Dynamics Day 2013 Microsoft Dynamics CRM Tips and Tricks 45 in 45
3 Easy Social CRM Tricks For Sales Teams
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Transcript of 3 Easy Social CRM Tricks For Sales Teams
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THREE EASY SOCIAL CRM TRICKS FOR SALES TEAMSNeed to make sales - now? If your sales team isn’t taking advantage of all the information social media sites have to offer, they’re missing a trick. Here are three easy techniques you can try today...
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PROFILING1 Knowing everything you can about potential customers
helps provide the basis for creating more finely targeted sales pitches. Assuming your marketing department has already created social media accounts for your business, you should:
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PROFILING1
A
Knowing everything you can about potential customers helps provide the basis for creating more finely targeted sales pitches. Assuming your marketing department has already created social media accounts for your business, you should:
Create some saved searches based around keywords relevant to your business such as:
Basically, anything that reflects on your business and offers you the chance to engage with people who are showing an interest.
YOUR PRODUCTS YOUR SERVICES YOUR COMPANY NAME
YOUR INDUSTRY SECTOR
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PROFILING1
B
Knowing everything you can about potential customers helps provide the basis for creating more finely targeted sales pitches. Assuming your marketing department has already created social media accounts for your business, you should:
Listen! It’s tempting to jump right in and hijack conversations, particularly when people are complaining about your brand – but that’s a customer service issue. Instead, try to gauge what the public sentiment about your business is.
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PROFILING1
C
Knowing everything you can about potential customers helps provide the basis for creating more finely targeted sales pitches. Assuming your marketing department has already created social media accounts for your business, you should:
After identifying people of interest, try assigning a ‘lead rating’ to categorise who needs to be contacted, and in which order.
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PROFILING1 Knowing everything you can about potential customers
helps provide the basis for creating more finely targeted sales pitches. Assuming your marketing department has already created social media accounts for your business, you should:
DKeep records of your findings, particularly new sales leads, in your CRM system. If your platform already has Social CRM capabilities this will be a whole lot easier.
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Success with social in the sales process depends not just on using the tools
effectively, but on capturing the results and relationships for long-term benefit to the
organization.”
Vanessa DiMauro, CEO of Leader Networks
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ENGAGINGOnce you have identified and rated persons of interest, and gauged general attitudes towards your business:
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ENGAGINGOnce you have identified and rated persons of interest, and gauged general attitudes towards your business:
Reach out and join existing conversations with people who have shown an interest in your business
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ENGAGINGOnce you have identified and rated persons of interest, and gauged general attitudes towards your business:
Reach out and join existing conversations with people who have shown an interest in your business
Work the leads previously identified carefully to nurture new sales leads
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ENGAGINGOnce you have identified and rated persons of interest, and gauged general attitudes towards your business:
Reach out and join existing conversations with people who have shown an interest in your business
Work the leads previously identified carefully to nurture new sales leads
Let the client drive the conversation and continue to listen more than you speak
2
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Rushing into social-computing initiatives without
clearly defined benefits for both the company and the
customer will be the biggest cause of failure.”
Gartner.com
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SOCIALISINGAs well as joining conversations, social media offers your company chances to start new conversations too. Social media is about building relationships and two-way conversation, so your sales team should use targeted messages to:
3
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SOCIALISINGAs well as joining conversations, social media offers your company chances to start new conversations too. Social media is about building relationships and two-way conversation, so your sales team should use targeted messages to:
3
Invite comment on topics which can further interest
potential customers
Write a comment...
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SOCIALISINGAs well as joining conversations, social media offers your company chances to start new conversations too. Social media is about building relationships and two-way conversation, so your sales team should use targeted messages to:
3
Invite comment on topics which can further interest
potential customers
Share company news regularly
Write a comment...
NEWS
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SOCIALISINGAs well as joining conversations, social media offers your company chances to start new conversations too. Social media is about building relationships and two-way conversation, so your sales team should use targeted messages to:
3
Invite comment on topics which can further interest
potential customers
Share company news regularly
Project a more human face for your business
Write a comment...
NEWS
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SOCIALISINGAs well as joining conversations, social media offers your company chances to start new conversations too. Social media is about building relationships and two-way conversation, so your sales team should use targeted messages to:
3
Invite comment on topics which can further interest
potential customers
Share company news regularly
Project a more human face for your business
Show that your company maintains
an active social media profile,
helping to increase customer trust
Write a comment...
NEWSLikes
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Over 62% of people polled in the UK held a
deep rooted cynicism towards companies and felt that
companies are only interested in selling products and
services but not necessarily the product or service that is
right for the consumer.”
Socializing CRM eGuide
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NEXT STEPSThese three tips can be implemented without any additional software or delay, allowing your sales team to get started with social media immediately. However to streamline the process and make sure that nothing falls through the gaps, a CRM system can keep track of interactions and lead ratings to streamline social sales efforts.
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