top 10 tips & tricks for using data.com connect by @stuartdslater for @connectmembers

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Using Connect Like a Pro Stuart Slater Partner, PartnerWest

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Whether you're brand new or have been using the website for years, there's always something new you can learn to optimize your usage. Learn about website tricks and complementary tools.

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Page 1: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Using Connect Like a Pro

Stuart Slater

Partner, PartnerWest

Page 2: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the fiscal year ended January 31, 2009 and our other filings. These documents are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 3: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Meet Stuart

§  Partner at PartnerWest –  Full-service staffing and recruiting agency in San Francisco, CA

–  Member/Owner of NPA, the world-wide recruiting network

§  Stuart on Data.com Connect –  HeadySteam1

–  Rainmaker (99% rating) –  Data Defender

–  Frequent Corner poster

–  Data.com volunteer!

Page 4: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 1: Use the LinkedIn link to build a profile

Is this person worth the time to call?

Does this person want to speak to me?

Target Know more than name & title

The more you know, the stronger your pitch

Warm

Page 5: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 2: Use Twitter to learn more

Page 6: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 3: Maintain data accuracy by verifying on the web

Page 7: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 3: Maintain data accuracy by verifying on the web

People in some professions are almost always listed online.

Page 8: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 4: Find point opportunities

§  Look for unnecessary changes to find where you could update –  If you find one instance, you can likely find a pattern that needs

to be corrected.

–  You get points, and it helps data integrity

Stuart D. Slater Recruiter +1.415.373.5260 [email protected]

Partner West 655 Montgomery St

5th Floor San Francisco, CA 94111

United States

Stuart Slater Partner +1.415.373.5260 [email protected]

Partner West 505 Montgomery St

Suite 1056 San Francisco, CA 94111

United States

Page 9: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 5: Leverage saved searches

§  Have contacts been added or updated? §  Many of us have the same group of people we’re talking to over

and over. This saves time.

§  Group lists by region, function, sometimes multiple criteria. §  You do it once, Data.com Connect does it the rest of the time for

you.

Page 10: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 5: Leverage saved searches

Page 11: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 6: Start broad and get more specific

§  Don’t miss anything –  Naming

conventions –  Outlying cities

§  Make it more manageable

Page 12: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 7: Use complementary tools to verify email

§  BriteVerify checks email addresses –  Point earning potential

  Find inactive contacts and check if they should have been inactivated or if you should update them.

–  Better campaign results   Check emails you’d like to send out.

  If they come back as bad, you can deactivate them and earn points for them, and not send them.

§  Email bounces –  Pay attention to why it bounced

–  Are you getting blocked as spam?

Page 13: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 8: Networking = new contacts!

§  When you’re networking, think of those as contacts you can add to Data.com Connect, and do it fast! –  My adds tend to be half dozen at a time. I go somewhere and

find people and then get them in.

–  New contacts have fresh, accurate information   Add them to Data.com Connect, or check if an existing contact is

accurate.

  Royalty points

  Increase your rating

Page 14: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 9: Age matters

§  The great debate: are newer or older contacts better? §  Sort by the date contact was entered, then look to the

industry –  In accounting if they are staff accountant for 4 years, they are

likely gone or have a new title. –  Academia does not change a lot vs. some places (ex: sales,

accounting, finance) there is constant change and promotion

Page 15: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 9: Age matters

Page 16: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 9: Age matters

Page 17: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Tip 10: Search by area code and zip code §  Target your lists -  Find the group of area codes that will be your targets

-  Sometimes company is not willing to relocate, so I need to have someone who is actually in x area.

-  Sometimes the area code and address don’t match. It’s more likely the phone is correct, so this helps you find the right people. It’s also a major update opportunity!

§  Data Integrity §  What constitutes data accuracy for you? -  Keep in mind what you are going to use the information for and what

pieces of the data are most important.

Page 18: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Top 10 Tricks

1.  Use LinkedIn to build a profile 2.  Use Twitter to learn more

3.  Maintain data accuracy by verifying on the web

4.  Find point opportunities

5.  Leverage saved searches

6.  Start broad and get more specific

7.  Use complementary tools to verify email

8.  Networking = new contacts

9.  Age matters

10. Search by area code

Page 19: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Transitioning to the New Site

§  Jigsaw.com will stick around, but not forever §  Take advantage of this time to get to know Connect

Don’t know how? Ask a fellow Rainmaker, or turn to the Corner.

Page 20: Top 10 Tips & Tricks for Using Data.com Connect by @stuartdslater for @connectmembers

Questions

Thank You