The document discusses how to use LinkedIn's Customer Relationship Management (CRM) tool to improve engagement and business. It provides strategies for using the CRM, including making notes on connections, tagging them by category, and setting reminders. The CRM can be accessed on LinkedIn's homepage, under the Connections section, and on member profiles. The document recommends using the CRM to stay top of mind with connections by finding articles to share, creating a message scheduling calendar, and congratulating connections on milestones. Proper use of the CRM is presented as a way to generate more leads and warmer receptions to outreach.

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Using LinkedIn’s CRM for Better
Engagement and More Business

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LinkedIn Marketing: An Hour a Day

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Vindicated!

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Forbes and Stuff..

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Strategies We’ll Cover
1. Where did the LinkedIn CRM come from?
2. Why should I use It? What is possible?
3. Where can I find it?
4. How do I use it?
5. Ninja Nimble
6. Top of Mind Awareness and Engagement
7. Your Next Steps

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LinkedIn Has a CRM?
LinkedIn’s Customer Relationship Management Tool
Desktop and Mobile - Notifications of Job Changes, Promotions,
Moves and Birthday
– Desktop
• Allows you to make notes, set reminders, tag your
connections
– Mobile
• Notifies you of upcoming meetings, search by
tags, make note, call or email

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What’s In It For Me?
• LinkedIn Integration – Its ALWAYS there!
• Alleviates “first date” syndrome
• Preparedness
• HUGE TOMA benefits
• More Inbounds leads
• Warmer reception to Outbound Prospecting
• Potentially significant financial gain

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Where Can You Find this CRM?
• On the Home Screen
• Under Connections
• On Member’s Profiles
• On your iOS and Android Devices

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On the Home Screen

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Under Connections

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On Member’s Profiles

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On Your Cell Phone

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What Can You Do with It
After Inviting Someone to Connect:
• Make notes on where you met them, what you talked about,
their interests, etc.
• Create or add Tags to help define and Segment them in your
Connections
• Set up Reminders to get back in Touch

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Make Notes

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Nimble Ninja!

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Tagging

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Ideas For Tagging
 Prospects
 Strategic Partners
 Old Clients
 New Clients
 Conference Attendees
 Influencers (location/industry, etc)
 Post Promoters
 Up to 200 tags!

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Messaging to Tagged Groups

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Set Reminders

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Staying Top of Mind
• Find articles of interest when reminders pop up (use Pulse)
• Create a calendar and schedule messages to your Tagged
Groupings or Segments of individuals
• (Set reminders in Nimble)
• Congratulate Members when prompted (mobile and desktop)

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Find Articles (Pulse)

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Create a Scheduling Calendar

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Set Reminders in Nimble

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Congratulate Connections
When Prompted

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Mobile App
• Updates from your Network
• Sorting (and connecting)

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Updates about your Network

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Sorting (and Connecting)

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Do This!
Make a list of your top prospects
Make a list of their characteristics
Create Tags for Commonalities (Female Exec NYC)
Make some notes about interests
Create a sharing schedule
Follow up

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LinkedIntoBusiness.com
Your LinkedIn Business Resource
Viveka von Rosen
@LinkedInExpert

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No Dumb Questions……
From “I F*ing Love Science” Facebook Page

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90% of decision makers no longer respond to
cold calls or emails, we need to find a new way
to get buyers attention. “Visibility creates
opportunity” and social media can be used as
either a soapbox or a mountain top to stand on
to get your message heard.
“
”@KokaSexton

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970 279-1710
LinkedIntoBusiness.com
Your LinkedIn Business Resource
Linked into Business:
www.facebook.com/LinkedInExpertTraining
www.twitter.com/linkedinexpert
www.linkedin.com/in/linkedinexpert
www.amazon.com/author/linkedinexpert
970 279-1710
LinkedIntoBusiness.com