Xeesm Flights! Training #SCRM

Xeesm Flight Training
Fasten your seatbelts we will fly through this in 50 minutes
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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

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

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…

Xeesm/Flights!™Idea and concept

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

Setting Up Flights

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

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

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

Creating a recruiting flight
Sample Flight – PR Manager
Estimate 10 days to develop a relationship
Different player with very different rules and objectives

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

Flights Home
All Flights
Terminated
Completion
Copy
Add new
Members
Team
Owner

Tips:
Sample Flight
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!!!

Populating FlightsOnboarding

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

Onboard from Search

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

Social Engagement

Engagement and Socializing

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

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.

Personalized emails to flight members (PRO only)

Flight Management

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

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.

Reporting

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

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

Thank You
(650) 384-0057
http://xeesm.com
Xeesm.com/AxelS
Xeesm.com/MaritaR
Please comment on our Facebook page, LinkedIn Group or Blog or tweet about your thoughts
© 2009 Xeequa Corp. All rights reserved. Xeesm™, Xeequa™, and the Xeequa logo are either trademarks or registered trademarks of Xeequa Corp. All other company names and product names may be trademarks or registered trademarks of their respective companies or owners.
All materials contained herein are the property of each respective company identified on such materials, and may only be used, copied or distributed with the express written permission of each respective company.
Xeequa Corp. | 228 Hamilton Ave. | Palo Alto, CA 94301 | (650) 384-0057 | Info@xeequa.com | www.xeesm.com

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.

Xeesm Flights! Training #SCRM

by Xeesm on Apr 19, 2010

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Xeesm Flights! Training #SCRM — Presentation Transcript