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

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Xeesm Flights! Training #SCRM

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