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7 Tools You Need
To Be Successful
in Social Selling
2 | © ZINFI Technologies Inc. All Rights Reserved
Ways to Become an Effective
Sales Person
How things have changed during the past decade! Just a
few years ago, outbound business-to-business (B2B)
selling to the mid-market and enterprise – was mostly an
exercise in cold calling. Now, with the advent of digital
marketing and the evolution of CRMs and B2B list
providers, the way that super-effective sales people sell
today is very different. The sales process has evolved
into an integrated social selling exercise, and it’s far
more complicated. The question is what steps do we
need to take to be effective sales persons today?
It boils down to seven critical tactics that, if they are
aligned step-by-step, will increase sales effectiveness
many times over… While the sales process has always
been about building trust with a potential buyer who is
interested in a seller offer, how that trust is built today is
totally different:
3 | © ZINFI Technologies Inc. All Rights Reserved
1. Social Networking
The first step in social selling is about building your
social network. In the old days, we used to call it the
Rolodex, a highly personal but time-consuming and
fallible system of keeping track of contacts. LinkedIn
has completely changed all that. It’s second nature to
send a ‘connect’ invitation to new business
acquaintances and potential prospects. But it is
incredibly important to manage this network carefully,
not only to maintain brand awareness, but also to stay
relevant as a professional connection.
4 | © ZINFI Technologies Inc. All Rights Reserved
2. Social Sharing
Once you have built a network, it’s tempting to share
content. The question is what content is appropriate to
share? What will truly interest your contacts? Do you
need to write it yourself or can you share or reuse
content from other sources? Sharing relevant, valuable
content on a regular basis is incredibly important
because it allows you to stay on top of mind and
connected to your target prospect and customer base.
Social sharing is the beginning of social selling. And, to
do this right you need a Social Syndication capability
that allows you to share relevant posts via multiple sites
in a couple of clicks and track necessary metrics.
5 | © ZINFI Technologies Inc. All Rights Reserved
3. CRM
Yes, I know. Mentioning CRM as a critical sales tool
nowadays is like saying we need to drink water to survive.
There are many great CRM options available to choose
from and I’m not going to recommend one over another.
Just pick one and truly use it. Drinking water is not enough
– you have to have eight glasses a day. Learning to use
your CRM tool effectively is critical for success.
4. List Scrubbing
Now that you have a lead flow (from your marketing team,
social networking and sharing etc.), you want to make
sure that your target list is as accurate as possible. Don’t
spend time cleaning this list by yourself. Your time is
valuable. Find a list services vendor and get your target
database scrubbed a couple of times a year. In most
businesses today, people change jobs every 3-5 years, so
every year 20-35% of your contact database needs
cleansing. You need a professional organization to do this
for you.
6 | © ZINFI Technologies Inc. All Rights Reserved
5. Email Marketing
The goal is not to make you an email marketer, but a
more effective hunter-gatherer. You can’t complete
your social selling process without an effective email
marketing tool. An office email application like Microsoft
Outlook is a terrible way to prospect! You need a state
of the art email marketing tool that allows you to send
emails from a set of pre-populated templates and that
allows you to track open rates, click-throughs, etc. This
intelligence is critical for your efficiency and success.
7 | © ZINFI Technologies Inc. All Rights Reserved
6. Rapid Dialer
With 1-5 covered, now is the time to make sure you dial
out using a modern, purpose-built sales platform that
increases your connect and conversion rate. It takes a
lot of effort to build a funnel of potential prospects, so
make sure you reach out to them effectively. An
industry-leading platform such as ZINFI’sAutomated
Rapid Dialer, should allow you to dial out 20-30 calls an
hour, leave or email pre-recorded voice mails, and send
follow up emails with just a click or two.
7. Analytics
Last but not least, you need to know how you are doing,
what is working and where you can improve. Access to
dynamic sales and prospecting reports is critical for you
to keep raising the bar on your own performance.
8 | © ZINFI Technologies Inc. All Rights Reserved
How ZINFI Can Help
This list of tactics and tools can seem overwhelming for
a busy sales person. The good news is that there are
platforms like ZINFI‘s Marketing Automation tools that
can give you a complete end-to-end control of social
selling, allow you to get up and running in just a few
minutes, and even provide marketing concierge support
to help you push content via your social selling network.
The right processes and the right tools will help you
meet your goals and stay ahead of your competitors.
© ZINFI Technologies Inc. All Rights Reserved.
Thank You
North American Marketing Operations Center
ZINFI Technologies, Inc.
6200 Stoneridge Mall Road, Suite 300
Pleasanton, CA 94588
1.866.707.1944 or sales.noram@zinfitech.com

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7 Tools You Need To Be Successful in Social Selling

  • 1. 7 Tools You Need To Be Successful in Social Selling
  • 2. 2 | © ZINFI Technologies Inc. All Rights Reserved Ways to Become an Effective Sales Person How things have changed during the past decade! Just a few years ago, outbound business-to-business (B2B) selling to the mid-market and enterprise – was mostly an exercise in cold calling. Now, with the advent of digital marketing and the evolution of CRMs and B2B list providers, the way that super-effective sales people sell today is very different. The sales process has evolved into an integrated social selling exercise, and it’s far more complicated. The question is what steps do we need to take to be effective sales persons today? It boils down to seven critical tactics that, if they are aligned step-by-step, will increase sales effectiveness many times over… While the sales process has always been about building trust with a potential buyer who is interested in a seller offer, how that trust is built today is totally different:
  • 3. 3 | © ZINFI Technologies Inc. All Rights Reserved 1. Social Networking The first step in social selling is about building your social network. In the old days, we used to call it the Rolodex, a highly personal but time-consuming and fallible system of keeping track of contacts. LinkedIn has completely changed all that. It’s second nature to send a ‘connect’ invitation to new business acquaintances and potential prospects. But it is incredibly important to manage this network carefully, not only to maintain brand awareness, but also to stay relevant as a professional connection.
  • 4. 4 | © ZINFI Technologies Inc. All Rights Reserved 2. Social Sharing Once you have built a network, it’s tempting to share content. The question is what content is appropriate to share? What will truly interest your contacts? Do you need to write it yourself or can you share or reuse content from other sources? Sharing relevant, valuable content on a regular basis is incredibly important because it allows you to stay on top of mind and connected to your target prospect and customer base. Social sharing is the beginning of social selling. And, to do this right you need a Social Syndication capability that allows you to share relevant posts via multiple sites in a couple of clicks and track necessary metrics.
  • 5. 5 | © ZINFI Technologies Inc. All Rights Reserved 3. CRM Yes, I know. Mentioning CRM as a critical sales tool nowadays is like saying we need to drink water to survive. There are many great CRM options available to choose from and I’m not going to recommend one over another. Just pick one and truly use it. Drinking water is not enough – you have to have eight glasses a day. Learning to use your CRM tool effectively is critical for success. 4. List Scrubbing Now that you have a lead flow (from your marketing team, social networking and sharing etc.), you want to make sure that your target list is as accurate as possible. Don’t spend time cleaning this list by yourself. Your time is valuable. Find a list services vendor and get your target database scrubbed a couple of times a year. In most businesses today, people change jobs every 3-5 years, so every year 20-35% of your contact database needs cleansing. You need a professional organization to do this for you.
  • 6. 6 | © ZINFI Technologies Inc. All Rights Reserved 5. Email Marketing The goal is not to make you an email marketer, but a more effective hunter-gatherer. You can’t complete your social selling process without an effective email marketing tool. An office email application like Microsoft Outlook is a terrible way to prospect! You need a state of the art email marketing tool that allows you to send emails from a set of pre-populated templates and that allows you to track open rates, click-throughs, etc. This intelligence is critical for your efficiency and success.
  • 7. 7 | © ZINFI Technologies Inc. All Rights Reserved 6. Rapid Dialer With 1-5 covered, now is the time to make sure you dial out using a modern, purpose-built sales platform that increases your connect and conversion rate. It takes a lot of effort to build a funnel of potential prospects, so make sure you reach out to them effectively. An industry-leading platform such as ZINFI’sAutomated Rapid Dialer, should allow you to dial out 20-30 calls an hour, leave or email pre-recorded voice mails, and send follow up emails with just a click or two. 7. Analytics Last but not least, you need to know how you are doing, what is working and where you can improve. Access to dynamic sales and prospecting reports is critical for you to keep raising the bar on your own performance.
  • 8. 8 | © ZINFI Technologies Inc. All Rights Reserved How ZINFI Can Help This list of tactics and tools can seem overwhelming for a busy sales person. The good news is that there are platforms like ZINFI‘s Marketing Automation tools that can give you a complete end-to-end control of social selling, allow you to get up and running in just a few minutes, and even provide marketing concierge support to help you push content via your social selling network. The right processes and the right tools will help you meet your goals and stay ahead of your competitors.
  • 9. © ZINFI Technologies Inc. All Rights Reserved. Thank You North American Marketing Operations Center ZINFI Technologies, Inc. 6200 Stoneridge Mall Road, Suite 300 Pleasanton, CA 94588 1.866.707.1944 or sales.noram@zinfitech.com