Top 10 Tips & Tricks for Using Connect by @stuartdslater for @connectmembers


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Whether you're brand new or have been using the website for years, there's always something new you can learn to optimize your usage. Learn about website tricks and complementary tools.

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Top 10 Tips & Tricks for Using Connect by @stuartdslater for @connectmembers

  1. 1. Using Connect Like a ProStuart SlaterPartner, PartnerWest
  2. 2. Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may containforward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or ifany of the assumptions proves incorrect, the results of, inc. could differ materially from the resultsexpressed or implied by the forward-looking statements we make. All statements other than statements of historicalfact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or otherfinancial items and any statements regarding strategies or plans of management for future operations, statements ofbelief, any statements concerning new, planned, or upgraded services or technology developments and customercontracts or use of our services.The risks and uncertainties referred to above include – but are not limited to – risks associated with developing anddelivering new functionality for our service, our new business model, our past operating losses, possible fluctuations inour operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures,the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, andmotivate our employees and manage our growth, new releases of our service and successful customer deployment,our limited history reselling products, and utilization and selling to larger enterprise customers.Further information on potential factors that could affect the financial results of, inc. is included in ourannual report on Form 10-K for the fiscal year ended January 31, 2009 and our other filings. These documents areavailable on the SEC Filings section of the Investor Information section of our Web site.Any unreleased services or features referenced in this or other press releases or public statements are not currentlyavailable and may not be delivered on time or at all. Customers who purchase our services should make the purchasedecisions based upon features that are currently available., inc. assumes no obligation and does notintend to update these forward-looking statements.
  3. 3. Meet Stuart§  Partner at PartnerWest–  Full-service staffing and recruiting agency in San Francisco, CA–  Member/Owner of NPA, the world-wide recruiting network§  Stuart on Connect–  HeadySteam1–  Rainmaker (99% rating)–  Data Defender–  Frequent Corner poster– volunteer!
  4. 4. Tip 1: Use the LinkedIn link to build a profileIs this personworth the timeto call?Does thisperson want tospeak to me?TargetKnow morethan name &titleThe more youknow, thestronger yourpitchWarm
  5. 5. Tip 2: Use Twitter to learn more
  6. 6. Tip 3: Maintain data accuracy by verifying onthe web
  7. 7. Tip 3: Maintain data accuracy by verifying onthe webPeople in some professions arealmost always listed online.
  8. 8. Tip 4: Find point opportunities§  Look for unnecessary changes to find where you couldupdate–  If you find one instance, you can likely find a pattern that needsto be corrected.–  You get points, and it helps data integrityStuart D. SlaterRecruiter+1.415.373.5260stuart@partnerwest.comPartner West655 Montgomery St5th FloorSan Francisco, CA 94111United StatesStuart SlaterPartner+1.415.373.5260stuart@partnerwest.comPartner West505 Montgomery StSuite 1056San Francisco, CA 94111United States
  9. 9. Tip 5: Leverage saved searches§  Have contacts been added or updated?§  Many of us have the same group of people we’re talking to overand over. This saves time.§  Group lists by region, function, sometimes multiple criteria.§  You do it once, Connect does it the rest of the time foryou.
  10. 10. Tip 5: Leverage saved searches
  11. 11. Tip 6: Start broad and get more specific§  Don’t miss anything–  Namingconventions–  Outlying cities§  Make it moremanageable
  12. 12. Tip 7: Use complementary tools to verify email§  BriteVerify checks email addresses–  Point earning potential  Find inactive contacts and check if they should have beeninactivated or if you should update them.–  Better campaign results  Check emails you’d like to send out.  If they come back as bad, you can deactivate them and earn pointsfor them, and not send them.§  Email bounces–  Pay attention to why it bounced–  Are you getting blocked as spam?
  13. 13. Tip 8: Networking = new contacts!§  When you’re networking, think of those as contacts youcan add to Connect, and do it fast!–  My adds tend to be half dozen at a time. I go somewhere andfind people and then get them in.–  New contacts have fresh, accurate information  Add them to Connect, or check if an existing contact isaccurate.  Royalty points  Increase your rating
  14. 14. Tip 9: Age matters§  The great debate: are newer or older contacts better?§  Sort by the date contact was entered, then look to theindustry–  In accounting if they are staff accountant for 4 years, they arelikely gone or have a new title.–  Academia does not change a lot vs. some places (ex: sales,accounting, finance) there is constant change and promotion
  15. 15. Tip 9: Age matters
  16. 16. Tip 9: Age matters
  17. 17. Tip 10: Search by area code and zip code§  Target your lists-  Find the group of area codes that will be your targets-  Sometimes company is not willing to relocate, so I need to have someonewho is actually in x area.-  Sometimes the area code and address don’t match. It’s more likely thephone is correct, so this helps you find the right people. It’s also a majorupdate opportunity!§  Data Integrity§  What constitutes data accuracy for you?-  Keep in mind what you are going to use the information for and whatpieces of the data are most important.
  18. 18. Top 10 Tricks1.  Use LinkedIn to build a profile2.  Use Twitter to learn more3.  Maintain data accuracy by verifying on the web4.  Find point opportunities5.  Leverage saved searches6.  Start broad and get more specific7.  Use complementary tools to verify email8.  Networking = new contacts9.  Age matters10. Search by area code
  19. 19. Transitioning to the New Site§ will stick around, but not forever§  Take advantage of this time to get to know ConnectDon’t know how? Ask a fellow Rainmaker, or turn to the Corner.
  20. 20. QuestionsThank You