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B/ Bowery Capital Guide To Startup Sales Tools v2.0

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B/Bowery CapitalGuide To Startup Sales Tools v2.0

BOWERY CAPITAL

Startup Sales Tools Are Best Understood By Their Roles In The Go-To-Market Process

2

Pre-Sales

CRM

Tools that help with lead gen, intel, qualification & data mgmt.

Sales

Tools that help with sales team collaboration, outreach & closing

Post-Sales

Tools that help with customer engagement, retention & analytics

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Predictive Sales

Lead Generation

Lead Intelligence

Collateral Management

Social Sales Enablement

Marketing-Sales Alignment

Calling

Outreach Management

Email Intelligence

Content Sharing

Conferencing

Mobile-First

Contracts & Proposals

Sales Ops

Coaching & Incentives

Customer Success

Chat For Sales

Pricing

Customer/Partner Engagement

Data Entry/Management

BOWERY CAPITALBOWERY CAPITALBOWERY CAPITAL

Table Of Contents

3= Pre-Sales = Sales = POST-Sales

Salesforce 6

Zoho 7

Contactually 8

Nimble 9

HubSpot 10

Infer 11

Fliptop 12

Mintigo 13

6sense 14

C9 15

ZoomInfo 16

SalesLoft Prospector

17

LinkedIn Sales Navigator

18

Bant.io 19

data.com 20

CRM

Datanyze 21

Datafox 22

InsideView 23

TermScout 24

DiscoverOrg 25

LIA 26

PointDrive 27

TinderBox 28

FileBoard 29

BuyerDeck 30

TrackMaven 31

Socedo 32

vSnap 33

SocialRank 34

Spredfast 35

LiveHive 53

FullContact 54

Toofr 55

Email Hunter

56

Rapportive 57

DocSend 58

ClearSlide 59

NewsCred 60

Populr 61

Ceros 62

join.me 63

HighFive 64

Speakeasy 65

Blue Jeans 66

Speek 67

Clari 68

Roambi 69

Selligy 70

Immediately 71

Enhatch 72

Handshake 73

DocuSign 74

Qvidian 75

Proposify 76

Form Assembly

77

Insight Squared

80

Callidus Cloud

81

Lattice Engines

82

SaaSOptics 83

Xactly 84

Rivalry 85

LevelEleven 86

SalesHood 87

Ambition 88

Hoopla 89

Gainsight 90

Totango 91

Preact 92

Bluenose Analytics

93

Service Source

94

Olark 95

SaleMove 96

LivePerson 97

LiveChat 98

Slack 99

Vendavo 100

Zilliant 101

Zuora 102

IBM DemandTec

103

PROS 104

SkillJar 105

Intercom 106

Channel Eyes

107

Autopilot 108

Zoomforth 109

Brisk.io 110

RingLead 111

Zapier 112

Cloudingo 113

Contact Monkey

114

FullCircle 36

Influitive 37

ListenLoop 38

Sendbloom 39

SpruceMail 40

BlitzFlow 43

InsideSales PowerDialer

44

Ringio 45

Callinize 46

ConnectAndSell

47

ToutApp 48

SalesLoft Cadence

49

Close.io 50

Outreach 51

Proleads 52

Predictive Sales

Lead Generation

Lead Intelligence

Collateral Management

Social Sales Enablement

Marketing-Sales Alignment

Calling

Outreach Management

Email Intelligence

Content Sharing

Conferencing

Mobile-First

Contracts & Proposals

Sales Ops

Coaching & Incentives

Customer Success

Chat For Sales

Pricing

Customer / Partner Engagement

Data Entry/Management

I. Pre-Sales /

BOWERY CAPITALBOWERY CAPITALBOWERY CAPITAL

Pre-Sales Tools Overview

5Follow Us On Twitter & LinkedIn TO Suggest Changes / Additions!

Datanyze

Lead

Inte

llige

nce

Tools that help give more lead insight

Datafox

InsideView

TermScout

DiscoverOrg

TrackMaven

Socia

l Sal

es En

able

ment

Tools that help leverage the social web to discover leads

Socedo

vSnap

SocialRank

Spredfast

LIA

Colla

tera

l Man

agem

ent

Tools that help sales reps identify engaged buyers

PointDrive

TinderBox

FileBoard

BuyerDeck

FullCircle

Mar

ketin

g-Sa

les A

lignm

ent Tools that help to align

marketing with sales strategy

Influitive

ListenLoop

Sendbloom

SpruceMail

Salesforce

CRM

Tools that help with managing customer relationships

Zoho CRM

Contactually

Nimble

HubSpot CRM

Infer

Pred

ictiv

e Sal

es

Tools that help win more customers and close more deals

Fliptop

Mintigo

6sense

C9

ZoomInfo

Lead

Gen

erat

ion

Tools that help to generate more sales leads

SalesLoft Prospector

LinkedIn Sales Navigator

Bant.io

data.com

BOWERY CAPITAL

CRM: Salesforce

6

Company Description Founded: 1999

Employees: 10,000+ Status: Publicly Traded (CRM) Website: www.salesforce.com

Salesforce is an enterprise cloud computing provider. Using salesforce.com's social and mobile cloud technologies, companies can connect with customers, partners and employees in entirely new ways. Based on salesforce.com's real-time, multi-tenant architecture, the company's platform and apps give customers the tools to create a social front office and revolutionize the way they sell, service, market, collaborate, work, and innovate.

Product Features & Pricing

Platform: Allows app creation for customers and employees.

Chatter: Drives productivity and innovation with social collaboration features.

Network Data.com Integration: Ensures correct B2B data for increased growth.

App Exchange: Healthy ecosystem of SFDC-integrated apps.

Bowery View

PROS • “Sales Cloud” works together with other product

“Clouds”: Service, Marketing, Community, Analytics, Platform

• Highly customizable • Easy integration; works with lots of other sales and

marketing software thanks to Salesforce’s popularity

• Variety of 3rd party functionality is easy to add via robust app exchange

CONS • Expensive, especially at higher tiers • Costs rise significantly with further customization • Steep learning curve; customization not particularly

straightforward and requires semi-technical knowledge: most enterprise implementations will require a Salesforce integrator / consultant

• Organizations of 50+ will likely require an on-staff resource to ensure data hygiene and compliance

• Does not function well for easy, flexible weekly / daily reporting without 3rd party tools

Pro Enterprise Unlimited Performance

Monthly Price Per User

$65/mo

$125/mo $250/mo $300/mo

Although prices are quoted monthly, contracts are billed quarterly or annually.

SFDC also offers a basic sales & marketing product for $25/mo/user.

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BOWERY CAPITAL

Company Description Founded: 1996

Employees: 1,001-5,000 Status: Privately Held Website: www.zoho.com

Zoho CRM is a web-based CRM application, which gives a 360-degree view of a company’s sales, marketing, inventory, customer support and more. Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide sales, marketing, customer support & service and inventory management in a single business system.

Product Features & Pricing

Sales Tracking: Allows users to target inactive leads and improve sales strategy.

Sales Force Automation: Allows tasks to be automated to capture leads from websites and improve workflow.

Social CRM: Integrates social media with sales and lead strategy.

Bowery View

PROS • Relatively inexpensive • Straightforward email and other integrations • Other functionality packages like Help Desk and HR

Management are available

CONS • Template builder is too basic • Buggy with import/export of lead information • Not as widely used as Salesforce; outside

integrations more challenging • Lack of robust 3rd party app ecosystem • Some users have reported a lack of in-depth, quality

tutorials / help pages

CRM: Zoho CRM

7

Free Standard Professional Enterprise

Monthly Price Per Organizer

Free $12/mo $20/mo $35/mo

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BOWERY CAPITALBOWERY CAPITALBOWERY CAPITAL

CRM: Contactually

8

Company Description Founded: 2011

Employees: 11-50 Status: Privately Held Website: www.contactually.com

Contactually offers a lightweight CRM solution for email users that synchronizes with IMAP-connected accounts and adds information pulled from social services, including Facebook, Twitter, LinkedIn, Klout, Quora, Flickr, Foursquare, Tumblr, Skype and other networks, and integrates those into a new online address book.

Product Features & Pricing

Customized follow-up reminders: Ensure that key relationships never slip through the cracks.

Context sensitive email templates: Allows users to automatically insert names, dates, previous jobs, or just about anything else.

Automated programs: Help perform all kinds of actions, from sending follow-ups and creating tasks, to classifying contacts and following people on different social networks.

Although prices are quoted monthly, contracts are billed annually. Slightly more expensive monthly contracts exist.

Bowery View

PROS • Focused on contact organization / hygiene • Takes all of the contact information from multiple

sources, such as social media sites, and combines them to be one person or contact

• Real-time contact updates • Includes gamification and other innovative UX

elements (e.g. Bucket Game) • Flexible UI

CONS • ScaleMail feature does not let the user see who

actually opened or looked at their message • Slightly buggy; some users have reported issues

with Outlook Exchange integrations • Some sync issues, most notably with Google Apps

Basic Professional Enterprise

Monthly Price Per User

$29/mo $49/mo $99/mo

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BOWERY CAPITAL

CRM: Nimble

9

Company Description Founded: 2009

Employees: 11-50 Status: Privately Held Website: www.nimble.com

Nimble is the relationship manager created to help professionals build better relationships in a noisy, multi-channel world. Nimble provides a smart way to track, engage and nurture contacts—providing context to conversations. It brings together contacts, calendar,and collaborations in one simple platform -- pulling in the most popular social channels, and linking this functionality to business contacts.

Product Features & Pricing

Unified Inbox: Allows communication to be in one place.

Stay-In-Touch and Mark as Important: Helps ensure that user knows when to contact a potential client.

Rules Engine: Puts user in touch with clients who have similar interests.

Bowery View

PROS • Very fast ramp-up / setup time • Transition from SalesForce reported to be easy and

straightforward • Simple layout and integrated with other software

like Gmail and Outlook • Relatively inexpensive • Focus on social selling, with helpful relevant

information like engagement metrics

CONS • Contacts and calendar synchronization aren’t always

100% accurate • Minimal email folder customization and formatting • Some issues around account object flexibility (e.g.

lack of ability to create segmented accounts) • BI / reporting could be stronger (e.g. deal funnel

visualization)

Business

Monthly Price Per User $15/mo

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BOWERY CAPITAL 10

Company Description Founded: 2014

Employees: 501-1,000 Status: Publicly Traded (HUBS) Website: www.hubspot.com/products/crm

HubSpot CRM is the flexible, intuitive solution for managing your prospects and sales pipeline. Control your content, channels and marketing performance while getting a 360 degree view of the people who matter most to your company from your dashboard. Personalize your views, create custom fields, and filter to find your best contacts instantly. When the time comes to connect with your leads and prospects, HubSpot CRM makes it easy. Work from your inbox, or send emails, place calls (premium feature), and schedule meetings right from any contact’s record.

Product Features & Pricing

Full Contact, Account, Deal & Task Tracking: Personalize your views, create custom fields, and filter to find your best contacts instantly.

Lead Outreach Made Easy: Work from your inbox, or send emails, place calls (premium feature), and schedule meetings right from any contact’s record.

Intuitive Prospecting: Browse a database of millions of companies to find new prospects & filter by dozens of different characteristics (e.g. size, location, industry, revenue). Surface warm prospects from website visits (premium feature).

Bowery View

PROS • Affordable; HubSpot CRM is 100% free for unlimited

users and contacts, forever (only premium features like Sidekick are additional)

• Works seamlessly with HubSpot’s Sidekick chrome extension and the HubSpot Marketing Platform

• Ability to create & incorporate custom properties into lead profile interfaces

• Users report platform is easy-to-navigate and UI is intuitive

CONS • Functionality not as comprehensive as some other

CRMs (e.g. SalesForce) • Product is relatively new to market • Some users report support for HubSpot CRM is not

as good as support for HubSpot Marketing Platform • Sales analytics are not as in-depth as marketing

analytics

CRM Only With Sidekick For Business

Monthly Price Per User

FREE

$50/mo (1000 minutes of calls, unlimited templates, sales

content & Prospects tool)

CRM: HubSpot CRM

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BOWERY CAPITAL 11

Company Description Founded: 2010

Employees: 11-50 Status: Privately Held Website: www.infer.com

Infer delivers predictive business applications that help companies win more customers. It leverages proven data science to rapidly model the untapped data sitting in enterprises, along with thousands of external signals from the web. Customers include several large businesses and numerous high-growth companies like AdRoll, Cloudera, New Relic, Nitro, SurveyMonkey, Tableau, Xactly and Zendesk.

Product Features & Pricing

Rich profiles for leads: Infer uncovers thousands of signals such as employee count, job openings, web presence, social presence, technology vendors, patents, trademarks and more.

Data Science: For every new prospect, Infer calculates a score, so that you can see which leads are most likely to convert or have the biggest revenue impact.

Leverage scores in Salesforce, Marketo & Eloqua: Infer pushes its predictive score directly into existing systems, making it simple to add advanced customer intelligence.

Bowery View

PROS • Measure campaign performance without waiting

months • Evaluate reps against one another • Customer have reported satisfaction with Infer’s

predictive capabilities • Excellent customer support, especially as it relates to

implementation

CONS • Great at scoring a leads “fit”; however, its lacking in

its ability to identify companies that could be “interested” in your product

• Does not handle non-priority leads (for nurturing) as well

• Optimizing the predictive abilities of the product will take some work with Infer’s implementation team

• Product is relatively new to market

Please contact Infer for pricing information.

Predictive Sales: Infer

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BOWERY CAPITAL 12

Company Description Founded: 2010

Employees: 11-50 Status: Privately Held Website: www.fliptop.com

Fliptop is a provider in software solutions that aggregates public web and social data. Fliptop's applications use data science to help companies close more sales. Its software combines public web and social data with internal CRM and marketing application data in order to generate sales lift. The company's cloud applications provide high return on investment and can be deployed quickly.

Product Features & Pricing

Predictive Lead Scoring: Identify which are your hottest leads, whether they should be routed directly to sales or if they should enter a nurturing campaign.

Campaign Optimization: Fliptop shows you in real-time which campaigns and sources are bringing in the highest quality leads.

Pipeline Forecasting: Fliptop scores opportunities and applies conversion probabilities to give a more accurate analysis of the health of your pipeline and realistic numbers to forecast customer intelligence.

Bowery View

PROS • Easy to setup • Simple and clean user interface • Helps to double closing opportunities • Improving quality of marketing qualified leads • Helps target prospect accounts more effectively;

focused around determining which MQLs convert well to opportunities

CONS • Like Infer (and likely other predictive scoring

platforms today) will require some implementation work with Fliptop team

• Not much transparency provided around the details of the predictive model

• Product is relatively new to market

Please contact Fliptop for pricing information.

Predictive Sales: Fliptop

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BOWERY CAPITAL 13

Company Description Founded: 2009

Employees: 51-200 Status: Privately Held Website: www.mintigo.com

Mintigo is developing tools for big-data analysis related to customer acquisition. The Mintigo platform searches the Web continually to discover the interests and business needs of prospects, making it easy for marketers to act on the results. By automatically analyzing existing customers and campaigns, the InterestBase matches groups of prospects to your product at the right time. In short, it opens up a new era in B2B marketing, letting marketers rise above the noise of a crowded market and initiate authentic conversations. This is the key to getting more clicks, more shares, and more pipeline.

Product Features & Pricing

Target: Mintigo’s Predictive Marketing Platform evaluates every prospect as it enters your marketing funnel and assigns a predictive score according to your CustomerDNA.

Engage: Mintigo’s Predictive Marketing Platform makes it easy to create micro-campaigns aimed at specific personas. Mintigo enriches leads with critical data that your database lacks so that you can engage your prospects more intelligently through your marketing and sales systems.

Integrate: Mintigo is fully integrable with existing marketing automation software.

Bowery View

PROS • Fully integrable with existing marketing automation

software • Enables targeting of specific personas with micro-

campaigns • Maintains database of not just your customers, but

potential customers, grouping them predictively (whereas most focus heavily on existing leads)

CONS • No API • More focused on top-of-funnel leads and marketing

execution than closing sales • Little publicly availability information online in the

way of independent product reviews / feedback • Some have placed opening pricing in the thousands

per month, but it appears to be enterprise-oriented in any case

Please contact Mintigo for pricing information.

Predictive Sales: Mintigo

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BOWERY CAPITAL 14

Company Description Founded: 2013

Employees: 11-50 Status: Privately Held Website: www.6sense.com

6sense is a B2B predictive intelligence engine for marketing and sales. Using its private network of billions of time-sensitive intent interactions, 6sense uncovers net-new prospects at every stage of the funnel and determines which existing prospects are in market to buy. 6sense predicts what products prospects will buy, how much they will buy, and when.

Product Features & Pricing

Net-new accounts and contacts: 6Sense uses predictive intelligence to identify net-new accounts and contacts, as well as existing leads, across every stage of the sales funnel.

Time-Sensitive Data: 6Sense updates predictive scores on a daily basis as new information comes into your systems.

Customized Models: 6Sense builds custom prediction models for each of its clients based on their business model, KPIs and goals.

Bowery View

PROS • Enterprise-ready (works with growth-stage and large

enterprise companies such as Cisco, NetApp, VMware, Dell among others)

• Dedicated customer success group will help with data cleansing and implementation

• Makes use of sources of data some others do not (e.g. publishers, forums, blogs, reviews sites)

• Marketo LaunchPoint and Oracle Marketing AppCloud partner

CONS • Requires significant historical customer / deal

information more maximal efficacy • While pricing is not disclosed, it seems to be an

enterprise oriented product and pricing will likely be prohibitive for earlier-stage companies

Please contact 6sense for pricing information.

Predictive Sales: 6sense

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BOWERY CAPITAL 15

Company Description Founded: 2007

Employees: 51-200 Status: Subsidiary of InsideSales Website: www.c9inc.com

C9, formerly Cloud9 Analytics, is an analytic application software company that uses a cloud-based Big Data analytics platform to enable organizations to analyze and optimize revenue across marketing, sales, service and support. C9 combines the best of big data + fast data + predictive analytics to empower companies such as LinkedIn, Google, Yahoo! and Stanley Black & Decker to increase revenue by improving visibility and predictability, generating more accurate forecasts, and identifying revenue risks.

Product Features & Pricing

Forecast: Double forecast accuracy by using predictive sales applications to call your number.

Pipeline: Determine the deals that will close and those that won’t. Anticipate risks that pose the biggest threat and get recommendations on how to avoid them.

Sales Advisor: Determine which reps will make quota and get rep-specific recommendations that will improve the performance of those that are falling short.

LeadMap: Get a panoramic view of revenue progression that spans marketing and sales.

Bowery View

PROS • The Company reported intentions to offer increased

mobile reporting functionality • Responsive support team • Available via SalesForce App Exchange

CONS • While its SFA benefits (pipeline forecasting /

reporting) are well-reported, its predictive scoring accuracy is less well established

• Recent acquisition by InsideSales may slow down product development

Please contact C9 for pricing information.

Predictive Sales: C9

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BOWERY CAPITAL 16

Company Description Founded: 2000

Employees: 101-250 Status: Privately Held Website: www.zoominfo.com

ZoomInfo is the most comprehensive source of business information on people and companies in the world. ZoomInfo is used by sales and marketing professionals to find leads, recruiters to uncover talent and by business professionals to find detailed information on people and companies. ZoomInfo's semantic search engine gathers publicly available information from the Business Web — millions of company websites, news feeds and other online sources — 24 hours a day, 7 days a week, then automatically compiles it into easy-to-search and easy-to-read profiles.

Product Features & Pricing

Pinpoint decision makers with details: Profiles include email, title, direct dial phone, work/education history and 12 years of Web articles (awards, personal interests, etc.).

Target with laser precision: Search by 20+ criteria, including region, revenues, ranking, management level and even college attended and personal interests.

Track prospects: Set up email alerts so you are notified when your prospects change jobs, win awards, etc.

Bowery View

PROS • Huge database of business contacts • ZoomInfo has a built-in hygiene methodology that

ensures frequent updates and high accuracy • Anecdotally, has been an effective addition to the

sales stack for early-to-mid stage startups

CONS • User interface looks outdated • Inability to provide feedback if contact information

is incorrect

Although prices are quoted monthly, contracts are billed annually. Slightly more expensive monthly contracts exist.

Lead Generation: ZoomInfo

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Basic Gold Platinum Pro

Monthly Price $29.95/mo $49.95/mo $99.95/mo

Contact for

Pricing

BOWERY CAPITAL 17

Company Description Founded: 2011

Employees: 51-100 Status: Privately Held Website: www.salesloft.com/products/prospector

SalesLoft develops sales intelligence software that works in Salesforce and other CRM tools to help sales professionals to engage with clients and prospects in a deeper, more meaningful way. Prospector helps teams build accurate leads lists quickly and easily without disrupting their workflow.

Product Features & Pricing

Build prospecting lists quickly: SalesLoft Prospector is the easiest way to build accurate lists of marketing and sales leads.

Run prospect searches directly from your browser: You can run your search from anywhere on the web using our Chrome browser extension.

Capture complete records including email and phone: Capture name, title, company, email, phone number, location, industry, and more for every prospect you import.

Bowery View

PROS • Quickest and most simplistic way to build a list of

prospect emails • Pulls all of the key prospect data from LinkedIn • Allows the user to edit fields before syncing to

Salesforce • Gives alternative emails with percentage-based

certainty • Straightforward, intuitive use case; widely popular

in market

CONS • Lacking some third party integrations, though as

good if not better than other lead gen peers • While a best-of-breed point solution for Lead

Generation, its peripheral outreach management product (Cadence) is relatively new and should be evaluated on a separate basis

Lead Generation: SalesLoft Prospector

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Starter Closer Rainmaker

Monthly Price $325/mo $650/mo $1,300/mo

Yearly Price $250/mo $500/mo $1,000/mo

BOWERY CAPITAL 18

Company Description Founded: 2002

Employees: 1,001-5,000 Status: Publicly Traded (LNKD) Website: www.linkedin.com

LinkedIn is an internet platform company focused on connecting the world's professionals. The company has a diversified business model with revenues driven from user subscriptions, advertising sales and software licensing. The LinkedIn web site was launched in 2003 and is the largest professional networking site in the world. The company's worldwide corporate headquarters is based in Mountain View, California.

Product Features & Pricing

Focus on the right prospects: LinkedIn Sales Navigator helps you find the right prospects, fast. With LinkedIn’s sophisticated algorithm, this sales tool gives you lead recommendations that are tailored to you.

Account and Contact Import: Your sales prospecting tool and CRM are now connected.

Advanced Search with Lead Builder: Access to over 364 million up-to-date professional profiles. Build lead lists with premium filters: seniority, company size, function, and much more.

Bowery View

PROS • Large network that's accessible • Effective for connecting with people • Search facilities work quickly and simply • Support team is responsive

CONS • Sales Navigator provides very few emails (you must

be connected to the user to view them), forcing you to use their text-only InMail service

• SFDC integration for Sales Navigator does not support synching or downloading

• Company profiles lack location data and have no family tree or org structure tools for selling deeper into an organization

Lead Generation: LinkedIn Sales Navigator

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Business Sales Plus Sales Executive

Monthly Price $24.95/mo $59.99/mo $99.99/mo

BOWERY CAPITAL 19

Company Description Founded: 2012

Employees: 11-50 Status: Privately Held Website: www.bant.io

Bant.io fills your pipeline with qualified B2B leads. We engage in email conversations with your ideal customers and once they respond with interest, your sales team simply picks up the conversation with them and work on closing the deal.

Product Features & Pricing

Research and Prospecting: We identify hard-to-find company information and key decision makers that match your ideal customer profile.

Develop and Start Your Drip Campaign: Our experts in response marketing and conversion will create a custom email sequence that will be sent out at ideal times to increase conversion rates.

Start Receiving Hot Leads in Your Inbox: When someone responds with interest, we then forward that email to your inbox so you can pick up the conversation and work on closing the deal.

Bowery View

PROS • Month-to-month contract provides maximum

flexibility • Relatively affordable, capping out at around $1k /

mo • Handles most of process through to prospect replies;

helpful for small teams looking for high-quality leads

CONS • Some time will need to be spent with Bant team to

get campaigns set up • Leads come through inbox directly; not engineered

to interface with marketing automation solutions in the traditional manner

• Prospecting process is vague: “mix of channels like phone, email, social media, search engines but also a top secret software that we've worked on for the past 2 years"

Lead Generation: Bant.io

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Startup Medium Established

Monthly Price $599/mo $899/mo $1,199/mo

BOWERY CAPITAL

Lead Generation: data.com

20

Company Description Founded: 1999

Employees: 10,000+ Status: Subsidiary of Salesforce.com (CRM) Website: www.data.com

Data.com is an online business directory of companies and business professionals that is built, maintained and accessed by a worldwide community of over a million subscribers. Formerly known as Jigsaw before it was acquired by SFDC.

Product Features & Pricing

Clean: Eliminates inaccurate contacts and data.

Global D&B Database: Targets new data, including company profiles.

Integration of Salesforce: Can import/export data into/out of CRM, leading to more efficient use of CRM.

Bowery View

PROS • Integrated with SFDC • Easy/fast lead generation • Already using SFDC (discounted price).

CONS • Crowdsourced data can be unreliable • Contacts have company dial instead of direct dial • Quality of contact information is not the best, and

data is often incomplete • Subpar coverage for non-US contacts

Clean Prospector Premium

Monthly Price Per Organizer

$25/mo $125/mo $165/mo

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BOWERY CAPITAL 21

Company Description Founded: 2012

Employees: 11-50 Status: Privately Held Website: www.datanyze.com

Datanyze provides accurate and up-to-date information on the technologies every website is using. Datanyze's unique discovery tool continuously examines millions of websites to determine which technologies are being used. Datanyze's customers can set up custom alerts and get notifications whenever a website starts or stops using a particular web technology.

Product Features & Pricing

Track: Know which websites started or stopped using a competing technology provider the day it happens.

Research: Access up-to-date company info incl. revenue, funding, address, employee count, industry & social activity.

Prospect: Quickly qualify prospects by accessing up-to-date information about the website you’re browsing and the company that powers it.

Predict: Build a personalized predictive model that not only scores your existing leads, but uncovers high-potential prospects your sales team has yet to find.

Bowery View

PROS • Allows sales management teams to build more

granular customer acquisition strategies • Up-to-date information on companies and contacts

that are a good fit for your product • Sync data with CRM such as Address, Alexa Rank,

Revenue, and Industry • Ability to make a list of companies that are using a

competitor's solution

CONS • Datanyze does not currently integrate with any

outbound marketing platforms • Slightly expensive • Provides no “prescriptive” analytics in the sense that

your team must determine how to make use of the data

• Hard to properly diligence accuracy of data (though additional options may be available for Enterprise-tier customers)

Lead Intelligence: Datanyze

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Standard Pro Enterprise

Monthly Price Per Organizer

$600/mo $1,200/mo Contact for Pricing

BOWERY CAPITAL 22

Company Description Founded: 2013

Employees: 11-50 Status: Privately Held Website: www.datafox.co

DataFox aims to offer insights about private companies and sectors. Per the company, they capture millions of data points and use machine learning to provide indications of private company growth. Their product is aimed to the investment community - venture capitalists and angel investors.

Product Features & Pricing

Company Profiles: Prospect for leads using intuitive keyword search and powerful filters.

Analytical Insight: Compare companies, visualize trends, and monitor sectors for growth signals.

Notifications: Events and Alerts provide 24/7 coverage of milestones important to your business.

Bowery View

PROS • Competitor search is real-time vs. traditional

databases that are more static • Some users report product consistently finds

competitors others don’t • Very detailed sector taxonomy with >70k keywords

allows are granular targeting • “Push” alerting can be useful for small teams with

little time

CONS • Product very new to market • Differentiation unproven in a fairly crowded market • Coverage of bigger / better-known companies

unlikely to match traditional competitors with market data services (CapIQ, Thomson Reuters, Bloomberg, D&B)

Although prices are quoted monthly, contracts are billed annually.

Lead Intelligence: Datafox

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Basic Pro Enterprise

Monthly Price Per Organizer

$599/mo $1,199/mo $2,399/mo

BOWERY CAPITAL 23

Company Description Founded: 2005

Employees: 251-500 Status: Privately Held Website: www.insideview.com

InsideView provides CRM Intelligence to drive marketing, sales and account management results. We help you find better leads, win more deals and maintain and grow customers. InsideView provides the data, insights, and connections that make every prospect and customer conversation more relevant, valuable and productive. InsideView is used by more than 350,000 sales and marketing professionals, and in over 13,000 market-leading companies including Adobe, Hub International, Franklin Covey, Rosetta Stone, and SuccessFactors.

Product Features & Pricing

Smart Agents: Monitor 25,000+ sources and get alerted about key selling trigger events such as leadership changes, new products, acquisitions, and more.

Smart Records: Get the most complete and accurate profiles by triangulating leading sources of company data (Capital IQ, Reuters), contacts (LinkedIn, NetProspex), social media (Facebook, Twitter), news, blogs, and job listings.

Bowery View

PROS • Agents can be created to monitor and search for

business changes (i.e., leadership change, acquisition, litigation, etc.)

• Clean interface and very easy to use • Well-integrated with SFDC

CONS • Data is often inaccurate due to an apparent lack of

cleansing • The social media element, while useful, can get

overwhelming when looking at a large company

Although prices are quoted monthly, contracts are billed annually.

Lead Intelligence: InsideView

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Free Essential Enterprise

Monthly Price Per User

Free $29/mo $99/mo

BOWERY CAPITAL 24

Company Description Founded: 2013

Employees: 11-50 Status: Privately Held Website: www.termscout.com

TermScout is focused on producing quality information for customers. TermScout provides timely information about prospects as it occurs. This information is usually related to some important organizational change or event, which opens the door for a sale. Successful sales professionals need to be spending their time producing results, not constantly researching for new prospects. TermScout provides actionable prospecting and lead data that allows users to concentrate on making that call or setting that meeting.

Product Features & Pricing

Research Scout: Perform in depth research about target companies with our easy-to-use database search tools.

CRM Integration: Push TermScout data into your CRM.

Scout feed: Increase your pipeline with new opportunities and prospects, without spending your time researching.

Building Scout: Build targeted marketing campaigns and sales strategies for specific areas within your market.

Bowery View

PROS • Very accurate information • User interface is clean, smart, and intuitive • Ability to know any movement within the Executive

Team and any growth that a company may be going through

• Ability to provide feedback when information is incorrect

CONS • Integration with CRM tools and internal data sources

is limited • Limited enhancements and integration APIs

Lead Intelligence: TermScout

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Please contact TermScout for pricing information.

BOWERY CAPITAL 25

Company Description Founded: 2006

Employees: 51-100 Status: Privately Held Website: www.discoverorg.com

DiscoverOrg, LLC is a provider of technology sales and marketing intelligence tools. The company provides business-to-business technology marketers and sales professionals with in-depth profiles of information technology (IT) departments at organizations across North America.

Product Features & Pricing

Org Charts: Org Charts give you in-depth insight on the decision making hierarchy at your target companies.

Contact Data: Direct Dial Numbers, Verified Email Addresses, Updated Titles with Job and Technology responsibilities allow you to fill your sales pipeline with quality leads.

Purchase Intent: Using a combination of big data analysis, surveys, and direct outreach, our research team is identifying buying intentions at thousands of companies every week.

Bowery View

PROS • Easy to export leads into a Salesforce-Optimized CSV • Great filtering capabilities • Ability to create a number of targeted groups based

on location and title • Accurate data

CONS • Lack a substantial offering for the SMB / Mid-

Market space • At first, the interface is a little daunting looking

Lead Intelligence: DiscoverOrg

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Please contact DiscoverOrg for pricing information.

BOWERY CAPITAL 26

Company Description Founded: 2012

Employees: 1-10 Status: Privately Held Website: www.liaapp.com

LIA is a mobile app that pushes correct sales materials to each rep and then sends analytics back to management to help sales and marketing be more effective together. LIA solves the biggest challenges of sales, marketing and IT teams. Reps always have perfect content, marketing has objective proof of their pipeline contribution, and IT has light launch requirements in an enterprise hardened solution.

Product Features & Pricing

Daily prepared content: Updated content is pushed to your LIA app on all devices.

Email prospects from LIA: Select any document or video and hit "email". LIA automatically integrates with your corporate email to send content to a prospect.

Native Apps: Native apps ensure a smooth experience and access to all features, even without a network connection.

Bowery View

PROS • Focused on pushing correct sales materials to each

rep saving time for small teams • Flexible offering works for sales, marketing and

other functions • Content activity via LIA automatically synced with

CRM via integration (also integrates with SharePoint)

• B2B sales focused

CONS • May be too expensive or enterprise-oriented for

smaller or cost-sensitive startups (customers tend to be very large: Qualcomm, Cisco, Intuit, Omnicom)

• May be overkill for collateral-light organizations

Collateral Management: LIA

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Please contact LIA for pricing information.

BOWERY CAPITAL 27

Company Description Founded: 2013

Employees: 1-10 Status: Privately Held Website: www.pointdrive.com

PointDrive is a sales-oriented application that improves the way you share content with customers. It’s just as fast as sending an email, but it streamlines the information in a sophisticated, easy-to-absorb format.

Product Features & Pricing

Humanize your message: PointDrive lets you personalize your sales message.

Lead with your content: PointDrive allows you to engage your clients with a branded and dynamic presentation.

Look good everywhere: PointDrive ensures your content is easily read on any device or browser.

Follow Up Strategically: PointDrive tells you exactly what is happening with the content you share.

Bowery View

PROS • Allows you to personalize your sales message • Device agnostic • Data to follow up is in real time

CONS • The Pro and Team plans do not integrate with

Salesforce • Inflexible offering primarily focused on sales

Collateral Management: PointDrive

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Pro Team Team Plus

Monthly Price Per User

$25/mo $40/mo

$50/mo

Includes Salesforce Integration

BOWERY CAPITAL 28

Company Description Founded: 2010

Employees: 51-100 Status: Privately Held Website: www.gettinderbox.com

TinderBox provides a management solution for marketing and sales content, including proposals, sales presentations and contracts. Used by companies of all sizes, it allows users to create and collaborate on sales content, track real-time prospect activity, and identify key messaging for faster customer acquisition. The solution integrates with existing sales resources such as CRM and e-signature solutions.

Product Features & Pricing

Real-time visibility: TinderBox provides real-time visibility to prospect engagement with sales documents by immediately notifying users of activity via emails, text messages, or notifications pushed to collaboration tools in CRM solutions.

Engagement: Differentiate your offering by delivering branded sales documents that provide an engaging, yet controlled experience to your prospects.

eSignature: Obtain a legally binding signature from any device.

Bowery View

PROS • Easy to use • Format is easy for customers to read • On-boarding team is very helpful • Visibility when sending proposals • Mobile capabilities

CONS • The formstack integration needs some work • Issues with syncing sometimes • Hard for customers to see addendums to contracts

Collateral Management: TinderBox

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Please contact TinderBox for pricing information.

BOWERY CAPITAL 29

Company Description Founded: 2011

Employees: 11-50 Status: Privately Held Website: www.fileboard.com

Fileboard is an app that fits into a CRM ecosystem and provides immediate feedback to sales people. It’s the kind of service that is applicable to sales engagements across a wide spectrum of the market. Fileboard uses the cloud to provide a common platform for collaborating and tracking how customers are engaging with a presentation sent by a sales person.

Product Features & Pricing

Hassle-free Sales Focused Live Meetings: Effortlessly present slides, videos, & live-demos all from your personal url.

Lead generating email campaigns: Use automated emails campaigns to contact people in bulk and generate new leads.

Powerful Lead Scoring and Tracking: Fileboard’s lead scoring enables you to see which leads are ready to close.

Bowery View

PROS • Notifications when content is viewed • Conference line and screen share features come

standard • Track exactly which slides customers are viewing • Very easy to use and integrates well with Box,

Dropbox, Huddle, and Salesforce

CONS • Slightly expensive • Users with personal plans don’t get access to any of

Fileboard’s advanced admin and security tools

Collateral Management: FileBoard

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Pro Enterprise

Monthly Price Per User $49/mo

Teams with >40 reps.

Contact for pricing.

BOWERY CAPITAL 30

Company Description Founded: 2013

Employees: 1-10 Status: Privately Held Website: www.buyerdeck.com

BuyerDeck is a tool that helps B2B sales reps identify their most engaged buyers. B2B sales reps struggle to identify which buyers are most engaged and ready to buy. They spread their time across many deals rather than do what great sales people need to do; Qualify key buyers with great care and discipline. Sales teams will close more deals using BuyerDeck to share sales content and measuring buyer engagement.

Product Features & Pricing

Sales intelligence: BuyerDeck’s analytics provide real time information on buyer activity. Determine exactly who is involved on the buyer team, and what they’re viewing at any given time.

Sales enablement and CRM integration: BuyerDeck allows sales teams to focus on the most engaged Deals, increasing their productivity by helping them recognize which buyers are ready to buy and which deals are slipping away.

Bowery View

PROS • Visibility on customer engagement levels and which

content matters most to them • Direct the customers through the buying process • Seamlessly exchange information between business

and customer

CONS • No bi-directional capability for content upload and

chat features • Freemium and Standard plans do not include CRM

integration

Collateral Management: BuyerDeck

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20% Discount when paid annually.

Freemium Standard Enterprise

Monthly Price Per User

Free $59/mo

$99/mo

Includes Support &

CRM Integration

BOWERY CAPITAL 31

Company Description Founded: 2012

Employees: 51-200 Status: Privately Held Website: www.trackmaven.com

TrackMaven provides digital marketers with data and insights across multiple marketing and social channels, including Facebook, Twitter, LinkedIn, Tumblr, Google+, Pinterest, Instagram, YouTube, email, content marketing, paid ads, organic search, web traffic, and earned media.

Product Features & Pricing

Universal Feed: Understand what your competitors are doing across all channels and filter to discover what’s working.

Custom Visualizations: TrackMaven’s visualization tool allows you to graph any marketing metric over time, spot spikes, and report on your own progress.

Personal Alerts: Build custom alerts when your competitors launch new marketing programs or when they find success.

Bowery View

PROS • Actionable, real-time competitive data • Ability to tailor various groups of competitors,

compare amongst them, or to your own company (automatic benchmarking via ingestion of your own performance)

• Flexible, easy visualizations / reporting; push the reporting you choose at your own pace

• Fast onboarding and customization process • Responsive / active customer success teams

CONS • Platform is geared toward marketing organizations

within the enterprise, so informs top of funnel sales processes, but may not be perfectly aligned for other sales initiatives (e.g. automated lead gen to CRM)

• Does not include some information that salespeople may be looking for (IT stack, revenue)

Social Sales Enablement: TrackMaven

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Please contact TrackMaven for pricing information.

BOWERY CAPITAL 32

Company Description Founded: 2012

Employees: 1-10 Status: Privately Held Website: www.socedo.com

Socedo is designed to help "sales and business development professionals leverage the social web to discover leads and build relationships more effectively." The service allows folks to define the qualifications for a target audience-stuff they would generally manage with a spreadsheet-and the tool uses that data to automatically search their CRM systems and other information sources relevant warm leads.

Product Features & Pricing

Contacts List: Derived from user-submitted keywords.

Scores And Ranks Prospects: Develops these in order to optimize leads .

Syncs: Data to CRMs to maximize versatility of product.

Media Automation: Leverages social media to generate leads.

Bowery View

PROS • Helps build warm leads via social networks to

eliminate the need for cold calling/emailing • Can sync data with CRMs like SFDC

CONS • Less established than competitors • No free version

Social Sales Enablement: Socedo

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Please contact Socedo for more pricing information.

BOWERY CAPITAL 33

Company Description Founded: 2011

Employees: 11-50 Status: Privately Held Website: www.vsnap.com

Vsnap has developed a platform that allows users to send short video messages to customers and prospects. In addition to the video message, the company's technology allows the sender to attach files.

Product Features & Pricing

Customize email notifications: Keep email notifications on brand by displaying your company logo, changing the body text and editing the subject line.

Real-time alerts: Receive a notification when your customer watches your Vsnap and see if they act on any of your attached documents or links.

Access deeper analytics: The analytics dashboard provides detailed information on your vsnapping. It's also where you can manage and keep track of your team's activity.

Bowery View

PROS • Straightforward value proposition: increase

engagement with your sales emails (open / response rates easy to diligence)

• Potential for use with customer success operations (e.g. increasing NLP through visual engagement)

• No setup, very easy to use

CONS • Depending on customer type, a video message may

be more or less effective • Requires sales team to appear visually (may be a

new skill set or training point) • ROI will have to be shown to be significant &

consistent for this price point

Although prices are quoted monthly, contracts are billed annually.

Social Sales Enablement: vSnap

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Team Enterprise

Monthly Price Per User $33/mo Contact for pricing.

BOWERY CAPITAL 34

Company Description Founded: 2014

Employees: 1-10 Status: Privately Held Website: www.socialrank.com

SocialRank is an online service that enables users to identify, organize, and manage their followers on Twitter and Instagram. Brands and individuals can sort and filter their followers; create custom lists and export them to Twitter or to a CSV file; and filter and pin-point your followers by keyword, geographic location, interests, activity, and verification.

Product Features & Pricing

Sorting your followers: You can sort your followers by Most Valuable, Most Engaged, Best Followers, Most Followed Follower, and Alphabetized.

Filtering your followers: You can also filter and pin-point your followers by keyword, geographic location, interests, activity, and verification.

Bowery View

PROS • Builds a custom report that lets you do things like

sort your followers based on how socially engaged they are, or search their profiles for specific keywords

• Intuitive and simple social media analytics

CONS • Most powerful for organizations with large existing

Twitter followings to analyze • Social networks may be more or less important to

certain types of businesses

Premium plans for SocialRank are coming soon. Contact them for more information.

Social Sales Enablement: SocialRank

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BOWERY CAPITAL 35

Company Description Founded: 2008

Employees: 201-500 Status: Privately Held Website: www.spredfast.com

Spredfast provides social media management software that allows organizations to manage, monitor, and measure social media programs at scale. Spredfast enables people to engage in more conversations from a single platform on supported social networks like Facebook, Twitter, LinkedIn, YouTube, Foursquare, and popular blogging platforms.

Product Features & Pricing

Social Awareness: Listening, aggregating and prioritizing signals across all social channels.

Social Engagement: Publishing, interaction and activation on all channels from a single, central location.

Social Coordination: Organizing and managing people, processes and activity across brands, campaigns, accounts and teams.

Social Measurement: Tracking, analysis and reporting of reach, engagement, activity, conversion and other key social metrics.

Bowery View

PROS • Clean UX that is broken up into easily accessible

tools • Proactively schedule content and see conversations

across the social web • Analytics that determines what time it is best to

schedule content, what type of content performs the best, which channel is growing the fastest

CONS • Sometimes server speed is very slow. Dashboards

and data takes time to load onto the screen. • Spredfast needs to ping the APIs of the social

channels more frequently so that data is as real time as possible.

Please contact Spredfast for more pricing information.

Social Sales Enablement: Spredfast

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BOWERY CAPITAL 36

Company Description Founded: 2011

Employees: 11-50 Status: Privately Held Website: www.fullcirclecrm.com

Full Circle CRM provides Salesforce users a complete Marketing Performance Management solution that answers all of their marketing questions in one place and helps drive more revenue from every campaign with best-practice response lifecycle management, powerful weighted campaign influence models, and comprehensive marketing and sales funnel metrics. The company's cloud-based products are built 100% on the Salesforce1 Platform and are compatible with the leading marketing automation solutions.

Product Features & Pricing

Campaign Influence: Go beyond ROI with weighted campaign influence.

Funnel Analysis: See full marketing and sales funnel metrics all in one place.

Response Lifecycle Management: Manage, measure and report on every response you generate.

Marketing Attribution & ROI: Control how campaigns are attributed to deals and get accurate campaign ROI every time.

Bowery View

PROS • Great layout and design • Designed into salesforce, but also works with other

marketing automation software • Easy to track marketing campaigns

CONS • The product is fairly expensive • Only integrates with Salesforce, no other CRM

Although prices are quoted monthly, contracts are billed annually.

Marketing-Sales Alignment: FullCircle

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Campaign Influence

Response Management

Monthly Price Per Organizer $333/mo $1,000/mo

BOWERY CAPITAL 37

Company Description Founded: 2010

Employees: 51-200 Status: Privately Held Website: www.influitive.com

Influitive maximizes qualified lead generation from referrals, for considered purchase (B2B and high price B2C) companies. Influitive's AdvocateHub lets marketers capture the enthusiasm of best customers, followers, and evangelists, turning that into direct support through all stages of the buying cycle, from social media reviews and customer referrals to case studies and references.

Product Features & Pricing

Campaign management: A communication system that makes it easy to ask the right advocate segments for help on the right kind of campaigns.

Marketing management: An application that is used by the advocate marketing team to manage advocates, asks and recognition.

Advocate segmentation: Certain campaigns and “asks” may only be appropriate for a specific segment of your advocates.

Bowery View

PROS • Simple, easy to use, and fun • Based on a reward system • Great tool for content marketing efforts • Salesforce integration • Customer support is unbeatable

CONS • Mobile experience is inferior to desktop • Needs to add more challenge templates • Reporting isn’t entirely intuitive

Please contact Influitive for more pricing information.

Marketing-Sales Alignment: Influitive

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BOWERY CAPITAL 38

Company Description Founded: 2013

Employees: 1-10 Status: Privately Held Website: www.listenloop.com

ListenLoop’s enterprise software combines marketing automation software with ad retargeting. We track visitors on a client website and assign scores to visitors based on their website behaviors. If a visitor’s score crosses a threshold, they are retargeted with a series of personalized display ads.

Product Features & Pricing

Engage buyers earlier in the research phase: ListenLoop nurtures web visitors with dynamic, relevant banner ads that guide buyers down your funnel.

Stay top-of-mind throughout the sales cycle: Engage leads during the sales cycle with personalized ads.

Add 1:1 personalization to your multi-channel marketing: Boost your marketing automation efforts with targeted ads that support your email campaigns.

Bowery View

PROS • Allows sales and marketing teams to engage with

potential clients via a completely new channel • Ability to target potential customers at points of

high intent

CONS • Very new to market • May require some training on behalf of users (not

in terms of product, which is easy to use, but in terms of value proposition, given the approach is unique)

• Proliferation of AdBlock and other ad removal plugins may affect efficacy

Please contact ListenLoop for more pricing information.

Marketing-Sales Alignment: ListenLoop

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BOWERY CAPITAL 39

Company Description Founded: 2013

Employees: 1-10 Status: Privately Held Website: www.sendbloom.co

Sendbloom is a sales automation platform that helps inside sales representatives and SDRs prospect, segment, and nurture target accounts. We're getting our clients more qualified opportunities per rep at a fraction of the time and cost.

Product Features & Pricing

Prospect Research: Our crawlers and company data library assemble a detailed profile of each prospect.

Segmentation: Introducing the Segment Designer™ by Sendbloom: a first-of-its-kind segmentation tool that enables you to build campaigns of any complexity.

Templating: You can personalize your outbound emails.

Analytics & Reporting: Track key campaign and segment-level metrics with the Sendbloom Campaign Manager.

Bowery View

PROS • UX is visually appealing and intuitive • Offer great integrated services for integrated lists • Drip campaigns are easy to use with their drag and

drop tools

CONS • Product is new to market • No follow up features

Contact Sendbloom for more pricing information.

Marketing-Sales Alignment: Sendbloom

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BOWERY CAPITAL 40

Company Description Founded: 2010

Employees: 11-50 Status: Privately Held Website: www.sprucemail.com

SpruceMail is a laser targeted advertising platform that combines your customer and website visitor data with your existing email campaigns to run profitable ads across social media.

Product Features & Pricing

Create Ads from Emails: Link to your email provider and create “ready to run” social media ads from your email promotions.

Create Ads from Facebook Post: SpruceMail detects posts on your Facebook page that have images and allow you to quickly create ads from these posts.

Create Multiple Campaigns at Once: Publish a single ad to multiple audiences and devices in just 2 clicks.

Direct ROAS Reporting: SpruceMail’s reports are simple, with a focus on Return on Ad Spend (not available in Facebook).

SpruceMail charges a flat quarterly fee based on the size of your contact list with no

fees on Facebook ad spend.

Bowery View

PROS • Very intuitive UI / UX • Easy to begin campaign through ingestion of

existing CRM data • Ability to manage all social campaigns a time-saver

for small or medium sized teams

CONS • Requires existing CRM data in order to target most

effectively • Product is new to market

Up to 10K contacts $89/mo

Up to 25K contacts $199/mo

Up to 37.5K contacts $299/mo

Up to 50K contacts $399/mo

Up to 75K contacts $549/mo

Up to 100K contacts $699/mo

Up to 150K contacts $999/mo

Marketing-Sales Alignment: SpruceMail

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II. Sales /

BOWERY CAPITALBOWERY CAPITALBOWERY CAPITAL

Sales Tools Overview

42Follow Us On Twitter & LinkedIn TO Suggest Changes / Additions!

DocSend

Cont

ent S

harin

g

Tools that help to deliver information

ClearSlide

NewsCred

Populr

Ceros

Clari

Mob

ile-F

irst

Tools that help engage with the mobile landscape

Roambi

Selligy

Immediately

Enhatch

join.me

Conf

eren

cing

Tools that help to connect, communicate, and collaborate

HighFive

SpeakEasy

Blue Jeans

Speek

Handshake

Cont

ract

s & P

ropo

sals

Tools that help to create custom contracts & proposals

DocuSign

Qvidian

Proposify

FormAssembly

BlitzFlow

Calli

ngTools that help generate the most

customer conversations

InsideSales PowerDialer

Ringio

Callinize

ConnectAndSell

ToutApp

Outr

each

Man

agem

ent

Tools that help streamline communication with customers

SalesLoft Cadence

Close.io

Outreach

Proleads

LiveHive

Emai

l Int

ellig

ence

Tools that help provide rich contact profiles

FullContact

Toofr

Email Hunter

Rapportive

BOWERY CAPITAL 43

Company Description Founded: 2015

Employees: 1-10 Status: Privately Held Website: www.blitzflow.com

BlitzFlow transforms the work-flows of sales reps. We create the tools and automation needed so that a sales rep can perform at their highest level: generating the most customer conversations, nurturing old and new relationships, building pipeline deals, and closing business.

Product Features & Pricing

Call Queue: Load contacts from Salesforce or other CRM solutions into the BlitzFlow queue.

Email: Send emails to prospects from within BlitzFlow- no need to switch to your email client while prospecting.

Customization: Customize your calling dashboard to display only information important to your process: fields within Salesforce, websites, LinkedIn profiles, and any other custom data can be easily integrated.

Contact BlitzFlow for more pricing information.

Bowery View

PROS • Make more calls, send more emails, and have more

relevant conversations with your ideal customer profile

• Increase sales efficiency

CONS • Product is very new to market • Slightly buggy

Calling: BlitzFlow

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BOWERY CAPITAL 44

Company Description

Founded: 2007 Employees: 51-200 Status: Subsidiary of InsideSales Website: www.insidesales.com/products/communications/powerdialer

Communicate with the right prospects at the right time with the PowerDialer by InsideSales.com. Generate more sales utilizing features such as advanced list prioritization, one-click dialing, pre-recorded voice messaging, email, inbound call routing, and more. After the sale, gain insight into what works and what doesn’t by analyzing detailed reports around every call.

Product Features & Pricing

Intelligent List Sorting: Users can filter through records to find the best prospects.

Immediate Response: Immediate Response automatically places new incoming leads at the top of sales reps' lists.

Salesforce Sync: All communications are automatically logged directly in Salesforce.

Local Presence: Increase contact rates by up to 38% using phone numbers local to virtually every US metropolitan area.

Contact InsideSales for more pricing information.

Bowery View

PROS • Lots of features • Click-to-call increases overall productivity • Smooth implementation

CONS • The configuration and setup with Salesforce is buggy • The system can be slow

Calling: InsideSales PowerDialer

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BOWERY CAPITAL 45

Company Description Founded: 2009

Employees: 11-50 Status: Privately Held Website: www.ringio.com

Ringio is a CRM integrated telephony platform for sales teams. Their mission is to build the most awesome real time communications software that helps teams manage and accelerate their calling activities.

Product Features & Pricing

Hosted PBX & Call Center: A full-featured cloud-based phone solution that gives you complete control & visibility about your team's calling activities.

CRM Telephony: Automatic call logging, call recording, and click-to-call for Salesforce and Zoho.

Rich CTI Screen Pops: Ringio shows at-a-glance all the important info your users need about who they're interacting with.

Ringio Desktop & Mobile: Lets users manage their daily calling routines wherever they are.

Bowery View

PROS • Dial from any of your CRM screens • Easily integrates with Salesforce, Zoho CRM,

Highrise, Wufoo, FormStack, and Google Forms

CONS • Left wanting more from the user interface • Slightly expensive

Calling: Ringio

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Basic Pro Premium

Monthly Price (5 Users)

$164/mo $274/mo $439/mo

Yearly Price (5 Users)

$149/mo $249/mo $399/mo

BOWERY CAPITAL 46

Company Description Founded: 2015

Employees: 1-10 Status: Privately Held Website: www.callinize.com

There are solutions for automatically logging email conversations in a CRM. But, telephone conversations remain a time consuming, manual process. So, calls don’t get logged which leads to collaboration breakdowns, information being forgotten, and an inability to glean business intelligence. Callinize solves this problem by bridging the phone & CRM systems companies already have. When a call occurs, phone numbers are grabbed programmatically from the phone system and then matched to contacts in the CRM. Call popups (in browser or on mobile app) tell you who it is, what you discussed last, and provide a easy way to leave notes.

Product Features & Pricing

No More Data Entry: Each call is automagically logged into your CRM and related to the appropriate contact.

Make More Calls: Our click to dial works on any web page whether you’re in your CRM, your inbox, or in spreadsheet.

Start Recognizing Your Callers: The Callinize popup tells you who it is and what you talked about last.

Better Follow Ups: Our smart note box uses natural language processing to make following up and collaborating incredibly easy.

*5 user (or $95 month) minimum

Bowery View

PROS • Smooth integration • Easy-to-use interface • Highly in-depth analytics • Allows users to multi-task while on the phone

CONS • Requires a sales team with a sophisticated calling

effort in place • Does not currently integrate with all CRMs

Calling: Callinize

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Monthly Price Per User

$19*/mo

Includes all features

BOWERY CAPITAL 47

Company Description Founded: 2007

Employees: 101-250 Status: Privately Held Website: www.connectandsell.com

ConnectAndSell has helped sales representatives have more live B2B conversations in 90 minutes than they would otherwise achieve in an entire week. ConnectAndSell's SaaS Sales Acceleration Technology enables rapid, time compressed sales growth without adding headcount. ConnectAndSell increases the average of number of live conversation per rep by a factor of 5-8X . There is no dialing, no voice-mail, no IVR phone directories to navigate and no gate-keepers – all things that commonly used predictive dialers force reps to deal with.

Product Features & Pricing

Hot Transfer: The Hot Transfer feature lets your Lead Development Reps quickly and easily transfer an interested prospect to an Account Executive.

Lead Injection: Optimizes response time in order to get you on the phone with new leads as quickly as possible.

Unparalleled Visibility: Comprehensive reporting and analytics to guide your decision making.

Coaching: Coaching feature makes observing and coaching sales rep performance a breeze.

Contact ConnectAndSell for more pricing information.

Bowery View

PROS • Seamlessly connect with prospects • Increases calling efficiency • Easy and scalable for most sales team • Great support team

CONS • Some technical difficulties, especially when trying to

direct dial • Inconsistent connect speed

Calling: ConnectAndSell

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BOWERY CAPITAL

Outreach Management: ToutApp

48

Company Description Founded: 2011

Employees: 51-200 Status: Privately Held Website: www.toutapp.com

ToutApp is the leading provider of sales acceleration solutions that helps sales teams streamline communications to close more deals. ToutApp’s robust email tracking, templates and analytics help sales teams increase overall engagement throughout the entire sales process.

Product Features & Pricing

Tracking: Close more deals with complete visibility across all your sales communications right within Gmail and Outlook.

Templates: Increase productivity while maintaining the personal touch with your prospects.

Analytics: Measure and improve messaging using real-time data that tells you what works.

Command Center: Manage tasks, automated outreach campaigns and identify the most engaged leads seamlessly in one view.

Bowery View

PROS • Very easy to create and utilize email templates • Tracking functionality is valuable • SFDC integration • Instantaneous visibility into the prospect's digital

buying behavior

CONS • Only has basic calendar scheduling functionality • Some glitches • Reviews indicate that ToutApp slows down e-mail

applications

Professional Team

Price $30/moStarting at $49/mo

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BOWERY CAPITAL 49

Company Description Founded: 2011

Employees: 51-100 Status: Privately Held Website: www.salesloft.com/products/cadence

SalesLoft develops sales intelligence software that works in Salesforce and other CRM tools to help sales professionals to engage with clients and prospects in a deeper, more meaningful way. Cadence aims to the be the system of record for Sales Development teams.

Product Features & Pricing

Customization: Build your own unique process for sales development emails, phone calls, and other activity.

Send real emails, not spam: SalesLoft Cadence connects directly to your mail server.

Automatically remove replies: With Cadence, all prospects who reply are immediately removed from your follow up email templates.

SalesLoft Dialer: Sort by timezone, automatically drop Voicemails, and reach out using LocalDial to become a calling sniper.

Bowery View

PROS • Makes the outbound prospecting process simple and

efficient • Manage high volume prospecting with the personal

detail and attention necessary to drive genuine opportunity creation

• Consistent product enhancements • Helps move people through the pipeline faster

CONS • Inability to export and send reports of activity from

the interface • Search bar is not entirely intuitive • Product is relatively new to market

Outreach Management: SalesLoft Cadence

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Individual Team

Monthly Price $50 (flat) $50 (per user)

Team Size 1-5 5+

BOWERY CAPITAL 50

Company Description Founded: 2013

Employees: 1-10 Status: Privately Held Website: www.close.io

CRM and sales communication platform with integrated VoIP phone and email syncing. We push the boundaries of your sales team by offering an easy-to-use platform which the most powerful search capabilities of any CRM on the market and a seamless phone and email system offering your sales team the ability to do more in a day with less data entry.

Product Features & Pricing

Make more calls: Make and receive calls with just 1-click. All calls are logged automatically.

No data entry: With auto-logging of calls, emails, and activity you can spend more time closing deals instead of entering data.

Bowery View

PROS • Unique and powerful phone capabilities • Helps solve workflow issues and increases outreach

CONS • Narrow in their CRM solution • Glitchy • Many missing/broken features

Outreach Management: Close.io

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Basic Pro Business Enterprise

Monthly Price Per User

$65/mo $110/mo $165/mo $325/mo

Yearly Price Per User

$59/mo $99/mo $149/mo $299/mo

BOWERY CAPITAL 51

Company Description Founded: 2013

Employees: 11-50 Status: Privately Held Website: www.outreach.io

Outreach is a communication platform that empowers teams with intelligent marketing tools to engage customers and close more business. Outreach automates and personalizes communication to help sales and recruiting teams touch every prospect, lead, opportunity, and customer with the right content at the right time.

Product Features & Pricing

Completely Customizable Sequences: Connect with prospects by creating a sequence of touch points comprised of automated, highly personalized emails, calls and general tasks.

Reply Detection: Outreach is the only platform that can accurately identify a reply and pause the sequence.

A/B Testing: Learn what subject lines and email messages get you responses and for which targets.

SalesForce Sync: Salesforce is updated automatically with immediate bidirectional sync.

Bowery View

PROS • Powerful email flow scheduling feature has potential

to save significant time for sales / sales development teams especially

• Limits the number of emails salespeople need to keep track of / respond to

• Rich email personalization and built-in A/B testing features (title as well as body)

• Automated CRM data sync

CONS • Product is relatively new to market • Will require some sales team investment to

maximize impact of product by creating detailed outreach flows (initially)

Outreach Management: Outreach

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Contact Outreach for more pricing information.

BOWERY CAPITAL 52

Company Description Founded: 2012

Employees: 1-10 Status: Privately Held Website: www.proleads.io

ProLeads is the next generation big data platform for lead qualification in enterprise sales. The traditional lead generation and qualification process is expensive, time consuming and a data overload for most sales teams. ProLeads enables sales teams to focus on the truly sales ready leads increasing their productivity by 40% for each 10% increase in lead quality yielding higher effective sales execution and revenue. Leverage your company’s social graph and close your next sales deal with ProLeads.

Product Features & Pricing

Goldmine Browser Plugin: Find the most qualified leads on professional social networks and add them to your ProLeads campaign with one-click.

Leverage Your Social Graph: Determine who on the team should reach out to your leads by analyzing your company’s social graph.

Targeted Email Templates: Utilizing public and private data sources, ProLeads generates personalized email templates.

Bowery View

PROS • Personalize your emails with references to shared

contacts • The system analyzes relationship and activity data

from popular social networks

CONS • Product is slightly expensive • Although they include an SMB plan, the product

caters to enterprise businesses

Outreach Management: Proleads

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SMB Pro Premium Enterprise

Price$249/mo

3 users

$499/mo

10 users

$995/mo

25 usersContact

BOWERY CAPITAL 53

Company Description Founded: 2011

Employees: 11-50 Status: Privately Held Website: www.livehive.com

LiveHive is a sales engagement platform, founded in July 2011 in Silicon Valley. Keeping customers and prospects engaged is a challenge. Phones are unanswered and emails ignored. That’s where LiveHive comes in. LiveHive is the premier sales engagement platform that gives you the insight you need into your prospects and customers.

Product Features & Pricing

Generate New Leads: Identify contact information of potential decision-makers when documents are re-shared.

Track Content Engagement: Get instant alerts on email and document views, page-by-page analytics, document shares and more.

Improve Your Forecast: Receive an engagement score to validate the probability of your quarter-end forecast.

Bowery View

PROS • Simple to implement and use • Email templates that support Outlook and Gmail • Ability to track all prospect behaviors on an

individual basis in real-time

CONS • Interface leaves a lot to be desired • Attempting to marry enterprise functionality with

consumer design, but it simply isn't there yet

Email Intelligence: LiveHive

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Pro Enterprise

Price $19.95/mo Contact for Pricing.

Users 1 Multiple

BOWERY CAPITAL 54

Company Description Founded: 2010

Employees: 51-200 Status: Privately Held Website: www.fullcontact.com

FullContact is the largest fully connected contact management platform for professionals and enterprises who need to master their contacts and be awesome with people. FullContact's cross-platform suite of Apps and APIs enhance contacts with insights, while keeping them organized, synchronized, up to date, and safe.

Product Features & Pricing

Unify Contacts: Manage all of your contacts in one place.

Daily Contact Updates: We’ll search for new public information every day, instead of every month.

Real-time Sync: Changes will be pulled from Google every 20 minutes or less, instead of only once a day.

De-Dupe & Clean: FullContact cleans up formatting and automatically finds and merges duplicates.

Bowery View

PROS • Available Chrome extension • Easy, clean, and effective • Very thorough • Real-time sync • FullContact will also correct any misspelled names

you have recorded

CONS • On occasion, FullContact provides incorrect

information • Privacy concerns

Email Intelligence: FullContact

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Standard Pro Team

Price $99/mo $199/mo $299/mo

Person API Matches

15K 50K 200K

Company API Matches

5K 25K 100K

BOWERY CAPITAL 55

Company Description Founded: 2012

Employees: 1-10 Status: Privately Held Website: www.toofr.com

Toofr is a lead generation sales tool that allows you to find anyones email address. Spend less time prospecting and more time selling!

Product Features & Pricing

Access to Anyone: Toofr figures out business email addresses using only the first and last names, and the website domain.

Chrome Extension Available: Use Toofr when inspiration strikes. Our Chrome Extension works with any plan.

Bowery View

PROS • Chrome Extension • Batch processing is accurate • Simple to implement

CONS • No 3rd party integrations • Enterprise plan is expensive for the features

Email Intelligence: Toofr

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Basic Expert Enterprise

Price $20/mo $100/mo $500/mo

BOWERY CAPITAL 56

Company Description Founded: 2015

Employees: 1-10 Status: Privately Held Website: www.emailhunter.co

Email Hunter is your sales secret weapon. Email Hunter helps sales people reach their targets and increase their sales.

Product Features & Pricing

Role-based emails filter: Use the filter to get only personal email addresses.

CSV download: Export the list of email addresses instantly from a search.

Bulk upload: Enrich your data from a list of domain names.

Bowery View

PROS • Simple user interface • Very easy to use • Effective email filters

CONS • Product is very new to market • Free plan does not include CSV export

Email Intelligence: Email Hunter

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Free Starter Growth Pro

Price Free $49/mo $99/mo $199/mo

Queries 200 3K 10K 50K

BOWERY CAPITAL 57

Company Description Founded: 2010

Employees: 1-10 Status: Subsidiary of LinkedIn (LNKD) Website: www.rapportive.com

Rapportive is an e-mail plugin that provides rich contact profiles within email programs such as Gmail. Rapportive uses a browser plugin that displays contextually relevant information about contacts in the sidebar to Gmail and hence replaces ads that Google shows. Information that Rapportive may display includes photos, occupation and links to an individual's public social network profiles.

Product Features & Pricing

Sales Intelligence: See where your email contacts are based, what they look like, and what they do.

Social Intelligence: View the social presence of your email contacts, from LinkedIn, Facebook, and Twitter, to hundreds of other social networks.

Bowery View

PROS • Very simple and effective Gmail plugin • Links to social profiles and allows the user to

request connections in-app • Quickly identifies if you are emailing or receiving an

email from the person you intended • Free

CONS • Only works as a Gmail add-on • Little development since its acquisition by LinkedIn • Can sometimes interfere with other Gmail plugins

and browser extensions

Email Intelligence: Rapportive

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Free

BOWERY CAPITAL 58

Company Description Founded: 2013

Employees: 1-10 Status: Privately Held Website: www.docsend.com

DocSend is a simple, modern communication platform that delivers rich data on the documents sent. Know more, work smarter, and move faster with DocSend.

Product Features & Pricing

Know who views your documents: DocSend allows you to know who views your documents, and who they forward them to.

See how long each page is viewed: DocSend’s technology allows you to understand how your documents are being viewed, right down to the time spent on each page.

Maintain control even after you send: Send documents on your terms. Create multiple links per document and control them individually. Limit or turn off access at any time.

Bowery View

PROS • Ability to control documents • DocSend collects email addresses of people who

opened the document • Update your document and keep the same links

CONS • Free plan is limited to 5 documents • Salesforce integration and phone support are only

available with the Enterprise plan

Content Sharing: DocSend

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Free Pro Business Enterprise

Monthly Price Per User

Free $15/mo $45/mo Contact for Pricing.

Yearly Price Per User

Free $10/mo $30/mo Contact for Pricing.

BOWERY CAPITAL 59

Company Description Founded: 2009

Employees: 201-500 Status: Privately Held Website: www.clearslide.com

ClearSlide is a sales engagement platform that powers valuable, genuine business conversations and enables sales teams to close more business. ClearSlide improves customer-facing interactions (phone, email, face-to-face) by providing real-time visibility and analytics for both sellers and sales leaders. As a result, customers achieve higher seller productivity, increased sales management effectiveness, and stronger customer-facing messaging.

Product Features & Pricing

Analytical Sales Tools: Track communications with clients and team members.

Audio: ClearSlide sets up your conference call.

HD video: Offers high quality video conferencing options.

Bowery View

PROS • Nice package of conferencing and analytics tools • Mobile Options included in package • New deck tracking features

CONS • ClearSlide's interface is relatively complex • Phone services lag behind video conferencing and

email services

Content Sharing: ClearSlide

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Contact ClearSlide for more pricing information.

BOWERY CAPITAL 60

Company Description Founded: 2008

Employees: 201-500 Status: Privately Held Website: www.newscred.com

NewsCred is the leading content marketing platform. Pairing cutting-edge software with world-class content, NewsCred transforms brands into storytellers. NewsCred's Content Marketing Cloud provides the easiest end-to-end solution for content planning, creation, publishing and analytics. In one place, brands gain unprecedented access to the world's largest content marketplace, including licensed content from over 4,000 publishers and original content from NewsCred's award-winning journalist network. Through NewsCred, global brands like Pepsi, P&G, Dell, General Electric and AIG have seen explosive growth in social sharing, engagement and lead generation.

Product Features & Pricing

Content marketing and deployment: NewsCred enables users the ability to create relevant content and distribute to target audiences.

Analytics and reporting: With NewsCred you can view real-time analytics and reports, with charts & graphs with the ability to export them.

Support and assistance: NewsCred provide online support via email and for the higher-end plans you will receive a dedicated account manager.

Bowery View

PROS • Allows enterprises to handle content marketing

efforts end-to-end • Solves the issue of “not enough content” through

large existing database and 3rd party content creation management

• Robust analytics and reporting features • Enterprise-ready implementation support and

customer success resources

CONS • Geared toward the enterprise and may be overkill or

too expensive for smaller organizations • Most effective for companies that have an existing

focus on / budget allocated toward content marketing initiatives (so may not be applicable for all)

Content Sharing: NewsCred

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Although prices are quoted monthly, contracts are billed annually.

Basic Core Pro Enterprise & Agency

Monthly Price

$2,950/mo

3 Seats

$5,500/mo

5 Seats

$10,500/mo

8 Seats

Contact for Pricing.

10+ Seats

BOWERY CAPITAL 61

Company Description Founded: 2011

Employees: 1-10 Status: Privately Held Website: www.populr.me

Populr.me gives businesses an easy way to create & share single web pages in their daily communications to gain attention, close deals, and deliver information. Every page created by Populr is mobile optimized, interactive, and easily shared across any channel.

Product Features & Pricing

One-pager: Create a one-pager quickly with our drag and drop automatic layout engine.

Analytics: Share your page via social media, email, and more, then track response to that page.

Productivity: Work faster by duplicating your pages, collaborating with others, and tracking revisions.

Bowery View

PROS • Content is well formatted and looks professional • Functional analytics and feedback • No learning curve, very intuitive • Easy to integrate video clips, photos, and pdf files

CONS • No real-time collaboration • Only allowed to publish to 3 domains • Currently it is all theme - no “blank” page

Content Sharing: Populr

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Free Pro Team Enterprise

Monthly Price Per User

Free $20/mo $50/moContact for

Pricing.

BOWERY CAPITAL 62

Company Description Founded: 2005

Employees: 11-50 Status: Privately Held Website: www.ceros.com

Ceros empowers marketers and designers to create engaging interactive content—no coding required. With our cloud-based platform, you can collaborate in real-time to create pixel-perfect eBooks, lookbooks, infographics, and magazines that work seamlessly across browsers and devices.

Product Features & Pricing

Design: Start with a familiar design interface. Then add in interactivity and animations to take your designs from static to dynamic.

Publish: With one click and no code, publish your beautiful interactive content and put it anywhere and everywhere your customer is.

Analytics: All the metrics you need to understand how your content is getting consumed.

Bowery View

PROS • Eliminates the need for custom coding, testing, and

deployments • Decreases production time for marketing content • Provides detailed analytics on interactions within

your content • Enables real-time content updates without additional

QA rounds

CONS • Focused on creatively-oriented brands that seek to

increase customer (or partner) engagement • Product features will be most intuitive to those with

some design experience or familiarity (e.g. PhotoShop, though the investment to master is significantly less)

Content Sharing: Ceros

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Contact Ceros for pricing plans.

BOWERY CAPITAL 63

Company Description Founded: 2010

Employees: 201-500 Status: Subsidiary of LogMeIn (LOGM) Website: www.join.me

join.me provides fast, simple screen sharing for online meetings and ad-hoc, show-and-tell collaboration. Introduced in October 2010, join.me is designed and run by LogMeIn, the cloud-connectivity company behind the LogMeIn remote access, support and collaboration products and makers of the top grossing 3rd party iPad app of 2010.

Product Features & Pricing

Massive Capacity: Allows for free, non-video conferencing with up to 250 users.

Screen-Sharing Feature: Allows easy screen-sharing with anyone present in the session.

Remote Computer Access: Screen-control is available as a supplementary presentation tool.

Customization: Branded links are available with paid plans.

Although prices are quoted monthly, contracts are billed annually.

Bowery View

PROS • Easy to use; nothing to download or install • Works on mobile and non-mobile platforms • Fast and simple onboarding

CONS • Not available outside the US • Max of 5 participants on the free plan • No video conferencing solution • Screen-sharing is often laggy

Conferencing: join.me

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Basic Pro Enterprise

Monthly Price Per User

Free $15/mo $19/mo

BOWERY CAPITAL 64

Company Description Founded: 2012

Employees: 51-200 Status: Privately Held Website: www.highfive.com

Highfive is video and web conferencing you can actually love. Beautifully simple video for every conference room and employee in your company. Video and screen sharing for every laptop, tablet, and phone. At a fraction of the cost of other providers, our hardware is affordable enough to make video available everywhere.

Product Features & Pricing

All-in-one device: Video, audio, and screen sharing for conference rooms.

Wireless projection: Walk into a meeting room with your Bluetooth-enabled laptop and wirelessly share your presentation or call on the meeting room TV.

Bring your own remote: Your smartphone is your new remote control.

Cloud-based HD video: Highfive is cloud-based which means you easily can talk face-to-face or share your screen from anywhere using your device over the web.

Bowery View

PROS • Includes a 1080p video camera, a high-fidelity mic

array, and a wireless chip • No remote controls or cables required to connect to

the device — the video camera simply recognizes when a user is in the room

• Best for those with a telepresence need (part of purchase is the high-quality camera / mic meant to be TV-mount; see top-right image)

CONS • Expensive, however it is cheaper than what is

usually paid for a video conferencing system • Some latency issues (very sensitive to WiFi quality) • Limited mobile functionality (lack of video) • Limited features beyond screen-sharing • Requires the download of a plugin even for

participants

Conferencing: HighFive

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Unlimited

Price Per Room $1,199

BOWERY CAPITAL 65

Company Description Founded: 2014

Employees: 11-50 Status: Privately Held Website: www.speakeasy.co

Speakeasy is a mobile-first company reinventing the conference call experience to allow businesses to connect, communicate, collaborate and engage seamlessly with customers and colleagues.

Product Features & Pricing

Smart Start: We call you when a meeting starts or first person joins.

Call Courtesy: Speakeasy will notify all attendees you are running late or update your attendance with a simple tap.

Analytics: Speakeasy immediately generates meeting summaries to document attendance, participation, and call duration stats for every meeting you have.

Bowery View

PROS • Free plan • Seamless to install and begin using • Individual number for dial-in with no PIN required

CONS • No video chat or screensharing functionality • Limited administrative functionality

Conferencing: Speakeasy

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Free

BOWERY CAPITAL

Conferencing: Blue Jeans

66

Company Description Founded: 2009

Employees: 201-500 Status: Privately Held Website: www.bluejeans.com

Blue Jeans Network provides cloud-based video conferencing services that enable people to connect. The company extends high quality video communications beyond the traditional boundaries of specialized conference rooms and into the mainstream, allowing individuals and employees throughout an enterprise to interact more effectively with each other, and with their customers, partners, suppliers, family, and friends.

Product Features & Pricing

Multi-Vendor and Device Interoperability: Conference is accessible from web, mobile, room systems like Cisco and Polycom, and via a telephone bridge.

HD Content Sharing: Participants can share documents or videos during the conference.

Group Chat: Participants can chat during the meeting without interrupting others who are speaking or presenting.

Enterprise-grade Security: IT admins can manage users and permissions, and Blue Jeans’s cloud deployment is highly secure.

Bowery View

PROS • Works well across many types of devices • Doesn’t require expensive hardware to run • High-quality video and audio

CONS • Limited to 25 users per conference • No free option aside from free trial

Product

Monthly Price Per User Ranges from $10/mo - $50/mo

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BOWERY CAPITAL

Conferencing: Speek

67

Company Description Founded: 2012

Employees: 11-50 Status: Subsidiary (Acquired by Jive Communications) Website: www.speek.com

Intuitive and quick to set up, Speek offers simple audio conference calling with a personal or business link. The phone conferencing service has a simple and instinctual interface that shows who has joined the conference call and who is currently talking. Calls can be made using either a phone (mobile or landline) or simply your computer, making Speek perfect for small group audio conferencing.

Product Features & Pricing

MultiPlatform: Call from either a phone, click-to-call (via custom dial-in or mobile app), or computer.

Heads-up Interface: See who is the conference call and who is currently talking with profiles for Speek hosts and users.

Easy Setup: Simple web-browser compatibility; easy to set up with significant free functionality.

Bowery View

PROS • Very simple interface • Customer URL for joining conference calls online • Works on mobile and non mobile platforms • Ability to upload files in-meeting

CONS • Not available outside the US • Max of 5 participants on the free plan • No video conferencing or screen-sharing • Occasional audio and dial-in difficulties • Recently acquired (6/24/15, by Jive

Communications); product may see some changes or a slowdown in functionality updates as a result

Free Pro

Yearly Price Per User

Free $19/mo

Monthly Price Per User

Free $24/mo

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BOWERY CAPITAL 68

Company Description Founded: 2012

Employees: 11-50 Status: Privately Held Website: www.clari.com

Clari is a premier mobile-first sales productivity platform. Clari combines mobile, intuitive design and data science to help sales teams close deals faster, reduce manual reporting and gain unprecedented insight into deal progress. With Clari, sales reps have a mobile, easy-to-use window into all their sources with content organized around the two things that matter most: their deals and their relationships. At the same time, managers and sales operations teams have their first real-time view into deal progress, allowing them to coach reps in time to exceed quarterly goals, assign sales support resources more effectively, and apply science and data to optimize sales best practices.

Product Features & Pricing

Predictive Analytics: Data science and machine learning analyze deal activity, CRM updates, and milestone progress to confirm confidence and expose risk.

Forecast Management: Eliminate Excel hell: a live, shared, action-oriented roll up–always up-to-date, always accurate.

Team Communication: With full account history in a single view, skip the play-by-play and focus how to get the deal done.

Bowery View

PROS • Analyzes data from a wide variety of sources —

email, calendar, social, and CRM systems • Apps for iOS and Android • Automates menial data entry tasks

CONS • Focus is on enterprise professionals, not SMBs • Relatively complex interface

Mobile-First: Clari

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Contact Clari for more pricing information.

BOWERY CAPITAL 69

Company Description Founded: 2008

Employees: 51-200 Status: Privately Held Website: www.roambi.com

Roambi is revolutionizing the way information is consumed and how people make business decisions in a mobile world. Our innovative solutions empower users to make informed decisions on the fly.

Product Features & Pricing

Mobile Data: Easily create, publish, and share the most engaging experiences for your data.

Analytics: Take any CSV data set and easily visualize, explore, filter and pivot it right on your iPhone or iPad.

Integrated Views: Roambi Analytics is made up of 10 dynamic, integrated visualizations called “views." Each View is a unique combination of interactive navigation, visualization, and analytic features designed to engage and guide you through your data.

Bowery View

PROS • Roambi works with any data source • Developed on a cloud-based platform: secure

solution hosted on Amazon Web Services • Mobile capabilities

CONS • Visualization has to be defined in advance, not

changeable on the mobile • Only for the Apple products

Mobile-First: Roambi

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Starter Business Enterprise

Monthly Price Per User

$10/mo $39/mo $59/mo

Users Max 10 10-100 Min 50

BOWERY CAPITAL 70

Company Description Founded: 2011

Employees: 1-10 Status: Privately Held Website: www.selligy.com

Selligy is dedicated to making salespeople more productive and sales teams more competitive. Based in Belmont, California, Selligy provides innovative technology to enterprise professionals and teams looking to leverage the full potential of mobile to improve business visibility, performance and agility.

Product Features & Pricing

Targeted messages and tactics: Selligy makes it easy to create different messages for different industries and different touch patterns for different lead types.

Contact 3x more leads per week: Selligy Pursuit eliminates hours of administrative work per week, so your reps can focus entirely on selling.

Email open, click, and forward tracking: With open, click, and forward email tracking, you can modify your touch pattern based on how leads engage with your emails.

Bowery View

PROS • Easily integrates with Salesforce • Ease of use • Attractive and simple user interface

CONS • No indication of an Android app • Mostly focused on enterprise professionals, not

SMBs

Mobile-First: Selligy

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Contact Selligy for more pricing information.

BOWERY CAPITAL 71

Company Description Founded: 2011

Employees: 1-10 Status: Privately Held Website: www.immediatelyapp.com

Immediately brings the full sales workflow into one mobile app designed to enable capturing opportunities and closing deals in real time. From getting intelligence on leads, to sending instrumented emails, to making and logging phone calls and updating opportunity status.

Product Features & Pricing

Context: All your active opportunities - and all the intelligent context you need to have - in one place.

Act on opportunities in real time: Send tracked emails, access your sales templates, place a call right when a prospect opens your pitch.

Log Progress: It just happens with one tap, as you go through your day.

Contact Immediately for more pricing information.

Bowery View

PROS • Aims to provide one platform for your sales team’s

communications, looping in the functionality of many other sales productivity tools (email categorization / snooze / tracking, appointment scheduling, CRM data entry)

• Mobile-first • Highly intuitive UX that allows for smart

categorization of email communications • Seamless Gmail / Salesforce integration

CONS • Product is new to market • Will require some re-training of salespeople used to

spending time in other clients or their CRM • Will require some tailoring to ensure categorization

is accurate, though existing taxonomy from Gmail (for example) can be quickly ingested

Mobile-First: Immediately

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BOWERY CAPITAL 72

Company Description Founded: 2012

Employees: 11-50 Status: Privately Held Website: www.enhatch.com

Enhatch addresses the challenges of complex B2B sales through mobile apps tailored to the needs of sales & marketers. Through the Enhatch platform, business people can quickly pull together content, customer data, collaborative spaces, and insight, creating apps that better engage users without programming or the need for technical resources.

Product Features & Pricing

Activity Management: Track every interaction with prospects and deals. Emails, texts or calls.

Pipeline: Get a real time view of your revenue and pipeline, for sales reps and management to ensure the team stays to objective.

Sales Engagement: Managing the latest and greatest product announcements, line extensions and sales collateral with interactive web/mobile catalogs for reps and customers.

Bowery View

PROS • Mobile-first • Ideally tailored for field sales / service

organizations that are on-the-go and experience issues with traditional desktop-based CRM UI

CONS • Will require some re-training of salespeople used to

spending time in other clients or their CRM • Geared toward remote / mobile / field sales

organizations, so may not be a fit for all companies

Mobile-First: Enhatch

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Basic Advanced Integrated

Conquer:Monthly Price Per User

$35/mo $50/mo

Convey:Monthly Price Per User

$35/mo $50/mo

$95/mo

BOWERY CAPITAL 73

Company Description Founded: 2010

Employees: 11-50 Status: Privately Held Website: www.handshake.com

Handshake is a B2B sales and catalog app for iPad. Handshake is flexible enough to allow users to export whatever CSV format needed to move orders into back office systems for billing and shipping. The company's API lets users push and pull customer, product, and order data in XML or JSON format to connect to existing infrastructures.

Product Features & Pricing

Never write another order by hand: Everything you need on your iPad & iPhone to write an order and send it instantly to your back office.

Order management central: Review and confirm orders, update your product and customer information, and assign customers to reps.

Sync: Easily integrate Handshake into your core business systems with a fully–featured, transparent web services API and customizable data CSV exports. Support for QuickBooks, Xero, NetSuite, SAP and more.

Bowery View

PROS • Ability to sync with various core business systems • Customer notes lets you rapidly document, share,

and review information about your customer interaction

CONS • Only available for mobile Apple products • Slightly buggy

Contracts & Proposals: Handshake

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Core Pro Enterprise

Yearly Price Per User

$29.95/mo $79.95/mo Contact for Pricing.

Monthly Price Per User

$49.95/mo Contact for Pricing.

Contact for Pricing.

BOWERY CAPITAL 74

Company Description Founded: 2003

Employees: 1,001-5,000 Status: Privately Held Website: www.docusign.com

DocuSign is a court-approved e-signature sales tool allowing users to sign documents electronically and send documents securely from an geographic location for a electronic signature. Additionally, users can manage documents online from any device using an e-signature.

Product Features & Pricing

Court-accepted: Electronic signing of important documents.

Tagging system: Shows recipients where to sign.

Handles: Multiple and sequential recipients.

Although prices are quoted monthly, contracts are billed annually.

Bowery View

PROS • Manage signing process efficiently without needing

signatories to physically handle a document • Varied plans and packages cater to any size of

company

CONS • Verifying recipient's identity using phone

authentication or RSA ID Check costs extra

Contracts & Proposals: DocuSign

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Individual Pro Business

Max Number of Users

1 10 10

Price Per User $10/mo $20/mo $30/mo

Specs 5 Docs/Month

Unlimited Docs. Unlimited Docs. + more

BOWERY CAPITAL 75

Company Description Founded: 1994

Employees: 51-200 Status: Privately Held Website: www.qvidian.com

Qvidian provides cloud-computing applications that improve sales effectiveness. The company enables sales organizations to engage prospects using dynamic tools and integrated best practices. Qvidian's cloud computing sales effectiveness platform - Sales Playbooks & Analytics, Proposal Automation, and Content Library - has increased win-rates and improved productivity for successful corporations.

Product Features & Pricing

Simplicity: Qvidian’s intuitive wizard guides you through the document creation process, selecting and assembling relevant content into a cohesive, well-structured document.

Flexibility: Qvidian Proposal Automation is highly configurable, allowing you to mirror your specific sales methodology or adapt to changes in branding with ease.

Personalized: Qvidian empowers your sales team to create personalized sales documents tailored for each unique sales opportunity.

Bowery View

PROS • Content library is robust and easy to integrate with

Word files • Ability to access content within a web browser

environment allows information to be obtained from virtually anywhere

CONS • No intelligent search function • Initial build with the Qvidian architects can take a

long time

Contracts & Proposals: Qvidian

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Contact Qvidian for more pricing information.

BOWERY CAPITAL 76

Company Description Founded: 2012

Employees: 1-10 Status: Privately Held Website: www.proposify.biz

Proposify lets users create custom proposals in a fraction of the time. Proposify is a cloud based application that addresses the pain-points of proposal writing by offering an easy way to track and manage proposals, collaborate with teams, and create re-usable templates so new proposals can be quickly assembled and less time spent on searching for content.

Product Features & Pricing

Gorgeous templates: Time-tested design and marketing proposal templates that convert clients.

Drag & drop library sections: Save your case studies, fees, images and team bios all in one central library. Tag them, search them and drop them into your layout.

Track everything: Keep a pulse on the sales pipeline of your agency. Proposify lets you know your close rate, which sections of your proposals get viewed and for how long.

Online previews & signatures: No need for extra software or logins.

Bowery View

PROS • Slick user interface makes it easy to build a

proposal • Very intuitive • Clean and attractive

CONS • Very buggy (as per reviews) • Copy/paste function sometimes doesn’t work

Contracts & Proposals: Proposify

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Freelancer Small Agency

Big Agency

Monthly Price $20/mo $40/mo $80/mo

Users 1 1-3 1-8

Active Proposals 10 20 Unlimited

BOWERY CAPITAL 77

Company Description Founded: 2006

Employees: 11-50 Status: Privately Held Website: www.formassembly.com

FormAssembly is a web-based service that helps businesses and professionals create state-of-the-art web forms and surveys, and collect data without the need for technical skills or desktop software. FormAssembly is a Salesforce.com certified partner and is available on the Salesforce AppExchange, Google Apps, and FreshBooks marketplaces.

Product Features & Pricing

Payment Forms: Create order forms, service requests, or registration forms, and collect payments securely.

Forms are easy to build: Create forms right from your browser in just a few minutes. No technical skills required. Just drag and drop.

Sync: We integrate seamlessly with Stripe, PayPal, Salesforce, WordPress, Google Apps, Authorize.Net — and more.

Bowery View

PROS • Ease of use of the form builder • Incorporation of custom CSS and JavaScript is easy

and powerful

CONS • Cannot generate external lists and have them ingest

into a lookup field

Contracts & Proposals: FormAssembly

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Basic Pro Premier Enterprise

Price $28/mo

$59/mo $130/mo $250/mo

III. Post-Sales /

BOWERY CAPITALBOWERY CAPITALBOWERY CAPITAL

Post-Sales Tools Overview

79Follow Us On Twitter & LinkedIn TO Suggest Changes / Additions!

Olark

Chat

For S

ales

Tools that help provide chat capabilities

SaleMove

LivePerson

LiveChat

Slack

SkillJar

Cust

omer

/Par

tner

Enga

geme

nt Tools that help to better connect customers & partners

Intercom

ChannelEyes

Autopilot

Zoomforth

Vendavo

Prici

ng

Tools that help to optimize pricing for products

Zilliant

Zuora

IBM DemandTec

PROS

Brisk.io

Data

Entr

y/M

anag

emen

t

Tools that help to input and manage data

RingLead

Zapier

Cloudingo

ContactMonkey

InsightSquared

Sale

s Ops

Tools that help manage sales operations

CallidusCloud

Lattice Engines

SaaSOptics

Xactly

Rivalry

Coac

hing

& In

cent

ives

Tools that help provide sales coaching and incentives

LevelEleven

SalesHood

Ambition

Hoopla

Gainsight

Cust

omer

Succ

ess

Tools that help to manage customer success & reduce churn

Totango

Preact

Bluenose Analytics

ServiceSource

BOWERY CAPITAL 80

Company Description Founded: 2010

Employees: 51-200 Status: Privately Held Website: www.insightsquared.com

InsightSquared is a top-rated sales analytics application that provides tens of thousands of sales leaders with the insights they need to drive performance and close hundreds or thousands of deals per year. Because InsightSquared provides a comprehensive set of reports within days, sales leaders have ready access to all the analysis they need to assess their progress, diagnose performance gaps, and formulate action and coaching plans. InsightSquared provides a single version of the truth for finance, sales and marketing teams, which enables companies to make better decisions.

Product Features & Pricing

Accurate Sales Forecasting: Forecast sales using historical win rates.

Comprehensive Pipeline Management: Identify the opportunities and sales reps that need your attention.

Customizable Sales Dashboards: Analyze your historical bookings. Discover emerging trends and leading indicators of success.

Bowery View

PROS • Streamlined and intuitive user interface • Highly customizable platform • Reports are easy to understand • Setup of that dashboard is extremely easy

CONS • Focused on salesforce reporting / management

automation: while new features are being released consistently, it excels mainly in smart forecasting and rep intelligence

• Some users have reported minor UI issues (e.g. filtering capability is not user friendly)

Sales Ops: InsightSquared

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Basic Standard Enterprise

Monthly Price Per User

$65/mo

$75/mo $95/mo

Users 3-10 3-100 Any Size

BOWERY CAPITAL 81

Company Description Founded: 1996

Employees: 501-1,000 Status: Publicly Traded (CALD) Website: www.calliduscloud.com

Callidus Software provides sales and marketing effectiveness and management software for telecommunications, insurance, banking, and technology markets worldwide. The company offers a Sales and Channel Enablement tool, which aligns marketing and sales to provide playbooks, collaboration portals, content management, and reporting.

Product Features & Pricing

Central Content Repository: One central, authoritative place for reps to access content allows for easy information management. Allows setting permissions to protect sensitive information.

Mobile Sales Advisor: Reps can get content, answers, business intelligence, etc. immediately on the go.

Collaboration: Give feedback on and rate content, keeping reps up-to-date with customer and partner needs.

Deal Portals: Help reps understand where prospects are in the buying process.

Bowery View

PROS • Allows reps to collaborate and share insights and

best practices on the go • Integrates with CallidusCloud’s larger suite of

solutions for marketing automation, contract management, channel management, and others

• Integrates with SFDC

CONS • Slightly older and out of date interface • Less valuable without a large and active sales force • Light on salesperson-level insights to optimize

performance (particularly in channel)

Sales Ops: CallidusCloud

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Marketing Sales Execution

Sales Performance

Lead to Money

Monthly Price Per User

$50/mo $70/mo $90/mo$150/

mo

BOWERY CAPITAL 82

Company Description Founded: 2006

Employees: 201-500 Status: Privately Held Website: www.lattice-engines.com

Lattice Engines offers data-driven business applications that help companies market and sell more intelligently. Lattice's complete set of marketing and sales applications predicts who will buy, what they are likely to buy, and when. As the market leader, Lattice's proven applications combine billions of buying signals and apply advanced machine learning to help drive predictable sales and marketing performance.

Product Features & Pricing

Score & Segment: Quickly identify your most lucrative leads, accounts and customers.

Cross-Sell & Retain: Maintain and expand existing customer relationships.

Enable Sales: Prioritize revenue opportunities and know how to engage.

Contact Lattice Engines for more pricing information.

Bowery View

PROS • Easy to use • Attractive and clean user interface • Very intuitive

CONS • Enterprise-oriented and very expensive • Lately has positioned mainly as a tool of top-of-

funnel / marketing-centric analytics rather than predictive insights around deals to close

• Data has to be imported into the proprietary Lattice database

Sales Ops: Lattice Engines

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BOWERY CAPITAL 83

Company Description Founded: 2009

Employees: 11-50 Status: Privately Held Website: www.saasoptics.com

SaaSOptics is a cloud-based financial management solution for emerging subscription businesses providing affordable, comprehensive subscription invoicing, GAAP-compliant revenue recognition, and out-of-the-box, highly optimized subscription analytics for tracking key subscription metrics - MRR Momentum™, renewal rates, churn, customer lifetime value and dozens more.

Product Features & Pricing

Subscription Billing: Easy invoice scheduling for recurring subscription billing.

Subscription Analytics: SaaS and Subscription metrics built right in - easily configured reports for MRR, CMRR, Cohort.

Integration: Easily integrate QuickBooks desktop, QuickBooks Online, Zuora, and Salesforce.

Contact SaaSOptics for more pricing information.

Bowery View

PROS • Understands the detailed language of SaaS metrics

and allows an organization clear insight around these

CONS • Product UX / UI could be more user-friendly • Relatively small company with little disclosed

funding; may impact ability to push new features or provide proactive support

Sales Ops: SaaSOptics

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BOWERY CAPITAL 84

Company Description Founded: 2005

Employees: 201-500 Status: Privately Held Website: www.xactlycorp.com

Xactly Corporation is the market leader in on-demand sales performance management. The company's flagship product, Xactly Incent, enables sales and finance executives to design, implement, manage, audit and optimize sales compensation management programs easily and affordably. Xactly solutions automate the process of aggregating data from disparate systems into a secure, hosted repository, and enable companies to leverage this business data, which is the lifeblood of sales performance management. Xactly helps companies improve operational performance, optimize sales effectiveness, proactively manage risk and compliance, and maximize profits.

Product Features & Pricing

Drive Performance: Bring visibility and understanding to incentive performance with dashboards and commission statements.

Take Control: Test payouts under various performance scenarios to understand their financial impact before they affect your bottom line.

Go Mobile: Bring the power of incentives to every sales reps’ mobile device. Drive performance from anywhere, at any time.

Contact Xactly for more pricing information.

Bowery View

PROS • User friendly system • Visibility into potential earnings • Valuable reporting functionality

CONS • Analytics function requires users to have a

programming knowledge of SQL • Foreign currency limitations

Sales Ops: Xactly

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BOWERY CAPITAL 85

Company Description Founded: 2012

Employees: 1-10 Status: Privately Held Website: www.rivalry.com

Rivalry is software for your one on ones. We make sure one on ones occur, are productive, and documented. Rivalry's sales coaching platform increases sales organization performance 19% by breaking down the barriers to sales coaching, providing a coaching framework, and creating one place for all coaching documentation.

Product Features & Pricing

Help coach individual contributors: Rivalry produces documentation of sales rep improvement, live leaderboards, and email coaching plans.

Analytics: The software comes with analytics and measurements in order to determine individual contributor’s success.

Bowery View

PROS • Immediate sync from Salesforce to Rivalry • Easy features, clean design • Rivalry's leader boards, daily email alerts and

weekly briefs help promote engagement and individual goal attainment

CONS • Occasional issue with SFDC syncing • Product focused on sales 1-on-1s (coaching /

training); a definitely need but requires an organizational focus on this process

• Some very minor UI / UX issues reported by users (e.g. if there's a tie in a leaderboard, winner goes in alphabetical order)

Coaching & Incentives: Rivalry

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Pre-Season

Regular Season

Primetime Champ

Monthly Price Per User

$25/mo $20/mo $15/moContact

for pricing.

Users 1-25 26-100 101-250 250+

BOWERY CAPITAL 86

Company Description Founded: 2012

Employees: 11-50 Status: Privately Held Website: www.leveleleven.com

LevelEleven develops enterprise gamification and CRM solutions that help sales and other managers keep teams focused on the right things. The company's flagship product, Contest Builder, is a salesforce.com app that gives companies new ways to motivate salespeople to make more calls, book more meetings, and close more business, which in turn spikes adoption of Salesforce.

Product Features & Pricing

Visibility: Identify the key behaviors you need your sales team focused on and create visibility around those behaviors.

Performance Data: Provide your salespeople with personalized analytics, historical trends and peer comparisons.

Notifications: Get informed when sales performance is lagging, and find out what you can do about it.

Sales Improvement: When LevelEleven informs you that you need a quick, impactful improvement in a sales behavior, you can easily and quickly build your own internal campaign around it.

Bowery View

PROS • Quick and pain-free to build new contests • Promotes productive activity among employees • Always coming out with new features

CONS • Very expensive • Requires SFDC Admin to set up permissions for

participants to view Leaderboard and LeaderTV (bad for large companies)

Coaching & Incentives: LevelEleven

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Mini Standard Power Enterprise

Monthly Price

$600/mo $1,250/mo

$3,000/mo $12,500/mo

Users Included 10 25 75 Contact

Per Additional User

$35/mo $30/mo $25/mo Contact

BOWERY CAPITAL 87

Company Description Founded: 2013

Employees: 11-50 Status: Privately Held Website: www.saleshood.com

SalesHood automates sales and marketing engagement to scale how sales managers run their teams, ramp reps faster, and keep reps on message. We make sales teams more effective, in an efficient way. SalesHood is a rapidly growing SaaS startup that’s taking the $31 billion Sales Productivity market with a unique and truly disruptive solution. The SalesHood platform tightly aligns sales and marketing and helps sales teams ramp faster, achieve greater velocity and quickly reach high levels of consistency.

Product Features & Pricing

- Sales training and onboarding

- Publish sales content to reps

- Run weekly sales meetings

- Facilitate peer-to-peer coaching

- Execute deal and account reviews

Bowery View

PROS • Easy Salesforce Integration • Clean user interface • Ease to use and very intuitive

CONS • Product is new to market • Mobile applications are only available on Apple

products

Coaching & Incentives: SalesHood

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Enterprise

Monthly Price Per User $50/mo

BOWERY CAPITAL 88

Company Description Founded: 2013

Employees: 11-50 Status: Privately Held Website: www.ambition.com

Ambition Solutions offers an office productivity tool, providing real time analytics & insights, while simultaneously motivating Sales people. Ambition codifies business, clearly spells out ways to succeed, and empowers team members through friendly competition.

Product Features & Pricing

Coach’s Dashboard: See exactly where you and your team stand. Compare your roll-up productivity score against peers.

Annotated Insights: Visualize employee (team, branch, division, company) performance across benchmarks.

Ambition Score: Hold yourself accountable to daily progress across leading indicators with Ambition.

Bowery View

PROS • Motivates individual sales reps • Strengthens daily call volume • Gives visibility to key performance indicators

CONS • Not many additional features • Software sometimes can create hostility between

team members who are too competitive

Coaching & Incentives: Ambition

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Starter Pro Enterprise Unlimited

Monthly Price Per User

$10/mo $25/mo $55/mo $95/mo

BOWERY CAPITAL 89

Company Description Founded: 2010

Employees: 11-50 Status: Privately Held Website: www.hoopla.net

Hoopla Software has developed a complete performance optimization system designed to steer the actions and behaviors of employees. Hoopla's platform leverages enterprise data, game mechanics and communication tools to cultivate a high performance culture and drive results.

Product Features & Pricing

Built to Scale: By automating the manual processes involved in tracking, recognizing and motivating your sales team, Hoopla supercharges your sales team’s productivity.

Setup is Simple: We made it easy to install Hoopla right from your Salesforce account.

Administration is Easy: Simply choose your metrics, and create your sales contests and leaderboards in a few easy steps. And, Hoopla’s step-by-step wizards and point-and-click interface makes administration a snap.

Bowery View

PROS • One of the more affordable gamification apps • Great way to interact with the sales team • Easily integrates into SFDC

CONS • Hoopla crashes often • Support team consistently sends broken links • Backend user interface is a bit primitive • Can't handle custom fiscal years/quarters

Coaching & Incentives: Hoopla

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Performance Performance Plus Unlimited

Monthly Price Per User

$22/mo $25/mo $32/mo

Support Type Email Email & Phone

Email, Phone, & Dedicated Account Manager

BOWERY CAPITAL 90

Company Description Founded: 2009

Employees: 51-200 Status: Privately Held Website: www.gainsight.com

Gainsight offers a complete Customer Success Management solution that helps businesses reduce churn, increase up-sell and drive customer success. The company's SaaS suite integrates with Salesforce and uses Big Data analytics to evaluate sales data, usage logs, support tickets, surveys and other sources of customer intelligence. In this way, Gainsight provides a 360° view of customers and drives retention across customer success, sales, marketing, executive and product management.

Product Features & Pricing

Touch your customers at scale: Start doing the proactive things you know drives value but didn’t have the time to do before, like sponsor tracking and NPS surveys.

Track customer health consistently: Unify your customer data - both quantitative and qualitative - to proactively manage retention and growth, prep for meetings in minutes, and align across the organization.

Transform customer success processes: Let real customer behaviors drive your interactions with them in things like QBRs or automated emails.

Contact Gainsight for more pricing information.

Bowery View

PROS • Gainsight offers several choices in terms of how

data is brought from the source system(s) into Gainsight including APIs, ETL tools, real-time data capture (for usage data) SFTP, and more

• Gainsight's feed of data is loaded as frequently as the customer wants, including real-time for usage data

CONS • The 360 view is not as versatile as it seems with un-

editable fields • Search feature is lacking • User interface is slightly slow

Customer Success: Gainsight

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BOWERY CAPITAL 91

Company Description Founded: 2010

Employees: 51-200 Status: Privately Held Website: www.totango.com

Totango is a provider in customer engagement and user insights for cloud apps. The company helps SaaS vendors and online subscription services take a data-driven approach to reducing churn and driving customer success, product adoption, and trial conversion. Totango monitors customer behavior and usage in applications-along with critical relationship data from CRM, billing, and other systems-to generate insights on customer health and engagement. The company's platform combines big data analytics with powerful segmentation and predictive tools to guide vendors in taking the right actions with each customer to create an active, engaged user base.

Product Features & Pricing

Customer Profiles: Totango pulls in data from multiple systems to assemble a rich profile of every customer, including a predictive health rating and an engagement score

Notifications: Get a warning when an account an account is a churn risk.

Identify: Identify your most engaged users, accounts that are ready for an upgrade, and which customers are falling behind in on boarding.

Contact Totango for more pricing information.

Bowery View

PROS • Totango has a highly configurable health model that

allows companies to set up different health scoring models for different customer segments

• Because of the fine-grained data that Totango automatically collects from your application, it is also positioned to help companies spot opportunities to drive deeper engagement with customers

• Totango integrates with many different applications

CONS • Installation process is slightly complex • Focus is on enterprise professionals, not SMBs

Customer Success: Totango

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BOWERY CAPITAL 92

Company Description Founded: 2011

Employees: 11-50 Status: Privately Held Website: www.preact.com

Preact, formerly Less Neglect, is a cloud-based, automatic customer success service that helps subscription software companies maximize customer lifetime value by reducing churn, acquiring new customers, and driving upsells. Preact provides health metrics tailored to each user and account by tracking detailed session-level usage of web usage, mobile applications and server activity.

Product Features & Pricing

Powerful Data Science: Preact’s machine learning algorithms uncover the churn signals hidden in your customers' behavior.

Complete view of Customer Health: Get instant visibility across your customer base including health and activity scores.

Proactive Churn Prevention: Equipped with powerful predictors of customer health, your customer success team can proactively avert churn by understanding its source.

Contact Preact for more pricing information.

Bowery View

PROS • Preact automatically crunches customer behavior

data to provide analytics • Integrates easily with Salesforce, Desk.com,

Marketo, Zendesk, and others

CONS • Focus is on enterprise professionals, not SMBs • Some users have reported minor UI issues

Customer Success: Preact

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BOWERY CAPITAL 93

Company Description Founded: 2012

Employees: 11-50 Status: Privately Held Website: www.bluenose.com

Bluenose provides a customer success platform for SaaS businesses to increase revenue, using predictive analytics to engage at-risk customers and identify drivers of churn.

Product Features & Pricing

360 Degree View: Tap into usage data along with CRM, service desk, marketing, and financial systems to form a complete view of your customers.

Early Warning System: Discover customers in jeopardy of churning with intelligent alerts driven by a continuous and complete assessment of customer data.

Playbooks: Operationalize and scale key Customer Success functions such as onboarding and renewals by integrating built-in best practices.

Contact Bluenose for more pricing information.

Bowery View

PROS • Bluenose will build data connectors on behalf of the

customer • Bluenose’s customer health scoring functionality is

very customizable

CONS • Bluenose does not do real-time data loads • Lacking in work management capabilities

Customer Success: Bluenose Analytics

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BOWERY CAPITAL 94

Company Description Founded: 1999

Employees: 1,001-5,000 Status: Publicly Traded (SREV) Website: www.servicesource.com

ServiceSource is a company in the Service Performance Management industry focusing on growing service share "by increasing the number of customers who buy services and the amount they spend on those services. Per the company, ServiceSource has five global service centers that serve technology and healthcare IT clients in over 100 countries and 30+ languages and has delivered more than $5B in services revenue for its clients.

Product Features & Pricing

Centralize Customer Intelligence: Map disparate systems’ data together to get actionable customer success insights.

Visualize Customer Health & Engagement: Score health and engagement using almost any factors and weighting imaginable.

Deliver Impactful Business Results: Deliver Success plans and focus success managers on priority accounts and activities that yield impactful business results.

Contact ServiceSource for more pricing information.

Bowery View

PROS • Experience in the Customer Success space • Integrates with many different business systems

including Salesforce, SAP, Oracle

CONS • Focus is on enterprise professionals, not SMBs • User interface is slightly cluttered

Customer Success: ServiceSource

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BOWERY CAPITAL 95

Company Description Founded: 2008

Employees: 11-50 Status: Privately Held Website: www.olark.com

Olark offers software that aims to allow website owners to add live chat capabilities to their site so they can close sales and generate leads. Olark's revenue comes from subscription charges based on usage. Customers pay monthly for each operator that connects to the service.

Product Features & Pricing

Feedback: When customers give you feedback on every Olark chat, you'll know if you're making customers happier, instantly.

Talk to only the customers you want: Targeted Chat lets you set rules to interact only with customers who go to a specific page or perform specific behaviors.

Manage customer relationships: Our CRM integrations include Salesforce, Zendesk, Desk.com and Highrise.

Customize your design: Olark can match your design perfectly with customization features.

Bowery View

PROS • Appearance customization; various templates and

color options available; Custom CSS edits available as well

• Offline mode still collects feedback when away • Integrates easily with CRM

CONS • The web client only displays up to five visitors on

your website • You can only ban users for current session, not

indefinitely

Chat For Sales: Olark

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Bronze Gold Platinum Ultimate

Monthly Price $17/mo $49/mo $129/mo $243/mo

Yearly Price $15/mo $44/mo $116/mo $219/mo

Operators 1 4 8 15

BOWERY CAPITAL 96

Company Description Founded: 2012

Employees: 11-50 Status: Privately Held Website: www.salemove.com

SaleMove's vision is to meet or exceed the experience of interacting with customers in-person. Online shopping today is flat. SaleMove creates live interactions that add the next dimension. By combining in-browser video, voice and CoBrowsing (without any downloads needed), SaleMove makes browsing a website just like walking into a store.

Product Features & Pricing

Real-Time Movement: Faster and more instant than Google’s real-time analytics, SaleMove enables you to observe visitors the second they enter your website.

Shared Browsing: Instead of pushing visitors to a link, engage with visitors on your site by browsing and customizing together (patent issued).

Audio / Video Chat: Connect with your customers using Audio & Video right on your website (no downloads or installation required).

Statistics & Reporting: In-depth performance metrics.

Contact SaleMove for more pricing information.

Bowery View

PROS • No downloads or installation required for audio /

video chat • User friendly interface • Completely in-browser experience

CONS • Audio / video technology that might take time for

customers to adopt • The analytics are slightly lacking

Chat For Sales: SaleMove

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BOWERY CAPITAL 97

Company Description Founded: 1995

Employees: 1,001-5,000 Status: Publicly Traded (LPSN) Website: www.liveperson.com

LivePerson aims to help companies with customer servicing, retention and upselling via its LP Marketer, LP Chat and LP Voice offerings.

Product Features & Pricing

Monitoring: See what your customers are doing on your site and identify what kind of assistance they need most.

Target: You can create digital engagements in six minutes or less by building a personalized campaign in a few easy steps.

Engage: LiveEngage identifies those more likely to need a chat and sends them a personalized invitation.

Analyze: Real-time data dashboards keep track of customer care professional activities as they happen.

Bowery View

PROS • It is clean, simple, and easy to use • The reporting abilities are unparalleled • It is easy to get started and to refine your setup

CONS • Inability to automatically export all of the

information • Browser inconsistencies

Chat For Sales: LivePerson

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Free Paid

Monthly Price Free $18/mo

Log-ins 1 Multiple

Engagements Unlimited Scalable

BOWERY CAPITAL 98

Company Description Founded: 2002

Employees: 11-50 Status: Privately Held Website: www.livechatinc.com

LiveChat is a real-time, live-chat software tool that is helping eCommerce companies create a new sales channel with online support. LiveChat products are simple to use, integrate, and customize so companies can quickly start increasing sales, offering support, and monitoring website visitor behavior.

Product Features & Pricing

Chats: Quickly respond to your customers and handle several chats at once using the chat improvements.

Tickets: Keep the communication going and handle cases via tickets.

Customization: Fine-tune the look of your live chat and develop your brand awareness.

Tags: Assign case-specific tags to chats and tickets to easily find them in the Archives.

Bowery View

PROS • Experience in the live-chat software space • Customization options available in the software in

order to develop your brand • Easy interface and management dashboards • Ability to customize groups and adjust preset

invitations based on conditions

CONS • The reporting information is not intuitive • It can slow down your website

Chat For Sales: LiveChat

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Starter Regular Team Enterprise

Monthly Price Per Seat

$19/mo $36/mo $39/mo $59/mo

Yearly Price Per Seat $16/mo $30/mo $33/mo $50/mo

BOWERY CAPITAL 99

Company Description Founded: 2009

Employees: 51-200 Status: Privately Held Website: www.slack.com

Slack Technologies, formerly Tiny Speck, offers a team communication platform in one place that is instantly searchable and available wherever.

Product Features & Pricing

All Team Communication is in One Place: Slack communications happen all in one place and can be segmented by creating Channels for various topics.

Reduce Emails: Slack allows project information and files are quickly exchanged in the channels, the search makes it easy to retrieve all of that later.

Integrations: Slack easily integrates with many different platforms including Github, Google Drive, and Dropbox.

Bowery View

PROS • Create specific channels based on different topics • Adding alert keywords means that you will not miss

conversations that are important to you • It maintains a multi device system meaning you can

be part of the same conversation on all your devices, at the same time

• A lot of integration ability

CONS • There is limited audio and video chat integration • Sometimes the system notifications are slow

Chat For Sales: Slack

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Free Standard Plus Enterprise

Monthly Price Free $8/mo $15/mo $48/mo

Yearly Price Free $6.67/mo $12.50/

moComing Soon

BOWERY CAPITAL 100

Company Description Founded: 1998

Employees: 201-500 Status: Privately Held Website: www.vendavo.com

Vendavo, formerly OfficeClick.com, harnesses the power of Big Data to generate actionable insights that enable businesses to sell more profitably. The company's price optimization and management solutions help global customers make better data-driven decisions for pricing and sales effectiveness. Using cutting-edge analytics and deep industry expertise, Vendavo boasts the largest number of implementations for B2B enterprises in the industry, having helped more than 300 company divisions dramatically increase revenue, improve profit margins and maximize shareholder value.

Product Features & Pricing

Manage your price lists: Manage large volumes of products and SKUs at the level of granularity you need. Define your own workbooks and worksheets for future price setting.

Track Your Price Changes: Know what approval step your price changes are on with a clear visual workflow. Identify who has and who still needs to review your price changes.

Real-time Adjustments: Analyze the impact of policies and price changes so you can make required adjustments accordingly. Compare prices based on any of the common or specific attributes, and make sure your price lists are applicable internationally.

Contact Vendavo for more pricing information.

Bowery View

PROS • Experienced company • Clean dashboard • Very in-depth analytics

CONS • The product is not intuitive • Data updates are slightly clunky and cumbersome

Pricing: Vendavo

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BOWERY CAPITAL 101

Company Description Founded: 1999

Employees: 51-200 Status: Privately Held Website: www.zilliant.com

Zilliant provides prescriptive sales applications that drive financial growth for B2B companies. We give the best answers to everyday sales decisions: who to call, which products to pitch, and what prices to quote to help companies improve sales execution. The answers come from applying data science to transaction data, and are delivered via our proven software-as-a-service (SaaS) Optimization Platform. Our SalesMax and MarginMax applications can be deployed in a matter of weeks and scale to support global enterprise transformations.

Product Features & Pricing

Actionable Guidance: MarginMax provides context-specific pricing guidance for any given deal circumstance, from spot quotes to customer-specific agreements.

Predictive Price Optimization Model: MarginMax examines all possible price choices, predicts the revenue and profit outcome of each based on price elasticity, and selects the price that maximizes the desired results.

Strategy-driven Scenarios: The MarginMax Strategy Interface compares multiple scenarios with segment-specific strategies and visualizes the predicted impact on revenue, profit, quantity and prices.

Contact Zilliant for more pricing information.

Bowery View

PROS • Company has extensive experience • Enables rapid implementation times of less than 90

days, significantly shorter than the current industry average

CONS • User interface looks slightly outdated • Although the product provides great information, it

can be hard to navigate

Pricing: Zilliant

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BOWERY CAPITAL 102

Company Description Founded: 2007

Employees: 501-1,000 Status: Privately Held Website: www.zuora.com

Zuora is a global provider in subscription commerce and billing, helping companies in every industry transition to the Subscription Economy. Zuora's solution allows any business in any industry to launch or shift products to subscription, implement new pay-as-you-go pricing and packaging models, gain new insights into subscriber behavior, open new revenue streams, and disrupt market segments to gain competitive advantage.

Product Features & Pricing

Create unlimited pricing combinations: Zuora gives you the flexibility to try pricing models until you nail it.

Mix and match plans: Zuora gives you the flexibility to tailor your pricing to different sets of customers.

Automate your entire billing cycle: Get fine-grained control over what you bill for and when.

Go deep on subscription metrics: Create custom reports specific to your needs with ad-hoc reporting.

Contact Zuora for more pricing information.

Bowery View

PROS • Daily revenue calculations are automated and

require no manual touch • Turnaround time to invoice post activation is

immediate • The quoting module helps to build a robust process

for Sales and provides visibility on how well pricing/discounting strategies are working

CONS • Billing can be frustrating when the system does not

align with the revenue schedule • The reporting is complex; it is overwhelming and

some fields are redundant • Custom configuration into Salesforce is lacking;

needs more customizability to fit into unique business model

Pricing: Zuora

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BOWERY CAPITAL 103

Company Description

Founded: 1999 Employees: 10,001+ Status: Subsidiary of IBM Website: www.ibm.com/software/products/en/price-optimization

IBM DemandTec offers a network of cloud apps and insights for more than 500 retailers and consumer products companies, providing common solutions to transact, interact, and collaborate on core merchandising and marketing activities. DemandTec's services enable customers to achieve their sales volume, revenue, shopper loyalty, and profitability objectives. DemandTec software and analytical services utilize a science-based platform to model and understand consumer behavior.

Product Features & Pricing

Make use of industry-leading optimization science: Set the right prices for the right products at the right time.

Simplify the pricing process: IBM Price Optimization uses a library of natural-language pricing rules to simply the pricing process.

Determine different pricing strategies using what-if analysis to compare outcomes: Change goals and add, remove, modify or reprioritize pricing rules.

Contact IBM DemandTec for more pricing information.

Bowery View

PROS • Experienced company • Gives companies broader insights about customer

merchandising and pricing preferences to better market, sell, and deliver their products and services

• Innovative Technology: DemandTec has a portfolio of 31 patents in the areas of pricing, response analysis, and promotion analysis

CONS • User interface is unattractive • Navigating the product can prove difficult

Pricing: IBM DemandTec

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BOWERY CAPITAL 104

Company Description Founded: 1985

Employees: 1,001-5,000 Status: Publicly Traded (PRO) Website: www.pros.com

PROS Holdings is a big data software company that helps customers outperform in their markets by using big data to sell more effectively. The company applies over 27 years of data science experience to unlock buying patterns and preferences within transaction data to reveal which opportunities are most likely to close, which offers are most likely to sell and which prices are most likely to win. PROS offers big data solutions to optimize sales, pricing, quoting, rebates and revenue management across more than 30 industries.

Product Features & Pricing

Uncover pricing uplift opportunities: Segment your data at a highly granular level to reveal all of your uplift opportunities.

Price more effectively (and profitably): Access reports and recommendations in seconds, not minutes, with easy-to-use, smarter analyses.

Collaborate and work smarter: See all your data sources from a single source of truth, eliminating the need for separate analytics instances for each of your backend systems.

Contact PROS for more pricing information.

Bowery View

PROS • Experienced company • Enables enterprises to apply proven pricing science

to determine, analyze, and execute optimal pricing strategies

CONS • The product is expensive • Focus is on enterprise professionals, not SMBs

Pricing: PROS

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BOWERY CAPITAL 105

Company Description Founded: 2013

Employees: 1-10 Status: Privately Held Website: www.skilljar.com

Skilljar enables companies to successfully onboard, engage, and retain customers and partners. The software dramatically simplifies online training delivery via simple course creation, student registration, and automated CRM integrations.

Companies are using Skilljar to educate and enable prospects, automate product onboarding, and scale long-term customer success with ongoing training and social certifications.

Product Features & Pricing

Create Multimedia Courses: Upload video, audio, text, PDF, SCORM 1.2, and HTML5 files. Add interactive quizzes using our built-in course authoring tool.

Deliver Engaging Training: Experience a modern, intuitive, and mobile-responsive course platform, all white-labeled with your company brand. Easily register students, accept payments, and manage certifications.

Track Detailed Analytics: Drill into user-level reporting in our web dashboard. Automate data integrations with Marketo, Hubspot, Salesforce, and other systems.

Bowery View

PROS • Easy to personalize and create training programs • Excellent product feedback from current users, with

a strong cadence of new features pushed • Straightforward and easy to navigate course content

(modern UX / UI for learners and trainees) • Responsive customer service • Easy to ingest existing training collateral • Ability to provide SSO

CONS • Product is relatively new to market • Onboarding will require some time, likely with an

in-house resource to ensure content is built or transferred in

• Could use more detailed reporting features to demonstrate ROI

Customer/Partner Engagement: Skilljar

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Pro Business Enterprise

Monthly Price $500/mo $750/mo Contact for

Pricing.

Monthly Active Trainees

250 500 Custom

BOWERY CAPITAL 106

Company Description Founded: 2011

Employees: 51-200 Status: Privately Held Website: www.intercom.io

Intercom develops a customer relationship management tool (CRM) designed for web businesses. The web-based SaaS features Google Analytics-like integration so that its database of customers is automatically up-to-date, tracking every interaction. With its flexible filtering function, users can be segmented into groups for whom the business has different goals.

Product Features & Pricing

Intercom offers four different paid programs:

- Acquire: Talk to visitors on your website to help them become customers.

- Engage: Guide new signups to become active investors. - Learn: Get quality product feedback from the right

customers. - Support: Streamline support for your team and your

customers.

Bowery View

PROS • Target messages to specific types of users,

automatically reducing the need to manually track user characteristics and behavior

• Once the initial setup is complete, it is easy for anyone on the team to engage with users

• Really understand who are your customers and how they use your application

CONS • Don't provide enough analytical reporting • The email builder interface is complex • It takes significantly more time than expected to

complete the setup

Customer/Partner Engagement: Intercom

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Acquire Engage Learn Support

Monthly Price

Flat

$49/mo

From

$49/mo

From

$49/mo

From

$49/mo

Purpose

For Sales &

Support Teams

For Marketing

Teams

For Product Teams

For Support Teams

BOWERY CAPITAL 107

Company Description Founded: 2011

Employees: 11-50 Status: Privately Held Website: www.channeleyes.com

ChannelEyes has built a mobile channel acceleration platform for vendors to better connect with their indirect partners. The innovative solution drives new levels of engagement and sales enablement of agents, dealers, resellers, and extended sales teams. ChannelEyes delivers a robust set of mobile tools for leading global companies such as HP, Verizon, CA Technologies, and Palo Alto Networks to manage their increasingly complex channel organizations.

Product Features & Pricing

Social Syndication: Amplify your messaging through the mobile app, reaching your audience’s social networks.

Pitch Tracker: Have your partners check in when they have completed a product demo, sales call, or recommendation of your product.

Tools: Deal Reg, Calculator, Forms: Calculators, Configurators, Quoting Tools & Deal Registration – all integrated with your back-end CRM, PRM or Web Portal infrastructure.

CMS and Analytics Dashboard: Dig deeper into the data behind your Channel mobile app.

Contact ChannelEyes for more pricing information.

Bowery View

PROS • Built from the ground up for Indirect / Channel

Sales groups, whereas most alternatives tend to be CRM adaptations (e.g. PRMs)

• Newest product features allow for the optimization of Indirect Sales performance

• Direct CRM integration (seamless use via Salesforce) • Deep analytics for the forecasting of Indirect Sales

performance (with reseller-level data) • Mobile solution for partners / resellers (to access

latest marketing info / collateral)

CONS • Focused squarely on Indirect / Channel Sales; if

your organization is direct-only, the product will not be a fit

• Enterprise-oriented (likely not a fit for SMBs as to be most powerful, client should have multiple channel partners to manage)

Customer/Partner Engagement: ChannelEyes

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BOWERY CAPITAL 108

Company Description Founded: 2012

Employees: 11-50 Status: Privately Held Website: www.autopilothq.com

Autopilot delivers intelligent website marketing products that enable marketers to immediately create, optimize and manage websites for the social and mobile era. Designed for web marketers to actively control the entire lifecycle of next-generation websites through drag & drop creation, social/mobile channels, real-time testing and analytics. Bislr complements customers' investment in marketing automation & CRM systems, making them more valuable by contributing new leads and integrating modern/mobile platforms for more impactful marketing campaigns.

Product Features & Pricing

Convert More Leads: Create personalized journeys for all of your contacts by sending emails, texts, or letters - to the right people, at the right time.

Integrations: Built-in integrations with Salesforce, Twilio, Segment, and Lob.

Know What’s Working: Convert sales quickly and make decisions sooner by monitoring real-time activity and visualizing campaign ROI with pre-built reports.

Bowery View

PROS • The user interface is drag/drop which is intuitive

and easy to use • Many different pricing options • Great support team

CONS • Sometimes the automation flows do not initiate

exactly when expected • Missing the advanced functionality that some more

expensive alternatives include

Customer/Partner Engagement: Autopilot

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Contacts Monthly Price Yearly Price

500 $5/mo $4/mo1,000 $25/mo $20/mo3,000 $65/mo $52/mo5,000 $100/mo $80/mo10,000 $200/mo $160/mo25,000 $450/mo $360/mo50,000 $850/mo $680/mo150,000 $1,400/mo $1,120/mo300,000 $2,200/mo $1,760/mo500,000 $3,000/mo $2,400/mo1,000,000 Contact Contact

BOWERY CAPITAL 109

Company Description Founded: 2012

Employees: 1-10 Status: Privately Held Website: www.zoomforth.com

Zoomforth makes sales marketing software for the visual age. The company helps sales professionals easily assemble videos, photos, PDFs and text into visually rich, on-brand web pages that can be delivered via email, tracked, and optimized.

Product Features & Pricing

Personalize with control: Enable your team to deliver highly personalized sales presentations and emails while staying on message. Templates and user roles ensure brand control, while video personalization accelerates sales relationships.

Analyze & Improve: Know how your prospects interact with your content. Analyze, amend, and improve.

Advanced Security: SSL, SAML Integrations and Content Authentication.

Gmail/Outlook Integration: Send pages through Gmail and Outlook; track opens, clicks, and content interaction.

Contact Zoomforth for more pricing information.

Bowery View

PROS • Build webpages and content-rich emails • Customizability in order to control brand • Understand how prospects are interacting with your

content • Integration with Gmail and Outlook

CONS • Product is fairly new to market • The analytics aspect of the product can be improved

Customer/Partner Engagement: Zoomforth

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BOWERY CAPITAL 110

Company Description Founded: 2012

Employees: 11-50 Status: Privately Held Website: www.brisk.io

Brisk.io is a companion for sales people with tools to optimize your Salesforce.com usage. Brisk.io focuses you by gathering all of your customer conversations and relevant information in one place. It shows you what you should act on right now so nothing falls through the cracks.

Product Features & Pricing

Never Forget Anything: Brisk.io tells you what is slipping and where you should spend time.

On Top of Everything: Brisk.io can open on any webpage - work on top of LinkedIn, your email, an internal site, or even a customer’s webpage.

All Tools and Information Gathered: In Brisk.io you see Salesforce, your email, calendar, support tickets, agreements, everything customer related.

Bowery View

PROS • Super customizable • Secure: Sales data is never sent to or stored on the

Brisk.io servers • Helps streamline operations by importing data from

websites into into Salesforce • Elegant task handling

CONS • Product is fairly new to market • Company is based in Sweden, which makes it

difficult to receive immediate responses to support issues

Data Entry/Management: Brisk.io

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Free Enterprise White Glove

Monthly Price Per User

Free $29/moContact for

Pricing.

BOWERY CAPITAL 111

Company Description Founded: 2004

Employees: 11-50 Status: Privately Held Website: www.ringlead.com

In the eight years that RingLead’s suite of Data Quality and Deduplication apps have been offered to Salesforce users, they have deduped and prevented the duplication of over one billion records. RingLead’s apps have been used by over 1000 companies to help marketing departments accurately report their performance, sales teams to sell efficiently and avoid embarrassing touchpoints, and Salesforce administrators to avoid the mind numbing drudgery of “staring and comparing” to rid a database of duplicates

Product Features & Pricing

100% Cloud-based: Work on your data quality initiatives anytime, anywhere, from any device.

User Friendly: Get pristine data with clicks, not code.

Easy Integration: RingLead applications easily integrate with the leading CRM and marketing platforms.

Analyze: Dupe Dive scans your Lead records and provides business intelligence on the state of your data quality complete with a duplicates dashboard, 'did you know' facts, awards, you can even benchmark your data against other Salesforce orgs.

Contact RingLead for more pricing information.

Bowery View

PROS • Easy to install and implement within your CRM • Simple to navigate • Free training and attentive support staff

CONS • User interface is outdated and unattractive • When you have over 200 duplicates, RingLead has a

tendency to accidentally log out • Templates don't always carry over all the data

Data Entry/Management: RingLead

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BOWERY CAPITAL 112

Company Description Founded: 2011

Employees: 11-50 Status: Privately Held Website: www.zapier.com

Zapier allows its users to create connections between different web apps. Partners, including Salesforce, Intuit, Google, and Dropbox, utilize Zapier to offer their customers integrations with over 350 apps. The Zapier Developer Platform enables developers to add APIs for private or public use.

Product Features & Pricing

Unlock the Hidden Power of Your Apps: Zapier connects the web apps you use to easily move your data and automate tedious tasks.

Integrate: Connect the apps you use to easily move data between them. Over 400 apps supported.

Automate: Use simple, event-based automation to avoid repetitive tasks.

Bowery View

PROS • Incredible selection of supported applications • Integrations are super simple to complete without

developer resources

CONS • Max of 5 zaps on the free plan • Some applications are marked as “premium” and

are only supported by paid plans

Data Entry/Management: Zapier

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Free Basic Business Business Plus

Monthly Free $20/mo $50/mo $75/mo

Zaps 5 20 50 75

Tasks/Month 100 3,000 15,000 20,000

BOWERY CAPITAL 113

Company Description Founded: 2012

Employees: 1-10 Status: Privately Held Website: www.cloudingo.com

Cloudingo is a deduplication application for Salesforce. Connect to salesforce.com and start cleaning up your data in minutes. Find, merge, convert duplicate records in no time!

Product Features & Pricing

Dashboard: customizable dashboard allows you to view all your data on one screen, including the number and types of duplicates that exist.

Filters: Cloudingo finds duplicates based on certain criteria within fields.

Merge: Merging records is easy and can be done manually, automatically, or through mass merge.

Automation: Regularly scan for duplicates based on specific rules and schedule automation jobs to merge records as often as you’d like.

Bowery View

PROS • Thorough filters • Easily integrate Salesforce • Attractive user interface

CONS • The process to actually dedupe can sometimes be a

little bit complex • The home page is slightly cluttered

Data Entry/Management: Cloudingo

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Basic Standard

Yearly Price $996/year

$1,896/year

Includes mass merge, update,

and delete

Provisioning Fee (One-time) $100 $250

BOWERY CAPITAL 114

Company Description Founded: 2010

Employees: 11-50 Status: Privately Held Website: www.contactmonkey.com

ContactMonkey helps users control and share contact information to any device or software address book via a link in a user's email signature. Rather than copy and paste contact details into a list of contacts, ContactMonkey allows users to share a link to a downloadable contact card. Each user adds info to ContactMonkey, and is then given a profile page. People can download contact info from the profile page, which users can link to in an email signature.

Product Features & Pricing

Edit: View and edit Contact/Lead info.

Activities: Log a Call, Create a Task and Add an Event.

Reports: View your past emails and see how many times they were opened, when, where, with what device and what links were clicked. See what your prospects use to open your email and where when they open it.

Although prices are quoted monthly, contracts are billed annually.

Bowery View

PROS • Great overview of the contacts in the sidebar • Does a great job of tracking all your emails • Clean and easy to use

CONS • Takes up a lot of space on your browser • Lower pricing plans do not include Salesforce

integration

Data Entry/Management: ContactMonkey

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Free Pro Team Salesforce

Monthly Price Per User

Free $7/mo $15/mo $25/mo

Thank You / Nic Poulos @picnoulos [email protected]

Evan Slotnick @evanslotnick [email protected]

Bowery Capital @BoweryCapital www.bowerycap.com