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CRM Atlanta
www.IgnitionAlley.com
What is Coworking? (from Wikipedia): An emerging trend for
a new pattern for working. Typically work-at-home
professionals or independent contractors or people who travel
frequently end up working in relative isolation. Coworking is the
social gathering of a group of people, who are still working
independently, but who share values and who are interested in
the synergy that can happen from working with talented people
in the same space.
Where?
Between Midtown and VA/Highland just off Ponce.
Close to Whole Foods, Borders, Staples, Home Depot, and
Eats.
Less than 2 months in business, already with 60+ members.
Consider:
An office space alternative for startups and freelancers,
developers and creatives, marketers and entrepreneurs.
Like a coffee-shop, but no $5 lattes
Fast WiFi access for all members
Bring your laptop or desktop
Dedicated desks are available
Options for PO Boxes and Lockers
Work side-by-side with tons of smart people that you’ll know
The Best Place to Meet Local Talent
Planned Daily Lunch & Learns from members & vendors
Free Event Space for Meetups that enrich the community
Month-to-month agreements; no long term contracts
Bring guests and clients for free
A one-fee monthly membership starting at $35/month
before 2010!
Real World Social CRM
Use Cases
Josh Sweeney
This Presentation
Does not outline what Social CRM is or is not
This presentation:
Outlines ways to enhance your current CRM
solution with real time data from social sites.
Does not present in broad terms.
This is not the grand scheme approach.
Social CRM Use Cases
Personal Connection
• Personal info in notes becomes stagnant.
• Roll up information from for real time insight.
Social CRM Use Cases
Brand Sentiment
• Monitor how people feel about your brand.
• Monitor how people feel about an industry
• Monitor feelings about a brand you support
Social CRM Use Cases
Social CRM Use Cases
• Identify citizen marketers
• Rate Citizen Marketers
• Choose to recruit Citizen marketers
Rating Citizen Marketers
Social CRM Use Cases
• Identify people with issues that don’t put in a “ticket”
• Support the people and gain trust
• Analyze common frustrations
• Presales support
Enhanced Support
Social CRM Use Cases
Employee Insight
• Free roaming with confidence
• Track the Social campaign
Social CRM Automation
Suggested Responses
Social CRM Automation
• Look for keywords and suggest responses.
• Suggest supporting data
Automated Routing
Social CRM Automation
• Analyze source and content to route data
• Finding the appropriate group saves time
Account Linking
Social CRM Automation
• Identify social accounts and link to the person or
company in the CRM
• Services provide and API to determine links
Junk Filter
Social CRM Automation
• More data is better…..Right?
• SPAM filter for social media
Questions?
Josh Sweeney
Website: www.atcoresystems.com

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Real World Social CRM use cases

  • 2. www.IgnitionAlley.com What is Coworking? (from Wikipedia): An emerging trend for a new pattern for working. Typically work-at-home professionals or independent contractors or people who travel frequently end up working in relative isolation. Coworking is the social gathering of a group of people, who are still working independently, but who share values and who are interested in the synergy that can happen from working with talented people in the same space. Where? Between Midtown and VA/Highland just off Ponce. Close to Whole Foods, Borders, Staples, Home Depot, and Eats. Less than 2 months in business, already with 60+ members.
  • 3. Consider: An office space alternative for startups and freelancers, developers and creatives, marketers and entrepreneurs. Like a coffee-shop, but no $5 lattes Fast WiFi access for all members Bring your laptop or desktop Dedicated desks are available Options for PO Boxes and Lockers Work side-by-side with tons of smart people that you’ll know The Best Place to Meet Local Talent Planned Daily Lunch & Learns from members & vendors Free Event Space for Meetups that enrich the community Month-to-month agreements; no long term contracts Bring guests and clients for free A one-fee monthly membership starting at $35/month before 2010!
  • 4. Real World Social CRM Use Cases Josh Sweeney
  • 5. This Presentation Does not outline what Social CRM is or is not This presentation: Outlines ways to enhance your current CRM solution with real time data from social sites. Does not present in broad terms. This is not the grand scheme approach.
  • 7. Personal Connection • Personal info in notes becomes stagnant. • Roll up information from for real time insight. Social CRM Use Cases
  • 8. Brand Sentiment • Monitor how people feel about your brand. • Monitor how people feel about an industry • Monitor feelings about a brand you support Social CRM Use Cases
  • 9. Social CRM Use Cases • Identify citizen marketers • Rate Citizen Marketers • Choose to recruit Citizen marketers Rating Citizen Marketers
  • 10. Social CRM Use Cases • Identify people with issues that don’t put in a “ticket” • Support the people and gain trust • Analyze common frustrations • Presales support Enhanced Support
  • 11. Social CRM Use Cases Employee Insight • Free roaming with confidence • Track the Social campaign
  • 13. Suggested Responses Social CRM Automation • Look for keywords and suggest responses. • Suggest supporting data
  • 14. Automated Routing Social CRM Automation • Analyze source and content to route data • Finding the appropriate group saves time
  • 15. Account Linking Social CRM Automation • Identify social accounts and link to the person or company in the CRM • Services provide and API to determine links
  • 16. Junk Filter Social CRM Automation • More data is better…..Right? • SPAM filter for social media