In this video, learn how to catch the eye of your buyer by using PointDrive for sharing content, as well as how to create dynamic presentations using PointDrive.
- [Instructor] In sales knowing what your buyers want is key to you building the relationship, booking the meeting, or making the sale. When you send you sales pitch via email it's hard to know just whom else that message is going to and in some cases, whether it's been read at all. Read receipts will only go so far, my friends, and that's if they're even accepted. That's why PointDrive will be your very best friend during your sales process. PointDrive fine-tunes the way that sales professionals engage buyers with personalized outreach. Let's create a PointDrive now. Navigate up to the top between my teeny tiny picture and more LinkedIn products is the PointDrive icon. We can see that it's going to open a brand new screen. This, my friends, is PointDrive. Here we are in our PointDrive view. For those of you with Team and Enterprise licenses you're also going to see presentations that are shared with you from other sales navigator users in your org. And those sit under Team Presentations. This will help you win as a team by sharing successful presentations that colleagues on your sales navigator contract can then copy and customize for their own buyers. Will really help you to create great content fast. Let's build a brand new presentation. And here is what my basic PointDrive looks like. My logo, as well as my background image, those have been shared with me by my admin. I can change the background by any of the default images present here or upload my own. As far as a suggestion, company logos for the organization that you're going to be engaging with worked nicely. Create a great title. Solar energy rocks. Then you want to be able to customize and welcome people to your PointDrive. So really this is what it's all about. Solar energy will change your life. Then we can start to add some content. Here we can upload files, links, videos, or maps. I am going to go ahead and select a PowerPoint presentation I've created for just this reason. While that loads I'm also going to go down to the closing remarks. This is really where you're telling people what comes next. So the call to action, your signature line, call me if this is of interest. And we'll go Simon, CEO, and then phone number, five, 1212. However you would like to conclude your message. So from here we have essentially created a presentation, I've got my title here for my asset, so Solar, I'm just going to call it Solar. And from this point I've created a basic presentation. I'm going to go to Preview, so you can see what it looks like. Essentially as far as what we have done is we've created a presentation with just one piece of content. We've got my logo up top, I've got my Contact here, you can go directly to my LinkedIn profile. I've got my title, background image, who I am on my LinkedIn profile. My introduction, as well as the actual presentation. Where I find sharing just one piece of content on a presentation works is if you've got people who maybe are a little bit nervous about social and nervous about things that they receive, maybe they're not very comfortable about things that are online, giving them one piece of content that they can just scroll through is going to make things very easy and accessible for them. So that's what it looks like for one piece of content and also it looks great on mobile, 'cause you're just scrolling up and down. If you did want to add more content that's not a problem. So let's go for a link, www.linkedin sales. We'll add a link. You can add a video. I'm going to add a map to 525 west Monroe street, Chicago. That's not my house, so don't come there. One of the things that you will see is we've got our link, so go to Sales Nav, we've got our map, come on by. And then we've got our visuals here. You can change your image. As far as a top tip, I have a folder of images that I keep for just this instance. So things that I think will be beneficial. Whether it's a company logo, whether it's a cityscape, something that will just make my presentation look that much better. One of the things that we can do now is go to a Preview and see how adding multiple assets has changed what we've done. So we still got our presentation, it opens up in the same window. Here we go, all the things. We've got our Sales Nav website, so here it's going to take us to our link that we've got. Going back to the presentation we've got our map, which opens up directly in here. So second top tip for PointDrive, you want to make sure that your website is last, because as we saw, it took out of the PointDrive experience, so potentially you're going to have instances where people aren't going to come back to look at that very last piece of content. So let's close these windows, go back to our original PointDrive, and do some reordering. So we're going to move the second piece of content that was the link, move that to the end or the website link, move it to the very end, and then click Done. So now we're keeping people directly in the experience. Last piece I want to look at as far as creating PointDrives is we can go here to our Settings and then we can start to protect some of the content that we've got. So if we don't want people to download our content we could do that, password protection's always great for security, expiration dates. If you've got an event or a conference make sure that your PointDrive expires the day after your event, so that customers aren't seeing old content. I also think it's good to encourage your sales teams to make sure that their PointDrives expire, let's say one year from now, from the point of creation, so that that way they're not leveraging super old content. And again, it's not a good buyer experience. Access alerts, generally you want to keep these on. Whenever somebody opens or accesses your PointDrive you will then get a notification. These are great buying signals and good ways for you to be able to see potentially other people involved in the buying circle, people that you didn't send the presentation to. If you don't want people to copy your presentations and that's going to be people in your organization copying the presentation, you can turn that off too. And then you can also add categories to start segmenting and easily find other presentations. So as far as what you can do with PointDrive and how to create a PointDrive, that's it. For copying, if you wanted to copy your presentations, you can see that this will now live here in my Presentations, I can just get this link, I can paste it into an InMail, I could also potentially send it in an email. But anyway that I can send it it's just going to be one super short, friendly link that will be easily used that's going to help me to avoid things like firewalls. I'm not going to get bounce backs if I'm sending multiple attachments. So that's pretty much it. That's creating a PointDrive and if you want to create a master PointDrive you can also just copy your own and then send it differently, add a different picture, maybe you want to send it to a different customer, change the background, be a different link, but you could do that as well. And that way you've got multiple presentations that all feel very customized, but really are very, very scalable. PointDrive allows you to create these dynamic presentations and it's going to be your partner in targeted branding.
- Setting up Sales Navigator
- Using account pages
- Finding prospects
- Viewing profiles
- Leveraging warm introductions
- Sending InMail
- Using the mobile app
- Syncing with your CRM
- Using PointDrive for insights
- Incorporating Sales Navigator into your daily workflow