We use ChartMogul for all visualization of our data and how much money we’re making. It sits on top of Stripe, our primary payment system. It's a revenue dashboard that shows cohort analysis, churn rates, etc.
Our CTO uses New Relic for performance reporting in our infrastructure.
We’re unique because a lot of our customers use Salesforce, so we need to use Salesforce to know how our customers are using it and have a tight Salesforce integration. Salesforce is hard to set up, but it performs all the basic tasks. The one downside is it doesn't have any native plugins, so we have to pay for Cirrus Insight, which is annoying.
It’s okay. We’re looking at switching to Intercom for this functionality, but it hasn’t been a priority. We’re also waiting until Intercom has a help center, which is something Zendesk has that we like.
Autopilot is for our automated marketing drips.
We use Mandrill for automated system messages. We had to switch up what we were doing because of the merge, though. Our CTO is looking at it more.
We use Intercom for existing customer emails. I really enjoy using Intercom.
DocSend is for anything that gets sent out of the company. Analytics and security are a lot better in DocSend and it’s also an audit trail. With DocSend, you can make sure old versions of docs aren't getting sent out, which is something Drive doesn't do. We also use DocSend for screen sharing and conference lines. We target ourselves in a category of “Sales Content Management,” which is kind of like file sharing, but a little bit different. We help companies keep marketing and sales teams on the same page. It becomes more pronounced as you become a bigger company.
We use Google Drive to create documents.
Team Group is our outsourced accounting firm. This is the service I recommend the most highly out of all the services that we use because they save me the most time on finances and HR. They’re a human system, not a software system.
I don’t like Zenefits. I want to switch off of it, but Gusto didn’t have NYC insurance support last year. Hopefully they do this year.
Our CPO wanted to use it because after he checked out different tools, he liked Asana the best. It’s flexible and lets you use it for a variety of tasks--not just engineering or bugs. It gives a full range of to-dos and lists.