The 45 Tools We Use to Run Promoter.io

saas tools

According to the data gathered by Siftery, a tool that tracks and suggests software used by businesses, top companies today use an average of 37 different tools or software platforms to run their day-to-day operations.

Whoa!

That is an amazing fact to consider, especially when compared to how few tools businesses used just a handful of years ago.

[bctt tweet=”According to @Siftery, top companies use 37 different tools to run their day-to-day operations.” username=”promoter_io”]

The reality is, it takes a lot of products and services to run a growing startup, let alone a large organization (which use an average of nearly 90 different tools according to Siftery).

Honestly, it’s kind of hard to imagine what it was like to run a business before the convenience of SaaS products, or even before just software for that matter.

With the need for so many services, it’s often times that many of these products are fighting against each other for the same budgets.

In order to stay within the stack, you need to provide unquestionable value at a bare minimum.

But even then, you’re still up against all of the other tools in the arsenal when budgets don’t grow as fast as the teams around them (or worse, get cut) because value isn’t the only deciding factor.

Customers need to see the value in your product AND maintain a high sentiment towards your brand to justify a coveted and protected position within their toolset.

This doesn’t just begin and end with the decision maker either. This permeates down to everyone who uses your product, including the general users (who have more influence than you think).

If you can deliver on your value proposition, as well as ensure your customers continue to have a high sentiment and loyalty towards your brand (by … ahem, measuring and acting on your NPS data), you will assuredly surpass your indirect competition and avoid unnecessary churn.  

As a software company ourselves, we make every operational, product, marketing, and sales decision around this belief. And, we support our growth with tools that do the same.

With that in mind, here are 45 tools that we use (and proudly advocate) to run and grow Promoter.io:

Accounting & Finance

Baremetrics

Baremetrics makes sense of all our Stripe and manual invoice data into easily consumable metrics for our SaaS business (MRR, ARR, LTV, Churn, etc). We also use their “Recover” feature for dunning management so it’s a breeze for customers to keep their payment methods up-to-date. Don’t run a business without this kind of dashboard.

Expensify

Expensify removes almost all the most painful parts of submitting expense requests. Gone are the days of expense report hell. Yeehaw!

Flightpath Finance

While Baremetrics (more on this tool below) gives us the proper metrics from Stripe, Flightpath makes sense of it all into a long-term model that we can use to inform strategic decisions from hiring to product investment.

Freshbooks

I hate QuickBooks invoices so we use Freshbooks for this exclusively. Sure you can make simple invoices in a number of ways but tracking them can become a pain, and Freshbooks makes them beautiful in the process. Your larger enterprise (or international) customers will appreciate it.

Quickbooks

While I’m not a fan of their invoices, you have to keep the books somewhere. QuickBooks works well enough and is deeply integrated with many other tools, so we’ve stuck with them.

Stripe

Our go-to payment processor. It’s simple to use and is very secure … almost to a fault. Which is good in their case.

Customer Support

Grasshopper

You have to have that 800 number, right? While we don’t receive a ton of calls, we love having our phone number out there to engage with customers and prospects who prefer this method of contact. Business tends to happen a lot faster through the phone as well, which is never a bad thing. Grasshopper makes it a breeze to handle these calls and route them appropriately, or take a message when necessary.

Groove

While there is some overlap with tools like Intercom, we have found that it doesn’t fully replace a true purpose built customer support solution, which is where Groove really shines. When we need to handle cases that aren’t quickly resolved, we move them to Groove.

Inspectlet

This tool can selectively record the sessions of our users and has come in handy on many an occasion for resolving user support issues and for improving user experience.  

Intercom

Our primary tool for daily customer support and interaction, used to help customers while they’re in the app, address immediate concerns and push out effective notifications. We also push our NPS data into Intercom (here’s how you can do the same), which arms us with our customer’s sentiment ahead of our interactions.   

LiveChat

A much more fluid “live chat” service compared to others who have recently built solutions in this space. We use this for certain customers and touch points where true real-time interaction makes all the difference.

Promoter.io

I think this goes without saying. But yes, our own product is an absolutely essential tool to the success of our business that we use on a daily basis. 🙂

Development

AWS

Infrastructure

(The incredibly detailed description above was provided by my Co-Founder & CTO, if you hadn’t already guessed.)

Bugsnag

We use Bugsnag for our application exception logging, error tracking and performance metrics.

Encrypt.me (formerly Cloak)

Security is paramount in all we do, down to our individual connections. Encrypt.me (formerly Cloak) has been a great provider with very reliable speeds.

Dome9

Active protection, access and policy management for all of our infrastructure.

Email on Acid

When you send millions of emails per month to countless email clients, this is a must. Test and render your emails across the most popular clients, apps, and devices.

GitHub

We use Github for our source code management and to perform code reviews.

Loggly

App logging.

(This guy, I tell you.)

Namecheap

A great domain management platform with “cheap” rates, for when you need to register every possible variation of your brand or product name 🙂

Rackspace

Rackspace is a highly reliable managed hosting/cloud provider who we use to host failover services outside of AWS along with some other non-performance impacting pieces of infrastructure. Best not to keep all of your eggs in one basket, dare I say.

SendGrid

Email relay

(Yep, CTO again. They’re a really good email relay.)

Operations

Adobe Creative Cloud

Let’s be honest. When you get that creative spark, MS paint (R.I.P.) is just not going to cut it. That’s why we rely on the best-of-breed suite of tools that Adobe has to offer, most notably Illustrator and Photoshop.

Carta (formerly eShares)

Excellent cap table and digital certificate management, plus a reliable 409A valuation service. We love it and our investors/advisors do too.

Flow

Simple yet extremely powerful task and project management. Great team support as well.

Google Apps

For when you don’t need the full power of Microsoft Office, or easier collaboration 🙂

Gusto

Gusto is hands down one of our favorite services. They make payroll, benefits, taxes and reporting an absolute breeze and the team is always super helpful. If you are still doing payroll in house or through a larger firm, give them a look. You won’t regret it.

HelloFax

They’ve made faxing fun again, sort of. 🙂

Microsoft Office 365

The world grinds to a halt sometimes without true Microsoft Excel. Google Sheets works okay for a lot of use cases, but when it doesn’t, it’s painful.

Segment

Analytics wrapper

Slack

As a semi-remote team, Slack helps provide powerful team communication/collaboration that keeps everyone on the same page and productive all day long (as long as you don’t have any gif/giphy integrations that is).

productivity

Visible

Visible makes updating our investors far easier (and more beautiful). Easily capture key performance data and share your story with your stakeholders all in one platform.

Zapier

Simply put, Zapier is the most powerful platform for connecting our different systems and data together. This single tool powers the the bulk of our back-end workflows and business logic.

Sales & Marketing

Adroll

Retargeting is one of the easiest and most cost-effective ways to capture new revenue. And, Adroll is the best tool for doing it (and also our favorite). It’s easy to use, works across multiple channels and has robust options as you advance your campaigns. It’s a staple in our marketing arsenal.

Buffer

Maintaining an active social presence can be an absolute grind, but well worth the effort. Any tool that makes this job easier, we’ll happily pay for. That’s especially true for Buffer. Not only does it free up our time by scheduling our sharing just once per week, but it gives us better results when doing so.

Calendly

Every year, the average business person spends the equivalent of 2 days going back and forth attempting to find a day and time that works for meetings. Actually, I just made that up, but it’s probably not far off. Calendly solves that pain. It’s a shareable calendar that allows our customers and prospects to pick the time that works best for them (without the hassle).

In fact, while I have you, if you want a demo of Promoter, book a time here. 🙂

Clearbit

Clearbit provides “integrated intelligence for every stage of your sales & marketing workflow”, and let me tell you, it’s quite magical. The data we’re able to surface helps us understand our customers and prospects better so we can deliver a superior level of service along with driving up conversion rates.

ConvertKit

In spite of what anyone tries to tell you, email is still, hands-down, the most effective way to communicate with your customers in mass (also the best method for NPS, but this isn’t the time or place for that discussion). ConvertKit has got us covered in this department. From weekly newsletters to intelligent on-boarding sequences, this tool has quickly become a must-have.

GoSquared

Actionable analytics from our marketing site and our app which helps us increase conversion from prospects or even for certain features/usage within our app.

Join.me

Join.me lets our team reliably hold meetings with audio conference lines globally and reliable screen sharing. On a weekly basis, we have dozens of meetings from any given country. There are a lot of fancy features in web conferencing applications, but Join.me has a simple scheduling link to Gmail so our team doesn’t run into any conflicts. Oh, and they’ve got one of the best product jingles ever

Pipedrive

A great sales focused CRM which helps us keep our sales and onboarding pipelines organized. The direct sync with Gmail also makes it easy for the team to see all the conversations with prospects in one place.

Sumo

When content is a such a huge part of your marketing strategy (which it is for us), it’s critical that you have the right tool to properly promote it. That tool is Sumo. It’s like the swiss army knife of content promotion — lead-gen, sharing, tracking, etc. It’s a must have x10.

Unbounce

With paid acquisition, it’s important to remember that your primary landing page copy won’t necessarily work to convert every audience equally. That’s where Unbounce comes in for us. Creating unique landing pages that match both the audience and the messaging we’re using within our ads has been essential to increasing our conversations and reducing our cost per acquisition (CPA).

WebinarNinja

Webinars can be a highly effective tool for educating both prospects and current customers when done right, but the tools in this arena have left a lot to be desired in recent years. Trust us, we’ve tried many. WebinarNinja is a fine-tuned and streamlined service built to do this one thing really well, and it’s reinvigorated our efforts around providing great content through this channel.

Wistia

Powerful video hosting platform with valuable analytics that helps us improve our video content.

Do you know of any good tools or services that we should absolutely check out? Let us know in the comments below!

14 thoughts on “The 45 Tools We Use to Run Promoter.io”

  1. Chad – amazing list, and thanks for sharing the toolset that’s driving promoter.io. Very helpful content, and something I’m sure your readers all can use. I know I found a few nuggets I passed along.

    1. Thanks @dotterer:disqus! I’ve always found similar posts helpful as there are so many great tools out there, but not enough time to search for them all. Great to see who others have vetted and found valuable.

  2. Great list! Another suggestion is Geckoboard – we run all of our KPIs in large monitors around the office… Oh, did I mention that we’d like an integration between Promoter.io and Geckoboard? 😉

    1. Hey @alexeckelberry:disqus, thanks for the comment and feedback regarding Geckoboard. This is something I’ve had earmarked on our roadmap for a while and we hope to get to it soon. In the mean time you can connect Promoter and Geckoboard via Zapier. Any feedback on specific things you’d like to see in an ideal integration would be helpful too.

      Separately, we’d love to build a “TV Mode” for our campaign dashboard as well at some point. Stay tuned.

  3. Nivas Ravichandran

    Hey Chad. This is a really cool list. We use Zoom for Webinars. Curious about one thing. Did you evaluate Zoom and then choose Webinar Ninja? Will evaluate the tool if there is a different value add. Thanks for the Email on Acid mention. Will try it in the future for our emails.

    And we built Freshsales CRM (from Freshdesk) last year and we have had some really good feedback coming our way. We have a two email integration with Gmail too. Would be nice to know your comments.

    1. Hi @nivasravichandran:disqus, thanks for reading the post and taking a moment to comment.

      We’ve looked at Zoom before but we love the simplicity of WebinarNinja (and the team) so we went that route for now. We use Join.Me separately for individual meetings/calls.

      Regarding Freshsales, we did give your platform a look as I really like several aspects about it, but the Gmail integration didn’t seem to catch everything, only something we should send through Freshsales. I’d really like to see our entire historical email history be pulled in based on a contacts email address so whether I email from my phone, gmail itself or Freshsales, everything is still persisted and available in your interface (and for our other users as well).

      I know Pipedrive does this well and I think probably the best implementation is Contactually.

      Let me know if anything has changed in recent months and I’d be happy to take another look.

      Regards,
      Chad

      1. Nivas Ravichandran

        Hey Chad.

        Interesting. Will try out WebinarNinja for the webinar. We use Zoom for both individual and webinar meetings.

        Our 2 way email sync with Gmail (or any email service provider) does reflect the updated conversation on both ends. Would love to discuss further if you are interested. The 2 way sync would ensure that you can send an email from either Freshsales or your Gmail and still continue the conversation from either of the two systems when you get a reply from leads.

        We should be able to a historical email sync from our end. We did not make it instantly available to avoid cluttering the email sections for new CRM users.

        We have also added Workflows, User Behaviour Tracking and adding Sales Sequence flow in a few weeks. Would love to have you try out Freshsales.

        Happy to help you with a demo and the setup process.

        Regards,
        Nivas

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  5. Charles Douglas-Osborn

    You might also appreciate Haystack (haystackapps.com) – it’ll help you search for data/information across those 45 tools too.

  6. Compliments to you on the well-written piece Chad. I am also very interested in this topic and we have built a unique platform that caters to all employee needs and a lot more. It connects the entire people chain and is designed for the Future of Work. Please find time to check it out here http://www.peoplehum.com/#bl

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