The 2017 Trends and Tech Guide for B2B Sales and Marketing is a brand-new eBook by Prezi, Ambition, and LeadGenius. The premise: 9 high-level overviews of the most pivotal trends impacting B2B sales, marketing, support and operations. The guide also profiles 112 software tools that solve the most pivotal needs for B2B business teams in 2017 and beyond.
Each chapter inside the 38 page eBook focuses on a particular trend, lists key needs, and profiles 10-15 software tools most likely to help. To give you a primer, here are the software tools from Chapter 1: the best tools for managing millennials in B2B.
Best B2B Tools for Managing Millennials in 2017
#1. Google G-Suite. The power of Google for your business teams.
Google G-Suite gives you everything your team needs: email, calendar, chat, analytics, content templates, analytics, and tons of storage, all backed by the far-reaching functionality of Google. Each piece seamlessly integrates across your entire company for maximum sharing, efficiency, and transparency. For the SMB without all of those pieces in one place, G-Suite is a compelling solution with pre-existing appeal to many of your employees.
Best for: Early-stage SMBs that lack G-Suite’s essential functionality and uniformity in their current operations.
#2. Slack. Team communication that feels like social media.
Slack is enterprise social networking meets Google Drive meets Facebook, with a healthy dollop of irreverent internal messaging, emoji, and a vast, millennial-worthy .gif library to boot. Users can drag and drop any and all document types, links, or visuals into direct messages between specific individuals, or into channel chats for large teams or groups that are, fittingly, identified using hashtags.
Best for: Teams that want to communicate easily and often, keep project conversations organized and simple to search, and have fun while doing it.
#3. Dropbox. The king of cloud-based sharing and storage.
Dropbox has the market tenure, security and range of use cases that make it a surefire solution for the team in need of a cloud based storage facility that makes sharing and collaboration as simple as possible. Dependable, trusted, and a great option for teams in search of a vast, no-nonsense solution.
Best for: SMB, growth and mid-market teams that need a central location for their digital assets.
#4. Evernote. Collaborative organizational communication.
A powerhouse in the organizational communication sphere, Evernote is an essential tool for obsessive note-takers and disorganized business units alike. Easily create, organize, and share notes, reminders, insights, to-do lists, and status updates with your entire team, no matter where they are in the world.
Best for: Business leaders seeking to improve overall team organization, workflow, and record-keeping.
#5. Basecamp. Project management made easy, efficient, and effective.
Basecamp is a favorite platform amongst many companies thanks to its appealing interface, custom collaboration settings, and unique ability to evoke fun and creativity while making project management less of a pain. Perfect for design and marketing professionals, Basecamp is the ideal starting point for companies making their first foray into project management software.
Best for: Newcomers to project management, whose marketing personnel skew heavy on the creative side but light on process.
#6. Prezi. Start the dialogue -- close the deal.
Just about everyone gets tasked with presenting information at some point, whether to a small team or to a board of busy executives. In any case, nobody wins if that presentation is boring, typical, and easy to ignore (or forget). That’s why Prezi created conversational presenting, a highly visual, flexible, story-based approach to sharing information that engages rather than overwhelms. By opening up a dialogue with your audience and using strategic visual storytelling, Prezi allows you to develop presentations that are infinitely more persuasive, memorable, and successful.
Best for: Presenters who want to have meaningful, memorable conversations with their audience and easily show how different ideas intersect.
#7. Quip. Limitless collaboration on living documents.
Quip turns word documents, spreadsheets, and checkpoints into living, collaborative entities that serve a variety of purposes. Whether you’re conducting a collaborative strategy session remotely, putting an extra pair of eyes on a P&L or monthly budget, or tracking progress towards project completion, Quip creates a seamless collaboration experience that works across both desktop and mobile.
Best for: Any company of any size that lacks a unified document collaboration platform.
#8. Huddle. Bigger, better project management that scales with you.
Huddle takes workplace collaboration and project management to new heights. This platform is built for maximum utility, with functionality that’s versatile enough to be valuable for every major department of your company. If you’re looking to go bigger with project management and truly scale team collaboration initiatives, Huddle is the solution for you.
Best for: Companies with complex, cross-functional initiatives that require maximum coordination and supervision.
#9. Box. Simple, sleek and spartan content management + collaboration.
This platform strips down business collaboration to its core essentials, eliminating inefficiency while empowering users to create branded sales assets, business plans and proposals, meeting notes, and other essential documents in your everyday business operations. Reasonably priced and as sleek as they come, Box is a great entry point to the world of modern content management and business collaboration.
Best for: Teams that want functionality without the frills.
#10. Atlassian HipChat. Chat for teams that’s easy on the pocketbook.
HipChat is team communication software with unbeatable pricing, simple and intuitive functionality, and high customization potential. For teams that need a proven collaborative communication platform, HipChat will help you work together more efficiently and effectively -- without becoming a distraction.
Best for: Mature mid-market and enterprise teams or SMBs on an ultra-tight budget.
#11. Ambition. Sales management software for the millennial workforce.
Ambition’s acclaimed employee productivity platform gives 360° visibility into individual and team performance. Create accountability and recognition with live performance data from any data source. Track and broadcast key metrics to personalized dashboards and office TVs. Put holistic goals right in front of your reps. Compare activity level and goal attainment across teams to see how hard and how smart your reps are working. Benchmark success for teams, roles and individuals, then drive results via automated scorecards, contests, recognition and reporting. Perfect for front office teams that value performance-driven culture and transparent operations.
Best for: Growth, mid-market and enterprise front office teams with a rhythmic daily workflow, competitive employees, and high-energy culture.
#12. Trello. Codify and enforce your workflows.
Trello has become one of the most popular task management solutions for outbound teams, ideal for agile practitioners who set schedules and goals in sprints. Simple, personalized boards, lists, and cards keep everyone organized, eliminating ambiguity around daily workflow. Priority labels and alerts boost accountability. Even better, Trello is easy to set up and highly affordable to boot.
Best for: Outbound teams that struggle with ambiguity and inconsistency in their daily workflow, and that love a good sprint.
#13. Asana. Agile task + project management with high integration capability.
Asana easily owns the title of “Most Agile” in the business collaboration space. Seamless setup and intuitive interfaces let individuals, teams, departments, and entire businesses build transparent tasks, projects, dashboards, and analytics programs that seamlessly integrate with existing data sources. Worth noting: Asana’s premium plan comes at a sub-$10 monthly price point per user.
Best for: Pretty much everyone who works in a front office position.
#14. Breeze. Ideal workspace for collaborative task and project management.
Data integrators, intelligence tools, and content management platforms all empower sales-marketing alignment, but sometimes the best solution is the simplest to implement. That’s where Breeze comes in. A highly-affordable and pain-free task management workspace built perfectly for large sales and marketing teams, Breeze lets you establish ideas, strategies, deadlines, to-do lists, scheduled tasks, and progress benchmarks, and keep them accessible to relevant personnel. A product that lives by its name.
Best for: Disorganized teams, siloed departments, and people who appreciate accountability.
Download the 2017 Trends & Tech Guide
The 2017 Trends and Tech Guide for B2B Sales and Marketing is free to download at b2btrendsandtech.com. Just enter your email and get instant access to the 38 page guide, chock full of original analysis and full profiles of 112 unique software solutions to help you meet your business needs this year.
Ambition: Sales Management Software for Millennial Teams
Ambition is a sales management platform that syncs Salesforce and other data systems on one simple interface.
Ambition clients sync data systems like Salesforce, Cisco, and PeopleSoft, track real-time performance metrics and broadcast benchmarks, scorecards, goal acquisition and predictive analytics via dashboards and office TVs.
Ambition helps sales leaders manage people and operations more efficiently using powerful sales metric, contest, and report builders run via simple drag-and-drop interface.
- FiveStars: Adam Wall. Sr. Manager of Sales Operations .
- Filemaker: Brad Freitag. Vice-President of Worldwide Sales.
- Outreach: Mark Kosoglow. Vice-President of Sales.
- Cell Marque: Lauren Hopson. Director of Sales & Marketing.
- Access America Transport: Ted Alling. Chief Executive Officer.
Watch Product Walkthroughs:
- ChowNow. Led by Vice-President of Sales, Drew Woodcock.
- Outreach. Led by Sales Development Manager, Alex Lynn.
- AMX Logistics. Led by Executive Vice-President ,Jared Moore.
Read Case Studies:
- Clayton Homes: HBR finds triple-digit growth in 3 sales efficiency metrics.
- Coyote Logistics: Monthly revenue per broker grew $525 in 6 months.
- Peek: Monthly sales activity volume grew 142% in 6 months.
- Vorsight: Monthly sales conversations grew 300% in 6 months.
Contact us to learn how Ambition can impact your sales organization today.