{"id":8236,"date":"2016-09-26T07:21:24","date_gmt":"2016-09-26T07:21:24","guid":{"rendered":"https:\/\/www.process.st\/templates\/make-linkedin-connections\/"},"modified":"2024-02-28T20:51:35","modified_gmt":"2024-02-28T20:51:35","slug":"make-linkedin-connections","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/make-linkedin-connections\/","title":{"rendered":"Make LinkedIn connections"},"content":{"rendered":"
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Purpose <\/h2>\n
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To make sure the sales reps have enough warm leads to work on, and to increase their social network, we make connections for them on Linkedin. These connections must happen inside their own mail-flow (as it is categorized in the database).<\/p>\n

You need:<\/p>\n

Login to crm.f5.dk
The sales reps login to linkedin
A teamviewer access<\/p>\n<\/p><\/div>\n<\/section>\n

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Step 1: Log in to linkedin and CRM <\/h2>\n
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For each sales rep, you need to log in to their Linkedin and their CRM view in the database.<\/p>\n

You find their login to linkedin here: Sellers Login to Linkedin<\/a><\/p>\n

The login to the CRM-System you have, will make it possible for you to login to all the sales reps lists.<\/p>\n

Just choose "Sælger" in the menu to the left, and then push the little square to right, of the sales rep you wanna login to.<\/p>\n<\/p><\/div>\n

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Step 2: Connection list in CRM <\/h2>\n
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You now see the "calling list". This is a list of people who have received an email from the sales rep. and the colours define which ones, you should work with.<\/p>\n<\/p><\/div>\n

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\n <\/figure>\n<\/p><\/div>\n
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The red and yellow targets are already in process, so your job is to connect with the grey\/blue targets. (colour depends on your screen and\/or mood)<\/p>\n

At the top of the list you can choose from what day\/date you wanna see the list of people we have sent emails too.
We wanna connect with the people who has been getting an email from us 2 days ago, so simply just choose that day. and go through the blue\/grey targets.<\/p>\n

OBS: Since we dont sent out emails in the weekend, you dont count the weekend days, when you go back two days. EG. monday, you go to the list of people who received an email thursday last week. And tuesday, you go back to friday last week.<\/p>\n<\/p><\/div>\n

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\n <\/a>
\n <\/figure>\n<\/p><\/div>\n
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You push the Linkedin button and their Linkedin profile will open.<\/p>\n<\/p><\/div>\n<\/section>\n

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Step 3: connect in Linkedin <\/h2>\n
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When you go to Linkedin via the link in the CRM list, do make sure that you are logged in as the same sales rep.<\/p>\n

Then press "connect"<\/p>\n<\/p><\/div>\n

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\n <\/figure>\n<\/p><\/div>\n
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When Linkedin asks you how you know this person, you choose "We've done business together" and then chosse the job from F5 Networking.<\/p>\n<\/p><\/div>\n

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\n <\/figure>\n<\/p><\/div>\n
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If the sales rep is already connected with the person you just move on to the next.<\/p>\n

Remember to count how many you send connections to, as you will need it in the statistic count.<\/p>\n<\/p><\/div>\n<\/section>\n

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Step 4: Statistics over LinkedIn Connections. <\/h2>\n
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Each day you need to count both how many connections you sent out from each sales rep and how many who accepts the conenction (See more about this in Step 5). This statistic is noted in this document: Connections - Linkedin<\/a>. <\/p>\n

When a new Sales Rep start, you add them to the list, and if a sales rep stop, you remove them from the list. (NOT their history and the connections that has been made, just for future statistic.)<\/p>\n

In the first tab: "Connecting Overview" you note the numbers,<\/p>\n

In the second tab: "Sales Reps - Network" you can see what network each sales rep is working on. If it changes, it will be updated with a date, and then you just change the name of the network in the first tab.<\/p>\n<\/p><\/div>\n

\n
\n <\/a>
\n Fx. Here you can see that Gyrithes Network has been updated, compared to the other sales reps.
\n <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n
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Step 5: Connection accepted <\/h2>\n
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We count the number of accepted conenctions by a function in linkedin on each sales reps profile.<\/p>\n

Go to "My Network" and then Choose "Connections".<\/p>\n<\/p><\/div>\n

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\n <\/figure>\n<\/p><\/div>\n
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Then you are send to a page where you can see recently added connections.<\/p>\n<\/p><\/div>\n

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\n <\/a>
\n <\/figure>\n<\/p><\/div>\n
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The first time you login to a sales reps linkedin, go to this page and note who the last person they connnected with was. <\/p>\n

You need this information for the next day, when you start counting new connections. This is the only way to keep track of  how many who is actually responding to the connections, as linkedin does not provide us with the date that a connection is made.<\/p>\n

So everytime you have counted connections for a sales rep, you note the last person, before you move on to the next. You can choose to put the name in the statistics sheet, in the column: "Name of Last connection" (G). Or on a post-it or similar of your choosing.<\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

Purpose To make sure the sales reps have enough warm leads to work on, and to increase their social network, we make connections for them on Linkedin. These connections must happen inside their own mail-flow (as it is categorized in the database). You need: Login to crm.f5.dkThe sales reps login to linkedinA teamviewer access Step […]<\/p>\n","protected":false},"author":3,"featured_media":8237,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"6","template_description":"","template_id":"lwXJWvBLu7IisCGHa2xPSA","task_0":"Purpose","task_slug_0":"purpose","task_1":"Step 1: Log in to linkedin and CRM","task_slug_1":"step-1-log-in-to-linkedin-and-crm","task_2":"Step 2: Connection list in CRM","task_slug_2":"step-2-connection-list-in-crm","task_3":"Step 3: connect in Linkedin","task_slug_3":"step-3-connect-in-linkedin","task_4":"Step 4: Statistics over LinkedIn Connections.","task_slug_4":"step-4-statistics-over-linkedin-connections","task_5":"Step 5: Connection 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