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 s...
Why are you here?• Organization Name• Your role• Do you have a CRM?• Where is the conversation happening?• Do you have a s...
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        (screensh...
How do they engage with us?• Petitions..
•Newletters..
OnlineDonations..
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 ...
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 post...
Keyword Segmentation
Multi-Variable Segments
Track andMonitor your success
What should we track?• Keywords and themes that trend as a result    of our campaigns•   Source and tracking codes (where ...
Track Results in Multiple Places
Takeaways
Growing your sphere of influence
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Just What is Social CRM?

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Just What is Social CRM?

  1. 1. SocialCRM[Spreading your influence beyond traditional CRM][add logos]
  2. 2. What will we talkabout today?
  3. 3. 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
  4. 4. 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?
  5. 5. What makes aCRM “Social?”
  6. 6. .. It’s the organizations [programmatic] response to theconstituent’s ownership of the conversation.-Paul Greenberg
  7. 7. Map:Get a 360 degreeview of yoursupporters
  8. 8. Who are mypeople andwhat do I knowabout them?SupportersAdvocatesBloggersDonorsBeneficiaries
  9. 9. 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
  10. 10. How do they engage with us?• Petitions..
  11. 11. •Newletters..
  12. 12. OnlineDonations..
  13. 13. Integrate:your CRM andSocial MediaUniverses
  14. 14. 1) Convertingfrom SocialMedia TO CRMthrough mergefields
  15. 15. TellEnable organic sharing:your friends, please..
  16. 16. Appending social media onto ourCRM data + =
  17. 17. Segment:Know and speakto your audienceappropriately
  18. 18. 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
  19. 19. Geographic and Behavioral Queries
  20. 20. Monitor Key List Segments =>
  21. 21. 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
  22. 22. Keyword Segmentation
  23. 23. Multi-Variable Segments
  24. 24. Track andMonitor your success
  25. 25. 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?
  26. 26. Track Results in Multiple Places
  27. 27. Takeaways
  28. 28. Growing your sphere of influence

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