & increase conversions. “No more word docs, email trails, or data duplication. Software that facilitates proposals, payments, insights, scope management, & integrations.” Competes with Jetpack Workflow, Capium Ltd, & Canopy. Sydney, NSW, Australia
Process Street process.st @processstreet document, track, automate & optimize customer-centric processes. Help sales & customer success teams drive revenue & reduce churn. “The home for your team’s recurring tasks. Create, track & optimize business process workflows.” SaaS platform that lets non-technical teams create powerful, API driven workflows. They don’t seem to compete with Zapier, but integrate with your Zapier account. San Francisco, USA, but many roots in Sydney, Australia
Questmate questmate.com @QuestmateApp No Code. Making work simple, rewarding & consistent. Define a specific reward/incentive to be paid out / accessed right at the end of the workflow / job / task. In that sense almost a NoCode Smart Contract. Engaging Workflows. For teams of any type, size & mission. Team onboarding, training, tasks, etc. The simplicity of to-do lists with straightforward guidance & powerful integrations of external systems & applications. Enabling you to build empowering workflows that connect the what to the how. Also perfect for Customer Onboarding, Staff Onboarding & Surveys. Register for BETA access. Avalon Beach, Sydney, NSW, Australia. (Full disclosure: I’m an angel investor)
Qwilr qwilr.com @Qwilr pitch with confidence & win more work. Quickly create beautiful & intuitive proposals, sales & marketing documents. Whether you’re creating internally or sharing externally, Qwilr allows you to build document processes that are fast & easy-to-adopt. Set up your brand once, and it’ll update everywhere. Ensure consistency across all of your documents by setting up your colours, fonts & templates so your team is always on brand. Streamline your sales process: Remove the hassle for clients, & start working & earning faster. Integrate with CRMs, accounting tools & more. Integrate with other tools you love: Integrate Qwilr with the CRM, accounting, live chat & analytics tools. Understand your clients better: Track & analyze how your sales & marketing material is browsed. Be notified when your document is first viewed, see how many times it was viewed & what sections your customer actually cared about. Analytics features. Competes with PandaDoc, Bidsketch, & Proposable. Sydney, NSW
Saleo saleo.io @getSaleo Sales Demo Personalization: Software sales is hard enough – don’t let generic demos or bad data interfere with winning deals. Create incredible, personalized demos at scale for your team. Build the perfect demo that tells the right story across any vertical, pain point, or user case. Replicate success across all go-to-market teams with ease (Sales, Solutions Consultants, & Product Marketing). Atlanta, GA, USA. Saleo, Inc.
SalesLoft salesloft.com @SalesLoft sales engagement platform. Transform the way sellers engage with their customers by delivering a better selling experience. Finally experience true marketing & sales alignment on a single platform. With improved visibility & easy collaboration on templates, sales plays, & lead routing, SalesLoft puts marketing & sales on the same page. Expanded Machine Learning capabilities enable sales professionals to take personalization to the next level. Eg: Seniority model automatically recognizes a person’s position in the organization & place them into the ideal persona-based cadence. Hot Leads injects Artificial Intelligence (AI) into workflows where it counts, prioritizing engaged contacts, so users can focus their efforts connecting with the right people at the right time. $23M in revenue annually & competes with Outreach, Velocify, Inc., & Insidesales.com. 2k+ customers, including Square, MuleSoft, WeWork, & Dell, use the company’s sales engagement platform to engage in more relevant, authentic & sincere ways. (Acquired Costello 4-Nov-2019.) Headquartered in Atlanta, they have additional locations in San Francisco, New York City & Guadalajara, Mexico. Atlanta, GA, USA. 22-Dec-2021, Salesloft acquired by Vista Equity Partners.
Slack slack.com/intl/en-au/solutions/sales @slackhq enterprise software platform that allows teams & businesses of all sizes to communicate effectively. Hub for your sales management process: From research to pitch decks to contracts, Slack is where sales happens. Sales teams use Slack for: COMMUNICATION, AUTOMATION, TEAM-BUILDING, HANDOFFS. SF, CA, USA. 30 Nov 2020: Salesforce Signs Definitive Agreement to Acquire Slack.
Sizle sizle.io @sizle_io all-in-one document collaboration & analysis toolkit used in 150+ countries. No matter what you’re sharing, ensure the right files are sent to the right people at the right time. “Seeing how much time prospects spend on each slide of a presentation a helps us optimize all of our sales & marketing collateral.” “[…] find the concept of using a presentation together with a lead capture workflow genius, I use Sizle when I need to send a document to a new prospect.” Sizle Pty Ltd., Melbourne, Australia
Uberflip uberflip.com @uberflip helps marketers create, manage, & optimize content experiences at every stage of the buyer journey – without relying on IT. Use Uberflip to power your: Company Blog, Resource Center, Content Library, Sales Enablement. Streamline content management, accelerate lead generation, & fuel marketing automation. Toronto, Canada
WebinarNinja webinarninja.com @WebinarNinja not just a webinar platform. A complete marketing, training and sales system. All in the cloud. Your attendees can join your webinar with any web browser, on desktop or any mobile device. There is no need for them to download or install any software. It couldn’t it be faster or easier for them to attend your webinars. Sydney
Wistia wistia.com @wistia video hosting built for business. Share internal or private videos: Selectively set permissions so you can securely share internal videos & collaborate with your team. Collect feedback on your videos: Share videos & analytics with the rest of your team (or clients), & collect their feedback with time-coded comments. Cambridge, MA