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TECHNOLOGY AND BUSINESS
TBSC 2011              SOLUTIONS CONFERENCE


            SOCIAL CRM AND THE SOCIAL
            CUSTOMER

            WHAT YOU NEED TO KNOW

            Mark Walton-Hayfield
            Social Business Strategist

            Tuesday 12th June 2012


               mark.walton-hayfield@csc.com
               /in/markwaltonhayfield
               @markw_h
               +44 (0)7808 630386
What is Social CRM?
• CRM enables the core processes of                                                   • Social CRM does the same but with a
  Marketing, Sales, and Service/Support                                                 different perspective to CRM
                                                         Customers                                           Customers




                                                                                                                                                          Outside In Approach
   Inside Out Approach




                                                         Channels                                            Channels




                                                                                                                                      Conversation Flow
                         Conversation Flow




                                                                                 Key Area




                                                                                                 Marketing
                                             Marketing




                                                                                                                        Service &
                                                                     Service &




                                                                                                                         Support
                                                                      Support
                                                                                    of




                                                                                                                Sales
                                                             Sales


                                                                                  Focus



                                                         Enterprise                                          Enterprise

Social CRM is an evolution of CRM but is better aligned to customers and their needs

TBSC 2012                                                                                                                           June 21, 2012                               2
A Market Definition of Social CRM
“Social CRM is a philosophy and a business strategy, supported by a technology platform,
   business rules, processes and social characteristics, designed to engage the customer in a
   collaborative conversation in order to provide mutually beneficial value in a trusted and
   transparent business environment. It is the company's response to the customer's
   ownership of the conversation.” - Paul Greenberg July 2009
Quote directly from Paul Greenberg @pgreenbe but referenced 37k times including http://en.wikipedia.org/wiki/Social_CRM

                             Companies invested here...                                          ...but their customers are here
       Inside Out Approach




                                                                                                                                                                  Outside In Approach
                                                  Contacts
                                                 Call Notes
                                                  E-mails
                                                Meeting Notes
                                                     CTI




                                                                                                    Image adapted and re-used from servicecloud presentation from Salesforce.com
TBSC 2012                                                                                                                                                   June 21, 2012               3
A Number of Drivers Affect How Your Customers Interact Today
                                                   • Broadband adoption
                                                   • Online shopping & research
                                                   • Try and maybe buy in store
                                                   • Brochures are not in shops
                                                   • Mobile and real-time
                                                   • Always connected
                                                   • Popularity of Social Media
                                                   • What do my friends think
                                                   • A person like me

                                                      “Through 2015, 80% of
                                                       enterprises will lack a
                                                   coherent approach to dealing
                                                     with information from the
                                                             collective”
                                                    Gartner - Business Get Social 2011



TBSC 2012                                                              June 21, 2012     4
The Social Customer Requires Many More Business Model Considerations

        Who is the social customer?                                                     What matters most to them?
            Savvy using social channels

            Trusts differently than used to
                                                                                                         Trust!
            Communicates with peers
                  65% find peers most trusted source   [Edelman 2011 Trust Barometer]


            Communicates with companies

            Gets what they want
                  20% use Twitter for customer service   [Colloquy]                      Listen to customer needs and feedback.

            Social. Mobile. Local.                                                       High quality goods and services offered.

            Expects immediate response. Or nearly so                                     Treats employees well.
            Expects information available nearly instantly when searching                Customers placed ahead of profits.
            Increases velocity of consumerisation of work

            Active participants in affecting change by using social networks

                                                                                                  Re-used and re-purposed courtesy of Paul Greenberg @pgreenbe
TBSC 2012                                                                                                                                 June 21, 2012     5
Not All Social Customers Are the Same or Have the Same Motivations


            Organic                                  Scheming                                     Controlled




 http://www.zdnet.com/blog/crm/here-they-come-organic-scheming-and-controlled-customers-are-you-ready-to-roll-with-them-guest-post/4390


                                                                                                Illustrations courtesy of Andreas Olofstom @olofstam
TBSC 2012                                                                                                                     June 21, 2012       6
CRM Has Changed, Customers Trust Each Other Not the Brand
When a company is distrusted*       • 15% of consumers use print,
                                      newspapers and magazines as their
                                      first go-to source*

                                    • 71% use the internet, social media,
                                      friends and family as their first go-to
                                      source*

                                    • 43% of consumers trust “people like
                                      them”*
 When a company is trusted*
                                    • 70% of consumers trust independent
                                      experts*

                                    • 74% of consumer purchasing
                                      decisions are affected by key                                                              @mkrigsman
                                      influencers on social networking
                                      sites**


                         *Edelman Trust Barometer, 2011
TBSC 2012                ** Gartner User Survey Analysis: Consumer Marketing Using Social Network Analysis, Worldwide, 2010   June 21, 2012   7
You Cannot be Successful By Simply Managing and Talking at Customers




                           Employee                   Partner
                                      relationships
Today you have to hear                                              Innovate with new
  your customers and                   co-creation
                                                                customer centric business
co-create value together                   of                            models
                                        products
                                      and services
 There is an important                                          Answer the question “what
network of stakeholders       value                    trust    is in it for me?” across all
 you need to align with                                             parts of the network
                                       Customer
                                                                  Sketch re-used courtesy of Mark Tamis @MarkTamis
TBSC 2012                                                                                     June 21, 2012     8
From Pain to Gain - The Threat and Opportunity of Social CRM




                                                               Image by @ericthefishking
TBSC 2012                                                           June 21, 2012      9
People Have Always Talked and They Will Continue To Do So




                                                            Image by @mkrigsman
TBSC 2012                                                    June 21, 2012   10
But the Communication Mechanism Has Changed and Is Now Amplified




                                                           Image by @mkrigsman
TBSC 2012                                                   June 21, 2012   11
In Order To Succeed Change Your Approach - Become Customer Centric




                                                         Image by @RockChalkJHawkr
TBSC 2012                                                      June 21, 2012   12
You Risk Becoming Extinct - Your Business Will Eventually Die




                                                                Image by @mkrigsman
TBSC 2012                                                        June 21, 2012   13
How Do You Cut Through All of the Noise and Hype Around Social Media?




                                                             Image by @Hebedesign
TBSC 2012                                                     June 21, 2012   14
Tune Into Your Customers, Filter Out the Noise - Focus On What Is Important




                                                            Image from FreeDigitalPhotos.net
TBSC 2012                                                              June 21, 2012     15
Understand How Social CRM Fits Across Your Customer Experience




                                                           Image by @mkrigsman
TBSC 2012                                                   June 21, 2012   16
Examples of Social CRM (listening) Being Used in CSC Engagements




TBSC 2012                                                    June 21, 2012   17
Enabling Social CRM For Our Customers




                                   Customers                           The Purpose - Enterprise Processes & Workflow




                                                                                                                                          Data and Intelligence
                                   Channels
 Outside In Approach




                                                                       Collaboration for Customers, Partners, and Employees

                                                                       Front Office
                                                            Security
                       Marketing




                                                Service &




                                                                       Engagement
                                                 Support
                                      Sales




                                                                       Back Office
                                                                       Systems
                                   Enterprise


TBSC 2012                                                                                                                     June 21, 2012                       18
TECHNOLOGY AND BUSINESS
TBSC 2011            SOLUTIONS CONFERENCE


                Thank You




              Mark Walton-Hayfield
            Social Business Strategist

                mark.walton-hayfield@csc.com
                /in/markwaltonhayfield
                @markw_h
                +44 (0)7808 630386
CSC   CSCNews   CSC   CSCNews
TBSC 2012                                   June 21, 2012   20
•   Using the power of Social Media, Social Networks and Community collaboration a number of excellent external sources of information have been used to deliver this information to you with the permission
    of the copyright owners for the resources used

•   These resources have been noted throughout the presentation. However, Please find a complete list of external sources below who have provided permission to use their content for the purposes of this
    presentation only.

•   Special thanks go to fellow members of the Social CRM Accidental Community @scrm_ac in Paul Greenberg, Michael Krigsman, and Mark Tamis for allowing the use of their content in this presentation

    Slide       Description                                                           Contributor
    3           Ravine of company investment vs customers                             Salesforce Service Cloud presentation via slideshare.net
    4           Hey Banksy why don’t you return my e-mails                            Bruno Girin used under creative commens and with permission via flickr

    5           Who is the Social Customer and Trust                                  Paul Greenberg @pgreenbe used and adapted with permission
    6           Organic, Scheming, Controlled Illustrations                           Andreas Olofstam @olofstam used with permission
    7           Girl having a coffee and internet shopping                            Michael Krigsman @mkrigsman of Asuret via mobypicture http://mkrigsman.com/
    8           People are Talking Sketch                                             Mark Tamis @MarkTamis used with permission http://marktamis.com/
    9           Scales of Justice image                                               Eric the Fish @ericthefishking used under creative commons via flickr
    10          People have always talked and they always will                        Michael Krigsman @mkrigsman of Asuret via flickr http://mkrigsman.com/
    11          The communication mechanism has changed                               Michael Krigsman @mkrigsman of Asuret via flickr http://mkrigsman.com/
    12          Change your approach image                                            John Roever via flickr
    13          Becoming extinct and dying image                                      Michael Krigsman @mkrigsman of Asuret via flickr http://mkrigsman.com/
    14          Cutting through the noise and hype image                              Hilde Skjølberg used with permission via flickr
    15          Filtering out the noise image                                         Used in accordance with terms of service within freedigitalphotos.net
    16          Fitting Social CRM into your Customer Experience                      Michael Krigsman @mkrigsman of Asuret via flickr http://mkrigsman.com/
•   The references from analyst firms included have either been used following the terms and conditions which CSC already has in place or via direct communication with the analyst firm quoted




TBSC 2012                                                                                                                                                                         June 21, 2012       21

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TBSC 2012 - Social CRM and the Social Customer

  • 1. TECHNOLOGY AND BUSINESS TBSC 2011 SOLUTIONS CONFERENCE SOCIAL CRM AND THE SOCIAL CUSTOMER WHAT YOU NEED TO KNOW Mark Walton-Hayfield Social Business Strategist Tuesday 12th June 2012 mark.walton-hayfield@csc.com /in/markwaltonhayfield @markw_h +44 (0)7808 630386
  • 2. What is Social CRM? • CRM enables the core processes of • Social CRM does the same but with a Marketing, Sales, and Service/Support different perspective to CRM Customers Customers Outside In Approach Inside Out Approach Channels Channels Conversation Flow Conversation Flow Key Area Marketing Marketing Service & Service & Support Support of Sales Sales Focus Enterprise Enterprise Social CRM is an evolution of CRM but is better aligned to customers and their needs TBSC 2012 June 21, 2012 2
  • 3. A Market Definition of Social CRM “Social CRM is a philosophy and a business strategy, supported by a technology platform, business rules, processes and social characteristics, designed to engage the customer in a collaborative conversation in order to provide mutually beneficial value in a trusted and transparent business environment. It is the company's response to the customer's ownership of the conversation.” - Paul Greenberg July 2009 Quote directly from Paul Greenberg @pgreenbe but referenced 37k times including http://en.wikipedia.org/wiki/Social_CRM Companies invested here... ...but their customers are here Inside Out Approach Outside In Approach Contacts Call Notes E-mails Meeting Notes CTI Image adapted and re-used from servicecloud presentation from Salesforce.com TBSC 2012 June 21, 2012 3
  • 4. A Number of Drivers Affect How Your Customers Interact Today • Broadband adoption • Online shopping & research • Try and maybe buy in store • Brochures are not in shops • Mobile and real-time • Always connected • Popularity of Social Media • What do my friends think • A person like me “Through 2015, 80% of enterprises will lack a coherent approach to dealing with information from the collective” Gartner - Business Get Social 2011 TBSC 2012 June 21, 2012 4
  • 5. The Social Customer Requires Many More Business Model Considerations Who is the social customer? What matters most to them? Savvy using social channels Trusts differently than used to Trust! Communicates with peers 65% find peers most trusted source [Edelman 2011 Trust Barometer] Communicates with companies Gets what they want 20% use Twitter for customer service [Colloquy] Listen to customer needs and feedback. Social. Mobile. Local. High quality goods and services offered. Expects immediate response. Or nearly so Treats employees well. Expects information available nearly instantly when searching Customers placed ahead of profits. Increases velocity of consumerisation of work Active participants in affecting change by using social networks Re-used and re-purposed courtesy of Paul Greenberg @pgreenbe TBSC 2012 June 21, 2012 5
  • 6. Not All Social Customers Are the Same or Have the Same Motivations Organic Scheming Controlled http://www.zdnet.com/blog/crm/here-they-come-organic-scheming-and-controlled-customers-are-you-ready-to-roll-with-them-guest-post/4390 Illustrations courtesy of Andreas Olofstom @olofstam TBSC 2012 June 21, 2012 6
  • 7. CRM Has Changed, Customers Trust Each Other Not the Brand When a company is distrusted* • 15% of consumers use print, newspapers and magazines as their first go-to source* • 71% use the internet, social media, friends and family as their first go-to source* • 43% of consumers trust “people like them”* When a company is trusted* • 70% of consumers trust independent experts* • 74% of consumer purchasing decisions are affected by key @mkrigsman influencers on social networking sites** *Edelman Trust Barometer, 2011 TBSC 2012 ** Gartner User Survey Analysis: Consumer Marketing Using Social Network Analysis, Worldwide, 2010 June 21, 2012 7
  • 8. You Cannot be Successful By Simply Managing and Talking at Customers Employee Partner relationships Today you have to hear Innovate with new your customers and co-creation customer centric business co-create value together of models products and services There is an important Answer the question “what network of stakeholders value trust is in it for me?” across all you need to align with parts of the network Customer Sketch re-used courtesy of Mark Tamis @MarkTamis TBSC 2012 June 21, 2012 8
  • 9. From Pain to Gain - The Threat and Opportunity of Social CRM Image by @ericthefishking TBSC 2012 June 21, 2012 9
  • 10. People Have Always Talked and They Will Continue To Do So Image by @mkrigsman TBSC 2012 June 21, 2012 10
  • 11. But the Communication Mechanism Has Changed and Is Now Amplified Image by @mkrigsman TBSC 2012 June 21, 2012 11
  • 12. In Order To Succeed Change Your Approach - Become Customer Centric Image by @RockChalkJHawkr TBSC 2012 June 21, 2012 12
  • 13. You Risk Becoming Extinct - Your Business Will Eventually Die Image by @mkrigsman TBSC 2012 June 21, 2012 13
  • 14. How Do You Cut Through All of the Noise and Hype Around Social Media? Image by @Hebedesign TBSC 2012 June 21, 2012 14
  • 15. Tune Into Your Customers, Filter Out the Noise - Focus On What Is Important Image from FreeDigitalPhotos.net TBSC 2012 June 21, 2012 15
  • 16. Understand How Social CRM Fits Across Your Customer Experience Image by @mkrigsman TBSC 2012 June 21, 2012 16
  • 17. Examples of Social CRM (listening) Being Used in CSC Engagements TBSC 2012 June 21, 2012 17
  • 18. Enabling Social CRM For Our Customers Customers The Purpose - Enterprise Processes & Workflow Data and Intelligence Channels Outside In Approach Collaboration for Customers, Partners, and Employees Front Office Security Marketing Service & Engagement Support Sales Back Office Systems Enterprise TBSC 2012 June 21, 2012 18
  • 19. TECHNOLOGY AND BUSINESS TBSC 2011 SOLUTIONS CONFERENCE Thank You Mark Walton-Hayfield Social Business Strategist mark.walton-hayfield@csc.com /in/markwaltonhayfield @markw_h +44 (0)7808 630386
  • 20. CSC CSCNews CSC CSCNews TBSC 2012 June 21, 2012 20
  • 21. Using the power of Social Media, Social Networks and Community collaboration a number of excellent external sources of information have been used to deliver this information to you with the permission of the copyright owners for the resources used • These resources have been noted throughout the presentation. However, Please find a complete list of external sources below who have provided permission to use their content for the purposes of this presentation only. • Special thanks go to fellow members of the Social CRM Accidental Community @scrm_ac in Paul Greenberg, Michael Krigsman, and Mark Tamis for allowing the use of their content in this presentation Slide Description Contributor 3 Ravine of company investment vs customers Salesforce Service Cloud presentation via slideshare.net 4 Hey Banksy why don’t you return my e-mails Bruno Girin used under creative commens and with permission via flickr 5 Who is the Social Customer and Trust Paul Greenberg @pgreenbe used and adapted with permission 6 Organic, Scheming, Controlled Illustrations Andreas Olofstam @olofstam used with permission 7 Girl having a coffee and internet shopping Michael Krigsman @mkrigsman of Asuret via mobypicture http://mkrigsman.com/ 8 People are Talking Sketch Mark Tamis @MarkTamis used with permission http://marktamis.com/ 9 Scales of Justice image Eric the Fish @ericthefishking used under creative commons via flickr 10 People have always talked and they always will Michael Krigsman @mkrigsman of Asuret via flickr http://mkrigsman.com/ 11 The communication mechanism has changed Michael Krigsman @mkrigsman of Asuret via flickr http://mkrigsman.com/ 12 Change your approach image John Roever via flickr 13 Becoming extinct and dying image Michael Krigsman @mkrigsman of Asuret via flickr http://mkrigsman.com/ 14 Cutting through the noise and hype image Hilde Skjølberg used with permission via flickr 15 Filtering out the noise image Used in accordance with terms of service within freedigitalphotos.net 16 Fitting Social CRM into your Customer Experience Michael Krigsman @mkrigsman of Asuret via flickr http://mkrigsman.com/ • The references from analyst firms included have either been used following the terms and conditions which CSC already has in place or via direct communication with the analyst firm quoted TBSC 2012 June 21, 2012 21