Launchplan: Getting Everyone Mobilized


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Successful Chatter deployment often hinges on gaining executive sponsorship and engendering employee interest. So how do you communicate the value of Chatter to stakeholders across your organization? Join us to hear Chatter evangelists share their strategies, tactics, and internal marketing techniques to create Chatter champions.

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Launchplan: Getting Everyone Mobilized

  1. 1. Launchplan: Getting EveryoneMobilizedMike Gerholdt, ACT, Inc, Manager of Social Enterprise@MikeGerholdt
  2. 2. Safe harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10- Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. Matt JadhavSuccess Accounts Manager@twitternameLinked-in
  4. 4. Mike GerholdtManager of Social Enterprise@Mike Gerholdt
  5. 5. All about ACT,Inc. ACT is an independent, not-for-profit organization that provides a broad array of assessment, research, information, and program management solutions in the areas of education and workforce development §  Enterprise Edition. §  Used Salesforce for over 7 years §  Over 500 users
  6. 6. AgendaSpend 30 minutes understanding how to identify thecharacteristics of your company’s culture and get Action steps todrive Chatter adoption.
  7. 7. Elements of Company Culture Metaphors Rituals Stories Artifacts Heroes & Heroines Performances Values
  8. 8. Metaphors
  9. 9. Action Step! Chatter it to me! “Instead of meeting on this, can we just create a Chatter group?” “Be sure to post that to the Account record in Salesforce and at (@) mention the NW Sales Executive.”
  10. 10. Rituals
  11. 11. Action Step! Propose a new ritual! §  No meetings •  Everyone is responsible for 1 status update and 1 question to a group. •  Answers and statuses need to be checked at least 1 a week •  Meetings are bi-weekly and collaborative to address anything NOT posted to the group.
  12. 12. Stories
  13. 13. Action Step! Create a plan to gather stories about collaboration §  Work with your internal communication team to get the stories told. §  Post the stories to an internal blog §  Post the stories to chatter Create a video of co-workers talking about why the like Chatter
  14. 14. Artifacts
  15. 15. Action Step! Grab SWAG! §  Give it away as prizes Encourage people to display it prominently Create a “Chatter Super User Award” that can be displayed a person’s desk to create conversations.
  16. 16. Heroes & Heroines
  17. 17. Action Step! Work to get time with key Heroes & Heroines to talk about Chatter. §  Find their pain points and work with them to address them §  Try to solve problems with Chatter first §  Encourage them to tell their story Important note- Heroes & Heroines don’t have to be high-level people, but influential people who have had real-world problems solved for them making their job easier.
  18. 18. Performances
  19. 19. Action Step! Create a customer group to share your stories As an Admin you should be the MOST active on chatter Be the example you want to set
  20. 20. Values
  21. 21. Action Step! Align your Chatter goals to that of the mission statement or goal of the company Create a “Chatter Charter” §  Incorporate words found in your mission statement to the charter §  It should not be “We should use Chatter because it’s cool.”
  22. 22. Elements of Company Culture Metaphors Rituals Stories Artifacts Heroes & Heroines Performances Values
  23. 23. Speaker Name Mike Gerholdt Speaker Name Speaker Name Speaker Title, Manager of Social Speaker Title, Speaker Title, @twittername Enterprise, @twittername @twittername @MikeGerholdt
  25. 25. These Are 16:9 Slides!• Your standard 4:3 slides will NOT transfer over automatically •  Copy & Paste any graphics you would like •  Then resize by holding down the shift key and drag from any corner
  26. 26. Sample Bullet Slide• Primary bullets are 65-point •  Secondary bullets (press return & tab key) are 55-point• All bulleted text is sentence case •  Second level bullet goes here •  Tertiary bullets (press return & tab) are 45-point and use blue for highlight text •  To go back to large bullets from small press return, hold down shift key & press tab• Keep points clear and simple and use blue for highlight text• Try to not exceed six bullets
  27. 27. Animation Guidelines .Use animation to time and illustrate your points without distracting the reader.With animation you can more carefully pace your presentation and remain incontrol of what you say when.FOR GRAPHICS Use Fade In , Fade Out , set to Very FastFOR BULLETS Use AppearFOR ARROWS Use Wipe to show movement. Set direction for wipe.• Use other custom animation types at your discretion to illustrate important points.• Be conservative: Avoid animations that fly objects all around the screen.
  28. 28. Click to add title - use initial cap, other words arelowercaseThis is Lorem ipsum dolor sit amet, consectetur adipiscing elit.Lorem ipsum dolor sit amet, consectetur adipiscing elit. §  And this is a bullet •  Lorem ipsum •  Lorem ipsum §  And this is a bullet •  Lorem ipsum –  Lorem ipsum »  Lorem ipsum
  30. 30. iPad TemplateContent Introduction YOUR CONTEN•  Bullet Point 1•  Bullet Point 2 T HERE•  Bullet Point 3 Just change the YOUR background layer CONTENT (right-click > arrange) HERE
  31. 31. Additional Graphics Salesforce Graphics Library: Divider Line Ma yI su gg est … I wa s ho pin g to fin Ma d yI … sug ges M t… ay I su gg es t … Touch Icon HTML5 Icon Connected People Content Wrapper
  32. 32. Color Palettes SFDC Primary service & engage (Service) connect & sell (Sales) collaborate (Chatter) automate & extend product & partners category social marketing social profile social apps Rypple DF12 PMS 124C PMS 382C PMS 369C PMS 299C PMS 636C PMS 286C PMS 2425C PMS 485C PMS 144C PMS 268C 0/28/100/6 29/0/100/0 67/0/98/5 85/19/0/0 45/0/9/0 100/66/0/2 37/100/0/26 0/95/100/0 0/48/100/0 82/100/0/12 EEB111 B5D334 6CB33F 1798C1 83D2E4 005DAA 850C70 EE3124 F8971D 4F2683
  33. 33. Salesforce Logo Library
  34. 34. Slide parts
  35. 35. Official Social Icons
  36. 36. Slide parts Use certification logos as appropriate; copy and paste next to speaker name
  37. 37. The Perfect PITCH Pace the Inspire with Tell stories Customer Hold session social with Demos speakers Q&A & Videos5 minute content Position for social in iPad Demos Q&A format Last 15 minutes intervals first 5 minutes New features 1 takeaway slide 30 minutes of content
  38. 38. Show Flow ExampleBreakout Session Show Flow Date TIme Key Slides Speaker Duration VideoIntro DemoVideo 4 Customer SpeakerSection 1Slides Speaker 1 10Demo 5Customer Speaker Company, Name, Title 5 5Section 2Slides 5Demo 7Customer Speaker Company, Name, Title 5Q&A 15 Total Time:
  40. 40. Speaker Name Speaker Name Speaker Name Speaker Name Speaker Title, Speaker Title, Speaker Title, Speaker Title, @twittername @twittername @twittername @twittername
  41. 41. Case Study: EXAMPLEPandora Manages Advertising Sales in the Cloud •  250+ Users •  More effective collaboration between teams with Chatter “Chatter gives us real-time •  Increased sales productivity through information and a sense of complete views and mobile access community.” (37-point) •  Analyze real-time metrics with - Mark Brennan, Sr. Director IT ( 28 –point) dashboards