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NixonMcInnes




Social CRM
A practical look at what it is, and
how to get started
Ross Breadmore


Page 1 | Social CRM / Social Media Week | September 2012
@rossbreadmore




    Page 2 | Social CRM / Social Media Week | September 2012
http://www.flickr.com/photos/bendeck/2639210778/sizes/l/
Clients




Page 3 | Social CRM / Social Media Week | September 2012
Page 4 | Social CRM / Social Media Week | September 2012
A definition

“It’s the company’s
programmatic response to the
customer’s ownership of the
conversation.”

                                                           Paul Greenberg




Page 5 | Social CRM / Social Media Week | September 2012
Social CRM – my definition…




Page 6 | Social CRM / Social Media Week | September 2012
Definition disclaimer




Page 7 | Social CRM / Social Media Week | September 2012
Social CRM – my definition




                                               +
in order to…
Page 8 | Social CRM / Social Media Week | September 2012
1. Gain intel on customers




                                                           http://blog.thoughtpick.com


Page 9 | Social CRM / Social Media Week | September 2012
2. Delight and retain customers




                                                            http://tpdsaa.tumblr.com/


Page 10 | Social CRM / Social Media Week | September 2012
3. Find new customers




                                                            Flickr user nationallibrarynz_commons


Page 11 | Social CRM / Social Media Week | September 2012
NixonMcInnes




Barriers to social CRM



Page 12 | Social CRM / Social Media Week | September 2012
Inflated expectations




Page 13 | Social CRM / Social Media Week | September 2012
Complexity




     http://www.bankingtechnology.org/


Page 14 | Social CRM / Social Media Week | September 2012
Lack of BIG case studies




Page 15 | Social CRM / Social Media Week | September 2012
Multiple vendors




Page 16 | Social CRM / Social Media Week | September 2012
Shifting platforms




Page 17 | Social CRM / Social Media Week | September 2012
Internal politics




Page 18 | Social CRM / Social Media Week | September 2012
NixonMcInnes




Getting started



Page 19 | Social CRM / Social Media Week | September 2012
Consideration – commercial




Page 20 | Social CRM / Social Media Week | September 2012
Speak their language
•  Build a business case for Social CRM, focusing on
   tangible metrics (sales, retention, ARPU etc).


•  What’s the minimal viable product? I.e. how can we
   test this without incurring huge expense?


•  What Social CRM benefit carry most weight internally?
   Focus on those if necessary.



Page 21 | Social CRM / Social Media Week | September 2012
Consideration – ethical




Page 22 | Social CRM / Social Media Week | September 2012
Do what feels right, and ask your customers

•  If you have suitable internal committees, use them.
      •  Many large brands will have committees and councils (or
         external expertise) focused on the best interests of the
         customer.


•  Whenever introducing any new kind of Social CRM, be
   transparent, explain the benefits to the customers and
   invite feedback.




Page 23 | Social CRM / Social Media Week | September 2012
Consideration – technical




Page 24 | Social CRM / Social Media Week | September 2012
Start small
•  Avoid large scale deployment for as long as possible;
   get passionate technical stakeholders on board and
   get them talking to each other.


•  Map out the various data inputs and outputs, and then
   join-up whatever will be most interesting or beneficial.


•  Prototype in safe environments, using old data if
   necessary.

Page 25 | Social CRM / Social Media Week | September 2012
NixonMcInnes




Some examples to get you
thinking



Page 26 | Social CRM / Social Media Week | September 2012
The network: network follower count
                                                                Network follower
                                                                count:
                         A
                                                                A = 0 not followed by
                                                            C
                                                                anyone in the network
                  B
                                                                B = 2 followed by 2
                                  Mr. X
                                                            D   other followers of Mr.X

                                                                C = 1 followed by 1 of
                                                                Mr.X followers

                                                                D = 2 followed by 2
                                                                other followers of Mr.X



Page 27 | Social CRM / Social Media Week | September 2012
Reach mapping




Page 28 | Social CRM / Social Media Week | September 2012
Page 29 | Social CRM / Social Media Week | September 2012
KLM Meet & Seat




Page 30 | Social CRM / Social Media Week | September 2012
Page 31 | Social CRM / Social Media Week | September 2012
Page 32 | Social CRM / Social Media Week | September 2012
Page 33 | Social CRM / Social Media Week | September 2012
Providing security, and working around barriers

“AXP will not provide Foursquare or Facebook access to your
AXP account number or to any of your other PII. Instead, AXP
will create a unique identifier (“UID”) that does not contain
your AXP account number, which §will serve to identify you to
Foursquare and/or Facebook to facilitate your participation in
the Program”


                               American Express Sync terms and conditions




Page 34 | Social CRM / Social Media Week | September 2012
Combine teams

                                  ONLINE MENTIONS OF
                               BARCLAYS OR BARCLAYCARD




                                                  Web       Customer
                      PR team                   relations    service
                                                  team        team




Page 35 | Social CRM / Social Media Week | September 2012
Page 36 | Social CRM / Social Media Week | September 2012
Interesting moves in platform land




Page 37 | Social CRM / Social Media Week | September 2012
Interesting moves in platform land




Page 38 | Social CRM / Social Media Week | September 2012
NixonMcInnes




In summary



Page 39 | Social CRM / Social Media Week | September 2012
Five final tips

•  Don’t get hung up on definitions
•  Find passionate people within your
   business and bring them together
•  Start small and iterate
•  Avoid data overload – focus on objectives
•  Ask yourself and others if it feels ethically
   ok
Page 40 | Social CRM / Social Media Week | September 2012
NixonMcInnes




Thank you!
nixonmcinnes.co.uk
ross.breadmore@nixonmcinnes.co.uk


Page 41 | Social CRM / Social Media Week | September 2012

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Social CRM - a practical look

  • 1. NixonMcInnes Social CRM A practical look at what it is, and how to get started Ross Breadmore Page 1 | Social CRM / Social Media Week | September 2012
  • 2. @rossbreadmore Page 2 | Social CRM / Social Media Week | September 2012 http://www.flickr.com/photos/bendeck/2639210778/sizes/l/
  • 3. Clients Page 3 | Social CRM / Social Media Week | September 2012
  • 4. Page 4 | Social CRM / Social Media Week | September 2012
  • 5. A definition “It’s the company’s programmatic response to the customer’s ownership of the conversation.” Paul Greenberg Page 5 | Social CRM / Social Media Week | September 2012
  • 6. Social CRM – my definition… Page 6 | Social CRM / Social Media Week | September 2012
  • 7. Definition disclaimer Page 7 | Social CRM / Social Media Week | September 2012
  • 8. Social CRM – my definition + in order to… Page 8 | Social CRM / Social Media Week | September 2012
  • 9. 1. Gain intel on customers http://blog.thoughtpick.com Page 9 | Social CRM / Social Media Week | September 2012
  • 10. 2. Delight and retain customers http://tpdsaa.tumblr.com/ Page 10 | Social CRM / Social Media Week | September 2012
  • 11. 3. Find new customers Flickr user nationallibrarynz_commons Page 11 | Social CRM / Social Media Week | September 2012
  • 12. NixonMcInnes Barriers to social CRM Page 12 | Social CRM / Social Media Week | September 2012
  • 13. Inflated expectations Page 13 | Social CRM / Social Media Week | September 2012
  • 14. Complexity http://www.bankingtechnology.org/ Page 14 | Social CRM / Social Media Week | September 2012
  • 15. Lack of BIG case studies Page 15 | Social CRM / Social Media Week | September 2012
  • 16. Multiple vendors Page 16 | Social CRM / Social Media Week | September 2012
  • 17. Shifting platforms Page 17 | Social CRM / Social Media Week | September 2012
  • 18. Internal politics Page 18 | Social CRM / Social Media Week | September 2012
  • 19. NixonMcInnes Getting started Page 19 | Social CRM / Social Media Week | September 2012
  • 20. Consideration – commercial Page 20 | Social CRM / Social Media Week | September 2012
  • 21. Speak their language •  Build a business case for Social CRM, focusing on tangible metrics (sales, retention, ARPU etc). •  What’s the minimal viable product? I.e. how can we test this without incurring huge expense? •  What Social CRM benefit carry most weight internally? Focus on those if necessary. Page 21 | Social CRM / Social Media Week | September 2012
  • 22. Consideration – ethical Page 22 | Social CRM / Social Media Week | September 2012
  • 23. Do what feels right, and ask your customers •  If you have suitable internal committees, use them. •  Many large brands will have committees and councils (or external expertise) focused on the best interests of the customer. •  Whenever introducing any new kind of Social CRM, be transparent, explain the benefits to the customers and invite feedback. Page 23 | Social CRM / Social Media Week | September 2012
  • 24. Consideration – technical Page 24 | Social CRM / Social Media Week | September 2012
  • 25. Start small •  Avoid large scale deployment for as long as possible; get passionate technical stakeholders on board and get them talking to each other. •  Map out the various data inputs and outputs, and then join-up whatever will be most interesting or beneficial. •  Prototype in safe environments, using old data if necessary. Page 25 | Social CRM / Social Media Week | September 2012
  • 26. NixonMcInnes Some examples to get you thinking Page 26 | Social CRM / Social Media Week | September 2012
  • 27. The network: network follower count Network follower count: A A = 0 not followed by C anyone in the network B B = 2 followed by 2 Mr. X D other followers of Mr.X C = 1 followed by 1 of Mr.X followers D = 2 followed by 2 other followers of Mr.X Page 27 | Social CRM / Social Media Week | September 2012
  • 28. Reach mapping Page 28 | Social CRM / Social Media Week | September 2012
  • 29. Page 29 | Social CRM / Social Media Week | September 2012
  • 30. KLM Meet & Seat Page 30 | Social CRM / Social Media Week | September 2012
  • 31. Page 31 | Social CRM / Social Media Week | September 2012
  • 32. Page 32 | Social CRM / Social Media Week | September 2012
  • 33. Page 33 | Social CRM / Social Media Week | September 2012
  • 34. Providing security, and working around barriers “AXP will not provide Foursquare or Facebook access to your AXP account number or to any of your other PII. Instead, AXP will create a unique identifier (“UID”) that does not contain your AXP account number, which §will serve to identify you to Foursquare and/or Facebook to facilitate your participation in the Program” American Express Sync terms and conditions Page 34 | Social CRM / Social Media Week | September 2012
  • 35. Combine teams ONLINE MENTIONS OF BARCLAYS OR BARCLAYCARD Web Customer PR team relations service team team Page 35 | Social CRM / Social Media Week | September 2012
  • 36. Page 36 | Social CRM / Social Media Week | September 2012
  • 37. Interesting moves in platform land Page 37 | Social CRM / Social Media Week | September 2012
  • 38. Interesting moves in platform land Page 38 | Social CRM / Social Media Week | September 2012
  • 39. NixonMcInnes In summary Page 39 | Social CRM / Social Media Week | September 2012
  • 40. Five final tips •  Don’t get hung up on definitions •  Find passionate people within your business and bring them together •  Start small and iterate •  Avoid data overload – focus on objectives •  Ask yourself and others if it feels ethically ok Page 40 | Social CRM / Social Media Week | September 2012