Archive for the ‘sales intelligence’ Category

HOW TO: Get LinkedIn updates and more in workstreamer

By Amy Hawthorne May 28, 2010

Linkedin recently announced their “company follow” feature.  Cool, very cool actually.  Linkedin has lots of good insight for today’s business professional but with some much other content being created and promoted online we need a broader lens.  More perspective if you will.

If you like the follow company feature in Linkedin you are going to love the Twitter updates, published news, contact updates, recent blog posts, jobs data and so much more in workstreamer.

Don’t worry, you get great Linkedin insight in workstreamer too.  Once you’ve activated your Linkedin profile in workstreamer you will be updated with:

  • profile updates related to any company you are following
  • status updates for any connections at the companies you are following
  • 1st and 2nd degree connections at the companies you are following

To activate Linkedin simply click on the link towards the bottom left, ‘connect to Linkedin’. From there, you’ll be asked to provide workstreamer with your Linkedin username and password.

During the authentication process, you’ll have the option to tell workstreamer how many times it should run to get the Linkedin updates.  The default is once a day, we’ve found this to provide the best results.

Once you’ve completed the process, workstreamer will take you back to the main application page where you can begin watching for Linkedin updates and more for each individual company you are following.

New connections are made everyday, profile updates happen every hour and status changes are happening every minute.  Instead of waiting on your weekly email with a few updates, connect Linkedin to workstreamer and get updates delivered to you daily.

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TOPICS: business listening, its all about the data, sales intelligence, workstreamer HOW TO
 

HOW TO: Access Workstreamer as a tab in salesforce.com

By Jason Morio May 27, 2010

There will be much, much more coming in the area of using Workstreamer with salesforce.com and other CRM systems, but here’s a quick five-step tip to get access to your Stream from within your salesforce.com user interface:
  1. Go to the Setup link in salesforce.com:    
  2. On the left hand side under App Setup, click on Create -> Tabs and click the New button in the Web Tabs section:

  3. For the Choose Tab Layout step, you can choose either option but the 2 columns layout is probably best:
  4. Select the URL value for Tab Type, use Workstreamer as the Tab Label and set the Tab Style to Building Block to match the Workstreamer color scheme:
  5. Simply add the URL https://app.workstreamer.com to the Button or Link URL text box:

That’s it.  You should now have a Workstreamer tab in your tab display that will drop you right into your Workstreamer Stream (make sure you check “Remember Me” on the Workstreamer login page, too).

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TOPICS: @workstreamer, sales intelligence, workstreamer HOW TO
 

Business Listening vs. Monitoring – Are they same? Should you be doing both?

By Amy Hawthorne May 25, 2010

My MarketingProfs Today email newsletter just came in and as usual it delivers!

One of the featured posts caught my attention – Social-Media Listening vs. Social-Media Monitoring: Truly Connecting, or Merely Collecting? by Dan Neely of Networked Insights.

Listening vs. Monitoring vs. Tracking – are they all the same?  If you’re doing one, do you need the others?  We think so.  Typically it is a couple of people’s job to monitor or track a company’s brand.  But what about all of the other companies you are doing business with?  Your competitors, customers, prospects, partners and vendors – who’s job is it to listen to them?

Dan opens his post by explaining that most people consider monitoring and listening to be the same.  He continues on with a great analogy and says In short: Monitoring sees trees; listening sees the forest.

Dan goes on to say -

If you want to tap social media for insights that drive strategy, it is critical that you use a solution that does the following:

  • Analyzes data and aggregates points of commonality to help you understand overall trends and ideas without your having to read every comment. In fact, the best listening platforms offer great value by discovering themes and patterns.
  • Finds themes without being prompted by keywords, so you can listen without bias. Keywords are a feature of just about every monitoring and listening application, but a powerful listening platform will discover themes without them.
  • Automates the highly labor-intensive aspects of recording, analyzing, categorizing, and visualizing data and insights. A genuine analysis platform uses technology to process all the comments into a cohesive and informative report.

Great list Dan!  Thanks again for sharing.  And, if you’re a B2B marketer out there trying to build your case for more listening, be sure to check out the four marketing applications that best leverage the power of the social Web and demonstrate what a listening platform can help you achieve.

Want a taste of what Business Listening can do for you, sign up for workstreamer to stop searching and start listening today.

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TOPICS: business listening, sales intelligence
 

HOW TO: Connect salesforce.com to workstreamer for account updates

By Amy Hawthorne May 25, 2010

One of workstreamer’s powerful features is its ability to sync with your Salesforce account(s).  We’ve made it very easy for you to manage all or a subset of your Salesforce accounts within workstreamer.  Towards the bottom left of the workstreamer application, you’ll see a button that says ‘connect with Salesforce’.

After clicking that link, you’ll be taken to the Salesforce login page where you’ll be asked to put in your Salesforce username and password.

Once connected, when you begin following new companies in workstreamer, we’ll match those companies with the appropriate Salesforce accounts.  Assuming we find an appropriate match, we’ll begin to sync critical data from Salesforce to your respective workstreamer company accounts.

Once connected you can expect to see the following updates in workstreamer:

  • Account record updates
  • Opportunity updates or changes
  • New opportunities added to a followed account
  • Account activity history changes
  • A Note or Attachment has been added to an account

After clicking that link, you’ll be taken to the Salesforce login page where you’ll be asked to put in your Salesforce username and password.

More salesforce.com updates coming soon!

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TOPICS: sales intelligence, workstreamer HOW TO
 

How Data is Redefining Business Relationships

By Amy Hawthorne May 24, 2010

Our very own co-founder Suaad Sait (@suaadsait) was picked up in Mashable today.   Having access to the abundant amounts of data being created online everyday can be overwhelming.  Consider this…

As businesspeople, we now have an unlimited amount of constantly updating information at our fingertips. It holds the promise of great value (and more importantly, profit), but it is also voluminous and fleeting.  Powerful new search engines, newfangled social CRM systems, and a preponderance of social sites and services leave us sitting at desks, feverishly fetching news and updates throughout the day in an attempt to stay up-to-date.

The trick, of course, is making sense of all that data, and putting it in context of what companies — and who exactly at those companies — matter most. Increasingly, we have the palpable desire to turn good data into good decisions and profitable relationships. But how can you take advantage of that tsunami of information without risking death by data? How can everyday businesspeople get value out of these data-heavy services and sources?

Finish reading the rest of the article here.

How is the the access to unlimited amounts of information changing the way you do business?  Are you tuning into the relevant conversation happening online and are you able to act in a timely manner?  Jump in and tell us how you’re keeping up.

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TOPICS: business listening, its all about the data, sales intelligence
 
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