If you use a CRM – Customer Relationship Management tool for your business and contacts, that is great! Hopefully you are making use of the automated items that you can set-up to keep in front of your potential and exiting clients.
If not, you might want to investigate the CRM functionality that is happening in LinkedIn. Go to your Connections item on your LinkedIn Menu bar.
If you hover you will see other options, but just click on the word connections. It should take you to a screen that looks like this:
You can send a birthday message, congratulate someone on a work anniversary or a new position, and …
Review the reminders that you set for yourself.
Sort people by recent conversation, last name, first name, or new connections.
Filter your connections by company, location, industry, and my favorite by Tag.
You can tag people from this page.
What I like a bit better, is to go to the person’s profile page and get into the nitty gritty of what a CRM is really all about.
With this feature, look for the Star underneath the persons picture or the word Relationship. Once you click on it, you can do the following:
Note whatever you want to note about the person.
Add a reminder – 1 day, 1 week, or recurring and more. The reminder function puts reminder into your CRM portion of your connections page. (See below)
Add in how you met and include the people that introduced you.
My favorite – Tag your connections. Those tags appear next to the contact information. You can tag a person with any tag you like.
With all of these features, you are the only person that will see any of this information. That is the beauty of this feature.
Now if you don’t know why it is important to use these tools, let address a marketing tactic. When I teach, I tell the class room an old marketing tip – the more someone sees your name, the more likely they are to remember it. When you see the following items, take action!
Take a few minutes to wish people Happy Birthday, Congratulations, or review the reminder that you received from your CRM function!
Reply Don’t Accept Yet – LinkedIn feature is still there!
I don’t know about you, but I receive a number of invitations from people that I haven’t met. I don’t mind expanding my network through LinkedIn connections, but I try to tag my connections so know where the invitations are coming from is very helpful.
Before LinkedIn changed it’s invitations features, yet again, there was an option to “Reply don’t accept yet” to the person that sent the invitation. I thought this feature was lost forever, the same way that many other useful features, like polls, events, and questions have – gone the way of the Dodo bird. But I have good news to report!
Reply don’t accept yet is still a useful and available LinkedIn Feature!!! Watch this short video to see where you can find it. Or follow the directions below.
Need a step by step? Here are the directions:
1. Hover over the icon for messages
2. A drop-down box will open with Messages from People to whom you are connected. Click on the word Messages.
3. You Message Inbox will open. Select Invitations. A list of your invitations will show.
4. Click the down arrow next to “Accept” and the option for “Reply Don’t Accept yet” shows. Click that selection and send the potential connection a message. I use the following:
Please refresh my memory of how we may have met. I like to tag my connections for future reference.
That is the one way I can control how I organize my connections. It is really useful for finding people at a later time.
One of the most frequently asked questions that I receive is “What are endorsements? What good do they do?”. I thought I would put an explanation into words for you.
Endorsements – are a way to give your connection a thumbs up for the skills that they have listed without going through to much effort. Some people think they are a waste of time, but I would tend to disagree. Here are a few reasons:
The act of endorsing someone gives you a “post” without having to think of anything to say;
Endorsing someone’s skill let’s them know that you think they “own” that skill. I don’t endorse someone for a skill that I don’t know they possess and I don’t add skills to their profile by endorsing them for something they have not included.
Endorsing others might give you an idea for a skill that you possess that you hadn’t thought about including in your skills.
Recommendations – The best part of recommendations is that you can give one to your first degree connections without having to be asked. Recommendations are much more thoughtful and descriptive than endorsing someone. This is a way to speak to the quality of someone’s work more than just the skill that they possess. My caution here is > don’t give someone a recommendation as soon as they have written one for you. It just looks like “recommendation love” and that isn’t so good. “Paying it forward” is the thought to keep in mind when you are writing recommendations. Remember, just because someone writes you a recommendation, doesn’t mean that you have to return the favor. Perhaps you “pay it forward” to someone else. LinkedIn used to require 3 recommendations from first degree contacts before they would consider your profile complete. It is still advised to try to obtain them for your current and past positions. Just remember, that to write a recommendation or request one, you must be first degree connections with the person. AND by all means, don’t invite them to connect and ask for the recommendation in the same communication!
When you recommend someone, they must approve your recommendation to appear on their profile. Use your best grammar and punctuation. Not only will it reflect upon the person about whom you are writing, but it reflects upon you as well. The recommendations that you give, as well as, receive show in your profile for everyone to view.
Product/Services Recommendations – Now if giving and getting endorsements and recommendations weren’t enough, we have the third option of recommending the company product or service for which the person you are thinking about recommending offers. This is a great idea if the company is a one-person or small operation. While searching LinkedIn, a company page may appear before they run across the person. In my case, I am my company so when someone recommends my company, they are recommending me.
I would love to hear your thoughts on endorsements and recommendations. Tell me what you think!
I am sure by now that you have seen the “Endorsements” on your LinkedIn profile. This is a relatively new feature from LinkedIn that allows you to perform a quick click and let your connections and the other person’s connections see that you feel your connection exhibits those skills.
The YouTube how-to video below explains:
Endorsement Monday’s – similar to Twitter’s #FollowFriday or #FF, take a few moments every Monday to endorse some of your connections.
Endorse someone from your home page – Something similiar to the image above will appear on your home page in LinkedIn so it becomes quite simple perform the “endorsement” action.
Endorsing someone from their profile – you can also go directly to a connections profile, find the “Skills and Expertise”, and then choose to endorse one or a number of skills they have listed.
Managing Endorsements – not everyone wants to show the endorsements for the skills they have listed OR they prefer not to have a particular person listed as having endorsed them. I show you how to manage those endorsements.
Thanks for reading, and if you would like to endorse me for any skills, here is the link – Dee Reinhardt
Share this post with your connections to help them understand the Endorsement process.
I was ecstatic when I found the option to tag my LinkedIn connections. This feature wasn’t available until after I had over 300 connections and I didn’t take advantage of the feature until I had over 500 connections. If you start early in your connecting career, you will have a robust search pattern available to help you find your contacts quickly and easily.
Tagging helps you sort and organize your contacts with labels that you create to help you remember where or why you might know someone. Personally I remember faces forever, but names tend to elude my memory. Once I have someone tagged, I can search by industry or geographic area to try to find the face. (Another reason why photos on your profile are so important)
With the new profiles that LinkedIn has been rolling out, it is an extra step from how you could tag profiles in the old profile view. I thought I would share a quick how-to in this blog post. If you have questions, reach out to me. If you need to optimize your profile, I can help with that as well.