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Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful Matt Heinz President, Heinz Marketing Inc [email protected] @heinzmarketing

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This rapid-fire session at the AA-ISP Social Selling Conference (Feb 6, 2013 in Scottsdale, AZ) walked through a rapid series of mostly free tactics that sales teams are using to increase activity volume, increase lead qualification & conversion, and generally get more done. Shortcuts, mash-ups and other best practices addressed everything from prospect research, social selling, lead follow-up, generating referrals and much more. Want to help your reps manage more prospects in less time? Decrease time between outbound calls? Increase efficiency on the road? Improve their CRM usage & data integrity? This session addressed these common sales challenges with practical, proven, real-world solutions you can put to work immediately.

TRANSCRIPT

Page 1: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more

efficient, productive & successful

Matt Heinz

President, Heinz Marketing Inc

[email protected] @heinzmarketing

Page 2: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

Housekeeping

• Copy of this deck

• Offers for you– 10 minute brainstorm– Successful Selling– Secrets to Successful Social Selling

• Bring me a business card with what you want– It’s that simple…

Page 3: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

Dlvr.it + LinkedIn Updates

• Objective: Automated prospect drip campaigns, direct from sales reps to their prospects

• Cost: Free

• How it works:– Syndicate content from your company blog– Sales reps “connect” with new leads– Content automatically populates to “Update”

fields moving forward

Page 4: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

Contactually

• Objective: Stay more actively in touch with prospects, based on past email activity

• Cost: Free or $19/month

• How it works:– Researches & indexes your email automatically– Daily alerts to people you need to follow-up with– Paid version includes signature scraping, social

conversation tracking and more

Page 5: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

TweetAdder

• Objective: Identify and follow prospective customers based on profile keywords, hashtags, associations and more

• Cost: $29 (one-time cost)

• How it works:– Identify prospects worth following via a variety of

criteria– Throttle the follows, automate activity & searches– Works best with actively curated Twitter feeds

Page 6: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

LinkedIn Saved Searches + Email Updates

• Objective: New leads weekly based on group affiliation or title/role changes

• Cost: Free with Sales Navigator subscription

• How It Works– Created “saved searches” for groups, titles,

locations, etc.– Get weekly emails with new search results

Page 7: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

Leads from Twitter

• Objective: Identify new leads from Twitter based on buying signals, needs & symptoms

• Cost: Free

• What to use:– TwitHawk– Nearstream– Socedo

Page 8: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

Newslie

• Objective: Know every time your prospects are mentioned online, in the news, or in social media

• Cost: Free

• How it works:– Identify your prospects– Sign up for email alerts– Follow-up

Page 9: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

Daily Do Lists

• Objective: Engage with social selling best practices daily

• Cost: Free

• How It Works:– Schedule a daily meeting with yourself at 7:30

am (or whenever you start your work day)– Work through the list

Page 10: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

Matt’s Daily Do List

1. Schedule (yesterday & today)

2. Touch Base (birthdays, Likes)

3. Endorsements (skills, Kred, Klout, Connect.me, MeritShare)

4. Spam folder

5. Network (Twitter adds, G+ Circles)

6. Engage (Comments, LinkedIn Groups)

7. Prospecting

Page 11: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

Buffer

• Objective: Automate throttling and distribution of curated content to up to 20 social channels

• Cost: $20/month

• How it works:– Identify value-added content worth sharing on Twitter,

Facebook, LinkedIn (including groups)– One-click to share & choose appropriate channels– Automatically queues content for future distribution

Page 12: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

Eight More Social Selling Tools

1. HootSuite

2. TimeTrade

3. UnTweeps

4. TextExpander or ActiveWords

5. WiseStamp

6. Morning Coffee

7. SlideShare

8. ToutApp

Page 13: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

Don’t forget…

[email protected]

Page 14: Social Sales Hacks: 10 tricks, shortcuts & other best practices to make you more efficient, productive & successful

Questions?