Sales Toolkit
Automate as much as possible to focus on building relationships that are deeply anchored in trust.
Toolkit
| JTBD | DESCRIPTION | REQS | BVF | ALT | OSS |
|---|---|---|---|---|---|
| AI Sales Chat | ?/5 | ||||
| Advertising Mgt | Targeted customer acquisition | ?/5 | Facebook Ads Manager | ||
| Bookings | Schedule Customer Bookings | ?/5 | cal.com | ||
| Customer Relationship Management | Manage customer data and interactions | Hubspot | Salesforce |
Context
Jobs to be Done
Workflows to automate across sales operations.
- Sales of items
- Pricing for products
- Creates sales plans
- Creates relationships with sales partners
- Reviews sales plans results
- Manages inventory of products
- Provides customer service
- Creates goals for the department to reach
- Develops distribution plans
- Creates promotional materials
- Maintains relationships with sales partners
- Collaborates with the marketing department to promote items
Products
- attention.tech
- omneky.com
- Salesforce
- Hubspot
- SAP
Ecommerce & Payment
- Stripe
- Shopify
| JTBD | Product | Notes |
|---|---|---|
| Bookings | cal.com | Schedule Customer Bookings |
| Social Media Management | Buffer | Scheduling posts across platforms |
| Community Engagement | Slack | Need to connect into Silangade |
| Advertising Management | Facebook Ads Manager | Targeted customer acquisition |
| Landing Page Builder | Wix | Take customer bookings (Review) |
| Email Marketing | Mailchimp, Constant Contact | Email campaigns (and landing pages) |
| Analytics | Google Analytics, Meta Pixel | Tracking traffic and conversions |
| Influencer Marketing | AspireIQ, Upfluence | Find and manage influencer partnerships |
| Graphical Images | Canva | High quality graphical images |
| Customer Relationship Management | Hubspot, Salesforce (Basic) | Manage customer data and interactions |
| Marketing Automation | ActiveCampaign, Marketo | Automating marketing processes |
| Survey Tools | SurveyMonkey, Typeform | Gathering customer feedback |