The document discusses how to use LinkedIn's Customer Relationship Management (CRM) tool to improve engagement and business. It provides strategies for using the CRM, including making notes on connections, tagging them by category, and setting reminders. The CRM can be accessed on LinkedIn's homepage, under the Connections section, and on member profiles. The document recommends using the CRM to stay top of mind with connections by finding articles to share, creating a message scheduling calendar, and congratulating connections on milestones. Proper use of the CRM is presented as a way to generate more leads and warmer receptions to outreach.
6. LinkedIntoBusiness.com @LinkedInExpert
Strategies We’ll Cover
1. Where did the LinkedIn CRM come from?
2. Why should I use It? What is possible?
3. Where can I find it?
4. How do I use it?
5. Ninja Nimble
6. Top of Mind Awareness and Engagement
7. Your Next Steps
7. LinkedIntoBusiness.com Viveka von Rosen @LinkedInExpert
LinkedIn Has a CRM?
LinkedIn’s Customer Relationship Management Tool
Desktop and Mobile - Notifications of Job Changes, Promotions,
Moves and Birthday
– Desktop
• Allows you to make notes, set reminders, tag your
connections
– Mobile
• Notifies you of upcoming meetings, search by
tags, make note, call or email
8. LinkedIntoBusiness.com Viveka von Rosen @LinkedInExpert
What’s In It For Me?
• LinkedIn Integration – Its ALWAYS there!
• Alleviates “first date” syndrome
• Preparedness
• HUGE TOMA benefits
• More Inbounds leads
• Warmer reception to Outbound Prospecting
• Potentially significant financial gain
9. LinkedIntoBusiness.com Viveka von Rosen @LinkedInExpert
Where Can You Find this CRM?
• On the Home Screen
• Under Connections
• On Member’s Profiles
• On your iOS and Android Devices
14. LinkedIntoBusiness.com Viveka von Rosen @LinkedInExpert
What Can You Do with It
After Inviting Someone to Connect:
• Make notes on where you met them, what you talked about,
their interests, etc.
• Create or add Tags to help define and Segment them in your
Connections
• Set up Reminders to get back in Touch
21. LinkedIntoBusiness.com Viveka von Rosen @LinkedInExpert
Staying Top of Mind
• Find articles of interest when reminders pop up (use Pulse)
• Create a calendar and schedule messages to your Tagged
Groupings or Segments of individuals
• (Set reminders in Nimble)
• Congratulate Members when prompted (mobile and desktop)
29. LinkedIntoBusiness.com Viveka von Rosen @LinkedInExpert
Do This!
Make a list of your top prospects
Make a list of their characteristics
Create Tags for Commonalities (Female Exec NYC)
Make some notes about interests
Create a sharing schedule
Follow up
32. LinkedIntoBusiness.com @LinkedInExpert
90% of decision makers no longer respond to
cold calls or emails, we need to find a new way
to get buyers attention. “Visibility creates
opportunity” and social media can be used as
either a soapbox or a mountain top to stand on
to get your message heard.
“
”@KokaSexton