Xeesm Flights! Training #SCRM


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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.

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

marketing managers, sales managers, product managers, HR, Recruiter

This presentation is all about HOW TO

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Xeesm Flights! Training #SCRM

  1. 1. Xeesm Flight Training<br />Fasten your seatbelts we will fly through this in 50 minutes<br />Please tweet about it – hashtag #Xeesm<br />Comment on our fan page<br />http://xeesm.com/xeesm/<br />#xeesm<br />
  2. 2. Agenda<br />Xeesm Company Intro<br />The Idea and concept of Xeesm Flights<br />Setting up flights in three different scenarios- Sales flights, using Flights as Social CRM- Product launch flights- Marketing event flight- HR & Recruiting flights<br />Populating Flights<br />Social engagement<br />Flight management<br />Reporting<br />
  3. 3. Xeesm Overview<br />Xeesm AppsWorld……is the foundation for all current and future social business applications from Xeesm and third party developer<br />The Xeesm Product Family<br />Xeesm - Social Address Book (soon Xeesm/Focus!)<br />Xeesm/Engage! – turning static to web 2.0<br />Xeesm/Flights! – Social Relationship Management <br />… more<br />
  4. 4. Our Target Audience<br />Target audience for all Xeesm products are highly agile, successful SMB companies.<br />The typical user is an open minded, success oriented person with a natural tendency to networking who can fire on all cylinders<br />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…<br />
  5. 5. Xeesm/Flights!™Idea and concept<br />
  6. 6. A XeeSM Flight<br />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.<br />We may have multiple flights with different or partly the same people, different objectives and different goals.<br />A flight is constituted of a subset of our contacts you engage with for a period of time.<br />Sales Flight<br />Beta Flight<br />Event Promo Flight<br />My Contacts<br />
  7. 7. Setting Up Flights<br />
  8. 8. Creating a lead generation flight<br />Sample Flight - Appointment<br />Start (Objective 1)Listen and learn<br />Touch (Objective 2)Comment and respond<br />Milestone (Objective 3)Connect with the person<br />Engage (Objective 4)Socialize<br />Goal (Objective 5) Arrange for an appointment<br />Estimate 10 days to develop a relationship<br />It’s mainly what an inside sales person would do – not so much customer engagement<br />
  9. 9. Creating a product launch flight<br />Sample Flight – Product launch <br />Start (Objective 1)Socialize the concept<br />Touch (Objective 2)Participate in events<br />Milestone (Objective 3)Agree to test and communicate experience<br />Engage (Objective 4)Feedback and response<br />Goal (Objective 5) Win advocates<br />Estimate 2-4 weeks to develop some advocates<br />Requires an initiative but also collaboration with product tester<br />
  10. 10. Creating an event management flight<br />Sample Flight - Win 500 event attendees<br />Start (Objective 1)Confirmed support<br />Buy in (Objective 2)Brainstorm – get buy in<br />Milestone (Objective 3)Agree on a set of initiatives<br />Engage (Objective 4)Inviting all connections<br />Goal (Objective 5) Active engagement<br />Estimate 6 weeks to achieve your ultimate goal<br />Activities are dominated by others – Flight Owner is the conductor<br />
  11. 11. Creating a recruiting flight<br />Sample Flight – PR Manager<br />Start (Objective 1)Listen and learn<br />Touch (Objective 2)Comment and respond<br />Milestone (Objective 3)Connect with the person<br />Engage (Objective 4)Socialize<br />Goal (Objective 5) Arrange for an appointment<br />Estimate 10 days to develop a relationship<br />Different player with very different rules and objectives<br />
  12. 12. Copy Flight (PRO only)<br />Copy a flight to create a new one based on a template<br />Copy Flight copies all objectives with it<br />It does NOT copy the Flight Members!<br />We’ll add a template library feature to provide flight templates to teams or even sell them to others<br />
  13. 13. Flights Home<br />All Flights<br />Terminated<br />Completion<br />Copy<br />Add new<br />Members<br />Team<br />Owner<br />
  14. 14. Tips:<br />Sample Flight<br />Goal (Objective 5) Arrange for an appointment<br />Start (Objective 1)Listen and learn<br />Milestone (Objective 3)Connect with the person<br />Touch (Objective 2)Comment and respond<br />Engage (Objective 4)Socialize<br />A Flight Creation Sequence<br />Creating flights – some best practices<br />YOU set the rules<br />Remember KISS<br />It’s about objectives – not activities<br />It’s about collaboration – not about solo execution<br />Always try to engage others <br />Take the 5-1-3-2-4 ruleStart with the outcome!!!<br />
  15. 15. Populating FlightsOnboarding<br />
  16. 16. Onboarding<br />Onboard people from your contacts<br />Onboard people from the search<br />Onboard people from other flights (PRO only)<br />Onboard from Upload (PRO only)<br />Stay in the ACTIVE flight<br />
  17. 17. Onboard from Search<br />
  18. 18. Upload people into a flight (PRO only)<br />Onboard from Upload (PRO only)<br />Upload people into a flight<br />Use the flight ID<br />Add a table column called “FlightID”<br />Add the Flight-ID to the respective people in the table<br />
  19. 19. Social Engagement<br />
  20. 20. Engagement and Socializing<br />
  21. 21. Your social sales engagement<br />Activities per client:<br />Day 1 review all sites<br />Day 2 listen / read several posts<br />Day 3 chime into a conversation<br />Day 4 commenting on relevant blogs<br />Day 5 commenting on a group question<br />Day 6 making an introduction to someone <br />Day 7 suggesting an interesting site or post<br />Day 8 invitation to your own group<br />Day 9 Have a conversation over the phone<br />Day 10 Bring others to the conversation<br />Do care – but do not sell<br />Be social first – the buying comes automatically<br />
  22. 22. Keeping track of notes<br />Notes you leave within a flight are available on your home page<br />It shows time and source i.e via contacts or the Flight Name<br />Click on the person and you get to details and respond.<br />
  23. 23. Personalized emails to flight members (PRO only)<br />
  24. 24. Flight Management<br />
  25. 25. Managing Flights<br />Sharing Flights with others(PRO only)<br />Share with team mates<br />Share with advocates<br />Share it with partners<br />Share it with customers<br />Export Flight Members(PRO only)<br />Into CSV file<br />Leaving a flight<br />Only invited crew can<br />Terminating a flight<br />Only the owner can do that<br />
  26. 26. Editing your flight<br />Editing a flight “under way”<br />You can always make any changes<br />You can change the order of the milestones<br />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.<br />
  27. 27. Reporting<br />
  28. 28. Reporting on your dashboard<br />You see how often you visited your connections<br />You see the number of notes you made – number of connections you had<br />And you see how many Flight Objectives you completed<br />In the FlightPlan you see Flight Completion<br />
  29. 29. Take a FLIGHT™ and soar up to the sky<br />Install “Flights!™ from AppsWorld<br />Create a flight<br />Take a few prospects into you first flight<br />Start Monday morning <br />Use it 20 minutes a day<br />Review your progress next Friday <br />Upgrade to Flights!™ PRO ($20/month)<br />Send personalized messages<br />Create more than 5 flights<br />Share flights with others<br />Export the flight members<br />Copy from other flights<br />Onboard members from other flights…<br />Let us or any of our partner help you<br />
  30. 30. Thank You<br />(650) 384-0057<br />http://xeesm.com<br />Xeesm.com/AxelS<br />Xeesm.com/MaritaR<br />Please comment on our Facebook page, LinkedIn Group or Blog or tweet about your thoughts<br />© 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.<br />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.<br />Xeequa Corp. | 228 Hamilton Ave. | Palo Alto, CA 94301 | (650) 384-0057 | Info@xeequa.com | www.xeesm.com<br />
  31. 31. About<br /> 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.<br /> 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.<br /> The privately held company is based in Palo Alto, California.<br />