Product Updates > Sidekick For Business

Better Together - Sequences & Meetings

Throughout your sales process, it's important for every message you send to your prospect to be in context. For example, if you have a prospect enrolled in a sequence and then book a meeting with them, chances are you may want to adjust the message in any further emails you send to them.

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Schedule Meetings, Right Inside Gmail

Scheduling demos, calls, and appointments shouldn’t be so hard. Meetings, a feature of Sidekick for Business, helps make connecting with your prospects fast and easy. And now, it's faster than ever.

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Schedule Tasks Using Sequences

Many sales processes involve a mix of email and other sales actions (like making a call, connecting with a prospect on LinkedIn, or taking another kind of action.) Now, Sequences supports these other types of activities by making it possible for you to schedule tasks for yourself in addition to sending emails.

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A New Navigation for Sidekick for Business & Salesforce Users

Using Sidekick for Business with Salesforce? We've got a brand new navigation for you when you login to your Sidekick for Business portal.

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Big Improvements to Sidekick for Business for Salesforce Users [INBOUND Announcement]

Back in May, we announced Sidekick for Business, a premium set of tools for professional sales teams looking to sell better and faster with features like Calling, Templates, Documents, and a layer of analytics to help you figure out what actually works. And now, we’ve made huge strides toward making Sidekick for Business better than ever for Salesforce users.

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Introducing Sidekick Connections [INBOUND Announcement]

You’ve identified a company that is a good fit for you to sell to and seems to be interested. The next logical question: Who do you reach out to? It isn’t hard to dredge up an email address from the web, but more often than not, contacting a prospect out of the blue ends up being a dead end for the seller, and an annoyance for the buyer. Sidekick Connections, a new feature of Sidekick for Business, aims to change this.

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Know the Instant a Prospect Opens Your Document

For a lot of sales teams, there are all sorts of documents & pieces of content that play a big role in their sales process. Product specs. Whitepapers. Agreements. Decks. Sidekick for Business gives you useful insight into when your prospects actually engage with the documents and content you send. And now, Sidekick for Business sends you an email alert when a prospect you are working with views a document you've shared.

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Instant Notifications When the Best Prospects Visit Your Website

Sidekick for Business gives you a behind the scenes look at the companies who are visiting your website in real time (even if they aren't in your database and haven't filled out a form on your website!) Now, Sidekick for Business can deliver those prospects notifications right to your desktop or inbox.

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More Granular Control Over Salesforce Activity Syncing

Using Sidekick for Business or HubSpot CRM alongside Salesforce? Now, we're giving you full control over which activities sync to Salesforce, when, and how. It's a useful improvement that will help ensure your sales team has the information they need and nothing they don't. You'll be able to - 
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Improvements to Documents in Sidekick for Business

Documents in Sidekick for Business makes it easy for sales teams to share content, know the instant prospects engage with a piece of content, and understand which pieces of content best support their sales process. Now, using documents is faster and easier than ever.

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Your Sidekick Stream, Right Inside HubSpot CRM

HubSpot CRM and Sidekick are a power couple of sales productivity tools, and they now work together even better. You can now access your Sidekick stream right inside HubSpot CRM by clicking Sidekick > Stream in your CRM navigation.

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Documents Views Now Sync to Salesforce

We are working hard to improve many of the finer points around how Sidekick for Business works with Salesforce. One recent improvement you'll notice - when your propsects interact with documents you've shared with them, those interactions are now logged right to the prospects' activity history in Salesforce, along with how long they viewed that piece of content for.

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(Officially) Announcing Sidekick for Business

It's official - on May 19th, we formally announced Sidekick for Business, a premium set of tools that works with HubSpot CRM or Salesforce. Over the past several months, we've put Sidekick for Business into the hands of hundreds of sales teams, learning from their experience with the tools along the way, and we're excited to finally make it official.

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Which Prospects are Interacting With Your Templates?

Email templates are a great timesaver. In Sidekick for Business, Template Reporting takes things a step further by telling you which templates are most effective so you can share the best approaches across your team.

Today, we are going a step further with the new Template Sidebar.

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See Which Website Pages Different Companies are Viewing

The Anonymous Prospects view available to Sidekick for Business users gives you valuable insight into which companies are visiting your website, even before they become leads. And now, Anonymous Prospects allows you to drill into a companies' full page view history.
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Improving Sales Email Template Reporting

When you send a lot of email, templates can be a huge timesaver.  But saving time is only one piece of the puzzle - your templates tool should also help you improve the effectiveness of your messages over time. Template reporting in Sidekick for Business is designed to do just that - and today, our reports are getting a makeover.

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Say Hello to Expanded APAC & EMEA Calling

Dialing a desk phone is so 2014. Writing up notes on a call and logging it in your CRM is so… well… it sounds even more archaic. That’s why so many folks love Calling (a premium feature available as part of Sidekick for Business.) And now, Calling is available to our friends in many Asia/Pacific and all European countries.

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Sidekick Contact Profiles Now Available in Outlook

Sidekick Contact Profiles bring powerful context about your contacts right to your inbox, helping you write better, more contextual emails in half the time. And now, Sidekick Contact Profiles are available for the first time in Microsoft Outlook 2007, 2010, and 2013.
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