Business Relationship Development -
Generate leads, launch products, manage campaigns with Xeesm FLIGHTS Flights! is an all new product for business opportunity development
You learn how to take “Flights” and raise to the next level in professional social relationship management. We show you how we and some of our customers use flights in lead development, product launches and marketing campaigns.
Agenda:
The Idea and concept of Xeesm Flights
Setting up flights in three different scenarios
- Sales flights, using Flights as Social CRM
- Product launch flights
- Marketing event flight
- HR & Recruiting flights
Populating Flights
Social engagement
Flight management
Reporting
Audience:
marketing managers, sales managers, product managers, HR, Recruiter
This presentation is all about HOW TO
Falcon's Invoice Discounting: Your Path to Prosperity
Xeesm Flights! Training #SCRM
1. Xeesm Flight Training Fasten your seatbelts we will fly through this in 50 minutes Please tweet about it – hashtag #Xeesm Comment on our fan page http://xeesm.com/xeesm/ #xeesm
2. Agenda Xeesm Company Intro The Idea and concept of Xeesm Flights Setting up flights in three different scenarios- Sales flights, using Flights as Social CRM- Product launch flights- Marketing event flight- HR & Recruiting flights Populating Flights Social engagement Flight management Reporting
3. Xeesm Overview Xeesm AppsWorld……is the foundation for all current and future social business applications from Xeesm and third party developer The Xeesm Product Family Xeesm - Social Address Book (soon Xeesm/Focus!) Xeesm/Engage! – turning static to web 2.0 Xeesm/Flights! – Social Relationship Management … more
4. Our Target Audience Target audience for all Xeesm products are highly agile, successful SMB companies. The typical user is an open minded, success oriented person with a natural tendency to networking who can fire on all cylinders Imagine an agile real estate agent, financial broker, inside sales of an e-commerce business, engaged tech sales team, upbeat high end consumer good sales person, next generation car dealer…
6. A XeeSM Flight A flight is a group of people which we plan to “travel” for a while with a specific set of objectives and a clear destination. We may have multiple flights with different or partly the same people, different objectives and different goals. A flight is constituted of a subset of our contacts you engage with for a period of time. Sales Flight Beta Flight Event Promo Flight My Contacts
8. Creating a lead generation flight Sample Flight - Appointment Start (Objective 1)Listen and learn Touch (Objective 2)Comment and respond Milestone (Objective 3)Connect with the person Engage (Objective 4)Socialize Goal (Objective 5) Arrange for an appointment Estimate 10 days to develop a relationship It’s mainly what an inside sales person would do – not so much customer engagement
9. Creating a product launch flight Sample Flight – Product launch Start (Objective 1)Socialize the concept Touch (Objective 2)Participate in events Milestone (Objective 3)Agree to test and communicate experience Engage (Objective 4)Feedback and response Goal (Objective 5) Win advocates Estimate 2-4 weeks to develop some advocates Requires an initiative but also collaboration with product tester
10. Creating an event management flight Sample Flight - Win 500 event attendees Start (Objective 1)Confirmed support Buy in (Objective 2)Brainstorm – get buy in Milestone (Objective 3)Agree on a set of initiatives Engage (Objective 4)Inviting all connections Goal (Objective 5) Active engagement Estimate 6 weeks to achieve your ultimate goal Activities are dominated by others – Flight Owner is the conductor
11. Creating a recruiting flight Sample Flight – PR Manager Start (Objective 1)Listen and learn Touch (Objective 2)Comment and respond Milestone (Objective 3)Connect with the person Engage (Objective 4)Socialize Goal (Objective 5) Arrange for an appointment Estimate 10 days to develop a relationship Different player with very different rules and objectives
12. Copy Flight (PRO only) Copy a flight to create a new one based on a template Copy Flight copies all objectives with it It does NOT copy the Flight Members! We’ll add a template library feature to provide flight templates to teams or even sell them to others
13. Flights Home All Flights Terminated Completion Copy Add new Members Team Owner
14. Tips: Sample Flight Goal (Objective 5) Arrange for an appointment Start (Objective 1)Listen and learn Milestone (Objective 3)Connect with the person Touch (Objective 2)Comment and respond Engage (Objective 4)Socialize A Flight Creation Sequence Creating flights – some best practices YOU set the rules Remember KISS It’s about objectives – not activities It’s about collaboration – not about solo execution Always try to engage others Take the 5-1-3-2-4 ruleStart with the outcome!!!
16. Onboarding Onboard people from your contacts Onboard people from the search Onboard people from other flights (PRO only) Onboard from Upload (PRO only) Stay in the ACTIVE flight
18. Upload people into a flight (PRO only) Onboard from Upload (PRO only) Upload people into a flight Use the flight ID Add a table column called “FlightID” Add the Flight-ID to the respective people in the table
21. Your social sales engagement Activities per client: Day 1 review all sites Day 2 listen / read several posts Day 3 chime into a conversation Day 4 commenting on relevant blogs Day 5 commenting on a group question Day 6 making an introduction to someone Day 7 suggesting an interesting site or post Day 8 invitation to your own group Day 9 Have a conversation over the phone Day 10 Bring others to the conversation Do care – but do not sell Be social first – the buying comes automatically
22. Keeping track of notes Notes you leave within a flight are available on your home page It shows time and source i.e via contacts or the Flight Name Click on the person and you get to details and respond.
25. Managing Flights Sharing Flights with others(PRO only) Share with team mates Share with advocates Share it with partners Share it with customers Export Flight Members(PRO only) Into CSV file Leaving a flight Only invited crew can Terminating a flight Only the owner can do that
26. Editing your flight Editing a flight “under way” You can always make any changes You can change the order of the milestones ATTENTION:Changes in the objective will NOT change the achievements – make sure you don’t complete change the objectives, or note that you may want to change the flight achievements.
28. Reporting on your dashboard You see how often you visited your connections You see the number of notes you made – number of connections you had And you see how many Flight Objectives you completed In the FlightPlan you see Flight Completion
29. Take a FLIGHT™ and soar up to the sky Install “Flights!™ from AppsWorld Create a flight Take a few prospects into you first flight Start Monday morning Use it 20 minutes a day Review your progress next Friday Upgrade to Flights!™ PRO ($20/month) Send personalized messages Create more than 5 flights Share flights with others Export the flight members Copy from other flights Onboard members from other flights… Let us or any of our partner help you
31. About Xeesm is a product from Xeequa Corp. Xeequa is a social media software provider helping business managers to create a better business experience for their customers, prospects and partners. The company’s Social Media software solutions include Xeesm, a social media software for business people, XeeCast and the secure URL shortner XeeURL. Xeequa solutions are delivered as Internet based software service (SaaS), scaling from small businesses to global enterprises. Xeequa has representation in the US, Europe, Asia and Australia. More info on http://xeesm.comhttp://xeeurl.com and http://xeequa.com or +1 (650) 384-0057. The privately held company is based in Palo Alto, California.