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TABLE OF CONTENTS 
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Lay the 
Groundwork for 
Social Success 
Know Your 
Customers Like 
Never Before 
Connect and 
Collaborate With 
Colleagues Instantly 
Build Deeper Relation-ships 
by Engaging 
Customers in New Ways 
Listen and Learn 
From Public Social 
Networks 
Define the Vision 
Set Clear Social Goals 
Create Purpose 
Establish a Social Taskforce 
Make Your Customer King 
Get One View of Your 
Customers 
Empower Your Employees 
With Social Tools 
Tear Down Departmental 
Silos Instantly 
Turn Weak Ties Into Strong 
Connections 
Build a Results-Driven 
Workplace 
Make Social Part of Every 
Business Process 
Treat Your Prospects 
Like Trusted Partners 
Create Fans for Life 
Crowd-Source Innovation 
From Your Community 
Market at the Speed 
of Social 
Create a Social 
Listening Center 
Establish Rules of 
Engagement 
Attract Fans With 
New Social Experiences 
Amplify Your Evangelists 
Bring Your Products Into 
the Conversation 
1 
2 
3 
4 
5 
6 
7 
8 
9 
10 
11 
12 
13 
14 
15 
16 
17 
18 
19 
20 
20 Principles FOR leading CHANGE
Introduction 
Let’s face it: Part of you—or maybe all of you— 
wonders how important and lasting this social 
phenomenon will ultimately end up being. Is it 
worth dedicating some of your organization’s 
valuable time and resources to this? 
The answer is yes. 
Now is the time to get serious about social. This 
book will show you how to get there through a 
series of short—but impactful—principles. Read it, 
start thinking, and then do something social: Share 
it with someone in your company who can help 
make it happen.
CHAPTER ONE 
Lay the Groundwork 
for Social Success 
Convey clear benefits to your business, customers, and employees
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
By now it should be clear that social is not a fad. Every-thing 
from how we process and consume information 
to how we engage with customers, prospects, partners, 
employees—and everyone—has changed forever. 
Today, one in every five minutes online is spent on 
Facebook, 400 million tweets go out every day, and You- 
Tube has morphed from a hub for crazy cat and baby 
videos into a bona fide entertainment destination and 
the third most-popular website in the world (after Google 
and Facebook), according to Alexa. 
Almost overnight, brands have moved from 1-to-1 cus-tomer 
conversations to 1-to-millions. Your communities 
have a voice, and thanks to social networks, it’s a louder 
and more powerful one than any other time in history. 
These networks are so influential because they’re pow-ered 
by people and designed for their benefit. People 
like your customers and prospects are at the center of 
this customer-led revolution —and that’s what makes 
social a game changer for business. 
No one knows your unique business better than you. 
That’s why you can’t exactly copy someone else’s social 
blueprint and apply it to your own company. Your spe-cific 
social strategy must account for the 
technologies, trends, and objectives that are 
a match for your larger business goals. Only 
then will you be ready to operationalize your 
organization for new social opportunities. 
“The next generation is 
growing up in a social 
world. Whether you’re 
talking to customers or 
employees, you have 
to do it on a social plat-form 
because that’s the 
language they speak.” 
Angela Ahrendts 
CEO, Burberry
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Expectations of engagement, listening, and 
learning are inherent. It’s not just about 
getting closer to customers and employ-ees; 
it’s about empowering them, learning 
from them, and leading them. 
Your vision should inspire your internal 
audience, certainly. But it should also 
be inspirational to people outside your 
organization. Challenge yourself to write 
something that makes your communities 
think, “That’s a company I want to do 
business with.” 
Define 
the Vision 
Either business gets 
social or it gets 
left behind 
Everything begins with conveying what 
social media means to your business, 
your customers, and your employees— 
and how everyone will benefit. 
Before we take any steps forward, let’s step 
back and think about the possibilities. How 
can social media improve customer and 
employee relationships? What do these re-lationships 
look like over the course of one, 
two, or even three years? These types of 
forward-thinking questions set the founda-tion 
for the vision. 
In defining your vision, remember that 
social channels are designed for two-way 
conversations; they’re not just another 
marketing channel for broadcasting 
your message. 
1 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Gartner, Business Gets Social)
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
At every step, be sure that your mission 
(and your vision) aligns with business 
priorities and objectives. Set milestones 
and checkpoints to ensure that your 
social transformation is on course. Docu-ment 
expectations and set clear goals that 
Once you’ve articulated your vision, it’s 
time to define your mission and give 
more details on how your organization 
will invest in social technologies, modify 
relevant processes as necessary, and em-power 
champions to lead the social trans-formation 
Set Clear at every level. 
support your overall corporate goals. 
Social Goals 
It’s no simple task, of course. The explo-sion 
of social media sites and technologies 
means the possibilities are virtually end-less. 
Consider starting small with a few key 
social channels, then making modifications 
and additions as you spread your social 
wings. Don’t lose sight of the fact that tech-nology 
is not the end game and social 
media—in and of itself—is not a strategy. 
2 
70% of enterprises 
achieve business 
objectives with social 
media yet only 43% 
have a formal social 
roadmap to address 
their goals 
(Source: Altimeter Group) 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Create 
Purpose 
Social media is a very personal and emo-tional 
landscape. As such, your social 
strategy requires a purpose to motivate 
your team and customers to join you in this 
important journey. Think about it this way: If 
your vision is ‘what’ you’re striving for and 
your mission is ‘how’ you’re getting there, 
your purpose is ‘why’ you’re doing it at all. 
With a clear vision, established goals, and 
the best intentions of improving relation-ships 
and experiences through social 
media, the next step is to give your col-leagues 
a reason to believe. Why should 
they enlist in this mission? Why should they 
believe in your vision for transformation? 
And perhaps most importantly, how every-one 
will win in the process. 
You can’t do this alone. Now that you 
have a vision, mission, and purpose 
documented, it’s time to pull together a 
trusted group of change agents. These 
stakeholders will each represent key func-tions 
and lines of business to ensure that 
social transformation is thoughtful and op-erationalized. 
Together, change and mar-ket 
leadership is imminent. 
3 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Establish 
a Social 
Taskforce 
Now it’s time to start pulling together the 
people who will make your social trans-formation 
happen. Your social taskforce 
should include people from across your 
organization that are savvy about social 
media and knowledgeable about your 
business and its goals. It should include 
stakeholders from all relevant lines of busi-ness 
and functions, including HR, legal, 
marketing, sales, and customer service. 
Think of your taskforce as a centralized 
resource for defining social media policy 
and establishing governance, best prac-tices, 
and policies. Most importantly, they’ll 
ensure your social media strategy ties back 
to key business objectives. 
4 
73% of companies with 
shared social media 
team report having clear 
leadership, compared to 
31% of those without 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Altimeter Group)
CHAPTER TWO 
Know Your Customers 
Like Never Before 
Gain social insights to understand what really matters
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
If a conversation takes place online and you’re not there 
to hear it, did it happen? The answer is YES. In a social 
world, what you don’t know can—and probably will— 
hurt you. At the same time, knowing what people are 
saying and how they’re interacting in social networks 
can really help you. 
Social media isn’t a nuisance—it’s one of the greatest 
gifts your business could ask for. The conversations 
that take place in social networks will give you new-found 
awareness of what people are saying about your 
brand and your competitors. Social media makes that 
powerful “word of mouth” that is so valuable–and yet so 
elusive–not only discoverable but measurable. You can 
learn more than ever about your customers based on 
what they ‘like’ on Facebook, the thoughts they share on 
Twitter, and who they’re connected to on LinkedIn. These 
insights can be translated into more meaningful conver-sations 
between your customers and employees, more-effective 
marketing strategies, and ultimately, 
better products and services. 
“Creating a social 
profile of our customers 
is the basis of 
everything. Knowing 
our customers helps us 
offer interesting services 
that will benefit them.” 
Bruno Cercley 
CEO, Rossignol
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Make Your 
Customer 
King 
Today’s customer has more power than 
ever. It’s time to recognize and embrace 
the fact that customers are now in the driv-er’s 
seat, thanks to social technology. 
Everyone knows that referrals from friends 
are far more valuable than messages from 
a company. The problem for business was 
always that generating referrals was an 
inexact science. Then along came social 
media. The viral velocity of social networks 
have made referrals a way of life for con-sumers— 
do everything you can to encour-age 
your customers to vote with their influ-ence. 
While social media can spread powerful 
endorsements at unprecedented speeds, 
mistakes can also be broadcast at the 
speed of social. Customers now air their 
complaints to thousands or even millions 
of people online in an instant; these 
negative posts last forever and can pop 
up 24 hours a day, 7 days a week. 
5 
Several longstanding companies have 
been brought to their knees due to a single 
unhappy—and socially influential—cus-tomer. 
Protect your business by placing 
your customers at the heart of everything 
you do.Your customers will thank you with 
their repeat business and referrals. 
97% of customers 
identify as “somewhat 
influenced” to “very 
influenced” by other 
customers’ comments 
about companies 
(Source: ClickFox, Social Media: An Emerging Customer Service Channel) 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Get Make One 
Your 
View Customer 
of Your 
Customer 
King 
You probably already have basic contact 
info for your customers and prospects in a 
database. And many of you actively man-age 
how these relationships track to the 
sales funnel. But yesterday’s sales process-es 
fail to take into account the new social 
touch points that are so important to build 
connections with today’s customers. 
To get a socially relevant customer view, 
you must consolidate, track, and manage 
social customer data in one place. Con-nect 
the social Web to your customer data-base 
to establish a holistic profile of your 
customers. 
Do everything you can to encourage your 
customers to vote with their influence. 
You’ll get a complete view into your cus-tomers 
so you can engage with them in 
more meaningful ways, correct unforeseen 
mistakes, enhance their perception of your 
brand, and gather intelligence to improve 
your products and services. 
6 
Percentage of 
enterprises using 
social information to 
support business-critical 
decisions: 
28% in 2010 
85% in 2020 
(Source: IDC, ICT Market Outlook: What’s Next?) 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
CHAPTER THREE 
Connect and Collaborate 
With Colleagues Instantly 
Flatten your organization, uncover expertise, and improve productivity
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Imagine a work environment where ideas and exper-tise 
transcend hierarchy and flow across geographies. 
Where your employees at every level are passionate 
and engaged and feel like their voices are heard. 
Where it’s easy for them to get answers, find experts, 
and share information with each other. With enterprise 
social networks it’s happening now. 
These internal networks break down barriers, 
elevate good ideas, keep processes moving, and 
help everyone—from sales to service to the back 
office—work more collaboratively and productively. 
Businesses that use social technologies internally 
cultivate a deeper level of employee engagement, 
distinguish themselves as leaders, and create work 
experiences that attract and retain the best talent. 
“A connected team 
moves faster and thinks 
bigger.” 
Tim O’Shaughnessy 
CEO, LivingSocial
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Empower 
Your 
Employees 
With 
Social Tools 
Social networks empower the individual 
like no other technology. On public social 
networks, people are building personal 
brands and creating massive amounts of 
influence. Now the same thing is happen-ing 
among employees inside of companies 
via enterprise social networks. 
Many companies make engaging custom-ers 
a top priority, but fail to engage their 
own employees and turn them into brand 
representatives. In this social economy, 
blocking employees from social networks 
is doing them—and your customers—a 
huge disservice. 
Embrace the fact that your employees have 
aspirations and ambition. They want to be-lieve 
in your vision. Help them. Guide them. 
Empower them. Make social 
engagement—internal, external, or 
both—a criteria to become a top per-former. 
When employees engage with 
influencers and the general community 
online, your story and your vision can con-nect 
people both within and outside the 
organization. 
51% of employees 
using social soft-ware 
say they are 
more productive 
during the workday 
7 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Forrester, The Enterprise 2.0 User Profile 10.31.11)
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
product development teams can collabo-rate 
in an employee social network and 
solve customer issues quickly or identify 
up-sell opportunities. Or, your marketing 
team can use social tools to quickly 
respond to materials requests from the 
In many organizations, social media oper-ates 
solely within the silo of the marketing 
department. But becoming social means 
breaking down barriers. Customers don’t 
care about your departmental silos. They 
see a single company, and they expect ev-ery 
Tear Down department to act like they’re connect-ed. 
sales team. 
Departmental 
It’s critical that you provide routes and 
resolution for all facets of your business. 
Silos Instantly 
Everyone in your organization is responsi-ble 
for collaboration, because true collab-oration 
requires all employees to share, 
communicate, and be open. For example, 
employees in your sales, service, and 
66% of employees 
say social networking 
increases sharing 
8 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Altimeter Group)
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Because you all work at the same com-pany, 
all your employees are tied loosely 
together by default. But an enterprise social 
network can make those weak ties be-come 
stronger connections where mutual 
interests and context around customer 
needs or business problems become im-mediately 
apparent. 
The power of an enterprise social network 
is that an employee looking to get an an-swer 
from one colleague will often get a 
faster reply from another colleague—who 
they may not even know—who saw the so-cial 
interaction in passing. A simple ques-tion 
about whether someone knows the 
CIO of a company you’re selling to might 
instead lead to the discovery that the com-pany’s 
CEO is the brother of an employee. 
Turn Weak 
Ties Into 
Strong 
Connections 
Or imagine a salesperson who posts ask-ing 
how to pitch a certain product to ad-dress 
a customer’s business problem. The 
next thing she knows, her colleagues are 
jumping in with advice and ideas, and the 
sales rep suddenly gets swept into an op-portunity 
to sell multiple new products. 
These serendipitous moments don’t hap-pen 
when you’re sitting at your desk or 
sending emails only to certain people you 
know well. They happen when your em-ployees 
are completely connected and can 
uncover each other’s expertise and insights 
in a matter of minutes. Suddenly, the ex-pertise 
of your entire company is lined 
up to service your customers at a mo-ment’s 
notice. 
The Web and social technologies enable access 
to nearly unlimited ideas and practices 
9 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Predicts 2011: Executive Focus on Revenue Growth Puts Added Pressure on CIOs)
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Build a 
Results-Driven 
Workplace 
At the heart of every organization is its 
culture. Social media can help you foster 
an effective, transparent, employee-centric 
culture. This means working with 
your HR department to ensure every em-ployee 
feels that they’re contributing to the 
company’s success, and everyone feels 
like part of something bigger than just 
their individual role. 
Motivate and improve employee perfor-mance 
by establishing social goals, pro-viding 
continuous feedback, and giving 
meaningful recognition. Replace traditional 
performance reviews with an easier, more 
collaborative, and social review process 
that includes an ongoing dialogue among 
teams and between coaches and em-ployees. 
This way, your employees always 
know where they stand and can build their 
work reputation. And the whole organiza-tion 
has a richer body of information that’s 
collected as things happen—rather than 
having to rely on memory when review 
time comes around. 
10 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Make Social 
Part of Every 
Business 
Process 
Hiring one social media expert into your 
marketing organization is not enough for 
social transformation. Social needs to be 
an integrated strategy for every depart-ment 
and every business process and 
function across your organization. When 
social becomes part of your corporate 
DNA, everyone from marketing and HR to 
finance and customer service will be more 
effective at communicating, collaborating, 
problem solving, and serving customers 
and stakeholders. 
Social technologies can help everyone do 
a better job. Marketers can launch cam-paigns 
that colleagues from across the 
company and the globe can help shape. 
Customer service agents can collaborate 
to resolve customer issues faster. HR can 
leverage employees and their respective 
peer networks to recruit top talent. Product 
development can crowd-source new prod-uct 
ideas or prioritize innovation currently 
in the pipeline. By building social into every 
business process, you’ll build a more effec-tive 
and productive workforce and create a 
more relevant business. 
11 
39% of workers 
say they use social 
tools because 
they solve their 
business problems 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Forrester, The Enterprise 2.0 User Profile 2011 10.31.11)
CHAPTER FOUR 
Build Deeper Relationships by 
Engaging Customers in New Ways 
Collaborate in real time with customers, prospects, and partners
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Customer expectations have changed. Consumers no 
longer need to come to you to learn about your products 
and services. They’re joining conversations online and 
getting a more unbiased perspective on social channels. 
They prefer engaging with you alongside their colleagues 
and other customers like them. This new level of open-ness 
and transparency has fundamentally changed the 
conversation between companies and customers. 
The most successful businesses today are embracing 
this shift to distinguish themselves as thought leaders 
in their industries, earning the trust of their custom-ers 
ahead of their competition. They’re joining existing 
communities—or creating their own—where custom-ers, 
partners, and even products can all join the same 
conversations and share ideas. These businesses care 
about the needs of their customers and are responding 
faster and with more transparency thanks to social tech-nology. 
Faster responses, deeper engagement and 
stronger trust: That’s what’s fueling the growth of today’s 
leading companies. 
As a leader, you set the charter for the customer experi-ence. 
You have the ability to build the bridges that con-nect 
your brand and products to your social customers 
and deliver remarkable experiences that meet and ex-ceed 
their expectations. 
“There’s a huge 
opportunity with social 
platforms to reinvent the 
relationships between 
clients and their firms.” 
Brad Peterson 
CIO, Schwab
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Treat Your 
Prospects 
Like Trusted 
Partners 
Companies today can create customer so-cial 
networks to collaborate with custom-ers 
and partners throughout the sales 
cycle. These communities can be created 
instantly and act essentially as private deal 
rooms that create a new level of transpar-ency 
and trust—where information flows 
quickly and customers feel like trusted 
partners. It’s all about changing the attitude 
and getting to “yes” more quickly. 
Social collaboration tools inside your com-pany 
make it easier for sales reps to close 
deals because they’re now connected to 
everyone and everything they need. The 
engineer. The new marketing deck. The 
competitive expert. The latest discount ma-trix. 
The executive with platinum connec-tions. 
This level of connectivity is the new 
sales reality. 
But how does this benefit the relationship 
with the customer or prospect? After all, 
that’s what selling is all about. 
12 
56% of buyers 
feel connected to 
brands that 
engage socially 
(Source: Cone Inc.) 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Create 
Fans 
for Life 
Make Your 
Customer 
King 
Millions of conversations are happening 
online right now, among millions of people. 
Some of them are about your company 
and your products. As the conversations 
about your brand increase, how do you 
scale? Hiring more people to monitor 
Twitter is not the answer. You’ll be over-whelmed 
quickly unless you automate your 
listening and route the right conversations 
to the right agents within your organization 
for follow-up. 
To win fans in the social era, you’ll need to 
make sure your agents are everywhere 
your customers are. When a technical 
question comes in about a product, make 
sure it gets to your product or support 
team. Social is built for speed, so if you’re 
not bringing the right people into the con-versation 
quickly, your customers will start 
talking to someone else. 
62% of consumers 
handle service 
issues with 
social media 
13 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: ClickFox, Social Media: An Emerging Customer Service Channel)
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Crowd-Make Your 
Source 
Innovation 
Customer 
From King 
Your 
Community 
Much to the chagrin of PR departments 
everywhere, customers feel free to use 
their social voices when they need help, 
when they have a problem, or when 
they’ve had a negative experience. Why 
not channel those voices to help your busi-ness 
create better products and services? 
Here’s how to get there: Invest in your 
communities by turning customers and 
partners into stakeholders. 
Remember, a community is not just some-thing 
where people belong; a community is 
defined by the things that make belonging 
matter. Develop programs to focus com-munity 
activity on collaborative missions to 
accomplish great things. Working together 
to do something great is the perfect way to 
foster affinity and loyalty. 
14 
Percentage of 
enterprises getting 
new product ideas via 
social media: 
30% in 2010 
75% in 2020 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: IDC, ICT Market Outlook: What’s Next?)
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Market at 
the Speed 
of Social 
Make Your 
Customer 
King 
In a social world, context and immediacy 
are prerequisites for the most success-ful 
types of online customer interactions. 
Captivating your customer’s attention at the 
right time and in the right place can trigger 
the types of interactions and activity that 
boost your brand and generate sales. 
To make it happen, you need to instantly 
decipher social activity and then present 
contextually relevant Web content that 
pulls in social data. Your customers are 
engaging with your company on Twitter 
and Facebook, and you need to be there 
too, generating customized Web experi-ences 
on the fly. 
15 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
CHAPTER FIVE 
Listen and Learn From 
Public Social Networks 
Get insights to shape unique experiences for your communities
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
A funny thing happened as people started using social 
networks like Facebook and Twitter. They not only be-came 
incredibly connected, they also built their own are-nas 
where they take center stage and their friends and 
followers fill the seats. 
Everyone now has a voice. They have a stage and a 
connected audience to share what they like and also 
what they don’t like. Remember, people on social net-works 
are at the center of their own social universe, and 
they don’t have to connect to your business. Establishing 
and losing connections are as easy as a ‘click.’ 
It’s time to get their attention and earn their support. 
But you won’t capture their mindshare if you treat social 
media like traditional broadcast channels that only offer 
one-way communication. It all starts by listening to what 
people are saying about your brand and understanding 
where your customers, partners, competitors, and pros-pects 
are spending their time. 
Let your desire to put people at the center of your busi-ness 
be the driving force behind your listening. Stay on 
top of social conversations to help customers at the point 
of need, thank advocates, win over detractors, and capi-talize 
on new growth opportunities for your business. 
“Being social is not just 
about winning fans and 
influencing followers. 
It’s about inspiring 
customers to engage 
with us.” 
John Costello 
CMO, Duncan 
Social networks reach 
82% of the online 
population worldwide 
(Source: comScore, It’s a Social World)
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Create a 
Social 
Listening 
Center 
Social media opens windows into the 
worlds of your customers. Set up a “com-mand 
center” or central area for view-ing, 
monitoring, and reporting on all your 
company’s social mentions in real time 
across the social media sites where people 
are talking about you. This is the central 
nervous system of the socially connected 
enterprise. Picture a room with multiple 
screens displaying social feeds. Staffers 
are watching, learning, replying, and dis-tributing 
information and questions to the 
right people throughout your organization. 
Your monitoring staff knows what’s hap-pening 
as it happens and brings in other 
parts of the organization when and where 
they’re needed. 
A listening center will help you glean 
insights into what customers, influenc-ers, 
press, and the community are say-ing 
about your brand. You can also track 
what’s being said about your competition. 
Listening is the first step. From there you 
can learn, adapt, and engage your cus-tomers 
to effect change. 
16 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Establish 
Rules of 
Engagement 
Each social network community boasts 
its own unique culture. A “one size fits all” 
approach can fall flat or cause an uninten-tional 
uprising. Front line employees who 
engage with customers on social channels 
need road signs and guardrails to operate. 
They also need training and direction on 
how to best represent the brand through 
their actions and words in social media. 
Establishing rules of engagement in a 
broader social media policy creates conti-nuity 
and consistency in your messaging 
across social channels. Formally training 
your internal staff on those rules ensures 
fewer social missteps. 
A few simple guidelines include: thanking 
people who mention your brand, engag-ing 
quickly, and being honest. Be sure to 
cover what to do when things are going 
wrong. When there’s a problem, acknowl-edge 
it quickly. 
Follow up is key. Give a little detail about 
what you’re doing to fix it and when you 
expect resolution. While only one person 
may be waiting for your direct reply, thou-sands 
more could be watching. The trans-parency 
and openness of social network-ing 
sites makes doing the right thing more 
important than ever. 
What’s clear is that social customers not 
only expect and appreciate engagement, 
but they also feel better as a result. In fact, 
after having a dialogue with you that the 
customer feels good about, this same for-merly 
disgruntled person will return to the 
same channels where they vented frustra-tion 
to sing your praises. So, don’t delay 
in responding to your customers. Let them 
know their voices matter—and that you’re 
listening. Now. 
17 
92% of companies allow 
professional use of 
social media 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 
18 19 20 (Source: Altimeter Group, Pivot Study)
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Attract Fans 
With New 
Social 
Experiences 
The social Web is fundamentally changing 
the interactions between companies and 
their communities. One of the biggest op-portunities 
your business faces today is the 
ability to design remarkable experiences 
through the marriage of social apps and 
social data. 
Now you can personalize your story for the 
people you’re trying to reach, inspired by 
their behavior in social networks—what 
they post, what they do, what they “like.” 
Imagine delivering tailored products, mo-bile 
apps, and Web experiences to your 
customers. They’ll appreciate seeing only 
relevant information and offers, and you’ll 
experience greater customer satisfaction 
and more sales. 
18 
53% of active adult 
social networkers 
follow a brand 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Nielsen)
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Amplify Your 
Evangelists 
As social customers build their personal 
networks over time, some of them evolve 
from just another member of the crowd 
into a person of influence with a large and 
attentive audience. 
Now’s the time to mobilize your influen-tial 
customers by using listening tools to 
identify champions and measure their 
social reach. Let them know how impor-tant 
they are to your business. Find out 
what about your company and products 
excites them, and design official advocacy 
programs that harness their influence and 
passion. Before you know it, you’ll have an 
army of people who aren’t even on your 
payroll singing your praises, answering 
questions, guiding purchasing decisions, 
and defending you against online critics. 
19 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 
90% of online 
consumers trust 
known users, 
70% trust 
unknown users, 
8% trust celebrities 
(Source: Erik Qualman, Socialnomics)
CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE 
Bring Your 
Products 
Into the 
Conversation 
Your social community can extend beyond 
your customers, prospects, and employ-ees— 
now your products can be social, 
too. Truly social businesses are bringing 
products into social conversations, allow-ing 
your customers to not only ‘like’ a prod-uct, 
but to become friends with it. 
Each day hundreds of millions of people 
use social networks to stay on top of the 
latest news from families, friends, and 
businesses. Why shouldn’t your products 
share status updates with your custom-ers— 
just like people do? They can tell your 
customers when everything’s fine, or tweet 
when something needs their attention. 
Imagine your car tweeting, “It’s almost time 
for an oil change.” Imagine next seeing an 
ad on Facebook that your favorite service 
station has an oil change appointment 
open at 10:00 on Saturday morning. 
20 
Intelligent communicating devices on the 
network will outnumber “traditional" 
computing devices by almost 2 to 1 
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 
(Source: IDC)
Start Your Social Transformation Now 
As a leader in your organization, it’s time to 
start socializing the idea and assigning people 
to make it happen. 
Only you can help chart a course for the future. 
Social has created a tremendous opportunity 
for your company to outpace your competition. 
If your organization looks to you for direction 
and inspiration, then it’s up to you to lead the 
charge in developing a more human, adapt-able, 
and scalable social business. 
It doesn’t mean starting over. You don’t need 
to reinvent the wheel to leverage social tech-nologies. 
This is a time to evaluate and mod-ernize 
existing practices and to refocus on the 
expectations of your social customers. 
The journey of 1,000 miles begins with a 
single step. Use this book as your guide to 
take the first one. Before you know it, your 
social transformation will begin, and soon 
you’ll be well on the road to deeper relation-ships 
with customers and employees—and 
greater relevance with social and traditional 
customers alike.
www.salesforce.com/solutions 
Written in collaboration with 
Brian Solis of the Altimeter Group

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Salesforce ebook

  • 1.
  • 2. TABLE OF CONTENTS CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Lay the Groundwork for Social Success Know Your Customers Like Never Before Connect and Collaborate With Colleagues Instantly Build Deeper Relation-ships by Engaging Customers in New Ways Listen and Learn From Public Social Networks Define the Vision Set Clear Social Goals Create Purpose Establish a Social Taskforce Make Your Customer King Get One View of Your Customers Empower Your Employees With Social Tools Tear Down Departmental Silos Instantly Turn Weak Ties Into Strong Connections Build a Results-Driven Workplace Make Social Part of Every Business Process Treat Your Prospects Like Trusted Partners Create Fans for Life Crowd-Source Innovation From Your Community Market at the Speed of Social Create a Social Listening Center Establish Rules of Engagement Attract Fans With New Social Experiences Amplify Your Evangelists Bring Your Products Into the Conversation 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 20 Principles FOR leading CHANGE
  • 3. Introduction Let’s face it: Part of you—or maybe all of you— wonders how important and lasting this social phenomenon will ultimately end up being. Is it worth dedicating some of your organization’s valuable time and resources to this? The answer is yes. Now is the time to get serious about social. This book will show you how to get there through a series of short—but impactful—principles. Read it, start thinking, and then do something social: Share it with someone in your company who can help make it happen.
  • 4. CHAPTER ONE Lay the Groundwork for Social Success Convey clear benefits to your business, customers, and employees
  • 5. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE By now it should be clear that social is not a fad. Every-thing from how we process and consume information to how we engage with customers, prospects, partners, employees—and everyone—has changed forever. Today, one in every five minutes online is spent on Facebook, 400 million tweets go out every day, and You- Tube has morphed from a hub for crazy cat and baby videos into a bona fide entertainment destination and the third most-popular website in the world (after Google and Facebook), according to Alexa. Almost overnight, brands have moved from 1-to-1 cus-tomer conversations to 1-to-millions. Your communities have a voice, and thanks to social networks, it’s a louder and more powerful one than any other time in history. These networks are so influential because they’re pow-ered by people and designed for their benefit. People like your customers and prospects are at the center of this customer-led revolution —and that’s what makes social a game changer for business. No one knows your unique business better than you. That’s why you can’t exactly copy someone else’s social blueprint and apply it to your own company. Your spe-cific social strategy must account for the technologies, trends, and objectives that are a match for your larger business goals. Only then will you be ready to operationalize your organization for new social opportunities. “The next generation is growing up in a social world. Whether you’re talking to customers or employees, you have to do it on a social plat-form because that’s the language they speak.” Angela Ahrendts CEO, Burberry
  • 6. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Expectations of engagement, listening, and learning are inherent. It’s not just about getting closer to customers and employ-ees; it’s about empowering them, learning from them, and leading them. Your vision should inspire your internal audience, certainly. But it should also be inspirational to people outside your organization. Challenge yourself to write something that makes your communities think, “That’s a company I want to do business with.” Define the Vision Either business gets social or it gets left behind Everything begins with conveying what social media means to your business, your customers, and your employees— and how everyone will benefit. Before we take any steps forward, let’s step back and think about the possibilities. How can social media improve customer and employee relationships? What do these re-lationships look like over the course of one, two, or even three years? These types of forward-thinking questions set the founda-tion for the vision. In defining your vision, remember that social channels are designed for two-way conversations; they’re not just another marketing channel for broadcasting your message. 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Gartner, Business Gets Social)
  • 7. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE At every step, be sure that your mission (and your vision) aligns with business priorities and objectives. Set milestones and checkpoints to ensure that your social transformation is on course. Docu-ment expectations and set clear goals that Once you’ve articulated your vision, it’s time to define your mission and give more details on how your organization will invest in social technologies, modify relevant processes as necessary, and em-power champions to lead the social trans-formation Set Clear at every level. support your overall corporate goals. Social Goals It’s no simple task, of course. The explo-sion of social media sites and technologies means the possibilities are virtually end-less. Consider starting small with a few key social channels, then making modifications and additions as you spread your social wings. Don’t lose sight of the fact that tech-nology is not the end game and social media—in and of itself—is not a strategy. 2 70% of enterprises achieve business objectives with social media yet only 43% have a formal social roadmap to address their goals (Source: Altimeter Group) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 8. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Create Purpose Social media is a very personal and emo-tional landscape. As such, your social strategy requires a purpose to motivate your team and customers to join you in this important journey. Think about it this way: If your vision is ‘what’ you’re striving for and your mission is ‘how’ you’re getting there, your purpose is ‘why’ you’re doing it at all. With a clear vision, established goals, and the best intentions of improving relation-ships and experiences through social media, the next step is to give your col-leagues a reason to believe. Why should they enlist in this mission? Why should they believe in your vision for transformation? And perhaps most importantly, how every-one will win in the process. You can’t do this alone. Now that you have a vision, mission, and purpose documented, it’s time to pull together a trusted group of change agents. These stakeholders will each represent key func-tions and lines of business to ensure that social transformation is thoughtful and op-erationalized. Together, change and mar-ket leadership is imminent. 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 9. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Establish a Social Taskforce Now it’s time to start pulling together the people who will make your social trans-formation happen. Your social taskforce should include people from across your organization that are savvy about social media and knowledgeable about your business and its goals. It should include stakeholders from all relevant lines of busi-ness and functions, including HR, legal, marketing, sales, and customer service. Think of your taskforce as a centralized resource for defining social media policy and establishing governance, best prac-tices, and policies. Most importantly, they’ll ensure your social media strategy ties back to key business objectives. 4 73% of companies with shared social media team report having clear leadership, compared to 31% of those without 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Altimeter Group)
  • 10. CHAPTER TWO Know Your Customers Like Never Before Gain social insights to understand what really matters
  • 11. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE If a conversation takes place online and you’re not there to hear it, did it happen? The answer is YES. In a social world, what you don’t know can—and probably will— hurt you. At the same time, knowing what people are saying and how they’re interacting in social networks can really help you. Social media isn’t a nuisance—it’s one of the greatest gifts your business could ask for. The conversations that take place in social networks will give you new-found awareness of what people are saying about your brand and your competitors. Social media makes that powerful “word of mouth” that is so valuable–and yet so elusive–not only discoverable but measurable. You can learn more than ever about your customers based on what they ‘like’ on Facebook, the thoughts they share on Twitter, and who they’re connected to on LinkedIn. These insights can be translated into more meaningful conver-sations between your customers and employees, more-effective marketing strategies, and ultimately, better products and services. “Creating a social profile of our customers is the basis of everything. Knowing our customers helps us offer interesting services that will benefit them.” Bruno Cercley CEO, Rossignol
  • 12. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Make Your Customer King Today’s customer has more power than ever. It’s time to recognize and embrace the fact that customers are now in the driv-er’s seat, thanks to social technology. Everyone knows that referrals from friends are far more valuable than messages from a company. The problem for business was always that generating referrals was an inexact science. Then along came social media. The viral velocity of social networks have made referrals a way of life for con-sumers— do everything you can to encour-age your customers to vote with their influ-ence. While social media can spread powerful endorsements at unprecedented speeds, mistakes can also be broadcast at the speed of social. Customers now air their complaints to thousands or even millions of people online in an instant; these negative posts last forever and can pop up 24 hours a day, 7 days a week. 5 Several longstanding companies have been brought to their knees due to a single unhappy—and socially influential—cus-tomer. Protect your business by placing your customers at the heart of everything you do.Your customers will thank you with their repeat business and referrals. 97% of customers identify as “somewhat influenced” to “very influenced” by other customers’ comments about companies (Source: ClickFox, Social Media: An Emerging Customer Service Channel) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 13. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Get Make One Your View Customer of Your Customer King You probably already have basic contact info for your customers and prospects in a database. And many of you actively man-age how these relationships track to the sales funnel. But yesterday’s sales process-es fail to take into account the new social touch points that are so important to build connections with today’s customers. To get a socially relevant customer view, you must consolidate, track, and manage social customer data in one place. Con-nect the social Web to your customer data-base to establish a holistic profile of your customers. Do everything you can to encourage your customers to vote with their influence. You’ll get a complete view into your cus-tomers so you can engage with them in more meaningful ways, correct unforeseen mistakes, enhance their perception of your brand, and gather intelligence to improve your products and services. 6 Percentage of enterprises using social information to support business-critical decisions: 28% in 2010 85% in 2020 (Source: IDC, ICT Market Outlook: What’s Next?) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 14. CHAPTER THREE Connect and Collaborate With Colleagues Instantly Flatten your organization, uncover expertise, and improve productivity
  • 15. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Imagine a work environment where ideas and exper-tise transcend hierarchy and flow across geographies. Where your employees at every level are passionate and engaged and feel like their voices are heard. Where it’s easy for them to get answers, find experts, and share information with each other. With enterprise social networks it’s happening now. These internal networks break down barriers, elevate good ideas, keep processes moving, and help everyone—from sales to service to the back office—work more collaboratively and productively. Businesses that use social technologies internally cultivate a deeper level of employee engagement, distinguish themselves as leaders, and create work experiences that attract and retain the best talent. “A connected team moves faster and thinks bigger.” Tim O’Shaughnessy CEO, LivingSocial
  • 16. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Empower Your Employees With Social Tools Social networks empower the individual like no other technology. On public social networks, people are building personal brands and creating massive amounts of influence. Now the same thing is happen-ing among employees inside of companies via enterprise social networks. Many companies make engaging custom-ers a top priority, but fail to engage their own employees and turn them into brand representatives. In this social economy, blocking employees from social networks is doing them—and your customers—a huge disservice. Embrace the fact that your employees have aspirations and ambition. They want to be-lieve in your vision. Help them. Guide them. Empower them. Make social engagement—internal, external, or both—a criteria to become a top per-former. When employees engage with influencers and the general community online, your story and your vision can con-nect people both within and outside the organization. 51% of employees using social soft-ware say they are more productive during the workday 7 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Forrester, The Enterprise 2.0 User Profile 10.31.11)
  • 17. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE product development teams can collabo-rate in an employee social network and solve customer issues quickly or identify up-sell opportunities. Or, your marketing team can use social tools to quickly respond to materials requests from the In many organizations, social media oper-ates solely within the silo of the marketing department. But becoming social means breaking down barriers. Customers don’t care about your departmental silos. They see a single company, and they expect ev-ery Tear Down department to act like they’re connect-ed. sales team. Departmental It’s critical that you provide routes and resolution for all facets of your business. Silos Instantly Everyone in your organization is responsi-ble for collaboration, because true collab-oration requires all employees to share, communicate, and be open. For example, employees in your sales, service, and 66% of employees say social networking increases sharing 8 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Altimeter Group)
  • 18. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Because you all work at the same com-pany, all your employees are tied loosely together by default. But an enterprise social network can make those weak ties be-come stronger connections where mutual interests and context around customer needs or business problems become im-mediately apparent. The power of an enterprise social network is that an employee looking to get an an-swer from one colleague will often get a faster reply from another colleague—who they may not even know—who saw the so-cial interaction in passing. A simple ques-tion about whether someone knows the CIO of a company you’re selling to might instead lead to the discovery that the com-pany’s CEO is the brother of an employee. Turn Weak Ties Into Strong Connections Or imagine a salesperson who posts ask-ing how to pitch a certain product to ad-dress a customer’s business problem. The next thing she knows, her colleagues are jumping in with advice and ideas, and the sales rep suddenly gets swept into an op-portunity to sell multiple new products. These serendipitous moments don’t hap-pen when you’re sitting at your desk or sending emails only to certain people you know well. They happen when your em-ployees are completely connected and can uncover each other’s expertise and insights in a matter of minutes. Suddenly, the ex-pertise of your entire company is lined up to service your customers at a mo-ment’s notice. The Web and social technologies enable access to nearly unlimited ideas and practices 9 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Predicts 2011: Executive Focus on Revenue Growth Puts Added Pressure on CIOs)
  • 19. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Build a Results-Driven Workplace At the heart of every organization is its culture. Social media can help you foster an effective, transparent, employee-centric culture. This means working with your HR department to ensure every em-ployee feels that they’re contributing to the company’s success, and everyone feels like part of something bigger than just their individual role. Motivate and improve employee perfor-mance by establishing social goals, pro-viding continuous feedback, and giving meaningful recognition. Replace traditional performance reviews with an easier, more collaborative, and social review process that includes an ongoing dialogue among teams and between coaches and em-ployees. This way, your employees always know where they stand and can build their work reputation. And the whole organiza-tion has a richer body of information that’s collected as things happen—rather than having to rely on memory when review time comes around. 10 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 20. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Make Social Part of Every Business Process Hiring one social media expert into your marketing organization is not enough for social transformation. Social needs to be an integrated strategy for every depart-ment and every business process and function across your organization. When social becomes part of your corporate DNA, everyone from marketing and HR to finance and customer service will be more effective at communicating, collaborating, problem solving, and serving customers and stakeholders. Social technologies can help everyone do a better job. Marketers can launch cam-paigns that colleagues from across the company and the globe can help shape. Customer service agents can collaborate to resolve customer issues faster. HR can leverage employees and their respective peer networks to recruit top talent. Product development can crowd-source new prod-uct ideas or prioritize innovation currently in the pipeline. By building social into every business process, you’ll build a more effec-tive and productive workforce and create a more relevant business. 11 39% of workers say they use social tools because they solve their business problems 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Forrester, The Enterprise 2.0 User Profile 2011 10.31.11)
  • 21. CHAPTER FOUR Build Deeper Relationships by Engaging Customers in New Ways Collaborate in real time with customers, prospects, and partners
  • 22. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Customer expectations have changed. Consumers no longer need to come to you to learn about your products and services. They’re joining conversations online and getting a more unbiased perspective on social channels. They prefer engaging with you alongside their colleagues and other customers like them. This new level of open-ness and transparency has fundamentally changed the conversation between companies and customers. The most successful businesses today are embracing this shift to distinguish themselves as thought leaders in their industries, earning the trust of their custom-ers ahead of their competition. They’re joining existing communities—or creating their own—where custom-ers, partners, and even products can all join the same conversations and share ideas. These businesses care about the needs of their customers and are responding faster and with more transparency thanks to social tech-nology. Faster responses, deeper engagement and stronger trust: That’s what’s fueling the growth of today’s leading companies. As a leader, you set the charter for the customer experi-ence. You have the ability to build the bridges that con-nect your brand and products to your social customers and deliver remarkable experiences that meet and ex-ceed their expectations. “There’s a huge opportunity with social platforms to reinvent the relationships between clients and their firms.” Brad Peterson CIO, Schwab
  • 23. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Treat Your Prospects Like Trusted Partners Companies today can create customer so-cial networks to collaborate with custom-ers and partners throughout the sales cycle. These communities can be created instantly and act essentially as private deal rooms that create a new level of transpar-ency and trust—where information flows quickly and customers feel like trusted partners. It’s all about changing the attitude and getting to “yes” more quickly. Social collaboration tools inside your com-pany make it easier for sales reps to close deals because they’re now connected to everyone and everything they need. The engineer. The new marketing deck. The competitive expert. The latest discount ma-trix. The executive with platinum connec-tions. This level of connectivity is the new sales reality. But how does this benefit the relationship with the customer or prospect? After all, that’s what selling is all about. 12 56% of buyers feel connected to brands that engage socially (Source: Cone Inc.) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 24. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Create Fans for Life Make Your Customer King Millions of conversations are happening online right now, among millions of people. Some of them are about your company and your products. As the conversations about your brand increase, how do you scale? Hiring more people to monitor Twitter is not the answer. You’ll be over-whelmed quickly unless you automate your listening and route the right conversations to the right agents within your organization for follow-up. To win fans in the social era, you’ll need to make sure your agents are everywhere your customers are. When a technical question comes in about a product, make sure it gets to your product or support team. Social is built for speed, so if you’re not bringing the right people into the con-versation quickly, your customers will start talking to someone else. 62% of consumers handle service issues with social media 13 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: ClickFox, Social Media: An Emerging Customer Service Channel)
  • 25. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Crowd-Make Your Source Innovation Customer From King Your Community Much to the chagrin of PR departments everywhere, customers feel free to use their social voices when they need help, when they have a problem, or when they’ve had a negative experience. Why not channel those voices to help your busi-ness create better products and services? Here’s how to get there: Invest in your communities by turning customers and partners into stakeholders. Remember, a community is not just some-thing where people belong; a community is defined by the things that make belonging matter. Develop programs to focus com-munity activity on collaborative missions to accomplish great things. Working together to do something great is the perfect way to foster affinity and loyalty. 14 Percentage of enterprises getting new product ideas via social media: 30% in 2010 75% in 2020 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: IDC, ICT Market Outlook: What’s Next?)
  • 26. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Market at the Speed of Social Make Your Customer King In a social world, context and immediacy are prerequisites for the most success-ful types of online customer interactions. Captivating your customer’s attention at the right time and in the right place can trigger the types of interactions and activity that boost your brand and generate sales. To make it happen, you need to instantly decipher social activity and then present contextually relevant Web content that pulls in social data. Your customers are engaging with your company on Twitter and Facebook, and you need to be there too, generating customized Web experi-ences on the fly. 15 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 27. CHAPTER FIVE Listen and Learn From Public Social Networks Get insights to shape unique experiences for your communities
  • 28. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE A funny thing happened as people started using social networks like Facebook and Twitter. They not only be-came incredibly connected, they also built their own are-nas where they take center stage and their friends and followers fill the seats. Everyone now has a voice. They have a stage and a connected audience to share what they like and also what they don’t like. Remember, people on social net-works are at the center of their own social universe, and they don’t have to connect to your business. Establishing and losing connections are as easy as a ‘click.’ It’s time to get their attention and earn their support. But you won’t capture their mindshare if you treat social media like traditional broadcast channels that only offer one-way communication. It all starts by listening to what people are saying about your brand and understanding where your customers, partners, competitors, and pros-pects are spending their time. Let your desire to put people at the center of your busi-ness be the driving force behind your listening. Stay on top of social conversations to help customers at the point of need, thank advocates, win over detractors, and capi-talize on new growth opportunities for your business. “Being social is not just about winning fans and influencing followers. It’s about inspiring customers to engage with us.” John Costello CMO, Duncan Social networks reach 82% of the online population worldwide (Source: comScore, It’s a Social World)
  • 29. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Create a Social Listening Center Social media opens windows into the worlds of your customers. Set up a “com-mand center” or central area for view-ing, monitoring, and reporting on all your company’s social mentions in real time across the social media sites where people are talking about you. This is the central nervous system of the socially connected enterprise. Picture a room with multiple screens displaying social feeds. Staffers are watching, learning, replying, and dis-tributing information and questions to the right people throughout your organization. Your monitoring staff knows what’s hap-pening as it happens and brings in other parts of the organization when and where they’re needed. A listening center will help you glean insights into what customers, influenc-ers, press, and the community are say-ing about your brand. You can also track what’s being said about your competition. Listening is the first step. From there you can learn, adapt, and engage your cus-tomers to effect change. 16 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 30. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Establish Rules of Engagement Each social network community boasts its own unique culture. A “one size fits all” approach can fall flat or cause an uninten-tional uprising. Front line employees who engage with customers on social channels need road signs and guardrails to operate. They also need training and direction on how to best represent the brand through their actions and words in social media. Establishing rules of engagement in a broader social media policy creates conti-nuity and consistency in your messaging across social channels. Formally training your internal staff on those rules ensures fewer social missteps. A few simple guidelines include: thanking people who mention your brand, engag-ing quickly, and being honest. Be sure to cover what to do when things are going wrong. When there’s a problem, acknowl-edge it quickly. Follow up is key. Give a little detail about what you’re doing to fix it and when you expect resolution. While only one person may be waiting for your direct reply, thou-sands more could be watching. The trans-parency and openness of social network-ing sites makes doing the right thing more important than ever. What’s clear is that social customers not only expect and appreciate engagement, but they also feel better as a result. In fact, after having a dialogue with you that the customer feels good about, this same for-merly disgruntled person will return to the same channels where they vented frustra-tion to sing your praises. So, don’t delay in responding to your customers. Let them know their voices matter—and that you’re listening. Now. 17 92% of companies allow professional use of social media 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Altimeter Group, Pivot Study)
  • 31. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Attract Fans With New Social Experiences The social Web is fundamentally changing the interactions between companies and their communities. One of the biggest op-portunities your business faces today is the ability to design remarkable experiences through the marriage of social apps and social data. Now you can personalize your story for the people you’re trying to reach, inspired by their behavior in social networks—what they post, what they do, what they “like.” Imagine delivering tailored products, mo-bile apps, and Web experiences to your customers. They’ll appreciate seeing only relevant information and offers, and you’ll experience greater customer satisfaction and more sales. 18 53% of active adult social networkers follow a brand 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Nielsen)
  • 32. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Amplify Your Evangelists As social customers build their personal networks over time, some of them evolve from just another member of the crowd into a person of influence with a large and attentive audience. Now’s the time to mobilize your influen-tial customers by using listening tools to identify champions and measure their social reach. Let them know how impor-tant they are to your business. Find out what about your company and products excites them, and design official advocacy programs that harness their influence and passion. Before you know it, you’ll have an army of people who aren’t even on your payroll singing your praises, answering questions, guiding purchasing decisions, and defending you against online critics. 19 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 90% of online consumers trust known users, 70% trust unknown users, 8% trust celebrities (Source: Erik Qualman, Socialnomics)
  • 33. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Bring Your Products Into the Conversation Your social community can extend beyond your customers, prospects, and employ-ees— now your products can be social, too. Truly social businesses are bringing products into social conversations, allow-ing your customers to not only ‘like’ a prod-uct, but to become friends with it. Each day hundreds of millions of people use social networks to stay on top of the latest news from families, friends, and businesses. Why shouldn’t your products share status updates with your custom-ers— just like people do? They can tell your customers when everything’s fine, or tweet when something needs their attention. Imagine your car tweeting, “It’s almost time for an oil change.” Imagine next seeing an ad on Facebook that your favorite service station has an oil change appointment open at 10:00 on Saturday morning. 20 Intelligent communicating devices on the network will outnumber “traditional" computing devices by almost 2 to 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: IDC)
  • 34. Start Your Social Transformation Now As a leader in your organization, it’s time to start socializing the idea and assigning people to make it happen. Only you can help chart a course for the future. Social has created a tremendous opportunity for your company to outpace your competition. If your organization looks to you for direction and inspiration, then it’s up to you to lead the charge in developing a more human, adapt-able, and scalable social business. It doesn’t mean starting over. You don’t need to reinvent the wheel to leverage social tech-nologies. This is a time to evaluate and mod-ernize existing practices and to refocus on the expectations of your social customers. The journey of 1,000 miles begins with a single step. Use this book as your guide to take the first one. Before you know it, your social transformation will begin, and soon you’ll be well on the road to deeper relation-ships with customers and employees—and greater relevance with social and traditional customers alike.
  • 35. www.salesforce.com/solutions Written in collaboration with Brian Solis of the Altimeter Group