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Customer Service for the New Customer:
Transitioning to a Real-Time Service
Model

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Thanks to Our Sponsor
Our Speakers
Nathan Roth, leads Digital & Social at Koodo Mobile, Canada's fastest growing telecom, where he has
created a number of award-winning campaigns and outstanding business results. Fueled by an insatiable
appetite for marketing, human behavior and technology, Nathan has helped to define how brands can
connect with consumers in the post-digital age. His ultimate goal is to build smarter and more social
organizations by empowering open conversation and collaboration between employees and customers.
@Koodo
Wendy Lea, CEO, Get Satisfaction. Wendy founded The Chatham Group, where she currently serves
as an angel investor, strategic advisor and board member for a long list of startup companies. She also
serves on the board of Silicon Valley Social Venture Fund (SV2.org). Wendy has been recognized as a
Top 100 Woman of Influence in Silicon Valley and a 2012 Watermark Woman Who Has Made Her
Mark. @WendySLea 
Frank Eliason Director of Global Social Media at Citi. Frank has been described as the “most famous
customer service manager in the U.S., possibly the world.” By expanding the reach of customer service
via social media, and taking the simple approach of asking "Can we help?” he repositioned the
relationship between Comcast and its customers. At Citibank, Frank and his team are helping to change
the way a global financial institution manages its relationships with a diverse community of consumer,
small business and corporate customers—to serve and exceed their expectations and helping build a
lifetime of trust between Citibank and its customers. @FrankEliason
Robin Carey founded Social Media Today LLC, a media company which brings together many of the
world’s best thinkers about business and policy topics, in 2007.  Prior to that, she ran her own media
consulting company for 16 years, and worked with Time Inc, Newsweek, BusinessWeek and Ziff-Davis.
She leads a team that curates web-based content about social media and other topics, speaks frequently
about social media and business. @robincarey

#SMTLive
Today’s Customer
More empowered than ever with instant publishing on
across large networks.
50%+ expect customer service via social media
60% use web self-service
67% prefer online channels to voice 
9/10 expect a consistent experience across channels
9/10 would switch after a poor customer experience
Future of Support
Trend 1: Channel preference is shifting
Trend 2: Mobile Solutions are becoming expected
Trend 3: Seamless transition between channels
Trend 4: Proactive outbound communication 
Trend 5: Voice Of The Customer programs  
Trend 6: Customer service as a differentiator
Best Practices
1. Be helpful & knowledgeable
2. Be timely & responsive
3. Be honest & transparent
4. Be personable & human
5. See criticism as an opportunity
Customer Engagement is the
New Bottom Line
84% believe customer engagement will overtake
productivity as the primary driver of growth

#SMTLive
Be in the conversation business …
In today’s social world, customer
engagement is not a campaign … it’s a
series of conversations.
Conversation builds trust
and relationships

#SMTLive
Pre-Social Media

#SMTLive
Post-Social Media

#SMTLive
Building the Right Strategy
• Know Your Brand and Live It (Stop saying one
thing but being something else)
• Know Your Customer
• Respect Your Customer
• Social Media is a community, be a part of it,
but stop trying to be the center of it!
#SMTLive
#SMTLive
#SMTLive
#SMTLive
Upcoming Webinars
12/6 How To Boost Your Holiday Marketing on Facebook
http://socialmediatoday.com/holiday-marketing-webinar
12/10 Leveraging Social Data for Customer Insights
http://socialmediatoday.com/integrate-social-and-enterprise-data-webinar
12/12 Meet the Author - Age of Context: Mobile, Sensors, Data and the
Future of Privacy http://socialmediatoday.com/age-of-context-webinar
12/17 Social Media Predictions for 2014: What Do You Need to Watch?
http://socialmediatoday.com/social-media-predictions-2014

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12.05.13 new

  • 1. Customer Service for the New Customer: Transitioning to a Real-Time Service Model #SMTLive
  • 2. Join the Conversation… long and Follow a thoughts 157,34 your share t Twitter a 5e on #SMTliv Subm quest it your ions i n the GotoW Prese ebinar ntatio windo n w #SMTLive
  • 3. Thanks to Our Sponsor
  • 4. Our Speakers Nathan Roth, leads Digital & Social at Koodo Mobile, Canada's fastest growing telecom, where he has created a number of award-winning campaigns and outstanding business results. Fueled by an insatiable appetite for marketing, human behavior and technology, Nathan has helped to define how brands can connect with consumers in the post-digital age. His ultimate goal is to build smarter and more social organizations by empowering open conversation and collaboration between employees and customers. @Koodo Wendy Lea, CEO, Get Satisfaction. Wendy founded The Chatham Group, where she currently serves as an angel investor, strategic advisor and board member for a long list of startup companies. She also serves on the board of Silicon Valley Social Venture Fund (SV2.org). Wendy has been recognized as a Top 100 Woman of Influence in Silicon Valley and a 2012 Watermark Woman Who Has Made Her Mark. @WendySLea  Frank Eliason Director of Global Social Media at Citi. Frank has been described as the “most famous customer service manager in the U.S., possibly the world.” By expanding the reach of customer service via social media, and taking the simple approach of asking "Can we help?” he repositioned the relationship between Comcast and its customers. At Citibank, Frank and his team are helping to change the way a global financial institution manages its relationships with a diverse community of consumer, small business and corporate customers—to serve and exceed their expectations and helping build a lifetime of trust between Citibank and its customers. @FrankEliason Robin Carey founded Social Media Today LLC, a media company which brings together many of the world’s best thinkers about business and policy topics, in 2007.  Prior to that, she ran her own media consulting company for 16 years, and worked with Time Inc, Newsweek, BusinessWeek and Ziff-Davis. She leads a team that curates web-based content about social media and other topics, speaks frequently about social media and business. @robincarey #SMTLive
  • 5. Today’s Customer More empowered than ever with instant publishing on across large networks. 50%+ expect customer service via social media 60% use web self-service 67% prefer online channels to voice  9/10 expect a consistent experience across channels 9/10 would switch after a poor customer experience
  • 6. Future of Support Trend 1: Channel preference is shifting Trend 2: Mobile Solutions are becoming expected Trend 3: Seamless transition between channels Trend 4: Proactive outbound communication  Trend 5: Voice Of The Customer programs   Trend 6: Customer service as a differentiator
  • 7. Best Practices 1. Be helpful & knowledgeable 2. Be timely & responsive 3. Be honest & transparent 4. Be personable & human 5. See criticism as an opportunity
  • 8. Customer Engagement is the New Bottom Line 84% believe customer engagement will overtake productivity as the primary driver of growth #SMTLive
  • 9. Be in the conversation business … In today’s social world, customer engagement is not a campaign … it’s a series of conversations. Conversation builds trust and relationships #SMTLive
  • 12. Building the Right Strategy • Know Your Brand and Live It (Stop saying one thing but being something else) • Know Your Customer • Respect Your Customer • Social Media is a community, be a part of it, but stop trying to be the center of it! #SMTLive
  • 16. Upcoming Webinars 12/6 How To Boost Your Holiday Marketing on Facebook http://socialmediatoday.com/holiday-marketing-webinar 12/10 Leveraging Social Data for Customer Insights http://socialmediatoday.com/integrate-social-and-enterprise-data-webinar 12/12 Meet the Author - Age of Context: Mobile, Sensors, Data and the Future of Privacy http://socialmediatoday.com/age-of-context-webinar 12/17 Social Media Predictions for 2014: What Do You Need to Watch? http://socialmediatoday.com/social-media-predictions-2014

Editor's Notes

  1. The way we go about our lead generation campaigns is we base them on a Unified strategy- we determine the goals of the client and these can be refined once we discuss a little more but then we also factor in the purpose of the potential leads who are seeking information. People are coming to Social Media Today to get information and make their business better. They are looking for a solution. Jive can be that solution We can guarantee the Social Media Today leads are better qualified because of the quality of the content, and the unique vision that understands what business you are in and what you are trying to achieve. We are not trying to simply deliver leads, we are trying to cultivate relationships and connect you to real customers.
  2. http://www.marketingprofs.com/charts/2013/11340/digital-marketers-on-twitter-share-retweet?adref=nl080613 Quote on lower person reading article. Social Media Today’s number’s are growing exponentially lately, which is great for Jive because as we develop new content we ccan WE are unique in our reach
  3. We’d love to propose a content hub as a way to organize this lead generation campaign for Jive. The content hub can be specific to each of the verticals you are looking to focus on or can be more general to incorporate all three verticals and maybe more as the campaign grows. We envision leveraging existing Jive eBooks, whitepapers, and webinars to begin lead generation immediately (in the next few slides, I’ll show you how Oracle does this)
  4. The talking points here are important. Community based engagement is very different from social marketing or social support because it is: Meaningful – makes a difference to the people engaged in the conversations (resolution, status, reputation) to build trust and loyalty Valuable – the content and knowledge created can be leveraged for self-serve support, gaining customer insight, acquiring new customers, Useful over time – the conversation becomes a part of your customer experience and will generate pageviews and attract new community members
  5. Amy Worley