training. work smarter not harder 1 getting started 2 helpful hints 3questions

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Page 1: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

training

Page 2: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

work smarter not harder

1Getting Started

2 Helpful Hints

3Questions

Page 3: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

Getting Started1

How do I register?

Page 4: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

Registering on Mazree

1. Go to www.mazree.com2. Click on “Register Now”3. Fill out the form and click

“Continue”4. Mazree will walk you

through a couple of steps to setup your profile.

If your company is already registered on Mazree, make sure you search for their name and click on it. This confirms that you are registering as an employee of your company.

Page 5: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

Completing Registration

If you registered as an employee of a company already on Mazree, then after you complete the registration steps the Company Administrator(s) will be notified of your Access Request.

Until the Company Administrator approves you as a user and grants you rights under your company profile, you will have only limited functionality on Mazree. You will only be able to:

1) Edit your own profile2) Browse the Mazree network.

Once your company administrator grants you rights you will be notified via e-mail.

Page 6: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

Complete Your Company Profile

• Login to Mazree and click on “My Company Profile” in the left column

• Click on “Company Settings”

• Within the “Company Settings” page add:• Business

Description• Company Logo• Contact Info• Products & Services• In the Press• Manage User

Access

Page 7: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

Make your Profile Stand Out

Add Your Company Logo• Picture Requirements• Min Image Size: 160px x 160px • Max Image Size: 1024px x 800px • Allowable Formats: *.jpeg, *.jpg,

*.png, *.gif

Customize your “About Us” Page• Go to your About Us page and click

on “EDIT CONTENT” at the bottom of the right hand column.

• Add a Banner Image, custom text, Locations, Relationships, Awards and Certifications, and Useful Content.

Page 8: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

Complete Your User Profile

1. Login to Mazree and click on “My Profile” in the left column

2. Click on “My Settings”

3. Within the “My Settings” page you can add/update:1. Contact Information2. Password3. LinkedIn Url4. Profile Picture5. Privacy Settings6. Company Info (Job

Description)7. E-mail Notifications

Page 9: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

Make your Profile Useful

Add a Professional Profile Picture• Picture Requirements• Min Image Size: 160px x 160px • Max Image Size: 1024px x 800px • Allowable Formats: *.jpeg, *.jpg,

*.png, *.gif

Add your Job Responsibilities• What do you do for your company?• What categories are you responsible

for?• What service lines do you support?

Page 10: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

2 HelpfulHints

Utilize Mazree to make your job easier

Page 11: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

The Porch

What is “The Porch?”

Having trouble navigating around the site? Just click on a company's logo or name to open up their "Porch."

The “Porch” shows you common activities that you can do with this company, like sending a message, viewing their profile, or sending a connection request.

Users have a Porch too! Just click on a user's name or picture and their Porch will appear. Send users a message, view their profile, or add them as a Favorite Contact!

Page 12: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

Post Useful Content

Project UpdatesNew ProductsUnique OfferingsUpcoming

BidsKey Goals and InitiativesNewslette

rsCompany NewsQuestio

ns

Page 13: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

How to Post Content

1. Go to “Home”2. Click on one of the post options available.3. Select who you would like to be able to view the post:

1. My Connections Only (default)2. Public (anyone that goes to your company profile can see it)3. Specific Groups (only those within the selected group can see it –

if “Specific Groups” is not an available option that means you have not created a group yet)

4. Add your post content and click on “Post”

Page 14: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

Need to Remove a Post?

1. Hover with your mouse over the post2. Click on the dropdown in the upper right corner of the post

1. Click on “Remove Post from Everyone’s Feed” (applies only to posts made by you)

2. Click on “Remove Post from My Feed” (applies to posts made by others)

Page 15: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

Utilize Company Notes

Document Your Activity with Suppliers and Customers

• What did your discuss in your meeting?

• What are next steps?• How is the relationship going?• What needs to be improved on?• What commitments / decisions

did you tell the supplier?• Document activity with cold call

suppliers

Page 16: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

How to Add a Company Note

1. Open up the Company Porch for the company you want to write the note

2. Click on “Company Notes” to take you to the notes page

3. Click on “Create Note”

Note: You can also get to Company Notes anytime by clicking on a Company’s Name or Logo. It will open up “the porch” where you will see the button for Company Notes (as shown in picture above).

Page 17: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

Meeting with a

Supplier or

Customer

• Already registered? Remind them to utilize Mazree to find contacts and stay up-to-date with you.

• Not registered? Hand them a Mazree Card (we can provide them upon request) and encourage them to create a profile, connect with us, and keep their contact information up-to-date.

Business Cards

• Let’s eliminate the stacks of cards on our desks and in our drawers!

• Tell your suppliers that your contact info is always up-to-date on Mazree.

• Ask them to ensure that they do the same.

Supplier or Customer Meetings

Page 18: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

Utilize Search

Looking to contact a supplier rep or buyer? Don’t know their contact information?

Connect with peers• Find their team

and start building relationships with them.

• Ask questions and share ideas with each other.

Page 19: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

How to Search

1. Search for the company, user, product or service in the search box in the upper right hand corner

2. If you don’t know exactly who to search for, click on “view all results”

3. In the search pages, filter your search to better find what or who you are looking for.

Page 20: Training. work smarter not harder 1 Getting Started 2 Helpful Hints 3Questions

3 Questions?

www.mazree.com/contactus