XeeSM/SRM Best Practices Dec/09

Best Practices for SRMXeeSM / SRM

AgendaManaging Social RelationshipsA new challenge in the social worldDoing a better job with our most precious asset - our connectionsBest practices using the free XeeSM* Tips and tricks to become more approachable * Using XeeSM with Google search* Leverage XeeSM for relationship building and strengtheningLeveraging the XeeSM SRM System* Creating Flights, setting objectives* Best practices setting objectives* On-boarding people into a flight* Focusing on the relationship - not administration* Best practices on following up with objectives* Share a flight with your team* Share a flight with your customers

The free XeeSM(3) Use your dashboard to monitor notes and track your progress, benchmarks and reports(1) Approachability is thefirst step to more business(2) Create a list of relevant people to focus on.Remember: It’s people – not networks!

XeeSM Setup Best PracticesXeeSM is a whole new class of applicationsCreate a better business worldCustomers want approachabilityBeing recommended need to be your #1 business objectiveGet engaged to get more engagement from your clients, partners…

Start with your approachabilityAdd your XeeSM to any of your social media sites like Twitter, LinkedIn, Facebook…Add your XeeSM to your email signature, business card, letter head…Add your XeeSM on every comment you’re providing when commenting on blogs, groupsUse the “Share it” feature, to let your contacts know how they can connect with youAdd the XeeSM plug-in to your Blog, Website and other sites. You will experience an increase in connections on all your social networks

Setup tips for the XeeSM profileYour XeeSM name should be set once and never be changed thereafterIt is your unique ID in throughout the Internet Ideally XeeSM.com/FirstnameLastnameUse the same photo that you use on other professional profilesAdd all the sites you have content on, providing many ways to get in touch Websites, your blogs, your video sitesDon’t enter sites you are not active onThink about phone number and email Select visibility, order and priorityHelp identify the sites by telling your visitor what type of site it is (business, personal, group, community…)

Using XeeSM with GoogleEver wondered where you commented and left a note or message? Search for your XeeSMSearch for your XeeSM:Search for xeesm.com/yournameSearch others to get to know them betterAdd your XeeSM to the Google Search IndexJust click on “Submit to Google”

Using XeeSM to maintain & grow relationshipsSelect some favorite peopleAsk your friends, peers, colleagues, customers, partners to setup a XeeSM“Here is how you can find me – would be great to let me know how I can find you. XeeSM is a tool I really liked.”Simply go to search and add people to your favoritesOr add people (create a XeeSM for them) by clicking on “Add Contacts”

Act on your social relationshipsVisit your favorites dailySee what’s on top of their mindLearn what is important to themJoin their conversationComment on their blogsSay something if you have to say something Just observe if there is nothing you want to addBuild up the relationship to more people than you ever thought is possibleYou can visit 50 people a day within an hour or 250 a week with only an hour per dayYou can visit up to 5,000 individuals each month (5 hours per day) leaving 3 hours each day for comments and responses.

Free Upgrade to XeeSM/SRMRequirements:Have your XeeSM as profile site on your major social networks5 or more networks / sites on your XeeSMA minimum of 250 visits to your XeeSM (check your dashboard)Minimum 20 favorites that you already visited (check your dashboard for top 10)After you are approved you will see a note on your dashboard and a key code on your profile page

Social Relationship Management SystemXeeSM / SRM

The XeeSM Way Of Social MediaMoving from Network Focus to People FocusTypically you go from network to network and see who you can have a conversation with or what’s up. You search for people.With XeeSM you focus on people. You go from person to person and check how you can add value to their conversations. Moving from reaction back to actionThe early social web has left you no choice than REACT on what’s going on. That made it in particular hard to use it as a tool for businesses that are action oriented.XeeSM turns the social web into an actionable platform. With the focus on people you take back control in what you want to achieve.

We built machinesWe built machines to do much more than we are physically able to do.The “Dunbar Number” suggests we max out at 150 social connections. The “XeeSM number” suggest we can easily 10 fold that number and get it to 1,500.

Putting social relationships in contextThe number of “Favorites” can quickly go into the hundreds or even thousands. Again we have a challenge to deal with that big number.The “trick” is to put the relationships in context to activities and have a system that helps us track all the social interactions and also helps us keep in touch with more than our brain can hold.

Creating FlightsXeeSM Flights can be all kings of thingsProjects, lists, groups, initiatives, campaigns…Flights are the contextual framework for our social engagement

Flights are all kinds of thingsA flight helps you work with people over a certain timeframe in context to some objectives. You may keep flights over a long period of time or make it a quick action for just a few days.Flights can circle around projects, promotions, campaigns, a hiring initiative a product launch, a sales initiative…Flights can also group clients, partners, customer types, influencer, blogger, competitor…

A XeeSM FlightA 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 and or the same people, different objectives and different goals.A flight is a constituted of a subset of our favorites and represents a period of time we work more intensely with those selected contacts.Product IntroductionFlightBeta FlightS25 Promo FlightMy Favorites

Flight Objective Best Practices IRemember, this is about social relationshipsAs such we want to work together to achieve some goals and objectivesMake the flight objectives something that not only YOU perform and complete but also your contacts do with you or for youConsider things like:They should blog about your product or serviceThey should comment on your blog or group discussionsThey may need to be introduced to new members of your groupAchieve goals in CONCERT with others

Flight Objective Best Practices IIRemember: 60-80% of businesses are made based on recommendation.Understand: You cannot recommend yourself. INSTEAD let others recommend youNew relationships in business are build fastest by connecting the new contact to relevant peopleConsider things like:Making introductions to othersLet experts and advocates you know comment on your new contact’s questionsAsk them to join a relevant groupAlways have an answer to “What’s in for them”

Flight Objective Best Practices IIIHow to deal with brand new contacts you are just exploring a relationship and deal with “old bodies” in the same flight?Consider building two flights with the same destination but different objectivesOne flight maybe where you just start a relationship, make introductions to others, primarily listen to what’s on top of their mind, and the flight objectives are more your own to completeThe other flight is with the relationships you have and maintain, collaborate and be the ones you introduce to the “Newbie Flight”Always define: “What’s in for them”

Create and onboard a flight – share it with others

Onboard people from your “Favorites”Be selectiveOnboard people you actually want to socialize withDon’t just add a “target group”

Flight “On-boarding” Best PracticesRemember a flight is a “journey” with some of your connections for a period of time, while your favorites are your entire ecosystem. Make sure you maintain your entire ecosystem – while you focus on activities with people in your flight.Don’t take more than 25 people into a flight unless you are very experienced with SRM.You will want to visit their sites daily and you won’t be able to do that with 100 (for the next few months).

Relationship ManagementBest Practices

SRM makes a differenceNow since you have a toolNow since you no longer go to a network and browse aroundNow since you can focus on peopleNow since you can act on individual situationsNow since you bridged social media with your business objectivesNow you are back in the driver seatNow you can define your most suitable relationship stream

Focus on the relationship not administrationVisit the people in your flight(s) every dayOn FB you need to be connected. On Twitter, YouTube, SlideShare or in LinkedIn groups you don’t.Join the LinkedIn groups where your favorites areBegin a relationship by joining a conversation – not initiating a conversationDon’t comment just to comment – bring value to the conversation or only listen in.It will take a few weeks to develop your own routine, your own rhythm, and your own conversation style.

Your relationship streamDay 1 review all sitesDay 2 listen / read several postsDay 3 chiming in the conversationDay 4 commenting on a blogDay 5 commenting on a group questionDay 6 make sure you responded properlyDay 7 making an introduction to someone Day 8 suggesting an interesting site or postDay 9 invitation to your own groupDay 10 Have a conversation over the phoneContinuously verify if the contact is actually relevant to your business

Objective Follow-up Best Practices 1) Have a daily routine to check off things that are completed 2) Ask your flight members to help you. You may want to offer some “goody” for the help 3) Let your flight members know what you are doing 4) You may offer some small rewards for supporting your engagement 5) Always recognize their support – ideally publicly

DON’T EVER…Don’t sell Don’t promoteDon’t marketKeep in mind:“The best sales people in the world never sold a thing” – The best sales people in the world are “relationship maker”SRM is the first tool that helps EVERYBODY to become a top relationship maker

Sharing your flightsBuild your crew Share it with relevant peopleIt may be even customers

Flight Sharing Best PracticesShare a flight with colleagues, so they can help you accelerate or complete a project.Sharing Best Practices:1) Have a quick meeting and explain what you try to achieve2) Ask them to contribute relevant contacts – without “over loading” the flight3) Provide a clear goal and explain the objectives in great detailWho ever you shared a flight with, they have full access to a flight, can onboard and edit a flight as well as check off objectives.

When to share a flightA product manager may share a flight with marketingA channel sales manager may share a flight with partnersA PR person may share a flight with their agencyA hiring manager may share a flight with the recruiterA sales manager may share a flight with the marketing teamA project manager may share a flight with the customer, sales manager, product manager

XeeSM Best PracticesGeneral XeeSMUse your XeeSM as your “signature” (approachability) Actively share your XeeSM, create a XeeSM for relevant peopleFind all your own comments and posts by search for your XeeSMXeeSM / SRM (Social Relationship Management)Add every relevant business contact to your favoritesStrengthen and broaden your relationships by visiting your contacts and maintain a conversation (check the relationship stream)Create a FLIGHT for every business initiativeSet objectives that require action from you AND your flight membersFocus on the relationship stream – not tools administrationVisit your contacts dailyShare your flights with people who may help achieve your goals – cross departmental and even cross company boundariesThink people – not network, and gradually move from reaction to action

ThankYou(650) 384-0057http://XeeSM.XeeSM.comPlease 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.xeequa.com

About 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 the first social relationship management solution XeeSM, an enterprise level social media community network 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/SRM Best Practices Dec/09

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