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Actionable Insights, Analytics & Attribution Leading the Social Sales Force Workshop Senior Solutions Consultant @bencathers Ben Cathers

Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

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Page 1: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Actionable Insights, Analytics & Attribution

Leading the Social Sales Force Workshop

Senior Solutions Consultant @bencathers

Ben Cathers

Page 2: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Ben CathersSenior Solutions Consultant

@bencathers | [email protected]

Join the conversation using #socialsalesforce

Today’s Speaker

Page 3: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Benefits of Social Adoption

More Revenue

20%Higher Profit

Growth

60%More Revenue

20%

Join the conversation using #socialsalesforce

Page 4: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

“78% of salespeople using social media outsell their peers”

“Over half of the respondents (54%) who used social media tracked their social media usage back to at least one closed deal.”

Page 5: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Brick and Mortar

Website Social

Social is the new front door: It’s where your prospects learn, seek, discover & decide

Join the conversation using #socialsalesforce

Page 6: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Jill Rowley,Social Selling Evangelist

“Before LinkedIn and other social networks, in the sales world, ABC stood for Always Be Closing. Now, ABC means Always Be Connecting, because your connections lead to your next lead and your next close”

Page 7: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

From Social Marketing to Social Business

Social Advocates Social Teams Social Organization

Page 8: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Evolution of social

Source: Forrester Research, Inc. “Break Through The Hype Of Social Selling How To Successfully Enable Your Sales Teams To Utilize Their Social Networks.” 2015. https://www.forrester.com/Break+Through+The+Hype+Of+Social+Selling/fulltext/-/E-res120747

Social selling misperceptions✖ Social selling can be initiated in a few simple steps✖ Social selling should be led only by sales✖ Social selling is a one-size-fits-all tactic✖ Social selling is the panacea for meeting challenging sales

objectives

Page 9: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Evolution of socialTake it slow

Walk Crawl Run

Join the conversation using #socialsalesforce

Page 10: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

How do I find actionable insights?

Page 11: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

• Monitor LinkedIn groups and contact updates on social

• Follow your industry #hashtag

• Leverage a social selling tool like Sales Navigator

Tips for finding sales insights

Crawl

Join the conversation using #socialsalesforce

Page 12: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

• Create Twitter lists of influencers, prospects and competitors: listen for buying signals and opportunities to engage

• Set up search streams to monitor industry hashtags, competitors & product mentions

Tips for finding sales insights

Walk

Join the conversation using #socialsalesforce

Page 13: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

• Leverage a listening and analytics tool to measure leads driven and opportunities created with social attribution

• Find most impactful, best converting content to share

Tips for finding sales insights

Run

Join the conversation using #socialsalesforce

Page 14: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

A closer look at the insights

Page 15: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

What KPIs should be measured?

Page 16: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Aligning social to business goals

Goals

Brand Awareness

Thought Leadership

Word of Mouth

Leads

Sales

Join the conversation using #socialsalesforce

Page 17: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Goals

Brand Awareness

Thought Leadership

Word of Mouth

Leads

Sales

On Social

Reach

Consumption

Likes & Shares

Actions

Conversion

Aligning social to business goals

Join the conversation using #socialsalesforce

Page 18: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Aligning social to business goals

CrawlGoals

Brand Awareness

Thought Leadership

On Social

Reach

Consumption

Join the conversation using #socialsalesforce

Page 19: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Walk

Aligning social to business goals

Goals

Word of Mouth

On Social

Likes & Shares

Join the conversation using #socialsalesforce

Page 20: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Run

Aligning social to business goals

Goals

Leads

Sales

On Social

Actions

Conversion

Join the conversation using #socialsalesforce

Page 21: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

How do I measure social selling success?

Page 22: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

How Hootsuite did it

Page 23: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

• Health test to see if reps are posting, sharing and engaging more

• Social Media Management Analytics (posting activity & follower growth)

How Hootsuite did it

Crawl

Join the conversation using #socialsalesforce

Page 24: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Questions to ask yourself

Crawl

Join the conversation using #socialsalesforce

● Are sales reps comfortable using social media technology?● Are sales reps getting into the routine of posting/sharing on social?● Are posts/shares & follower growth trending upwards?

Page 25: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

How Hootsuite did it

Crawl

Join the conversation using #socialsalesforce

Data Source: Hootsuite Enterprise

Page 26: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

• Ensure sales reps are engaging with the right people and sharing the best performing content

• Use team based UTM parameters & Ow.ly links to track leads back to specific social activities

Walk

How Hootsuite did it

Join the conversation using #socialsalesforce

Page 27: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Questions to ask yourself

Crawl

Join the conversation using #socialsalesforce

● Are sales reps sharing the right content to the right people?● Is team participation increasing overall or is it just a handful of

social advocates? ● Is team performance increasingly driving more leads and

conversion?

Page 28: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

How Hootsuite did it

Crawl

Join the conversation using #socialsalesforce

Data Source: Google Analytics [Sample Data, Not Actual]

Page 29: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

• Track your individual sales reps performance and how social media activities impacted specific deals

• Assign individual based CRM campaign IDs & UTM parameters to each rep

Run

How Hootsuite did it

Join the conversation using #socialsalesforce

Page 30: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Questions to ask yourself

Crawl

Join the conversation using #socialsalesforce

● How is each rep performing and who are the top performers? ● How much pipeline can be attributed to social media activities?● What social activities impacted deals and which sales reps can be

attributed?

Page 31: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

How Hootsuite did it

Crawl

Join the conversation using #socialsalesforce

Data Source: Salesforce [Sample Data, Not Actual]

Page 32: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Questions?

Ben CathersSenior Solutions Consultant

@bencathers | [email protected]

Join the conversation using #socialsalesforce

Page 33: Actionable Insights, Analytics & Attribution - Sales Management … Insights, Analytics... · “Before LinkedIn and other social networks, in the sales world, ABC stood for Always

Thank You!

enterprise.hootsuite.comMore info:

Senior Solutions Consultant @bencathers

Ben Cathers