An Integrated Sales Enablement 
And Marketing Automation Platform 
For MSPs, Value Added Resellers and Channel Partners
About us 
• Founded in 1998, Mindmatrix is the leading 
provider of Sales Enablement and Automation 
tools 
• Sales Enablement is using technology to 
empower the sales team and reduce their 
research efforts allowing them to spend more 
time “selling” 
• Sales Enablement is providing the sales team 
with the content to make them independent 
of the marketing team; yet at the same time 
promote a seamless marketing-sales 
alignment that improves sales effectiveness
What do we do 
• Mindmatrix enables sales and marketing teams to be more effective 
through a combination of asset management, automation, sales 
enablement and channel enablement functionality 
• Mindmatrix empowers sales and marketing teams to engage with 
customers and prospects through both direct and indirect channels and 
seamlessly across a combination of online, social, mobile and offline media
Our Clients
How Mindmatrix can assist you 
• Leverage social selling to connect to 
buyers earlier in buying process 
• Better engage your leads by 
optimizing follow through from 
events 
• Leverage mobile to be more 
effective by announcing new 
services 
• Connect with prospects using 
mobile 
• Increase close rates by automating 
routine sales and marketing 
processes 
• Reduce printing costs with 
personalized product catalogs 
• Increase SLA Renewals with 
Personalized Messaging 
• Use customer data to target new 
products and cross-sell 
• Save money by spending only on most 
effective sales assets 
• Increase revenues by improving sales 
processes 
• Close more business with 5 Minute 
response time to incoming leads 
• Increase the amount of time you spend 
selling 
• Make it easier to run event campaigns 
• Automate your nurturing of leads 
• Automate the capture of customer 
referrals and testimonials 
• Create sales enablement in a box 
• Automate the capture of feedback 
• Know which leads to focus on
Mindmatrix offers Sales Enablement in a Box
Leverage social selling to connect to buyers 
earlier in buying process 
• By using Mindmatrix’s social listening application, you can identify prospects that are 
looking for your specific solution. You can engage prospects earlier in the buying journey 
and increase the probability the prospect will buy from you instead of a competitor. 
Social listening Connect with leads 
immediately
Make more of your leads by optimizing follow 
through from events 
• Leads generated from events aren’t always followed up with in an optimized manner 
• Mindmatrix lets you build out specific flexible workflows to document the assets and steps to take with a 
prospect from the initial lead through the end of the buying cycle 
• Mindmatrix’s metrics and reporting help you to identify which assets are not working and which steps of the 
process need to be streamlined so you can optimize your processes moving forward 
Stage I Stage II Stage III 
Tradeshow 
leads Build sales workflow for tradeshow 
leads and map assets for every stage 
of sales process 
Track sales 
process and asset 
effectiveness
Leverage mobile to be more effective 
announcing new services 
• With Mindmatrix’s mobile tools you can send a video about a new product directly to the 
mobile phones of prospects 
• Mindmatrix can give you detailed reporting that shows you whether each individual 
prospect or team member watched the video 
New 
product 
launched 
Product launch video shared with prospects 
Opens 
tracked
Connect with prospects using mobile 
• Emails often go unopened and mailings can be ineffective 
• Supplement emails by using video and text messaging to reach prospects directly on their 
mobile devices 
Text/videos about your Prospects 
services 
Get reports on 
opens
Increase close rates by automating routine sales 
and marketing processes 
• The work doesn’t stop after an initial conversation or demo 
• Using Mindmatrix you can automate routine sales and marketing processes 
• You can create nurturing campaigns that send text messages or emails to prospects based 
on the action they have taken and also create reminders for yourself to follow up on 
specific dates and times 
Create 
SMS/email lead 
nurturing drips 
Monitor prospect 
activity 
To-do list and 
reminders
Reduce printing costs with personalized service 
brochures 
• Mindmatrix helps reduce printing costs and increase revenue by building 
product catalogs based upon your customer’s demographic and behavioral 
information 
Customize sales content 
and print only what’s 
relevant to the prospect 
360° prospect view that records 
prospect behavior and demographics
Increase SLA Renewals with Personalized 
Messaging 
• Use Mindmatrix’s asset management and personalization capabilities to create 
messaging that is personalized for individual customers and see the increase in 
your SLA renewals 
DATA SEGMENTATION 
BASED VIA SMART LISTS 
BASED ON WARRANTY 
DATES AND PURCHASE 
HISTORY 
Personalized offers and 
reminders via emails, SMS, 
print sent to customers due for 
renewal 
Customer 
response tracked 
and results 
shared at local 
and corporate 
level
Use customer data to target new services and cross-sell 
• Create individualized offers and marketing materials tailored to suit specific 
customers 
Personalized offers via 
emails, SMS, Print
Save money by spending only on most effective 
sales assets 
• Mindmatrix can help you identify which marketing and sales assets are being 
found useful by clients 
• This allows you to spend more time on the assets that are getting results and stop 
supporting assets that clients don’t like. 
Resources invested in the 
most popular/effective 
marketing assets 
Data on sales 
assets 
effectiveness
Increase revenues by improving sales processes 
• Mindmatrix allows you to document all of your sales processes 
• From the process of evaluating and nurturing leads acquired at events to the 
processes and tasks that take place after a demo of your product 
• Mindmatrix allows you to define and track the steps, tasks, and assets used 
throughout the process, see where bottlenecks occur or processes breakdown, 
and analyze which assets are effective, allowing you to find areas to improve the 
way you sell 
Sales/Marketing processes tracked 
so you can make necessary 
amends to maximize their 
effectiveness
Close more business with 5 Minute response time to 
incoming leads 
• Mindmatrix allows you to set up email and SMS alerts for so you know instantly 
whenever a prospect opens an email, clicks on an ad, requests a demo, visits your 
website, or looks at a sales asset. 
• By reacting immediately, you can significantly increase the chances of closing a 
deal 
Prospect activity 
and response 
Prospect interaction tracked 
with 
sales/marketing 
programs 
SMS and email alert 
generated for 
salesperson
Increase the amount of time you spend selling 
• Mindmatrix provides an asset management system that maps assets to be used in every 
stage of the sales process and for every target customer 
• This makes it easy for you to instantly find and customize the assets they need, and reach 
out to more prospects than before 
Stage I Stage II Stage III 
One-touch access to personal 
branded sales assets 
Assets mapped for every customized for prospect 
stage of sales cycle
Make it easier to run event campaigns 
• Mindmatrix’s platform makes it easy to generate business from events 
• With the Mindmatrix platform you can generate and personalize invitations, reminders, 
and pre-event mailings to ensure that your event is a success 
• Our metrics allow you to analyze the results from your events and find areas for future 
improvement 
Personalized pre-event emails, reminders 
and drip programs to route prospects to 
event-specific landing page 
Lead activity and response tracked 
Personalized post-event follow-ups 
via drip programs for leads 
from events
Automate your nurturing of leads 
• Mindmatrix has visual tools that allow you to build out email campaigns to automatically 
nurture your leads until they are ready to buy 
• Mindmatrix gives you insight into how many prospects are at each stage of the lead 
nurture program and how those prospects have interacted with you throughout the 
program 
Prospect response to 
nurturing programs 
tracked 
STAGE-I 
STAGE-II 
STAGE-III 
Know prospect 
position in the lead 
nurturing program 
Visual tools to build lead 
nurturing campaigns
Automate the capture of customer referrals and 
testimonials 
• Mindmatrix lets you set up programs to easily capture testimonials and create automated 
customer referral campaigns 
• With Mindmatrix you can use your current customers to drive new businesses and track 
the results 
Customer referral and testimonial 
request drips 
Track lead flow 
from referrals
Create sales enablement in a box 
• Mindmatrix’s platform gives small- to medium-sized businesses its sales enablement in a 
box 
• With ready-made templates for landing pages, emails, playbooks, nurture campaigns, 
along with complete visibility and prospect tracking, Mindmatrix gives you a complete 
solution for enabling your sales team 
360°Prospect view 
and tracking 
Sales campaign 
reports and tracking 
Templates for landing pages, 
emails, playbooks and lead 
nurturing campaigns
Automate the capture of feedback 
• Mindmatrix’s platform enables you to easily capture and correlate client feedback from 
email, web forms, and even text messages 
Client feedback captured from different 
media including web-forms, SMS, emails and 
social
Know which leads to focus on 
• Mindmatrix gives you tools that drive sales: tools for lead scoring so you can easily identify 
the leads that are ready to buy; alerts so that you know instantly via email or text 
messages whenever a prospect takes action; and automatic task generation and reminders 
for timely follow-up 
Prospect response tracked and 
scored 
Prospect interaction 
with 
sales/marketing 
programs 
SMS and email alert 
and to-do list generated
Integration with key CRM and ticketing 
platforms 
• Mindmatrix’s sales enablement software integrates with popular CRM and ticketing 
platforms including ConnectWise and Autotask, allowing you to share and manage key 
information between the two platforms
Thank you 
Mindmatrix 
2403 Sidney Street, Suite 150, Pittsburgh, PA 15203 
Phone: 412.381.0230, Fax: 412.774.1992

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Sales Enablement solution for Value Added Resellers

  • 1. An Integrated Sales Enablement And Marketing Automation Platform For MSPs, Value Added Resellers and Channel Partners
  • 2. About us • Founded in 1998, Mindmatrix is the leading provider of Sales Enablement and Automation tools • Sales Enablement is using technology to empower the sales team and reduce their research efforts allowing them to spend more time “selling” • Sales Enablement is providing the sales team with the content to make them independent of the marketing team; yet at the same time promote a seamless marketing-sales alignment that improves sales effectiveness
  • 3. What do we do • Mindmatrix enables sales and marketing teams to be more effective through a combination of asset management, automation, sales enablement and channel enablement functionality • Mindmatrix empowers sales and marketing teams to engage with customers and prospects through both direct and indirect channels and seamlessly across a combination of online, social, mobile and offline media
  • 5. How Mindmatrix can assist you • Leverage social selling to connect to buyers earlier in buying process • Better engage your leads by optimizing follow through from events • Leverage mobile to be more effective by announcing new services • Connect with prospects using mobile • Increase close rates by automating routine sales and marketing processes • Reduce printing costs with personalized product catalogs • Increase SLA Renewals with Personalized Messaging • Use customer data to target new products and cross-sell • Save money by spending only on most effective sales assets • Increase revenues by improving sales processes • Close more business with 5 Minute response time to incoming leads • Increase the amount of time you spend selling • Make it easier to run event campaigns • Automate your nurturing of leads • Automate the capture of customer referrals and testimonials • Create sales enablement in a box • Automate the capture of feedback • Know which leads to focus on
  • 6. Mindmatrix offers Sales Enablement in a Box
  • 7. Leverage social selling to connect to buyers earlier in buying process • By using Mindmatrix’s social listening application, you can identify prospects that are looking for your specific solution. You can engage prospects earlier in the buying journey and increase the probability the prospect will buy from you instead of a competitor. Social listening Connect with leads immediately
  • 8. Make more of your leads by optimizing follow through from events • Leads generated from events aren’t always followed up with in an optimized manner • Mindmatrix lets you build out specific flexible workflows to document the assets and steps to take with a prospect from the initial lead through the end of the buying cycle • Mindmatrix’s metrics and reporting help you to identify which assets are not working and which steps of the process need to be streamlined so you can optimize your processes moving forward Stage I Stage II Stage III Tradeshow leads Build sales workflow for tradeshow leads and map assets for every stage of sales process Track sales process and asset effectiveness
  • 9. Leverage mobile to be more effective announcing new services • With Mindmatrix’s mobile tools you can send a video about a new product directly to the mobile phones of prospects • Mindmatrix can give you detailed reporting that shows you whether each individual prospect or team member watched the video New product launched Product launch video shared with prospects Opens tracked
  • 10. Connect with prospects using mobile • Emails often go unopened and mailings can be ineffective • Supplement emails by using video and text messaging to reach prospects directly on their mobile devices Text/videos about your Prospects services Get reports on opens
  • 11. Increase close rates by automating routine sales and marketing processes • The work doesn’t stop after an initial conversation or demo • Using Mindmatrix you can automate routine sales and marketing processes • You can create nurturing campaigns that send text messages or emails to prospects based on the action they have taken and also create reminders for yourself to follow up on specific dates and times Create SMS/email lead nurturing drips Monitor prospect activity To-do list and reminders
  • 12. Reduce printing costs with personalized service brochures • Mindmatrix helps reduce printing costs and increase revenue by building product catalogs based upon your customer’s demographic and behavioral information Customize sales content and print only what’s relevant to the prospect 360° prospect view that records prospect behavior and demographics
  • 13. Increase SLA Renewals with Personalized Messaging • Use Mindmatrix’s asset management and personalization capabilities to create messaging that is personalized for individual customers and see the increase in your SLA renewals DATA SEGMENTATION BASED VIA SMART LISTS BASED ON WARRANTY DATES AND PURCHASE HISTORY Personalized offers and reminders via emails, SMS, print sent to customers due for renewal Customer response tracked and results shared at local and corporate level
  • 14. Use customer data to target new services and cross-sell • Create individualized offers and marketing materials tailored to suit specific customers Personalized offers via emails, SMS, Print
  • 15. Save money by spending only on most effective sales assets • Mindmatrix can help you identify which marketing and sales assets are being found useful by clients • This allows you to spend more time on the assets that are getting results and stop supporting assets that clients don’t like. Resources invested in the most popular/effective marketing assets Data on sales assets effectiveness
  • 16. Increase revenues by improving sales processes • Mindmatrix allows you to document all of your sales processes • From the process of evaluating and nurturing leads acquired at events to the processes and tasks that take place after a demo of your product • Mindmatrix allows you to define and track the steps, tasks, and assets used throughout the process, see where bottlenecks occur or processes breakdown, and analyze which assets are effective, allowing you to find areas to improve the way you sell Sales/Marketing processes tracked so you can make necessary amends to maximize their effectiveness
  • 17. Close more business with 5 Minute response time to incoming leads • Mindmatrix allows you to set up email and SMS alerts for so you know instantly whenever a prospect opens an email, clicks on an ad, requests a demo, visits your website, or looks at a sales asset. • By reacting immediately, you can significantly increase the chances of closing a deal Prospect activity and response Prospect interaction tracked with sales/marketing programs SMS and email alert generated for salesperson
  • 18. Increase the amount of time you spend selling • Mindmatrix provides an asset management system that maps assets to be used in every stage of the sales process and for every target customer • This makes it easy for you to instantly find and customize the assets they need, and reach out to more prospects than before Stage I Stage II Stage III One-touch access to personal branded sales assets Assets mapped for every customized for prospect stage of sales cycle
  • 19. Make it easier to run event campaigns • Mindmatrix’s platform makes it easy to generate business from events • With the Mindmatrix platform you can generate and personalize invitations, reminders, and pre-event mailings to ensure that your event is a success • Our metrics allow you to analyze the results from your events and find areas for future improvement Personalized pre-event emails, reminders and drip programs to route prospects to event-specific landing page Lead activity and response tracked Personalized post-event follow-ups via drip programs for leads from events
  • 20. Automate your nurturing of leads • Mindmatrix has visual tools that allow you to build out email campaigns to automatically nurture your leads until they are ready to buy • Mindmatrix gives you insight into how many prospects are at each stage of the lead nurture program and how those prospects have interacted with you throughout the program Prospect response to nurturing programs tracked STAGE-I STAGE-II STAGE-III Know prospect position in the lead nurturing program Visual tools to build lead nurturing campaigns
  • 21. Automate the capture of customer referrals and testimonials • Mindmatrix lets you set up programs to easily capture testimonials and create automated customer referral campaigns • With Mindmatrix you can use your current customers to drive new businesses and track the results Customer referral and testimonial request drips Track lead flow from referrals
  • 22. Create sales enablement in a box • Mindmatrix’s platform gives small- to medium-sized businesses its sales enablement in a box • With ready-made templates for landing pages, emails, playbooks, nurture campaigns, along with complete visibility and prospect tracking, Mindmatrix gives you a complete solution for enabling your sales team 360°Prospect view and tracking Sales campaign reports and tracking Templates for landing pages, emails, playbooks and lead nurturing campaigns
  • 23. Automate the capture of feedback • Mindmatrix’s platform enables you to easily capture and correlate client feedback from email, web forms, and even text messages Client feedback captured from different media including web-forms, SMS, emails and social
  • 24. Know which leads to focus on • Mindmatrix gives you tools that drive sales: tools for lead scoring so you can easily identify the leads that are ready to buy; alerts so that you know instantly via email or text messages whenever a prospect takes action; and automatic task generation and reminders for timely follow-up Prospect response tracked and scored Prospect interaction with sales/marketing programs SMS and email alert and to-do list generated
  • 25. Integration with key CRM and ticketing platforms • Mindmatrix’s sales enablement software integrates with popular CRM and ticketing platforms including ConnectWise and Autotask, allowing you to share and manage key information between the two platforms
  • 26. Thank you Mindmatrix 2403 Sidney Street, Suite 150, Pittsburgh, PA 15203 Phone: 412.381.0230, Fax: 412.774.1992