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How to Prepare Employee 
Advocates for Social Selling 
Success 
#SMTLive
#SMTLive 
Thank You to Our Sponsor 
@EveryoneSocial
#SMTLive 
Join the Conversation…
Jill Rowley is a keynote speaker, workshop leader and consultant on social selling. Jill was one of the first sales people 
at Salesforce.com. She then earned the nick name "EloQueen" in the media after a 10 year career at Eloqua where 
she spent most of her time as the top sales rep and earned Employee of the Year. She was recognized in a review 
published by Forbes as one of the top 3 Social Salespeople in the world. Jill is an Advisor to numerous technologies 
companies, including HubSpot, DataRPM, Vidyard and Influitive. @jill_rowley 
Kurt Shaver speaks and trains corporate sales teams on advanced Social Selling skills. He is the creator of the Social 
Selling Boot Camp and has spoken at conferences like Sales 2.0, Dreamforce, and LinkedIn's Sales Connect. Clients 
include Hewlett-Packard, City National Bank, and TelePacific Communications.@kurtshaver 
Chris Hecklinger joins the team with 10 years of Client Success experience in the SAAS space. Prior to EveryoneSocial, 
Chris earned his chops at Needle, Adobe, and Omniture where he held key positions that drove significant ROI for 
clients like Delta Airlines, Under Armour, American Eagle, and Norwegian Cruise Line. At EveryoneSocial, he’s building 
a first class Client Success organization where the customer is at the center of every decision made. When not in the 
office, Chris is either planning his next surf trip, losing to his better half at soccer, or playing superheroes with his 
three boys. @cdhecklinger 
#SMTLive 
Our Speakers 
Paul Dunay is an award-winning B2B marketing expert with more than 20 years’ success in generating demand and 
creating buzz for leading technology, consumer products, financial services and professional services organizations. 
Paul is the author of five “Dummies” books including Facebook Advertising for Dummies (Wiley 2010), and Facebook 
Marketing for Dummies 3rd Edition (Wiley 2012). @PaulDunay
#SocialSelling 
Meet the Modern Buyer
Why do Social Selling? 
@jill_rowley #SocialSelling
5 Pillars, Practices, Principles of Social 
Selling 
@jill_rowley #SocialSelling
Keys to a Successful LinkedIn 
• Headline should be 
descriptive; NOT 
your job title 
• Include #hashtags 
Review the “Who’s 
Viewing Your 
Profile” 
• NEVER leave blank 
• Tell stories 
•Write in the 1st 
person. This is not 
your online 
resume!! 
• Choose skills you 
want to highlight 
• Seek 
endorsements & 
recommendations - 
do the same for 
others 
Headline 
Include 
#Keywords 
Profile 
Summary 
Recommendations 
& 
Endorsements 
Profile 
Picture 
• High quality and 
professional 
photo 
•11x more likely to 
be viewed with a 
photo 
Profile 
@jill_rowley #SocialSelling
Keys to a Successful Twitter 
Profile 
1. Pick a simple and short username (this is your 
brand) 
2. Create a personal profile 
3. Upload a good picture (no eggheads!) 
4. Include your LinkedIn URL in your bio 
5. Listen first, find your voice 
6. Follow influencers and experts in your field; Create 
lists 
7. Share things that are useful and relevant to your 
followers 
8. Do no just self-promote or share your stuff 
9. Engage with your followers (@reply, RT and 
mention) 
@jill_rowley #SocialSelling
Find a Platform to Support Social 
Selling 
Platforms enable: 
– Organizations to launch and manage social selling 
programs. 
– Sales teams to become effective, trusted individuals 
and subject matter experts within their industries 
– Sales individuals to discover and share relevant 
content 
– Performance tracking such as lead generation, 
revenue and ROI back to the sales individual 
@jill_rowley #SocialSelling
How
Large Networks 
Start with Sales 
Limited 
Customer 
Interaction 
Small Networks 
Extensive 
Customer 
Interaction 
Sales 
CS 
Mktg 
IT/En 
gr 
HR 
Acct 
Mfgr
Identify the Players 
VP of Sales 
Goals and 
Executive Support 
VP Marketing 
Creator of Content 
Enthusiastic Top Rep 
Lead by Example 
Sales Manager 
Reinforce during 
Account Reviews 
Sales Ops/Social Media 
Communications and 
Measurement
3 Steps
1) Find information your customers and prospects 
want to read. Add value! 
2) Be personal, don’t be afraid to share non-sales 
material. 
3) Follow the 5-3-2 plan. 
4) Share dynamic content that makes your 
audience know, think and act. 
5) Become specific- be mindful of geographic 
location, product stacks, markets etc.
Curating Content 
1) Assign an individual or enlist your social selling platform manager to 
help jumpstart article curation. 
1) Setup relevant streams through RSS, API’s, keywords, etc.. You should 
also allow employees to suggest their own articles or content. 
2) Provide your employees with the necessary hashtags, suggested 
tweet text, commentary etc.
How Do You Measure Success? 
1) Program Engagement Metrics: 
• # of Active Sales Individuals Using Platform 
• Network Growth (New Connections, Followers) 
• Visits to Site, Conversions, Revenue, etc. 
1) Adobe Analytics, Bitly and Google Analytics 
• Track conversions and revenue back to the posting individual 
• Track by URL or Campaign ID
Jill Rowley is a keynote speaker, workshop leader and consultant on social selling. Jill was one of the first sales people 
at Salesforce.com. She then earned the nick name "EloQueen" in the media after a 10 year career at Eloqua where 
she spent most of her time as the top sales rep and earned Employee of the Year. She was recognized in a review 
published by Forbes as one of the top 3 Social Salespeople in the world. Jill is an Advisor to numerous technologies 
companies, including HubSpot, DataRPM, Vidyard and Influitive. @jill_rowley 
Kurt Shaver speaks and trains corporate sales teams on advanced Social Selling skills. He is the creator of the Social 
Selling Boot Camp and has spoken at conferences like Sales 2.0, Dreamforce, and LinkedIn's Sales Connect. Clients 
include Hewlett-Packard, City National Bank, and TelePacific Communications.@kurtshaver 
Chris Hecklinger joins the team with 10 years of Client Success experience in the SAAS space. Prior to EveryoneSocial, 
Chris earned his chops at Needle, Adobe, and Omniture where he held key positions that drove significant ROI for 
clients like Delta Airlines, Under Armour, American Eagle, and Norwegian Cruise Line. At EveryoneSocial, he’s building 
a first class Client Success organization where the customer is at the center of every decision made. When not in the 
office, Chris is either planning his next surf trip, losing to his better half at soccer, or playing superheroes with his 
three boys. @cdhecklinger 
#SMTLive 
Our Speakers 
Paul Dunay is an award-winning B2B marketing expert with more than 20 years’ success in generating demand and 
creating buzz for leading technology, consumer products, financial services and professional services organizations. 
Paul is the author of five “Dummies” books including Facebook Advertising for Dummies (Wiley 2010), and Facebook 
Marketing for Dummies 3rd Edition (Wiley 2012). @PaulDunay
#SMTLive 
Thank You to Our Sponsor 
@EveryoneSocial
#SMTLive 
Upcoming Webinar 
November 25th 
From Data to Direction: How to Convert Social Media Data 
into Actionable Insights 
Featuring panelists: David Drodge of WWF International, Kareem Rahaman of Ryerson University, 
Ben Cockerell of uberVU and Paul Dunay of PwC

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11.18.14

  • 1. How to Prepare Employee Advocates for Social Selling Success #SMTLive
  • 2. #SMTLive Thank You to Our Sponsor @EveryoneSocial
  • 3. #SMTLive Join the Conversation…
  • 4. Jill Rowley is a keynote speaker, workshop leader and consultant on social selling. Jill was one of the first sales people at Salesforce.com. She then earned the nick name "EloQueen" in the media after a 10 year career at Eloqua where she spent most of her time as the top sales rep and earned Employee of the Year. She was recognized in a review published by Forbes as one of the top 3 Social Salespeople in the world. Jill is an Advisor to numerous technologies companies, including HubSpot, DataRPM, Vidyard and Influitive. @jill_rowley Kurt Shaver speaks and trains corporate sales teams on advanced Social Selling skills. He is the creator of the Social Selling Boot Camp and has spoken at conferences like Sales 2.0, Dreamforce, and LinkedIn's Sales Connect. Clients include Hewlett-Packard, City National Bank, and TelePacific Communications.@kurtshaver Chris Hecklinger joins the team with 10 years of Client Success experience in the SAAS space. Prior to EveryoneSocial, Chris earned his chops at Needle, Adobe, and Omniture where he held key positions that drove significant ROI for clients like Delta Airlines, Under Armour, American Eagle, and Norwegian Cruise Line. At EveryoneSocial, he’s building a first class Client Success organization where the customer is at the center of every decision made. When not in the office, Chris is either planning his next surf trip, losing to his better half at soccer, or playing superheroes with his three boys. @cdhecklinger #SMTLive Our Speakers Paul Dunay is an award-winning B2B marketing expert with more than 20 years’ success in generating demand and creating buzz for leading technology, consumer products, financial services and professional services organizations. Paul is the author of five “Dummies” books including Facebook Advertising for Dummies (Wiley 2010), and Facebook Marketing for Dummies 3rd Edition (Wiley 2012). @PaulDunay
  • 5. #SocialSelling Meet the Modern Buyer
  • 6. Why do Social Selling? @jill_rowley #SocialSelling
  • 7. 5 Pillars, Practices, Principles of Social Selling @jill_rowley #SocialSelling
  • 8. Keys to a Successful LinkedIn • Headline should be descriptive; NOT your job title • Include #hashtags Review the “Who’s Viewing Your Profile” • NEVER leave blank • Tell stories •Write in the 1st person. This is not your online resume!! • Choose skills you want to highlight • Seek endorsements & recommendations - do the same for others Headline Include #Keywords Profile Summary Recommendations & Endorsements Profile Picture • High quality and professional photo •11x more likely to be viewed with a photo Profile @jill_rowley #SocialSelling
  • 9. Keys to a Successful Twitter Profile 1. Pick a simple and short username (this is your brand) 2. Create a personal profile 3. Upload a good picture (no eggheads!) 4. Include your LinkedIn URL in your bio 5. Listen first, find your voice 6. Follow influencers and experts in your field; Create lists 7. Share things that are useful and relevant to your followers 8. Do no just self-promote or share your stuff 9. Engage with your followers (@reply, RT and mention) @jill_rowley #SocialSelling
  • 10. Find a Platform to Support Social Selling Platforms enable: – Organizations to launch and manage social selling programs. – Sales teams to become effective, trusted individuals and subject matter experts within their industries – Sales individuals to discover and share relevant content – Performance tracking such as lead generation, revenue and ROI back to the sales individual @jill_rowley #SocialSelling
  • 11. How
  • 12. Large Networks Start with Sales Limited Customer Interaction Small Networks Extensive Customer Interaction Sales CS Mktg IT/En gr HR Acct Mfgr
  • 13. Identify the Players VP of Sales Goals and Executive Support VP Marketing Creator of Content Enthusiastic Top Rep Lead by Example Sales Manager Reinforce during Account Reviews Sales Ops/Social Media Communications and Measurement
  • 15. 1) Find information your customers and prospects want to read. Add value! 2) Be personal, don’t be afraid to share non-sales material. 3) Follow the 5-3-2 plan. 4) Share dynamic content that makes your audience know, think and act. 5) Become specific- be mindful of geographic location, product stacks, markets etc.
  • 16. Curating Content 1) Assign an individual or enlist your social selling platform manager to help jumpstart article curation. 1) Setup relevant streams through RSS, API’s, keywords, etc.. You should also allow employees to suggest their own articles or content. 2) Provide your employees with the necessary hashtags, suggested tweet text, commentary etc.
  • 17. How Do You Measure Success? 1) Program Engagement Metrics: • # of Active Sales Individuals Using Platform • Network Growth (New Connections, Followers) • Visits to Site, Conversions, Revenue, etc. 1) Adobe Analytics, Bitly and Google Analytics • Track conversions and revenue back to the posting individual • Track by URL or Campaign ID
  • 18. Jill Rowley is a keynote speaker, workshop leader and consultant on social selling. Jill was one of the first sales people at Salesforce.com. She then earned the nick name "EloQueen" in the media after a 10 year career at Eloqua where she spent most of her time as the top sales rep and earned Employee of the Year. She was recognized in a review published by Forbes as one of the top 3 Social Salespeople in the world. Jill is an Advisor to numerous technologies companies, including HubSpot, DataRPM, Vidyard and Influitive. @jill_rowley Kurt Shaver speaks and trains corporate sales teams on advanced Social Selling skills. He is the creator of the Social Selling Boot Camp and has spoken at conferences like Sales 2.0, Dreamforce, and LinkedIn's Sales Connect. Clients include Hewlett-Packard, City National Bank, and TelePacific Communications.@kurtshaver Chris Hecklinger joins the team with 10 years of Client Success experience in the SAAS space. Prior to EveryoneSocial, Chris earned his chops at Needle, Adobe, and Omniture where he held key positions that drove significant ROI for clients like Delta Airlines, Under Armour, American Eagle, and Norwegian Cruise Line. At EveryoneSocial, he’s building a first class Client Success organization where the customer is at the center of every decision made. When not in the office, Chris is either planning his next surf trip, losing to his better half at soccer, or playing superheroes with his three boys. @cdhecklinger #SMTLive Our Speakers Paul Dunay is an award-winning B2B marketing expert with more than 20 years’ success in generating demand and creating buzz for leading technology, consumer products, financial services and professional services organizations. Paul is the author of five “Dummies” books including Facebook Advertising for Dummies (Wiley 2010), and Facebook Marketing for Dummies 3rd Edition (Wiley 2012). @PaulDunay
  • 19. #SMTLive Thank You to Our Sponsor @EveryoneSocial
  • 20. #SMTLive Upcoming Webinar November 25th From Data to Direction: How to Convert Social Media Data into Actionable Insights Featuring panelists: David Drodge of WWF International, Kareem Rahaman of Ryerson University, Ben Cockerell of uberVU and Paul Dunay of PwC

Hinweis der Redaktion

  1. Just a suggestion – It should fit the style of the Why section header.
  2. IMHO -start with Sales because: Biggest Headcount Biggest Networks Most Experience Talking with Customers Financial Incentive
  3. Movie or TV archetypes illustrate roles in Sales and Marketing
  4. Meat of the HOW section. Probably 4 minutes on each of the 3 sections: Goals - Revenue, typical sales metrics, social selling metrics Train – process, time, delivery methods,… Manage – measure, coach, adjust