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SocialSalesMap. Getting Started.

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SocialSalesMap. Getting Started.

  1. 1. Quick Start Guide SocialSalesMap® Getting Started Win. Grow. SocialSalesMap.®
  2. 2. Register Now 1. Go to www.socialsalesmap.com 2. Click on «Register Now» 3. Fill in registration form 4. Read and agree to the subscription agreement 5. Click «Register» Done. You will receive an eMail confirmation.
  3. 3. Activate Your Account Once your personal account is being created, you will receive an eMail. 1. Just follow the activation link 2. Login with your Username and Password  Done. Enjoy working with SocialSalesMap®. Tip: At login, use the «Forgot Your Password?» function to receive a new password by eMail.
  4. 4. Manage Your Maps By default, a first map has been created for you. 1. To access a list of all available maps, click «map» in main menu, then «open» 2. To create a different map, click «new» Tip: Check for available sample maps to learn from.
  5. 5. Visualize Your Network Select any object on the map to edit related information. 1. Objects of the same company are characterized by identical colour 2. Teams are represented as larger circles 3. Contacts are represented by small circles and a personal name or function shortcut, i.e. CEO Tip: To move teams or contacts, left-click and hold.
  6. 6. Build your Map There are 3 options to add  companies, teams, contacts and/or  relationships to your map. 1. Just click on the buttons to the left 2. Right-click on any map object to see a list of available functions. 3. In the main menu, go to «insert»  Tip: Use keyboard shortcuts to navigate the main menu.
  7. 7. Enter Relationships Complete your network by adding relevant relationships. 1. Click «insert relationship»  2. Mouseover another team or contact 3. Click to establish connection 4. Set relationship type and intensity on the folder to the right Tip: You can also hold «shift» key and click on any object to insert a new relationship.
  8. 8. Assess Your Network Once your sales network is built, you can start to assess it. 1. Set the influence level of each contact in the «contact» folder. 2. Estimate the pro/contra position of your contacts. 3. Click «Refresh SSI» button to re- calculate the overall importance (SSI=SocialSalesIndex). Tip: The SSI rank sorts all contacts by level of importance
  9. 9. Analyze Your Network 1. In the main menu, go to «view» and click «Matrix» 2. Mouseover any contact for her name and role 3. If needed, update influence/position level in the «contact» folder to the right Tip: Use the company checkbox to the left to filter the contacts.
  10. 10. Manage Actions Now it’s time to define the best sales strategy and action plan. 1. Go to «Insert» on the main menu and click «action» 2. Or right click on a team or contact 3. Edit status and due date on the «action» folder to the right 4. To see a list of all actions, go to the «Actions» view in main menu Tip: To see the number of open actions directly on the map, activate the «action» layer.
  11. 11. Collaborate You can collaborate with collegues and partners on Your SocialSalesMap®. 1. Go to «User» in the main menu, click «Manage» 2. In the pop-up, click on «invite» 3. Simply enter the eMail-address and click «OK» Done. The invitee will get access to the specific map. Tip: Don’t forget to invite your partners as well.
  12. 12. Congratulations You have just created your first map. 1. Play with contact and tree «view» to get a different perspective 2. Activate map «Layer», to also see influence, position, importance, names or roles directly on the map 3. Use «Tools» to further enhance your experience Tip: Maximize the value of your map by regularly reviewing and updating it with your team. BBS2011CH3000E

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