Six Steps To
Successful
Socialtext
Implementation
and Adoption

Encourage a range of use cases
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Broad Range of Use Cases

Recruit energetic champions
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Launch with hands-on activities
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Route repeated activities through Socialtext
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Complement existing systems of record
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Leverage the public Socialtext community
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Collaboration
+
Social Networking
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Backup…

Use Cases
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Company wide
• Conversation: provide a place where
everyone has a voice, and everyone can
share ideas, bookmarks, pictures, news, …
• HR processes:
– New hire on-boarding
– Accounts payable
– Benefit enrolments

Sales & Marketing
• Event planning
• Competitive intelligence
• Best practices (lead gen, prospects, closing)
• Customer / Account / Rep information
• Tracking and metrics
Accelerate sales cycles & win-rate

Dev / QA / Support
• Feature planning
• Release schedules / milestone reports
• Problem reports, bug tracking / fixing
• Knowledge Base
• Product Documentation
Reduce time-to-resolution /
implementation

External
• Vendor Relationships (ex: Press Relations)
– Improve communication
• Business Development & Partner Programs
– Grow channel revenue
• Professional Services & Client Relations
– Increase customer satisfaction

Personal
• Information repository
• Journal
• Task list
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