Mixpanel is for our app analytics. We use it for funnel analysis. We see if people are converting, and if they are doing it in the way we want them too. We use Mixpanel’s people analytics for fine-grained level understanding of how people use our application (what do they do, what do they do quickly, and where do they get stuck). This is great for our support side when someone comes in with an issue; we can trace exactly what happened and help them.
We use Optimizely for split testing on our marketing side to see what performs better and optimize it (it’s not just a clever name they have over there). It’s been great for operating in a data-driven way as opposed to what “feels right” or “looks cool.”
Google Analytics is the standard. It’s free. It’s great. It lets us understand where our traffic is coming from and optimize on our most efficient sources.
We use New Relic for app monitoring and performance. New Relic has been absolutely solid. I don't even have to think about it. Our engineering team goes into New Relic on a regular basis and makes sure our app is snappy.
It’s daunting, but powerful. Your sales team will likely love it and be used to it, which will make them the most effective. The Lightning Release makes the UI far more modern than what you typically see in Salesforce. It makes it more usable for those not previously trained in Salesforce. It's a fantastic tool--everything integrates with it and it can be a source of truth for whatever data you have. I use the new design, and our sales team uses the old design because that’s what they know. But as someone uninitiated with Salesforce, I use Lightning. They seem to be making strong strides to improve the UI.
It’s a fantastically designed website creation tool that doesn’t require knowing any code. None of our developers have touched our website. Payable.com is responsive, it works across devices, looks slick, it’s animated and all of that is done through a drag and drop interface on Webflow. Someone like me (who can’t code) can create a fully professional website, blog, and help/support center. Anyone on our team can change the site in seconds.
Front basically turbocharges our [email protected] inbox. What comes in there is a shared inbox that everyone can see so we can respond quickly and see the history of any given customer and support them most appropriately. It’s a great, quick app. When you’re churning through dozens or hundred of support requests, it’s critical.
This is how we manage our emails to users and administrators. I’ve found it to be a solid service. I’ve used MailChimp for 6 or 7 years now and it’s been the de facto standard for me. It works well and it has good reporting. It lets me know how many emails get out there, which got delivered and how the last campaign performed so I can do better next time.
QuickBooks is extremely good at what they do and are the gold standard for accounting. The app is solid and well designed and lets us know what we need to know about the finances of our company. Our accountants love and are familiar with it.
We use Gusto for payroll and benefits administration. I think they’re great. The team behind Gusto is top notch and professional. We’ve been using them since we’ve founded the company and haven't had a single glitch since then of any sort, which is what you want from your payroll and benefits provider. You want it to be on autopilot, you want to set it and forget it.
Lever is a great ATS. Their ability to set up various work flows for whatever we need in our hiring process does a lot to remove friction at every step in the process. They have a great LinkedIn integration. It’s a Chrome extension, so when you’re on someone’s profile, with a click of a button, that person gets put into your ATS. It makes something that would be a data entry task turn into half a second. As a startup or small business, you don’t have a full recruiting team, it’s on you. I’m a fan of any product that reduces barriers in a good way, and Lever has done that with applicant tracking.
Abacus is super cool. Everyone links up their bank account, then Abacus creates an expense report. I just need to approve that and then it gets reimbursed to their account. I don't have to manage corporate card programs or set individual limits. They do it on their own and I reimburse them as fast as possible. Being the one that manages finances, it’s saved me a bunch of headaches.
PersistIQ lets you create automated email drip campaigns. When a lead comes into our website, we can port those into Salesforce and then port those into PersistIQ and then they’re in an email campaign that gets kicked off automatically. That lukewarm leads becomes warmer and warmer until they start responding. Then we get a customer that's ready to go showing up on our doorstep. PersistIQ lets you automate that whole process.
For paying contractors we use Payable. We built Payable because paying contractors is very different from paying employees--from a tax perspective all the way to how those payments are calculated. Salaries are stable. Contractor pay is anything but. Payable tracks any kind of work, calculates payment, and gets the money straight to their bank accounts. Plus, I don’t have to worry about 1099 tax forms at the end of the year. We generate the forms and e-file them with the IRS to make it a painless experience.
For our team size, Asana is free so that’s tough to beat. The app is snappy, colorful and fun--which is what you need for any task and project management tool. Any friction in a system makes you not want to do it and they do a great job to make it easy and fast to use.