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Social CRM
what it is and how to implement
CRM is…

• “more than just a software application. It is a business
  solution for all customer-centric processes. It covers
  every interaction with customers across the entire
  business. It improves internal business
  processes, enables closer management of new and
  existing customer relationships, increases revenues and
  decreases inefficiencies and provides management with
  timely and reliable insight to guide decisions.”
   − Sage Product Brochure
Social Media is…

• “is a set of technologies and channels targeted at
  forming and enabling a potentially massive community of
  participants to productively collaborate”

• Anthony Bradley, Group Vice President, Gartner
  Research - January 2010
   − Sage CRM and Social Media
Social CRM is…

• “is a philosophy & a business
  strategy, supported by a technology
  platform, business rules, workflow, processes &
  social characteristics, designed to engage the
  customer in a collaborative conversation in order
  to provide mutually beneficial value in a trusted
  & transparent business environment.”
  − Paul Greenberg (2009)
  − http://the56group.typepad.com/pgreenblog/
Goal Setting…

• Your needs determine the goals you set
   −   peer-to-peer customer support,
   −   idea management,
   −   market research,
   −   product launch,
   −   brand reputation management.
• Are you shaping the conversation?
   − Is your engagement leading to website visits?
        o Are you encouraging the conversations to take place within forums that you
          host?
   − How Reputation management?
        o Building an Authoritative and Trusted voice?
        o What is the Twitter Sentiment Around round your Brand/Company
We use Social Media because…



•   Managers          •   Marketing         •   Customer          •   Sales
•   “I am an              Professionals         Service           •   “I want new
    opinion leader    •   “I need           •   “I want to help       tools to help
    with a                channels to           customers             me identify
    thorough              place our             solve their           sales
    knowledge of          content, and          problems”             prospects and
    my industry.          therefore build   •   “I want to            progress sales
•   I want to raise       traffic.”             share tips and        prospects
    awareness.”       •   “I want to know       tricks with
                          what the public       customers.”
                          is saying about
                          us.”
New Design – www.sagecrm.com
 GEO IP detection delivering
    localised content.         Single Sign In destination
                                for existing customers.



  Improved content structure
                               Priority on FREE Trials,
   to drive home Sage CRM
                               with clear calls to action
     features and benefits.




   Relevant content with a        Clearly defined and
  focus on lead generation.      focussed messaging




                                Sage CRM Community
 Content is now centrally
                                     Integration
 managed through a flexible,
 secure Content Management
 System

                               Highly optimised content
                               including a good balance
   Social Media Integration    between text, images and
                                         video.
Sage CRM Social Media Stats 2011

       Sage CRM Ecosystem www.sagecrm.com
   Sage CRM Community:             Sage CRM Website:
   •   220,000+ Visits             • 260,000+ Visits
   •   82,000+ Unique Visitors     • 620,000+ Page Views
   •   1,189,000+ Page Views
   •   5,500+ Registered Members

       wwwSageCRMcom                  wwwSageCRMcom
       1,360+                         31,000+ views
       Followers
                                      Sage CRM (Official
        Sage CRM                      Group)
        520+ Fans                     1,100+ members
Sage CRM Ecosystem Participation

                    Community Visits
7000
6000
5000
4000
3000
2000
1000
   0
Social Media Helps Cement Partner and Customer Relations
Sage CRM brings everything together

     • www.sagecrm.com                             • Partners
     • Trials                                      • Customers
     • Customers                                   • Staff




                             Cloud     Community




                                         Social
                             Support
                                         Media

     • Level 3 Support                             • Twitter
     • Self Service Portal                         • LinkedIn
                                                   • Facebook
Building the Social Relationships

• The Rules
   − Listen
   − Share
   − Engage


• The conversation belongs to the customer and you are
  joining in the conversation

• But where does the conversation take place?
Twitter Email Alert
Sage CRM brings everything together

     • www.sagecrm.com                             • Partners
     • Trials                                      • Customers
     • Customers                                   • Staff




                             Cloud     Community




                                         Social
                             Support
                                         Media

     • Level 3 Support                             • Twitter
     • Self Service Portal                         • LinkedIn
                                                   • Facebook
Social Media Theatre: Social CRM: what it is and how can I implement it with CRM?

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Social Media Theatre: Social CRM: what it is and how can I implement it with CRM?

  • 1. Social CRM what it is and how to implement
  • 2. CRM is… • “more than just a software application. It is a business solution for all customer-centric processes. It covers every interaction with customers across the entire business. It improves internal business processes, enables closer management of new and existing customer relationships, increases revenues and decreases inefficiencies and provides management with timely and reliable insight to guide decisions.” − Sage Product Brochure
  • 3. Social Media is… • “is a set of technologies and channels targeted at forming and enabling a potentially massive community of participants to productively collaborate” • Anthony Bradley, Group Vice President, Gartner Research - January 2010 − Sage CRM and Social Media
  • 4. Social CRM is… • “is a philosophy & a business strategy, supported by a technology platform, business rules, workflow, processes & social characteristics, designed to engage the customer in a collaborative conversation in order to provide mutually beneficial value in a trusted & transparent business environment.” − Paul Greenberg (2009) − http://the56group.typepad.com/pgreenblog/
  • 5. Goal Setting… • Your needs determine the goals you set − peer-to-peer customer support, − idea management, − market research, − product launch, − brand reputation management. • Are you shaping the conversation? − Is your engagement leading to website visits? o Are you encouraging the conversations to take place within forums that you host? − How Reputation management? o Building an Authoritative and Trusted voice? o What is the Twitter Sentiment Around round your Brand/Company
  • 6. We use Social Media because… • Managers • Marketing • Customer • Sales • “I am an Professionals Service • “I want new opinion leader • “I need • “I want to help tools to help with a channels to customers me identify thorough place our solve their sales knowledge of content, and problems” prospects and my industry. therefore build • “I want to progress sales • I want to raise traffic.” share tips and prospects awareness.” • “I want to know tricks with what the public customers.” is saying about us.”
  • 7. New Design – www.sagecrm.com GEO IP detection delivering localised content. Single Sign In destination for existing customers. Improved content structure Priority on FREE Trials, to drive home Sage CRM with clear calls to action features and benefits. Relevant content with a Clearly defined and focus on lead generation. focussed messaging Sage CRM Community Content is now centrally Integration managed through a flexible, secure Content Management System Highly optimised content including a good balance Social Media Integration between text, images and video.
  • 8.
  • 9. Sage CRM Social Media Stats 2011 Sage CRM Ecosystem www.sagecrm.com Sage CRM Community: Sage CRM Website: • 220,000+ Visits • 260,000+ Visits • 82,000+ Unique Visitors • 620,000+ Page Views • 1,189,000+ Page Views • 5,500+ Registered Members wwwSageCRMcom wwwSageCRMcom 1,360+ 31,000+ views Followers Sage CRM (Official Sage CRM Group) 520+ Fans 1,100+ members
  • 10. Sage CRM Ecosystem Participation Community Visits 7000 6000 5000 4000 3000 2000 1000 0
  • 11. Social Media Helps Cement Partner and Customer Relations
  • 12. Sage CRM brings everything together • www.sagecrm.com • Partners • Trials • Customers • Customers • Staff Cloud Community Social Support Media • Level 3 Support • Twitter • Self Service Portal • LinkedIn • Facebook
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20. Building the Social Relationships • The Rules − Listen − Share − Engage • The conversation belongs to the customer and you are joining in the conversation • But where does the conversation take place?
  • 22.
  • 23. Sage CRM brings everything together • www.sagecrm.com • Partners • Trials • Customers • Customers • Staff Cloud Community Social Support Media • Level 3 Support • Twitter • Self Service Portal • LinkedIn • Facebook

Editor's Notes

  1. IntroductionI want to break this topic down and look at this topic with as much reality that I can muster.There is an enormous amount of hype around Social CRM and I think this can get in the way of a sober assessment of how new the Social Networks can be used to enhance business.Lets start with a definition.“more than just a software application. It is a business solution for all customer-centric processes. It covers every interaction with customers across the entire business. It improves internal business processes, enables closer management of new and existing customer relationships, increases revenues and decreases inefficiencies and provides management with timely and reliable insight to guide decisions.”Custom Relationship Management is a strategy for managing a organisation's interactions with external contacts, customers, clients and sales prospects. It uses technology to automate business rules, organize data, and synchronize processes.  It might be mainly used for sales, but extends across marketing, customer service, and technical support.  And it goes deep!  It brings back office information to the customer facing teams e.g. stock levels or credit history.
  2. “Social Media is a set of technologies and channels targeted at forming and enabling a potentially massive community of participants to productively collaborate”That’s from Anthony Bradley, Group VP of Gartner Research. You can see that is quoted in the brochure Sage CRM and Social Media.The use of technology (websites and applications) to communicate informally with other users, or to find people with similar interests to oneself.  Data is typically not structured.  The technology is typically third party and so not under your control.  
  3. Paul Greenberg defines Social CRM as…“a philosophy & a business strategy, supported by a technology platform, business rules, workflow, processes & social characteristics, designed to engage the customer in a collaborative conversation in order to provide mutually beneficial value in a trusted & transparent business environment.”I understand Social CRM to be a strategy to engage with those informal unstructured networks in order to build new forms of relationships with prospects and customers and to allow a link between the unstructured data and the information contained and controlled within the technology used with CRM.Important alert!  A Social CRM strategy can include you own corporate support forums, blogs and self service community - the most important thing to realise about Social Networks is that the conversation belongs to the customer and you are joining in the conversation.
  4. Alternative photo images
  5. Back-up slide
  6. The Sage CRM “Ecosystem” is made up of our website, community and social media channels. It was launched in March this year, and it is the first time that we have created a opportunity for our end users to have a direct channel to the teams that design and develop the product. In it’s first few months it has been a great success with high activity level as you can see on the slide here.
  7. Hochschild’s The Managed Heart (1983) introduced the term ‘emotional labour’Work requires face-to-face or voice-to-voice contact with the publicthe worker to produce an emotional state in another personTraining and supervision can allow a degree of control over the emotional activities of employeesWe have challenges getting staff fully engaged in social mediaSage’s DilemaOur team works online, monitoring and communicating on behalf of our clients/organisationThrough this, they will build their personal brand and develop a reputation in the blogosphereThis is good for Sage… but also makes employees a target for headhuntersThey work all hours on behalf of my clients, and I’m not sure exactly how many hours – am I exploiting them? But are they promoting themselves at my expense?I have no control … but the job is getting done“Coming to terms with losing control” is a common themeStaff ReasonsFor my own self-esteemTo further my ‘personal brand’To aid the success of a campaignBecause I have a vested interest in a campaignCommitment to the client and employerPleasure derived from working as a team and sharing ideas & experiencesLearning and developing new skillsExcitement of working with social media
  8. Inbuilt LinkedIn Integration
  9. Extendable through APIs
  10. API’s allow Social Media Metrics to be easily incorporated into the interfaceKlout.com is only one example of ‘influence’ measuremente.g.Peerindex.com is anotherWhat Authority do the people have?What is their influence? How many people will they tell? And how likely is their experience to be retweeted?
  11. In what world is Lady Gaga more influential on developments in CRM and Social CRM than Paul Greenberg??
  12. the conversation belongs to the customer and you are joining in the conversation