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Common Sense & Communities
MAGNET 360 WIFI
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Magnet 360 guest
Password:
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@Pat_Hirigoyen
@EricScheel
@magnet360
#iSeries
JOIN THE CONVERSATION
OUR MANTRA
S A L E S F O R C E E X P E R T I S E
/// Partner Since 2004
/// 2,000+ Platform Projects
/// 95+ Certifications
/// 8.9 Customer Satisfaction Score
COMMON SENSE,
UNCOMMON TIMES
COMMON SENSE, UNCOMMON TIMES
Context:
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
Ubiquity of social media
Implications for responsibilities of employees,
management
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
Ubiquity of social media
Implications for responsibilities of employees,
management; two views:
1. Wonderful new era of promise and opportunity
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
Ubiquity of social media
Implications for responsibilities of employees
1. Wonderful new era of promise and opportunity
2. Unforeseen, incalculable hazards and risks
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
@Pat_Hirigoyen
COMMON SENSE, UNCOMMON TIMES
“We had two AOL-ers that had
distressed babies that were born, that
we paid a million dollars each to make
sure those babies were OK in general.”
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
Ubiquity of social media
Dramatic new changes in:
• Relationship between brands, external
audiences
• Line between corporate, personal reputations
• Employer-employee relationship
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
HIRE CHARACTER
TRAIN SKILL
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
corporate
reputation
personal
reputation
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
www.socialmediagovernance.com/policies
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
Enlist employees as true “brand ambassadors”
@Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
Weber Shandwick research
• Employees who are encouraged to share
about their companies online are more
likely to:
– Encourage others to buy products
– Recommend company as good place to work
– Defend company from criticism
– Volunteer for causes important to employer
http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
Weber Shandwick research
• Employees who are encouraged to share
about their companies online are more
likely to:
– Encourage others to buy products
– Recommend company as good place to
work
– Defend company from criticism
– Volunteer for causes important to employer
http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
Weber Shandwick research
Yet: socialization occurring among ill-informed
employees
- Only 4 in 10 can explain their company’s goals,
or what it does
http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
Weber Shandwick research
Recommendations:
1. Enlist engaged employees in communications
http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
Weber Shandwick research
Recommendations:
1. Enlist engaged employees in communications
2. Equip employees with content
http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
Weber Shandwick research
Recommendations:
1. Enlist engaged employees in communications
2. Equip employees with content
3. Change processes (e.g., approvals) if needed
http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries
COMMON SENSE, UNCOMMON TIMES
@Pat_Hirigoyen @Magnet 360 #iSeries
SALESFORCE COMMUNITIES
S A L E S F O R C E P L AT F O R M
@EricScheel @Magnet 360 #iSeries
TYPES OF COMMUNITIES
Partner Customer Employee
Innovation
Self-service
Engagement
Employee Intranet
@EricScheel @Magnet 360 #iSeries
WHAT ARE
SALESFORCE COMMUNITIES
CURRENT STATE OF PORTALS/COMMUNITIES
Legacy Portals
One-to-one
/// Business Data in Silos
/// Not Social
/// Poor Mobile Experience
Social Point Solutions
Many-to-many
-OR-
/// No Business Data
/// All Discussion Focused
/// Lack Structured Processes
@EricScheel @Magnet 360 #iSeries
SALESFORCE COMMUNITIES
Branding &
Customization
Social
Collaboration
Business
Process
Integration
Mobile
Access
Current Portals
Salesforce
Communities
Extends the
Value of
Portals
@EricScheel @Magnet 360 #iSeries
SIMPLE DEMO
HOW DOES A COMMUNITY HELP DIFFERENTIATE?
• Chatter
• White Label Branding
• Chatter Resources are Scoped by Community
• Chatter on Objects is Scoped by Record Security
• Global Search
• Site.com Branded Public & Private Pages
• Identity Providers (SSO & Social Sign-on)
• Touch Interface
• Canvas & REST API
Multi-Community
Conversation
Sharing ModelBranding
Data
Sharing ModelChatter
@EricScheel @Magnet 360 #iSeries
WHAT ARE THE SALESFORCE COMMUNITY TYPES?
Site.com
Pages
Q&A, Ideas &
Knowledge
Mobile
(Touch)
Cases &
Assets
Custom
Objects (10)
Profile, People,
Groups, Feeds &
Files
Community
Common Features
Customer Community:
Self-Service Scale to Millions of Users
Partner Community:
Accounts, Leads & Opportunities; Complex
Sharing & Roles; Content; and, Reporting
@EricScheel @Magnet 360 #iSeries
HAAGEN-DAZS DEMO
HAAGEN-DAZS COMMUNITY
Connecting Franchisees
Integration with (POS)
Point of Sale System
Topic discussions
Event Calendar
Monthly Reconciliation
Reporting
@EricScheel @Magnet 360 #iSeries
WHAT SKILLS DO I NEED TO BE SUCCESSFUL?
Salesforce
Administrator
Marketing &
Branding
Customer
Service &
Partner
Relations
Community
Moderator
• Enable and configure
• Some features behave
differently in Communities
• Review Release Notes and
Migration Guide (Session
Chatter)
• Integrate with existing web presence
• Custom URLs
• Leverage brand identity,
customization, Apex, and HTML5
• Content & collateral
• Enable engagement with internal
teams
• Governance & employee training
• Promotes productive conversations
• Acts as a voice for Company &
Community
• Chat integration with Live Agent
• Case management
• Account management
• Campaigns
• Opportunity for call deflection
@EricScheel @Magnet 360 #iSeries
COMMUNITY MATURITY MODEL
2 – Presence
• Stake your claim
• Direct partner and
customer engagement
• Create feedback loops
1 – Planning
• Listen & Learn
• Develop business case
• Internal cultural
alignment
3 – Engagement
• Dialog Deepens
• Internal Users Engage
(Sales, Support, Product
Development, Marketing)
• Profile / Identity
aggregation
4 – Formalized
• Organized at scale
• Global coordination
• Governance
• Optimized at scale
5 – Strategic
• Across enterprise
• Employee, partner and
customer
• Consolidation of
sites and channels
Functionality ExtensiveLimited
BusinessImpactHighLow
6 – Converged
• Community embedded into
products, services and
processes
@EricScheel @Magnet 360 #iSeries
THANK YOU

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Common Sense and Communities

  • 1. Common Sense & Communities
  • 2. MAGNET 360 WIFI Username: Magnet 360 guest Password: enter2win @Pat_Hirigoyen @EricScheel @magnet360 #iSeries JOIN THE CONVERSATION
  • 4. S A L E S F O R C E E X P E R T I S E /// Partner Since 2004 /// 2,000+ Platform Projects /// 95+ Certifications /// 8.9 Customer Satisfaction Score
  • 6. COMMON SENSE, UNCOMMON TIMES Context: @Pat_Hirigoyen @Magnet 360 #iSeries
  • 7. COMMON SENSE, UNCOMMON TIMES @Pat_Hirigoyen @Magnet 360 #iSeries
  • 8. COMMON SENSE, UNCOMMON TIMES Ubiquity of social media Implications for responsibilities of employees, management @Pat_Hirigoyen @Magnet 360 #iSeries
  • 9. COMMON SENSE, UNCOMMON TIMES Ubiquity of social media Implications for responsibilities of employees, management; two views: 1. Wonderful new era of promise and opportunity @Pat_Hirigoyen @Magnet 360 #iSeries
  • 10. COMMON SENSE, UNCOMMON TIMES Ubiquity of social media Implications for responsibilities of employees 1. Wonderful new era of promise and opportunity 2. Unforeseen, incalculable hazards and risks @Pat_Hirigoyen @Magnet 360 #iSeries
  • 11. COMMON SENSE, UNCOMMON TIMES @Pat_Hirigoyen @Magnet 360 #iSeries
  • 12. COMMON SENSE, UNCOMMON TIMES @Pat_Hirigoyen @Magnet 360 #iSeries
  • 13. COMMON SENSE, UNCOMMON TIMES @Pat_Hirigoyen @Magnet 360 #iSeries
  • 14. COMMON SENSE, UNCOMMON TIMES @Pat_Hirigoyen
  • 15. COMMON SENSE, UNCOMMON TIMES “We had two AOL-ers that had distressed babies that were born, that we paid a million dollars each to make sure those babies were OK in general.” @Pat_Hirigoyen @Magnet 360 #iSeries
  • 16. COMMON SENSE, UNCOMMON TIMES @Pat_Hirigoyen @Magnet 360 #iSeries
  • 17. COMMON SENSE, UNCOMMON TIMES Ubiquity of social media Dramatic new changes in: • Relationship between brands, external audiences • Line between corporate, personal reputations • Employer-employee relationship @Pat_Hirigoyen @Magnet 360 #iSeries
  • 18. COMMON SENSE, UNCOMMON TIMES HIRE CHARACTER TRAIN SKILL @Pat_Hirigoyen @Magnet 360 #iSeries
  • 19. COMMON SENSE, UNCOMMON TIMES corporate reputation personal reputation @Pat_Hirigoyen @Magnet 360 #iSeries
  • 20. COMMON SENSE, UNCOMMON TIMES www.socialmediagovernance.com/policies @Pat_Hirigoyen @Magnet 360 #iSeries
  • 21. COMMON SENSE, UNCOMMON TIMES Enlist employees as true “brand ambassadors” @Pat_Hirigoyen @Magnet 360 #iSeries
  • 22. COMMON SENSE, UNCOMMON TIMES Weber Shandwick research • Employees who are encouraged to share about their companies online are more likely to: – Encourage others to buy products – Recommend company as good place to work – Defend company from criticism – Volunteer for causes important to employer http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries
  • 23. COMMON SENSE, UNCOMMON TIMES Weber Shandwick research • Employees who are encouraged to share about their companies online are more likely to: – Encourage others to buy products – Recommend company as good place to work – Defend company from criticism – Volunteer for causes important to employer http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries
  • 24. COMMON SENSE, UNCOMMON TIMES Weber Shandwick research Yet: socialization occurring among ill-informed employees - Only 4 in 10 can explain their company’s goals, or what it does http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries
  • 25. COMMON SENSE, UNCOMMON TIMES Weber Shandwick research Recommendations: 1. Enlist engaged employees in communications http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries
  • 26. COMMON SENSE, UNCOMMON TIMES Weber Shandwick research Recommendations: 1. Enlist engaged employees in communications 2. Equip employees with content http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries
  • 27. COMMON SENSE, UNCOMMON TIMES Weber Shandwick research Recommendations: 1. Enlist engaged employees in communications 2. Equip employees with content 3. Change processes (e.g., approvals) if needed http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries
  • 28. COMMON SENSE, UNCOMMON TIMES @Pat_Hirigoyen @Magnet 360 #iSeries
  • 30. S A L E S F O R C E P L AT F O R M @EricScheel @Magnet 360 #iSeries
  • 31. TYPES OF COMMUNITIES Partner Customer Employee Innovation Self-service Engagement Employee Intranet @EricScheel @Magnet 360 #iSeries
  • 33. CURRENT STATE OF PORTALS/COMMUNITIES Legacy Portals One-to-one /// Business Data in Silos /// Not Social /// Poor Mobile Experience Social Point Solutions Many-to-many -OR- /// No Business Data /// All Discussion Focused /// Lack Structured Processes @EricScheel @Magnet 360 #iSeries
  • 34. SALESFORCE COMMUNITIES Branding & Customization Social Collaboration Business Process Integration Mobile Access Current Portals Salesforce Communities Extends the Value of Portals @EricScheel @Magnet 360 #iSeries
  • 36. HOW DOES A COMMUNITY HELP DIFFERENTIATE? • Chatter • White Label Branding • Chatter Resources are Scoped by Community • Chatter on Objects is Scoped by Record Security • Global Search • Site.com Branded Public & Private Pages • Identity Providers (SSO & Social Sign-on) • Touch Interface • Canvas & REST API Multi-Community Conversation Sharing ModelBranding Data Sharing ModelChatter @EricScheel @Magnet 360 #iSeries
  • 37. WHAT ARE THE SALESFORCE COMMUNITY TYPES? Site.com Pages Q&A, Ideas & Knowledge Mobile (Touch) Cases & Assets Custom Objects (10) Profile, People, Groups, Feeds & Files Community Common Features Customer Community: Self-Service Scale to Millions of Users Partner Community: Accounts, Leads & Opportunities; Complex Sharing & Roles; Content; and, Reporting @EricScheel @Magnet 360 #iSeries
  • 39. HAAGEN-DAZS COMMUNITY Connecting Franchisees Integration with (POS) Point of Sale System Topic discussions Event Calendar Monthly Reconciliation Reporting @EricScheel @Magnet 360 #iSeries
  • 40. WHAT SKILLS DO I NEED TO BE SUCCESSFUL? Salesforce Administrator Marketing & Branding Customer Service & Partner Relations Community Moderator • Enable and configure • Some features behave differently in Communities • Review Release Notes and Migration Guide (Session Chatter) • Integrate with existing web presence • Custom URLs • Leverage brand identity, customization, Apex, and HTML5 • Content & collateral • Enable engagement with internal teams • Governance & employee training • Promotes productive conversations • Acts as a voice for Company & Community • Chat integration with Live Agent • Case management • Account management • Campaigns • Opportunity for call deflection @EricScheel @Magnet 360 #iSeries
  • 41. COMMUNITY MATURITY MODEL 2 – Presence • Stake your claim • Direct partner and customer engagement • Create feedback loops 1 – Planning • Listen & Learn • Develop business case • Internal cultural alignment 3 – Engagement • Dialog Deepens • Internal Users Engage (Sales, Support, Product Development, Marketing) • Profile / Identity aggregation 4 – Formalized • Organized at scale • Global coordination • Governance • Optimized at scale 5 – Strategic • Across enterprise • Employee, partner and customer • Consolidation of sites and channels Functionality ExtensiveLimited BusinessImpactHighLow 6 – Converged • Community embedded into products, services and processes @EricScheel @Magnet 360 #iSeries