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How-to Build a Socially Armed Team
               Where to Start, What you Need, and How to Get Organized



                                            Iʼm Roger,
                                          I head Sales


                                                           Iʼm Anita the    Iʼm Mitch the
                                                         CEO and Founder   VP of Marketing
                    Iʼm John, I work in
                    Human Resources


                                                                                               Iʼm Mike from
    Iʼm Susan Iʼm                                                                            Customer Success
      a software
       Engineer
Before We Begin: An Introduction
What My Dad Taught Me About Social Media
My father owns a small business in California. Since I was very young Iʼve
been learning about supply and demand, customer relationships and
integrity in business from my dad. I would say his approach to business
and sales is very “old school” and by that I mean, brick and mortar. He
sells the way that a general store owner would sell groceries, by getting to
know his customers on a deeper level: he saw them once a week and truly
cared about them and their success.

I think itʼs safe to assume that store owners–back when things were
simple–would ask how each of your family members were, or if something
remarkable happened they would know and be interested in the outcome.
Until recently, it seemed that businesses had lost this sense of connection,
they had lost the genuine curiosity for their customers, and they relied only
on “messaging”, “direct marketing” and flashing lights and sounds to
almost hypnotize people into becoming their customers, rather than taking
the time to get to know them. Thankfully things are changing.

Social media presents a tremendous business opportunity to build trust
and relationships (like my dad did) in the digital age. But it needs to be
managed across functional lines to ensure that you donʼt send mixed or
confusing messages to your customers. This book is a guide to help you
navigate your way through the complexities of integrating a company-wide
social media mandate, to enlist and arm your team members of your
social media army so they can engage your prospects like real people. In
the end, you will humanize your company to build better, stronger
customer relationships, in this brave new media world.
Case Study: Avaya Gone Social

One major misconception people have is that social media is something to              Paul Dunay the Global Managing Director of
be tackled solely by the marketing department, but thatʼs really doesnʼt              Services and Social Media says listening is
have to be the case. Itʼs true indeed that Marketers have been early to               better than talking. It started as a way to
                                                                                      engage and support customers but evolved
adopt these new social ways of communication for business purposes, but
                                                                                      into a company-wide mandate.
in reality itʼs evolving them as marketers, not marketing itself. So as
technology is changing, the behavior of marketers is changing as well.                Social Profile
Their function is shifting from marketers to publishers, from talkers to          •   Social media: 42 groups & 5 fan pages on
listeners, and from selling to adding value.                                          Facebook, 10 international Twitter accounts
                                                                                      for support, service and news, plus 12
                                                                                      LinkedIn groups
Even though marketers are on the edge of the social media front, they are
not the only ones who should be fighting in the name of better business
(as a social media evangelist, this is what I fight for). In fact, many
                                                                                  •   Blogs: 1 public, 14 internal for communication
                                                                                      between teams
companies have leveraged social media for customer support, then
parlayed that success to sell broader adoption to the executives, and bring       •   Collaboration: 15 internal wikis, plus 3,000
more people on board.                                                                 employees using Yammer the enterprise social
                                                                                      network.
Itʼs more obvious everyday that social media is a business tool, and not              Tips for Social Engagement
just for marketing communications. Companies are already using social             •   Talk to your customers everywhere they are
media to communicate and collaborate internally, and adoption and use
will only expand. Future generations–the ones growing up “friending”              •   Engage early adopter employees and
everyone they know–a harbinger of things to come and critical dynamic to              leverage their passion & expertise
their success in business.
                                                                                  •   Personalize your engagement with people,
                                                                                      donʼt automate your social responses
Social media has indeed had an enormous affect on marketers, I think for
the better. It has forced us to think about things differently, to think like a   •   Listen more that you talk, and listen and track
general store owner, to care about the well-being of our customers, and to            related topics and trends
genuinely want to help them solve business problems. Today, the marketer
                                                                                      Results
has de-evolved from a mad scientist testing new technologies like
“neuromarketing” that will brainwash you, to someone that listens to what         •   50 virtual team members working to monitor
                                                                                      1,500 - 2,000 mentions per week
you want, then acts in your best interest.
                                                                                  •   1 Twitter post lead to $250K within one week

                                                                                  •   Ability to proactively intercept customer
                                                                                      support issues before formal calls are made
Table of Contents
Part One: Before You Get Started
         
      
   
   4
Getting Buy-in from Senior Management
    
      
   
   4
Define Your Objectives
      
     
       
      
   
   5

Part Two: Planning for Success

          
      
   
   6
Creating a Social Strategy 
 
     
      
      
   
   6
Organizing Your Resources
 
       
      
      
   
   7
Understanding the Special Needs of Social Media
 
   
   7

Part Three: Team Building
          
     
      
   
   8
Leveraging Your Staff

    
      
       
      
   
   8
Hiring New Staff
     
    
      
       
      
   
   9
Working with Agencies and Consultants
    
      
   
   9

Part Four: Rules and Policies 
 
         
      
   
   10
Sample Policies
      
      
      
     
      
   
   11

Part Five: Roles & Responsibilities
      
      
   
   12
Listening and Monitoring
    
      
     
      
   
   12
Educating and Evangelizing 
 
      
     
      
   
   12
Departmental Participation 
 
      
     
      
   
   12

Part Six: Training
 
        
      
     
      
   
   14
Education & Support
 
     
        
     
      
   
   14
Communication & Collaboration
      
     
      
   
   14
Tools & Content
     
     
        
     
      
   
   15

Part Seven: Measurement 
           
     
      
   
   16

Are You Ready?
       
      
      
     
      
   
   17

About the Author
 
          
      
     
      
   
   18
Written & Designed by Barbra Gago


                                                              3
Part One: Before You Get Started
There are two things you need to do before you get started with a social              Making the Case to Your Boss
media. You need to first get buy in from your boss, and you need to decide
what your objectives are going to be.                                             •   Social media tools can be more effective
                                                                                      than a traditional website, reaching a
Getting buy-in From Senior Management                                                 greater number of people in more formats
                                                                                      like; blogging, social networks, social
If youʼre reading this book, itʼs safe to assume that you “get” social media,         bookmarking, and video.
and even though itʼs becoming more mainstream itʼs still not safe to
assume that your boss gets it. Your boss will likely be concerned with the        •   The cost of implementation is virtually free,
ROI aspect, and might not get ROE (return on engagement). The bottom                  most social tools are open-source so there
line is that since social has been a catalyst for a business shift; you are           are no upfront fees.
going to need to present your case from a business perspective.
                                                                                  •   Your customers, competitors and prospects
                                                                                      are already using social media to connect,
If youʼre planning to build a social team, then you better be armed and               research (through the buying stages) and
ready to articulate the value, and return on investment or “return on                 respond quicker.
ignoring” as Jeffery Hayzlett CMO of Kodak calls it. His point about
“ignoring” the conversations is that there are potential risks to your brand if   •   Building groups or communities online can
                                                                                      help with customer retention, customer-
you are not engaged. People area talking about you, do you want to be                 driven product development, and customer
there to react, or do you want them to influence a negative brand image?               service calls.
And, not only crisis control, but really proactively engaging these people,
and facilitating a community for them to engage with each other.                  •   It can be used to help with customer
                                                                                      prospecting or scoring, and deeper brand
You need to put yourself in your bosses shoes and address the things that             awareness and better brand image.
will most concern him/her upfront: how much is it going to cost, how does
it perform in relation to traditional media, how does it affect customer
                                                                                  •   Most customers think more positively about
                                                                                      brands that have a social presence.
retention, demand generation, brand presence, and image? Itʼs best to
due diligence and have these questions answered before trying to sell the
concept of social media to your boss or senior management, and itʼs
critical to get their approval so there is a top down, company-wide
mandate, while you to build your team.




                                                                                                                                      4
10 Things You Didnʼt Know
Define Your Objectives
There are many things that can de done with social media. It doesnʼt have      •   In 2010, 37% of employers plan to put
                                                                                   greater emphasis on social media to create
to be all about marketing; in fact, it shouldnʼt be. It could also encompass       a more positive brand
product development, customer support, community development,
demand generation, lead nurturing, awareness for a cause, reputation           •   Over the next year, 1 out of 5 employers
management and more.                                                               plan to add social media responsibilities to a
                                                                                   current employeeʼs responsibilities
Every company will have different goals, but itʼs important to have a clear
objective before you begin so you can organize the appropriate resources.      •   In 2010, 1 in 12 companies plan to hire
                                                                                   someone new to focus on social media
Here are potential objectives:
                                                                               •   During 2010, 66% of companies plan to
•   Become known as the “expert” in your industry                                  invest in social media marketing
•   Increase awareness & build online community
•   Widen your funnel or nurture prospects                                     •   40% of companies are shifting $ from
                                                                                   traditional direct marketing channels into
•   Foster better relationships with customers & ambassadors to                    social
    strengthen relationships to facilitate brand ambassadors
•   Increase inbound leads–prove social marketing matters to sales             •   79% of Fortune 500 companies use Twitter,
                                                                                   Facebook, YouTube or Blogs to
When setting goals be sure to include benchmarks. Itʼs important to know           communicate
where you stand so youʼll be able to track successes. If you have not done
any social media, this will be easy because you are starting from scratch,     •   Twitter is the most popular tool for fortune
                                                                                   500 companies, averaging of 4.2 accounts
but if youʼve already started and are working to achieve a greater impact,
you might start with these benchmarks:                                         •   By 2014 social networking sites will replace
                                                                                   email as the primary interpersonal
1. Blog - traffic, feed subscribers, comments, trackbacks, and links                communications for 20% of businesses
2. Social networks - followers, fans, RTs, members, and mentions
3. Content - video views, shares, links, etc.                                  •   By 2010 over 50% of enterprises will use
                                                                                   activity streams that include microblogging
                                                                                   to communicate internally

                                                                               •   In 5 years 70% of collaboration and
                                                                                   communication applications designed on
                                                                                   PCs will be modeled after user experience
                                                                                   lessons from smart phone collaboration.



                                                                                                                                    5
Part Two: Planning for Success
Create a Social Strategy
Itʼs important to have at least a loose idea of the strategic direction you
plan to take with social media so you can be sure to draw on the
appropriate resources. Each department of your company has different
goals, and they are going to want to emphasize the things that are
important to the success of their teams. However, itʼs critical that thereʼs a
common goal that unifies everyoneʼs efforts.

Youʼll want to build a strategy that leverages each departmentsʼ strengths
and resources because you will want to provide the cloud conversations
with a balanced perception of your company, brand, and culture.

The foundation of a good social media strategy is quality content that
allows you to stay engaged in conversations with customers and
prospects online. You can start by auditing your current content, but focus
on pieces that are more educational such as; how–to guides, quick tips, or
10 steps to... These perform much better than traditional product-focused
pieces. The idea is to provide value to the community to help support them
in their knowledge and decision about your space.

Youʼll also want to determine which social media channels are popular for
your prospects. Find out where they hang out, and how they like to
consume content–what formats do they enjoy the most, and how often do
they like to receive information or correspondence.




                                                                                 6
Organize Your Social Media Resources
Take an inventory of what tools you have that can be leveraged, or who
can help with this quest, and identify all resources available to you. Do you
have budget allocated for paid monitoring tools, hiring additional staff or     You may need...
agencies to help manage or design campaigns?

When it comes to resources, people tend to think 80:20, but with social         •   Blog
media itʼs more like 95:05. With social, think 95% people power, and 05%        •   Bloggers

paid power, or tools. If you plan to orchestrate successful implementation
                                                                                •   Content manager
                                                                                •   Webinars
of social media engagement, youʼll need to make sure that everyone              •   Social strategy
involved is given time to spend in this medium–learning, listening, and         •   Blog posts
responding. Consistency is key, so keep in mind that ten minutes a day is       •   Listening tools
better than an hour a week.                                                     •   Publishing tools
                                                                                •   URL Shorteners
                                                                                •   Email campaigns
Understand the Special Needs of Social Media                                    •   Creative
Due to the nature of social media and the ability to communicate at light-      •   Web Design
speed, social media has very special needs. Not unlike most marketing           •   Programming

campaigns, there are various resources that need to be pulled together to
                                                                                •   Calls-to-action
                                                                                •   Social Profiles
make your presence out there is rounded, unique and consistent.                 •   SEO
                                                                                •   Videos
One major need of social media is the power to constantly publish without       •   More content
getting stuck in the minutia of corporate processes. If you can, itʼs best to
assign one person the responsibility of organizing and publishing all social
content. If you have many people contributing content, but you want to
keep strict quality assurance over the content your team can publish, there
are collaboration tools that will let you to set up approval processes, so
people canʼt just post whatever they want, but ultimately there should be
one gatekeeper responsible for organizing the creation of content and a
schedule for publishing it.




                                                                                                       7
Part Three: Team Building
As a company, you are one team, but within the team there are sub-teams
or departments, so creating a socially armed team may mean some
training is needed. Itʼs good to think about what the specific objectives are
for each department, and then consider how to leverage social media to
achieve the individual needs of each department, while projecting a
common message and experience.

Leveraging internal resources is the most effective approach. The people
within your company are the best evangelists, they believe in what youʼre
doing, and want to be successful. They can all be considered experts
within their departments, and exploiting those talents creates an
enlightened persona of your brand. In social, you want to determine and
create valuable opportunities to leverage your employees as experts or
ambassadors.

Leveraging Your Staff
A good place to start is with the early adopters within the company. Who
already has a Twitter account? Who is constantly on Facebook, or sharing
on Delicious? Since these people are already using the tools, find out
what they like to talk about and see how you can best leverage their
expertise and passion.

If you are working with marketers that are accustomed to the traditions
and skill of “outbound” marketing, you probably need to help develop their
inbound marketing or social media skills. They may need more direction
on how to approach this new way of communication. In many cases
marketers are used to yelling, and less used to listening. This is where
training becomes critical. Everyone can be an evangelist, but many may
need guidance along the way. We will talk in more detail about this in Part
6 of this guide.


                                                                               8
You should also think about team members with extensive product or
service knowledge. No matter what their function is internally, you need to
leverage people that really know the inner-workings of the company, and
have the relationship skills needed to learn quickly, and adapt. The big
                                                                                   How Social Are Your New Hires?
pictures goals of the company need to be focused on at all times.
                                                                               •   Do they have a blog?
Hiring New Staff
If youʼre part of the 8% of companies that plan to hire social media specific   •   Are they influential in the blogosphere?
positions over the next year, consider Hubspotʼs “DARC” technique for
hiring. DARC which stands for Digital citizens, with Analytic chops, that
                                                                               •   Do they love to create content?

have web Reach, or are Content creators is an effective starting point to      •   Are they analytical?
help you look for the right qualities in new employees. If you are trying to
build a social presence, why not hire people with a social presence? But,
most importantly, your people need to have passion, they need to love
what they do, and because they love what they do so much, they are great
at sharing their expertise and experience.

Using Agencies and Consultants
Many companies use Advertising or PR agencies to help strategize and
manage some of their marketing communications. You should definitely
keep them in the loop, so they can also be aware of red flags that might
pop up. If you plan to outsource your social media team completely, or
give some responsibility to an agency or consultant, itʼs important to
remember while they might be “part” of your team, they are not working
within your company and they do not know as much as you do about your
products, services or the inner workings that take place on a daily basis.

Agencies are good at providing training wheels, but the communication
and outreach needs to be genuine and it needs to come directly from
someone at your company, and there needs to be a high level of
transparency with all social media communications.




                                                                                                                             9
Sample Governance Policy

                                                                             1.   Transparency is crucial. You should say you work for
                                                                                  Company X, use your real name, and your role here. Honesty
Part Four: Rules & Policies                                                       goes a long way in this space: it is permitted and encouraged.

                                                                             2.   Donʼt be misleading. Never represent yourself, or your
When developing your governance policy remember that it doesnʼt need to           company in a misleading way. All claims must be true and
be complex. Depending on the size of your organization, the number of             substantiated.
rules and regulations may vary, but remember that in the end you want        3.   Relevance is king. Post meaningful, respectful content and
your employees to express themselves as individuals, while representing           comments offering insight, no spam, and no remarks that are off
the brand, but representing their uniqueness and expertise first.                  topic or offensive.

                                                                             4.   Use common sense. It is best to ask permission to publish or
You donʼt have to create your policy from scratch: many companies have            report on conversations that are meant to be private or internal
already written governance policies, and in the name of good                      to the company. Donʼt violate the companyʼs privacy,
transparency have posted them online for anyone to download and use. If           confidentiality, or legal guidelines for external commercial
you do download one, I suggest customizing it to speak directly to your           speech.

team. You may want to create separate policies for each social medium        5.   Be an expert. Stick to what you know, feel free to provide
since different conduct is expected within each of these social realms.           individual perspectives on non-confidential activities, as well as
                                                                                  news and information that can be of value to the audience.
For example, your behavior on Facebook is more casual and personal           6.   Disagreements. When you disagree with someone, always
than it would be on LinkedIn. So while there needs to be standard rules of        remain polite and respectful. If you are in a situation you think
engagement, you should section out each social channel your company is            may become antagonistic, do not abruptly disengage or become
using or plans to use, then set guidelines, or tips for each.                     offensive. Ask advice from the marketing manager and/ or
                                                                                  politely disengage yourself from the conversation.

                                                                             7.   Competition. It is okay to write about competition but it is
                                                                                  mandatory to behave diplomatically, write factually, and have the
                                                                                  appropriate permissions.

                                                                             8.   Legalities. Do not comment on anything related to the legal
                                                                                  matters, litigation or parties that the company may be in
                                                                                  litigation.

                                                                             9.   Crisis control. Do not participate in social media if the topic
                                                                                  being discussed may be a crisis situation. Even anonymous
                                                                                  comments can be tracked back to the companyʼs IP address.
                                                                                  Refer all social media activity around crisis to the marketing
                                                                                  manager, or whoever is running social media.

                                                                             10. Be smart. Protect yourself, your privacy and the companyʼs
                                                                                 confidential information. Whatʼs published is widely accessible,
                                                                                 so be thoughtful and consider content carefully.


                                                                                                                                                      10
Sample Policies for Social Sites
Here are some examples of “guidelines” that may be incorporated into
your governance policies specific to type of social content. Again, I would
also include best practices and any other information they might need–
passwords, URLs, resources, etc:


      For Blogging                        For LinkedIn                       For Twitter

  •   Post valuable content with      •   Find & connect with people     •   Have an easy ID–i.e. your
      relevant photos                     you know                           name, be transparent

  •   Be consistent with posting      •   Personalize your URL and       •   Find relevant people to
      days and times–readers              add profile address to your         follow, monitor @ replies
      have expectations                   email signature                    and respond

  •   Note and link to sources        •   Connect with relevant          •   Learn the Lingo: [tweet] to
                                          people                             send a message [DM] to
  •   Social media should be                                                 send a direct message [@]
      integrated to each post         •   Fill out your entire profile        to reference another user
                                          and link to the company            [RT] = re-tweet
  •   Conversation should take            website
      place                                                              •   Ad Twitter ID to email
                                      •   Use keywords in your profile        signatures
  •   Be responsive to readers            and make your profile public
                                                                         •   Be active, committed,
  •   Thank people for                •   Recommend people youʼve            engaged
      participation                       worked with and get
                                          recommendations                •   Notice who is following you,
  •   Encourage interactivity and                                            promote others, thank
      diversity of content: videos,   •   Update your status regularly       followers, and share
      quick posts, features,                                                 information
      various topics                  •   Join relevant user groups
                                          and contribute news and        •   Consider SEO; links, words
                                          answer questions                   & phrases, sell your
                                                                             content



                                                                                                            11
Part Five: Roles & Responsibilities
One thing to always think about is that your customers are not looking at your company as a collection of many different
departments. To them you are just one company with one persona, and because of this fact, itʼs important that you are one team,
and are represented that way online. Customers and prospects just want their problems or concerns addressed efficiently and
effectively; they donʼt really care if youʼre customer support or marketing. Here are three things that everyone should be doing:

Listening & Monitoring
Everyone needs access to whatever listening or monitoring tools you have
decided to implement. There should be regular reporting and sharing of
information so itʼs accessible to everyone, including the people that arenʼt
participating regularly, they should still know whatʼs going on. When
listening, itʼs important to consider who, what, where, when and why.
Obviously you want to know who is talking about you; customers,
influencers, competitors, etc. And what are they saying? Is it good or bad?
whatʼs the general sentiment? Where are these conversations happening
because youʼll want to be there too. Are these conversations event,
product or content driven? When are people talking about you? And finally,
why are people talking about you? In this case youʼll need to take a step
beyond listening and simply ask them why. Here is where go from listening
to engaging.

Educating & Evangelizing
Educating and evangelizing is for both your customers but also your fellow
employees. If youʼve created a social media team, then they are going to
be responsible not only for educating the rest of the company on the social
media efforts and results, but also to inspire and evangelize the benefits of
social media. Your team might start small, but over time that teams needs
to recruit more members and thatʼs done by getting everyone excited
about what youʼre doing, how it effects them directly, and what they can do
to help the cause. Itʼs important to keep focused on the business causes,



                                                                                                                                    12
and how it gives everyone greater opportunity to be successful at their job.
When it comes to educating and evangelizing for your customers, it has
little to do with selling. This is where you develop content, or engage in
conversations that will lead to greater success for your customers or
prospects. Social media is all about education, and sharing expertise and
knowledge, it is not about charging for information. Itʼs about embracing
the transparent nature of the medium.

Departmental Participation
Here are a few specific ways each department can participate:

                                                                Customer Service
                                                                                            Product Dev
                                                            •   Most critical is to
      Marketing
                                  Sales & BD                    empower this team       •   Create user forums
                                                                to solve problems in        to get feedback             Executives
 •    If someone inquires,
                              •   More education
                                                                real time
                                                                                        •   Run beta tests with
     respond
                                  needed here, social                                       community members       •   Blog, share business
                                  media isnʼt for selling
                                                            •   Set comprehensive
                                                                                            and advocate                experiences
 •   If complimented, say                                       guidelines for
     thank you. If you get                                      customer calls                                      •   Be the companyʼs
     complaints, apologize    •   Should be listening                                   •   Respond to feature
                                                                                                                        consciousness
                                  for leads - point of                                      suggestions or
                                  need, kudos, demo
                                                            •   Listen and respond
                                                                                            requests and trouble-
 •   If someone needs
                                  requests, etc.
                                                                to troubleshooting or
                                                                                            shoot with the          •   Donʼt sell, but
     help, point them to                                        technical product                                       educate and share
                                                                related issues,             community
     the right person.
                              •   Connecting with               complaints or billing                               •   Inspire other
 •   Connect with pr,
                                  prospects or                  questions–to be re-     •   Innovate with
                                                                                                                        leaders, and
                                  customers after               routed to accounting        community
     bloggers, journalists,                                                                                             employees
                                  demos, etc.
     publishers then build
     relationships                                                                      •   Respond to feedback
                                                                                                                    •   Show your passion
                              •   Respond to inquiries                                      from community
                                                                                                                        constantly
                                  working w/ marketing                                      manager
                                  or community
                                  managers




                                                                                                                                               13
Topics to Cover
Part Six: Training                                                                 Sales teams
                                                                               •   Overview of social media and
Education & Support                                                                business, what are the best
                                                                                   practices
One thing about social media leaders is their ability to inspire and
captivate their audience with passion and excitement. Itʼs very easy to get    •   Review the governance policy
people to see the value when you are passionate about something. A
good thing to do is to set up separate learning sessions for each              •   Discuss collaboration and
department that you plan to leverage for social media. To start, get               communication between teams
marketing together to build / review the plan. Then maybe conduct
separate trainings for your sales and support teams. Again, since each         •   Discuss how to connect with
                                                                                   prospects or clients, and how Sales
group has different objectives, each training will be slightly different.          can support awareness efforts

Collaboration & Communication                                                  •   Introduce tools, and resources to be
                                                                                   provided i.e. content (frequency)
Communication is key to success with social media. You need to have a
process in place to share opportunities with each other. You will need         •   Discuss what marketing is doing
some way to pass comments, tweets, etc. How can / will you provide the             (strategy) to help drive awareness
right information at the right time for them to use / share?
                                                                                   Customer support teams
                                                                               •   Overview of social media and best
Tools & Content                                                                    practices
In order to have a successful socially armed team, youʼll need to provide
tools, mainly a listening platform. There are a number of tools you can use    •   Review the governance policy
for listening, some paid and some free. If you chose to use free tools, you
will most likely need more than one. Paid tools can make things easier
                                                                               •   Discuss collaboration and
                                                                                   communication between teams
since all the tracking, forwarding and collaboration is usually done within
the one interface, but they be costly–some charging by search queries,         •   Discuss how–to troubleshoot online,
some by the seat. Itʼs important everyone has access to listening tools, but       and proactively problem solve
collaboration and communication tools are very helpful as well. Internal
social tools or wikis can be used to communicate with team members and         •   Talk about how to get customers on
                                                                                   board with social - kudos, etc.
share information across departments.
                                                                               •   Introduce supporting customer
                                                                                   evangelism, testimonials



                                                                                                                          14
Note: In order to get everyone engaged in the conversation,
Social Listening & Tracking Tools                        youʼll need to make sure that you have enough content for
                                                         everyone to share. Your team can leverage this content to
Radian6                                                  start or contribute to conversations. You need to decide how
This is a paid listening service. A flexible dashboard    you will share the content with you team, and supply them
that enables monitoring all kinds of social media        with the links, and other relevant information they might
with real-time results. Helps you to identify            need to support the content they plan to share.
influencers, measure engagement, and determine
which conversations are having an impact online.

Meltwater Buzz                                           Twitter Search
This is also a paid social media monitoring tool to      Twitter search (search.twitter.com) is free, and
monitor blogs, social networks, forums, etc for          allows you to search keywords or hash tags in real-
brand monitoring and tracking. Enables sentiment         time and get a live feed of status updates. You can
tracking, geographical monitoring and keywords.          also search by location.

SocialCast                                               Hootsuite
This is a great paid for enterprise collaboration tool   Is my favorite free Twitter client. It letʼs you monitor
that connects your companyʼs data, people and            your brand and other searches, schedule tweets,
resources in real-time, much like how Facebook           integrates with other social networks, lets you tract
updates. It makes information management and             statistics and enables team workflow so you can
collaboration easier through; micro-blogs, activity      manage multiple accounts, and multiple users.
streams, groups, calendars, employee profiles, etc.
                                                          SocialText
Salesforce Chatter                                        Has some paid and some free versions of its tools.
For those of you using SalesForce.com here is a           Like the collaboration tools above, social text
great addition to support Sales and Marketing             incorporates micro-blogging, wiki workspaces,
alignment. Chatter (beta testing now) promises to         blogs, groups and social networking to improve
help you connect and share in real-time by way of         and enable enterprise collaboration.
live feeds, micro-blogs, groups, employee profiles.
                                                         gURLs
Google alerts                                            Genius URLs are an easy way to track your social
Google alerts are free email alert updates of the        media conversations back to revenue. By using
latest relevant Google search results for web, and       these shortened urls in your tweets, blog posts,
news based on your choice of keywords, or topics.        and facebook fan pages, you can see the
You can choose to receive alerts daily, weekly, or       engagement history of people once they convert
as it happens.                                           from anonymous to known visitors or prospects on
                                                         your site.


                                                                                                                        15
Part Seven: Measurement
How will you measure success? Since each group within the team has
different objectives, youʼll want to measure success differently. Here are
some potential KPIs for you and your team. While ROI is important, youʼll
notice that things like engagement and influence become as important,                                                 Reputation
especially for long-term growth.
                                                            Engagement                                           •   reputation
                                                                                                                     management
                                                        •   the health of
                                                                                        Conversion               •   brand sentiment
                                                            community–actions
      Reach                     Influence                    taken, number of
                                                            community members                                    •   growth of awareness
                                                            linked to each other
                                                                                    •   anonymous to known
                                                                                        website visitors
  •   number of             •   how much is content                                                              •   growing conversation
      connections per           shared to a relevance   •   number of webinar,
      social channel            audience                    white-paper,
                                                                                    •   community members
                                                                                                                 •   more positive
                                                                                        that become clients          mentions
                                                            newsletter signups,
  •   number of facebook    •   number of referrals,        content contributions   •   general referrals from
      friends and fans          re-tweets, brand            or comments                 community manager
                                                                                                                 •   Retention - are
                                                                                                                     customers engaged?
                                mentions,                                               to appropriate sales
  •   blog traffic and           conversations           •   time spent on site or       person or executive
                                                                                                                     Attending webinars?
      subscribers                                           fan page, frequency
                            •   number of pings,            to blog                                              •   Customer support
  •   number of twitter         links, trackbacks,
      followers                 user generated          •   anonymous users to                                   •   FAQs answered
                                content,                    member conversion
  •   number of followers       endorsements, etc. 
      from influencers




                                                                                                                                            16
Are You Ready?
Like they say for everything else, your social media strategy and success
will be based on your goals, and itʼs not a one-size-fits-all method for
communication and relationship building. This is really meant to get those
thoughts following and help you begin to organize your team and strategy.

An important thing to remember is that social media is not a trend, itʼs a
paradigm shift in the relationship between brands and their consumers.
Wether itʼs B2B or B2C the fundamental ideas donʼt change. Provide
value, and build a relationship through genuine engagement and care. It is
still new to most companies, so if you are just getting started, you are not
alone, and there are plenty of resources out there to help you navigate
through this new “social” world.

Social media is a way to get everyone talking, and becoming more
engaged, even if itʼs just internally. But, remember itʼs a powerful
opportunity for your brand to solidify relationships that account for more
revenue in the long run, whether its through a decease in cost of support
inquires or more leads in your sales funnel, the value of social media is
proven more and more everyday.




                                                                               17
About the Author
About: Barbra Gago, Social Marketing Manager
Barbra Gago is the Inbound & Social Marketing Manager for Genius.com.
Before joining Genius she consulted with small businesses on their
opportunities online through community development and leveraging
social media tools to drive awareness, traffic and revenue.

At Genius.com she works relentlessly to craft successful inbound
strategies, support and build the Connected Marketer community, and
write passionately about the things she learns.




                                                                        Connect with Barbra Gago


                                                                        Twitter: @BarbraGago or @ConnectdMarkter

                                                                        LinkedIn: Linkedin.com/in/barbragago

                                                                        Slideshare: Slideshare.net/BarbraGago

                                                                        Website: Genius.com/MarketingGeniusBlog

                                                                        Email: bgago[at]genius.com




                                                                                                                   18

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How To Build A Socially Armed Team E Book

  • 1. How-to Build a Socially Armed Team Where to Start, What you Need, and How to Get Organized Iʼm Roger, I head Sales Iʼm Anita the Iʼm Mitch the CEO and Founder VP of Marketing Iʼm John, I work in Human Resources Iʼm Mike from Iʼm Susan Iʼm Customer Success a software Engineer
  • 2. Before We Begin: An Introduction What My Dad Taught Me About Social Media My father owns a small business in California. Since I was very young Iʼve been learning about supply and demand, customer relationships and integrity in business from my dad. I would say his approach to business and sales is very “old school” and by that I mean, brick and mortar. He sells the way that a general store owner would sell groceries, by getting to know his customers on a deeper level: he saw them once a week and truly cared about them and their success. I think itʼs safe to assume that store owners–back when things were simple–would ask how each of your family members were, or if something remarkable happened they would know and be interested in the outcome. Until recently, it seemed that businesses had lost this sense of connection, they had lost the genuine curiosity for their customers, and they relied only on “messaging”, “direct marketing” and flashing lights and sounds to almost hypnotize people into becoming their customers, rather than taking the time to get to know them. Thankfully things are changing. Social media presents a tremendous business opportunity to build trust and relationships (like my dad did) in the digital age. But it needs to be managed across functional lines to ensure that you donʼt send mixed or confusing messages to your customers. This book is a guide to help you navigate your way through the complexities of integrating a company-wide social media mandate, to enlist and arm your team members of your social media army so they can engage your prospects like real people. In the end, you will humanize your company to build better, stronger customer relationships, in this brave new media world.
  • 3. Case Study: Avaya Gone Social One major misconception people have is that social media is something to Paul Dunay the Global Managing Director of be tackled solely by the marketing department, but thatʼs really doesnʼt Services and Social Media says listening is have to be the case. Itʼs true indeed that Marketers have been early to better than talking. It started as a way to engage and support customers but evolved adopt these new social ways of communication for business purposes, but into a company-wide mandate. in reality itʼs evolving them as marketers, not marketing itself. So as technology is changing, the behavior of marketers is changing as well. Social Profile Their function is shifting from marketers to publishers, from talkers to • Social media: 42 groups & 5 fan pages on listeners, and from selling to adding value. Facebook, 10 international Twitter accounts for support, service and news, plus 12 LinkedIn groups Even though marketers are on the edge of the social media front, they are not the only ones who should be fighting in the name of better business (as a social media evangelist, this is what I fight for). In fact, many • Blogs: 1 public, 14 internal for communication between teams companies have leveraged social media for customer support, then parlayed that success to sell broader adoption to the executives, and bring • Collaboration: 15 internal wikis, plus 3,000 more people on board. employees using Yammer the enterprise social network. Itʼs more obvious everyday that social media is a business tool, and not Tips for Social Engagement just for marketing communications. Companies are already using social • Talk to your customers everywhere they are media to communicate and collaborate internally, and adoption and use will only expand. Future generations–the ones growing up “friending” • Engage early adopter employees and everyone they know–a harbinger of things to come and critical dynamic to leverage their passion & expertise their success in business. • Personalize your engagement with people, donʼt automate your social responses Social media has indeed had an enormous affect on marketers, I think for the better. It has forced us to think about things differently, to think like a • Listen more that you talk, and listen and track general store owner, to care about the well-being of our customers, and to related topics and trends genuinely want to help them solve business problems. Today, the marketer Results has de-evolved from a mad scientist testing new technologies like “neuromarketing” that will brainwash you, to someone that listens to what • 50 virtual team members working to monitor 1,500 - 2,000 mentions per week you want, then acts in your best interest. • 1 Twitter post lead to $250K within one week • Ability to proactively intercept customer support issues before formal calls are made
  • 4. Table of Contents Part One: Before You Get Started 4 Getting Buy-in from Senior Management 4 Define Your Objectives 5 Part Two: Planning for Success 6 Creating a Social Strategy 6 Organizing Your Resources 7 Understanding the Special Needs of Social Media 7 Part Three: Team Building 8 Leveraging Your Staff 8 Hiring New Staff 9 Working with Agencies and Consultants 9 Part Four: Rules and Policies 10 Sample Policies 11 Part Five: Roles & Responsibilities 12 Listening and Monitoring 12 Educating and Evangelizing 12 Departmental Participation 12 Part Six: Training 14 Education & Support 14 Communication & Collaboration 14 Tools & Content 15 Part Seven: Measurement 16 Are You Ready? 17 About the Author 18 Written & Designed by Barbra Gago 3
  • 5. Part One: Before You Get Started There are two things you need to do before you get started with a social Making the Case to Your Boss media. You need to first get buy in from your boss, and you need to decide what your objectives are going to be. • Social media tools can be more effective than a traditional website, reaching a Getting buy-in From Senior Management greater number of people in more formats like; blogging, social networks, social If youʼre reading this book, itʼs safe to assume that you “get” social media, bookmarking, and video. and even though itʼs becoming more mainstream itʼs still not safe to assume that your boss gets it. Your boss will likely be concerned with the • The cost of implementation is virtually free, ROI aspect, and might not get ROE (return on engagement). The bottom most social tools are open-source so there line is that since social has been a catalyst for a business shift; you are are no upfront fees. going to need to present your case from a business perspective. • Your customers, competitors and prospects are already using social media to connect, If youʼre planning to build a social team, then you better be armed and research (through the buying stages) and ready to articulate the value, and return on investment or “return on respond quicker. ignoring” as Jeffery Hayzlett CMO of Kodak calls it. His point about “ignoring” the conversations is that there are potential risks to your brand if • Building groups or communities online can help with customer retention, customer- you are not engaged. People area talking about you, do you want to be driven product development, and customer there to react, or do you want them to influence a negative brand image? service calls. And, not only crisis control, but really proactively engaging these people, and facilitating a community for them to engage with each other. • It can be used to help with customer prospecting or scoring, and deeper brand You need to put yourself in your bosses shoes and address the things that awareness and better brand image. will most concern him/her upfront: how much is it going to cost, how does it perform in relation to traditional media, how does it affect customer • Most customers think more positively about brands that have a social presence. retention, demand generation, brand presence, and image? Itʼs best to due diligence and have these questions answered before trying to sell the concept of social media to your boss or senior management, and itʼs critical to get their approval so there is a top down, company-wide mandate, while you to build your team. 4
  • 6. 10 Things You Didnʼt Know Define Your Objectives There are many things that can de done with social media. It doesnʼt have • In 2010, 37% of employers plan to put greater emphasis on social media to create to be all about marketing; in fact, it shouldnʼt be. It could also encompass a more positive brand product development, customer support, community development, demand generation, lead nurturing, awareness for a cause, reputation • Over the next year, 1 out of 5 employers management and more. plan to add social media responsibilities to a current employeeʼs responsibilities Every company will have different goals, but itʼs important to have a clear objective before you begin so you can organize the appropriate resources. • In 2010, 1 in 12 companies plan to hire someone new to focus on social media Here are potential objectives: • During 2010, 66% of companies plan to • Become known as the “expert” in your industry invest in social media marketing • Increase awareness & build online community • Widen your funnel or nurture prospects • 40% of companies are shifting $ from traditional direct marketing channels into • Foster better relationships with customers & ambassadors to social strengthen relationships to facilitate brand ambassadors • Increase inbound leads–prove social marketing matters to sales • 79% of Fortune 500 companies use Twitter, Facebook, YouTube or Blogs to When setting goals be sure to include benchmarks. Itʼs important to know communicate where you stand so youʼll be able to track successes. If you have not done any social media, this will be easy because you are starting from scratch, • Twitter is the most popular tool for fortune 500 companies, averaging of 4.2 accounts but if youʼve already started and are working to achieve a greater impact, you might start with these benchmarks: • By 2014 social networking sites will replace email as the primary interpersonal 1. Blog - traffic, feed subscribers, comments, trackbacks, and links communications for 20% of businesses 2. Social networks - followers, fans, RTs, members, and mentions 3. Content - video views, shares, links, etc. • By 2010 over 50% of enterprises will use activity streams that include microblogging to communicate internally • In 5 years 70% of collaboration and communication applications designed on PCs will be modeled after user experience lessons from smart phone collaboration. 5
  • 7. Part Two: Planning for Success Create a Social Strategy Itʼs important to have at least a loose idea of the strategic direction you plan to take with social media so you can be sure to draw on the appropriate resources. Each department of your company has different goals, and they are going to want to emphasize the things that are important to the success of their teams. However, itʼs critical that thereʼs a common goal that unifies everyoneʼs efforts. Youʼll want to build a strategy that leverages each departmentsʼ strengths and resources because you will want to provide the cloud conversations with a balanced perception of your company, brand, and culture. The foundation of a good social media strategy is quality content that allows you to stay engaged in conversations with customers and prospects online. You can start by auditing your current content, but focus on pieces that are more educational such as; how–to guides, quick tips, or 10 steps to... These perform much better than traditional product-focused pieces. The idea is to provide value to the community to help support them in their knowledge and decision about your space. Youʼll also want to determine which social media channels are popular for your prospects. Find out where they hang out, and how they like to consume content–what formats do they enjoy the most, and how often do they like to receive information or correspondence. 6
  • 8. Organize Your Social Media Resources Take an inventory of what tools you have that can be leveraged, or who can help with this quest, and identify all resources available to you. Do you have budget allocated for paid monitoring tools, hiring additional staff or You may need... agencies to help manage or design campaigns? When it comes to resources, people tend to think 80:20, but with social • Blog media itʼs more like 95:05. With social, think 95% people power, and 05% • Bloggers paid power, or tools. If you plan to orchestrate successful implementation • Content manager • Webinars of social media engagement, youʼll need to make sure that everyone • Social strategy involved is given time to spend in this medium–learning, listening, and • Blog posts responding. Consistency is key, so keep in mind that ten minutes a day is • Listening tools better than an hour a week. • Publishing tools • URL Shorteners • Email campaigns Understand the Special Needs of Social Media • Creative Due to the nature of social media and the ability to communicate at light- • Web Design speed, social media has very special needs. Not unlike most marketing • Programming campaigns, there are various resources that need to be pulled together to • Calls-to-action • Social Profiles make your presence out there is rounded, unique and consistent. • SEO • Videos One major need of social media is the power to constantly publish without • More content getting stuck in the minutia of corporate processes. If you can, itʼs best to assign one person the responsibility of organizing and publishing all social content. If you have many people contributing content, but you want to keep strict quality assurance over the content your team can publish, there are collaboration tools that will let you to set up approval processes, so people canʼt just post whatever they want, but ultimately there should be one gatekeeper responsible for organizing the creation of content and a schedule for publishing it. 7
  • 9. Part Three: Team Building As a company, you are one team, but within the team there are sub-teams or departments, so creating a socially armed team may mean some training is needed. Itʼs good to think about what the specific objectives are for each department, and then consider how to leverage social media to achieve the individual needs of each department, while projecting a common message and experience. Leveraging internal resources is the most effective approach. The people within your company are the best evangelists, they believe in what youʼre doing, and want to be successful. They can all be considered experts within their departments, and exploiting those talents creates an enlightened persona of your brand. In social, you want to determine and create valuable opportunities to leverage your employees as experts or ambassadors. Leveraging Your Staff A good place to start is with the early adopters within the company. Who already has a Twitter account? Who is constantly on Facebook, or sharing on Delicious? Since these people are already using the tools, find out what they like to talk about and see how you can best leverage their expertise and passion. If you are working with marketers that are accustomed to the traditions and skill of “outbound” marketing, you probably need to help develop their inbound marketing or social media skills. They may need more direction on how to approach this new way of communication. In many cases marketers are used to yelling, and less used to listening. This is where training becomes critical. Everyone can be an evangelist, but many may need guidance along the way. We will talk in more detail about this in Part 6 of this guide. 8
  • 10. You should also think about team members with extensive product or service knowledge. No matter what their function is internally, you need to leverage people that really know the inner-workings of the company, and have the relationship skills needed to learn quickly, and adapt. The big How Social Are Your New Hires? pictures goals of the company need to be focused on at all times. • Do they have a blog? Hiring New Staff If youʼre part of the 8% of companies that plan to hire social media specific • Are they influential in the blogosphere? positions over the next year, consider Hubspotʼs “DARC” technique for hiring. DARC which stands for Digital citizens, with Analytic chops, that • Do they love to create content? have web Reach, or are Content creators is an effective starting point to • Are they analytical? help you look for the right qualities in new employees. If you are trying to build a social presence, why not hire people with a social presence? But, most importantly, your people need to have passion, they need to love what they do, and because they love what they do so much, they are great at sharing their expertise and experience. Using Agencies and Consultants Many companies use Advertising or PR agencies to help strategize and manage some of their marketing communications. You should definitely keep them in the loop, so they can also be aware of red flags that might pop up. If you plan to outsource your social media team completely, or give some responsibility to an agency or consultant, itʼs important to remember while they might be “part” of your team, they are not working within your company and they do not know as much as you do about your products, services or the inner workings that take place on a daily basis. Agencies are good at providing training wheels, but the communication and outreach needs to be genuine and it needs to come directly from someone at your company, and there needs to be a high level of transparency with all social media communications. 9
  • 11. Sample Governance Policy 1. Transparency is crucial. You should say you work for Company X, use your real name, and your role here. Honesty Part Four: Rules & Policies goes a long way in this space: it is permitted and encouraged. 2. Donʼt be misleading. Never represent yourself, or your When developing your governance policy remember that it doesnʼt need to company in a misleading way. All claims must be true and be complex. Depending on the size of your organization, the number of substantiated. rules and regulations may vary, but remember that in the end you want 3. Relevance is king. Post meaningful, respectful content and your employees to express themselves as individuals, while representing comments offering insight, no spam, and no remarks that are off the brand, but representing their uniqueness and expertise first. topic or offensive. 4. Use common sense. It is best to ask permission to publish or You donʼt have to create your policy from scratch: many companies have report on conversations that are meant to be private or internal already written governance policies, and in the name of good to the company. Donʼt violate the companyʼs privacy, transparency have posted them online for anyone to download and use. If confidentiality, or legal guidelines for external commercial you do download one, I suggest customizing it to speak directly to your speech. team. You may want to create separate policies for each social medium 5. Be an expert. Stick to what you know, feel free to provide since different conduct is expected within each of these social realms. individual perspectives on non-confidential activities, as well as news and information that can be of value to the audience. For example, your behavior on Facebook is more casual and personal 6. Disagreements. When you disagree with someone, always than it would be on LinkedIn. So while there needs to be standard rules of remain polite and respectful. If you are in a situation you think engagement, you should section out each social channel your company is may become antagonistic, do not abruptly disengage or become using or plans to use, then set guidelines, or tips for each. offensive. Ask advice from the marketing manager and/ or politely disengage yourself from the conversation. 7. Competition. It is okay to write about competition but it is mandatory to behave diplomatically, write factually, and have the appropriate permissions. 8. Legalities. Do not comment on anything related to the legal matters, litigation or parties that the company may be in litigation. 9. Crisis control. Do not participate in social media if the topic being discussed may be a crisis situation. Even anonymous comments can be tracked back to the companyʼs IP address. Refer all social media activity around crisis to the marketing manager, or whoever is running social media. 10. Be smart. Protect yourself, your privacy and the companyʼs confidential information. Whatʼs published is widely accessible, so be thoughtful and consider content carefully. 10
  • 12. Sample Policies for Social Sites Here are some examples of “guidelines” that may be incorporated into your governance policies specific to type of social content. Again, I would also include best practices and any other information they might need– passwords, URLs, resources, etc: For Blogging For LinkedIn For Twitter • Post valuable content with • Find & connect with people • Have an easy ID–i.e. your relevant photos you know name, be transparent • Be consistent with posting • Personalize your URL and • Find relevant people to days and times–readers add profile address to your follow, monitor @ replies have expectations email signature and respond • Note and link to sources • Connect with relevant • Learn the Lingo: [tweet] to people send a message [DM] to • Social media should be send a direct message [@] integrated to each post • Fill out your entire profile to reference another user and link to the company [RT] = re-tweet • Conversation should take website place • Ad Twitter ID to email • Use keywords in your profile signatures • Be responsive to readers and make your profile public • Be active, committed, • Thank people for • Recommend people youʼve engaged participation worked with and get recommendations • Notice who is following you, • Encourage interactivity and promote others, thank diversity of content: videos, • Update your status regularly followers, and share quick posts, features, information various topics • Join relevant user groups and contribute news and • Consider SEO; links, words answer questions & phrases, sell your content 11
  • 13. Part Five: Roles & Responsibilities One thing to always think about is that your customers are not looking at your company as a collection of many different departments. To them you are just one company with one persona, and because of this fact, itʼs important that you are one team, and are represented that way online. Customers and prospects just want their problems or concerns addressed efficiently and effectively; they donʼt really care if youʼre customer support or marketing. Here are three things that everyone should be doing: Listening & Monitoring Everyone needs access to whatever listening or monitoring tools you have decided to implement. There should be regular reporting and sharing of information so itʼs accessible to everyone, including the people that arenʼt participating regularly, they should still know whatʼs going on. When listening, itʼs important to consider who, what, where, when and why. Obviously you want to know who is talking about you; customers, influencers, competitors, etc. And what are they saying? Is it good or bad? whatʼs the general sentiment? Where are these conversations happening because youʼll want to be there too. Are these conversations event, product or content driven? When are people talking about you? And finally, why are people talking about you? In this case youʼll need to take a step beyond listening and simply ask them why. Here is where go from listening to engaging. Educating & Evangelizing Educating and evangelizing is for both your customers but also your fellow employees. If youʼve created a social media team, then they are going to be responsible not only for educating the rest of the company on the social media efforts and results, but also to inspire and evangelize the benefits of social media. Your team might start small, but over time that teams needs to recruit more members and thatʼs done by getting everyone excited about what youʼre doing, how it effects them directly, and what they can do to help the cause. Itʼs important to keep focused on the business causes, 12
  • 14. and how it gives everyone greater opportunity to be successful at their job. When it comes to educating and evangelizing for your customers, it has little to do with selling. This is where you develop content, or engage in conversations that will lead to greater success for your customers or prospects. Social media is all about education, and sharing expertise and knowledge, it is not about charging for information. Itʼs about embracing the transparent nature of the medium. Departmental Participation Here are a few specific ways each department can participate: Customer Service Product Dev • Most critical is to Marketing Sales & BD empower this team • Create user forums to solve problems in to get feedback Executives • If someone inquires, • More education real time • Run beta tests with respond needed here, social community members • Blog, share business media isnʼt for selling • Set comprehensive and advocate experiences • If complimented, say guidelines for thank you. If you get customer calls • Be the companyʼs complaints, apologize • Should be listening • Respond to feature consciousness for leads - point of suggestions or need, kudos, demo • Listen and respond requests and trouble- • If someone needs requests, etc. to troubleshooting or shoot with the • Donʼt sell, but help, point them to technical product educate and share related issues, community the right person. • Connecting with complaints or billing • Inspire other • Connect with pr, prospects or questions–to be re- • Innovate with leaders, and customers after routed to accounting community bloggers, journalists, employees demos, etc. publishers then build relationships • Respond to feedback • Show your passion • Respond to inquiries from community constantly working w/ marketing manager or community managers 13
  • 15. Topics to Cover Part Six: Training Sales teams • Overview of social media and Education & Support business, what are the best practices One thing about social media leaders is their ability to inspire and captivate their audience with passion and excitement. Itʼs very easy to get • Review the governance policy people to see the value when you are passionate about something. A good thing to do is to set up separate learning sessions for each • Discuss collaboration and department that you plan to leverage for social media. To start, get communication between teams marketing together to build / review the plan. Then maybe conduct separate trainings for your sales and support teams. Again, since each • Discuss how to connect with prospects or clients, and how Sales group has different objectives, each training will be slightly different. can support awareness efforts Collaboration & Communication • Introduce tools, and resources to be provided i.e. content (frequency) Communication is key to success with social media. You need to have a process in place to share opportunities with each other. You will need • Discuss what marketing is doing some way to pass comments, tweets, etc. How can / will you provide the (strategy) to help drive awareness right information at the right time for them to use / share? Customer support teams • Overview of social media and best Tools & Content practices In order to have a successful socially armed team, youʼll need to provide tools, mainly a listening platform. There are a number of tools you can use • Review the governance policy for listening, some paid and some free. If you chose to use free tools, you will most likely need more than one. Paid tools can make things easier • Discuss collaboration and communication between teams since all the tracking, forwarding and collaboration is usually done within the one interface, but they be costly–some charging by search queries, • Discuss how–to troubleshoot online, some by the seat. Itʼs important everyone has access to listening tools, but and proactively problem solve collaboration and communication tools are very helpful as well. Internal social tools or wikis can be used to communicate with team members and • Talk about how to get customers on board with social - kudos, etc. share information across departments. • Introduce supporting customer evangelism, testimonials 14
  • 16. Note: In order to get everyone engaged in the conversation, Social Listening & Tracking Tools youʼll need to make sure that you have enough content for everyone to share. Your team can leverage this content to Radian6 start or contribute to conversations. You need to decide how This is a paid listening service. A flexible dashboard you will share the content with you team, and supply them that enables monitoring all kinds of social media with the links, and other relevant information they might with real-time results. Helps you to identify need to support the content they plan to share. influencers, measure engagement, and determine which conversations are having an impact online. Meltwater Buzz Twitter Search This is also a paid social media monitoring tool to Twitter search (search.twitter.com) is free, and monitor blogs, social networks, forums, etc for allows you to search keywords or hash tags in real- brand monitoring and tracking. Enables sentiment time and get a live feed of status updates. You can tracking, geographical monitoring and keywords. also search by location. SocialCast Hootsuite This is a great paid for enterprise collaboration tool Is my favorite free Twitter client. It letʼs you monitor that connects your companyʼs data, people and your brand and other searches, schedule tweets, resources in real-time, much like how Facebook integrates with other social networks, lets you tract updates. It makes information management and statistics and enables team workflow so you can collaboration easier through; micro-blogs, activity manage multiple accounts, and multiple users. streams, groups, calendars, employee profiles, etc. SocialText Salesforce Chatter Has some paid and some free versions of its tools. For those of you using SalesForce.com here is a Like the collaboration tools above, social text great addition to support Sales and Marketing incorporates micro-blogging, wiki workspaces, alignment. Chatter (beta testing now) promises to blogs, groups and social networking to improve help you connect and share in real-time by way of and enable enterprise collaboration. live feeds, micro-blogs, groups, employee profiles. gURLs Google alerts Genius URLs are an easy way to track your social Google alerts are free email alert updates of the media conversations back to revenue. By using latest relevant Google search results for web, and these shortened urls in your tweets, blog posts, news based on your choice of keywords, or topics. and facebook fan pages, you can see the You can choose to receive alerts daily, weekly, or engagement history of people once they convert as it happens. from anonymous to known visitors or prospects on your site. 15
  • 17. Part Seven: Measurement How will you measure success? Since each group within the team has different objectives, youʼll want to measure success differently. Here are some potential KPIs for you and your team. While ROI is important, youʼll notice that things like engagement and influence become as important, Reputation especially for long-term growth. Engagement • reputation management • the health of Conversion • brand sentiment community–actions Reach Influence taken, number of community members • growth of awareness linked to each other • anonymous to known website visitors • number of • how much is content • growing conversation connections per shared to a relevance • number of webinar, social channel audience white-paper, • community members • more positive that become clients mentions newsletter signups, • number of facebook • number of referrals, content contributions • general referrals from friends and fans re-tweets, brand or comments community manager • Retention - are customers engaged? mentions, to appropriate sales • blog traffic and conversations • time spent on site or person or executive Attending webinars? subscribers fan page, frequency • number of pings, to blog • Customer support • number of twitter links, trackbacks, followers user generated • anonymous users to • FAQs answered content, member conversion • number of followers endorsements, etc.  from influencers 16
  • 18. Are You Ready? Like they say for everything else, your social media strategy and success will be based on your goals, and itʼs not a one-size-fits-all method for communication and relationship building. This is really meant to get those thoughts following and help you begin to organize your team and strategy. An important thing to remember is that social media is not a trend, itʼs a paradigm shift in the relationship between brands and their consumers. Wether itʼs B2B or B2C the fundamental ideas donʼt change. Provide value, and build a relationship through genuine engagement and care. It is still new to most companies, so if you are just getting started, you are not alone, and there are plenty of resources out there to help you navigate through this new “social” world. Social media is a way to get everyone talking, and becoming more engaged, even if itʼs just internally. But, remember itʼs a powerful opportunity for your brand to solidify relationships that account for more revenue in the long run, whether its through a decease in cost of support inquires or more leads in your sales funnel, the value of social media is proven more and more everyday. 17
  • 19. About the Author About: Barbra Gago, Social Marketing Manager Barbra Gago is the Inbound & Social Marketing Manager for Genius.com. Before joining Genius she consulted with small businesses on their opportunities online through community development and leveraging social media tools to drive awareness, traffic and revenue. At Genius.com she works relentlessly to craft successful inbound strategies, support and build the Connected Marketer community, and write passionately about the things she learns. Connect with Barbra Gago Twitter: @BarbraGago or @ConnectdMarkter LinkedIn: Linkedin.com/in/barbragago Slideshare: Slideshare.net/BarbraGago Website: Genius.com/MarketingGeniusBlog Email: bgago[at]genius.com 18