SocialCRM[Spreading your influence beyond traditional CRM][add logos]
What will we talkabout today?
Four ways to increase yourinfluence and outreach1. Map a 360 degree view of your constituents2. Integrate your CRM and social media universes3. Segment and Score constituents4. Track and monitor the conversation
Why are you here?• Organization Name• Your role• Do you have a CRM?• Where is the conversation happening?• Do you have a social media strategy?
What makes aCRM “Social?”
.. It’s the organizations [programmatic] response to theconstituent’s ownership of the conversation.-Paul Greenberg
Map:Get a 360 degreeview of yoursupporters
Who are mypeople andwhat do I knowabout them?SupportersAdvocatesBloggersDonorsBeneficiaries
Enriched Social Media Profiles• Social Media Influencers o Example: Attentive.ly shows Klout score (screenshot)• Fundraising o Know more when you pick up the phone o Track what donors are saying online Screenshot: Salsa donation page => Group in Salsa Screenshot: Attentive.ly trending topics, just showing donors• Media o Know when bloggers and journalists mention one of
How do they engage with us?• Petitions..
Integrate:your CRM andSocial MediaUniverses
1) Convertingfrom SocialMedia TO CRMthrough mergefields
TellEnable organic sharing:your friends, please..
Appending social media onto ourCRM data + =
Segment:Know and speakto your audienceappropriately
Segmentation Variables• Scoring (CRM algorithm, Klout, etc)• Geography• Source• Behavior o Actions taken o Donation history (frequency, amount, etc) o Events (attended, organized) o Email Stats (opens, clicks, etc)• Interests• Keywords
Geographic and Behavioral Queries
Monitor Key List Segments =>
How can we score our supporters?• Klout scores• Total social media followers• Blog traffic• Number of networks• Total posts• CRM Scoring• Donations• Event attendance• Volunteer hours
Track andMonitor your success
What should we track?• Keywords and themes that trend as a result of our campaigns• Source and tracking codes (where did people come to us from?)• What are our high-score, key influencers talking about?