How To Maximise Social Media & CRM To Increase Your Sales

Section 1: THE VISION & Getting Started Lecture 1 01:29

An introduction to the course.

Lecture 2 02:09

+ Can I benefit from this course as a non-Nimble CRM user?

+ About downloadable lectures and delegation.

+ About blurring and my contact privacy.

Lecture 3 02:40

+ How technology has changed sales.

+ A brief overview of the small business CRM market.

+ Why I have chosen, and fallen in love with, Nimble CRM.

Lecture 4 05:37

+ An overview of the import process.

+ Why we do any manual imports first.

+ How importing works.

Lecture 5 03:04

+ How to add team members.

+ How to share a message with the team.

+ What happens if you change in Networks & Imports.

Lecture 6 08:42

+ The overall layout and the rationale for it.

+ What changes as we change tabs.

+ Where the major elements are in Nimble.

+ A tip about photos and personal branding.

+ Set "EmbraceIT Ltd" as your solution partner (Settings > Billing).

Quiz 1

Questions to cement your learning

12 questionsSection 2: YOUR PLAN For Social Selling Lecture 7 02:48

+ Why planning is necessary at all.

+ The minimal planning necessary.

+ About changing plans.

Lecture 8 02:51

+ What is Positioning and why it matters.

+ Where it fits in the overall scheme.

+ What questions to answer.

Lecture 9 06:15

+ Using the Business Model Canvas.

Lecture 10 09:02

+ The "loyalty ladder" concept, and how to implement it

+ Planning your stages, understanding probabilities

+ How to keep in touch with people on different "rungs"

Lecture 11 04:52

+ Ben's C.L.E.A.N data acronym.

+ How it will help you with Nimble.

+ How to add a helpful description to contacts.

Lecture 12 06:36

+ What is meta-data and why is it so valuable?

+ What meta-data Nimble adds automatically.

+ What meta-data to add manually.

+ How to tag many people at once.

+ How to avoid creating duplicate tags.

Quiz 2

Questions to cement your learning

20 questionsSection 3: DAILY ACTION Within Nimble Lecture 13 02:43

+ Teach them to fish now. Charge them for fish later.

+ About daily personal brand building.

+ Share > Inspire > Connect > Buy

Lecture 14 05:40

+ How to decide when a contact is important!

+ Using the "Top Contacts" system.

+ Setting Contact Keywords.

Lecture 15 05:09

+ What appears on activities (events and tasks).

+ The difference between tasks and events.

+ Syncing to Google Calendar.

Lecture 16 10:29

+ What messages Nimble aggregates.

+ Why make contact directly from within Nimble?

+ Scheduling social media updates through Nimble.

+ How messages help us reconcile our information.

Lecture 17 02:47

+ What to do with all those business cards after networking?

+ Where to find Signals, and how they work.

+ Why bother responding to web engagement?

Lecture 18 04:03

+ Using the Nimble browser plugin.

+ Using the Nimble email plugin.

+ An introduction to Hootsuite and Mobile.

Quiz 3

Questions to cement your learning

12 questionsSection 4: THE BALANCE Between Courage & Consideration Lecture 19 05:20

+ The cocktail party analogy.

+ Ethos > Pathos > Logos.

+ Thinking Win:Win and "The Middle Way".

Lecture 20 03:19

+ What my nurture pipeline is.

+ Why I want to tread carefully.

+ How to achieve the balance.

+ The importance of timing and relevance.

+ How I'm going to get over 1000 new email subscribers.

Lecture 21 03:05

+ How to create a simple advanced search.

+ How to save your advanced searches.

+ Finding missing email addresses

Lecture 22 04:49

+ A recap of what we're doing and why.

+ How to exclude people from the search.

+ Mention of using Zapier (covered in Section 7).

Lecture 23 04:47

+ Integrating Nimble to Thunderbird, Mac Mail, etc via IMAP.

+ Using the gMail browser plug-in.

+ How to send contacts to MailChimp.

+ What happens if the contacts are already in MailChimp.

+ How about if they've unsubscribed in MailChimp?

Lecture 24 05:09

+ Things to consider when mailing.

+ How to keep track in Nimble.

+ An example email for getting people's email.

+ How to massively improve the response.

Quiz 4

Questions to cement your learning

12 questionsSection 5: LISTEN To Your Tribe's Signals Lecture 25 03:38

+ "I don't understand them - they don't listen to me!"

+ Listen with the intent to understand.

+ Provide a confident diagnosis.

Lecture 26 08:30

+ Overview of structure and operation.

+ Notifications "vs" Signals.

+ About asking the right question(s).

+ How you can interact with Signals

+ How to remove Twitter saved searches.

Lecture 27 06:54

+ Why segment your contacts?

+ Using saved searches to group or segment contacts.

+ How searching works including "layered searches".

+ How saved searches impact the Signals tab.

Lecture 28 05:48

+ Why it's important to log these signals.

+ Logging phone and Skype calls.

+ Logging event attendees.

+ Reconciling meetings in your diary.

+ Using Zapier to send information in.

Lecture 29 03:00

+ Find Out What They Want.

+ Using surveys to get their words.

+ Deepening the engagement, see who trusts you.

+ Asking diagnostic questions

Quiz 5

Questions to cement your learning

11 questionsSection 6: SELL Them What They Want Lecture 30 01:37

+ Stating the problem in their terms.

+ Overview of this section.

Lecture 31 03:29

+ When Nimble's deals are right for now.

+ Different ways you can use the system.

+ A few examples of pipllines.

Lecture 32 07:13

+ Setting-up your Deals.

+ How deals relate to your pipeline.

+ An overview of "Amount Ranges".

+ A worked example.

+ How probabilities work.

Lecture 33 02:38

+ How to capture your current position(s).

+ Deleting previous deals.

Lecture 34 03:35

+ The 701 error you may get with no deals.

+ Setting up the new flow.

+ Tracking multiple types of deal.

Quiz 6

Questions to cement your learning

10 questionsSection 7: IMPROVEMENT and Advanced Features Lecture 35 01:46

+ Why you must continually improve.

+ The physical law of entropy.

+ An overview of the section.

Lecture 36 03:12

+ Modifying lead type, source and status.

+ Adding your own data tabs.

+ About import and export.

Lecture 37 02:58

+ An overview of Zapier

Lecture 38 04:36

+ Integrate Disqus to Zapier

Lecture 39 02:09

+ Nimble's Wufoo integration.

+ Using Zapier to widen you options.

Lecture 40 03:41

+ Exporting Contacts.

+ Exporting Deals.

+ About Activities & Events.

Lecture 41 03:38

+ How far we've come.

+ Thank you for participating, if not go back.

+ Enjoy social selling, it's fun.

+ My other course(s).

Full curriculum




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