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Social Media Strategy and
        Planning
        Waukesha County Business Alliance | February 3, 2011

      25 years + experience
      B2B Experience – Business development, sales and marketing
      Manufacturing, engineering, architecture, accounting, IT,
    pharmaceutical, financial service firms.
      Unique focus - complex sales, channel empowerment, scientific,
    technical products and engineering.
      Based in the Midwest with national reach.                  1
Who is Wendy Soucie?
    25,000
    reasons to
    speak with
    me

      
     




                 Wendy Soucie

                                  2
The buying – selling disconnect
Doing Business in 2010 and beyond
In the recommendation chain?

78% trust recommendations
from social graph

90% of B2b buyers trust peer
reviews

70% trust online reviews.
Figure out how to use social media
for a competitive advantage…


                  …Not a competitive
                       disadvantage




                                     6
Many organizations are looking for
         the right tool?




They are asking the wrong question
A Process
                      Assess
                                          Identify
        Execute
                                           Goals




 NCP                                                 Develop
Model                                                Strategy




 Measure &                                     Brand the
   Track                                       Message



               Select          Identify
             Channels &        Ways to
               Tools           Engage

                                    SocialMedia-academy.com/methodologies/htm
Four Quadrant Assessment
Free Listening Tools
         Technorati Search                                Google   Alerts
         Compete.com                                      Google   Reader
         Search.Twitter.com                               Google   Analytics
         Trendrr                                          Google   Keyword
         Addictomatic
         Socalmention
         Xeesm




List of 26 tools http://www.socialmediatoday.com/SMC/155299
http://www.dreamgrow.com/46-free-social-media-monitoring-tools/            10
Identify Your Audience




Source: Groundswellbook, Forrester.com, http://
www.flickr.com/photos/25131367@N05/2955726053/
Understand Your Audience
Identify Influencers

              FaceBook
                                                                        Blogs



YouTube                                                                 Yahoo,
                                                                       Delicious,
                                                                      other niche
  Twitter                                                                sites
                                                        LinkedIn
 http://www.wendysoucie.com/social-media/citrixwebex-social-media-assessment-by-social-media-
 academy-alumni/

                                                                                                13
Objectives
              Social Media Landscape
 & Goal
  16,000 ft




Strategy




    Tools




                                       14
Build a cross functional team
Business     Brand         Marketing
• Clarify    • Extend      • Tools




Include:
     Product Development
     Sales
     Marketing
     Customer Service
     Human Resources
     Legal
                                       15
Balance goals with strategy

     Be realistic – What resources?
     Make your team approachable
     Get training – Do you know how to be social
   when you apply the tools?
     Define success – Can you agree on
   measurement?


Business        Brand            Marketing
• Clarify       • Extend         • Tactics &
Objectives      Message          Tools



                                               16
Clarify: What Business is Getting
             Done…
Customer Service
Sales Prospecting
Marketing - Online
Business Partnerships
Product Crowdsourcing
Staffing and Recruiting
Channel Partner Relations
                  Business    Brand      Marketing
                  • Clarify   • Extend   • Tools



                                              17
Governance - Policy
                              Create at least 2 policies
                              – Employee boundaries/limits
                              – Operational / job role
                              Start with your email policy




http://www.socialmedia-academy.com/blog/index.php/resources/social-media-guide-
lines/
http://www.itbusinessedge.com/cm/docs/DOC-1257
Analysis of Social Media Policies: Lessons and Best Practices Chris Boudreaux
Extend Your Brand
    Personal


     Company




Business     Brand      Marketing
• Clarify    • Extend   • Tools




                                    19
Content Development Strategy

•   Determine media you have
•   Identify media to share
•   Build editorial calendar
•   Integrate with Marketing, Customer
    Service, HR, Sales, Product Development




                                          20
http://bit.ly/hmCudD   How to Leverage Social Media Optimization
                                                                   22
Time, tools and tactics
     Listening            Participation
     Generate Buzz        Share Content
     Social Networking    Community building
30

23

15

8

0
                         Time
                                Source: Beth Kantar
A Facebook Fan has no value. Getting a
Facebook Fan to do something does!
Chase McMicheal, CEO Infinigraph




                                   24
Consider resources before tools
                              Micro
                              blog
                                                                      Easier adoption
                                                                      for SMB
                      Social Networks


                   Social Bookmarking


                  Video /Photo Sharing


                 Social Directory Search


                          RSS Feeds


        Blogging / Forums / Content Generation


              Website as your home base

             Adapted from John Jantsch, Duct Tape Marketing, Microsoft Live Office

                                                                                     25
Where is the ROI?




                    26
Without engagement you won’t be
moving the the needle on the metrics
that really matter. Chase McMichael, CEO Infinigraph




                © Copyright 2009 Wendy Soucie
               Consulting LLC - All Rights Reserved   27
Considerations




                                        Source: HubSpot



  © Copyright 2009 Wendy Soucie
 Consulting LLC - All Rights Reserved                28
Follow a model

• Network - size matters, you must
  grow
• Contribute – thru knowledge & value
  share
• Participation – thru reaction and
  consumption
                                        Socialmedia-academy.com



You can begin to measure
 ROI and social capital
 value
                                                       30
What does success look like?
Reach
                                                          Engagement and
• Traffic                                                       Influence
• Interaction                                                    •Sharing and evangelism
• Trust

    At the end of the day
                                                                 •Commenter authority and influence

                                                                 •Retention – connections, clients, etc

    – it needs to make
Action and insight                                               •Favorites, Friends, Fans,
                                                                 Connections

    money for the
• Sales
• Customer engagement
• Customer satisfaction and
    company
  loyalty




Source: Econsultancy – Chris Lake, Tactica and Digital Resource Group, Measuring the influence of social media
Tools for Tracking
•   Lithium
•   Radian6
•   Xeesm
•   Alterian




                               32
Xeesm/Flights!™
Social Business Relationship Mgmt
• Tracking engagements
• Setting milestones
• Following a process
• See the touch points
• Social capital progress




                                    33
Social Media Examples




                        34
Timken.com (B2B)



              Email
              Campaign




                         35
Hycor Biomedical (B2B)
Organic Valley (B2C)
Cree Lighting -Channel (B2W)
ProjectGirl.org (NonProfit)
Louis E. Page Fencing   (B2B & B2C )




               B 2 C & B2B
                                 40
We provide:
      Technical Product Expertise
      Manufacturing experience
      Social media assessments

 Your Marketing best practices
      Thought leadership strategies
      Social media building blocks

 Questions?
      Training on tools and strategy
      Implementation help and coaching

        Network . Contribute . Participate
Social web links: http://xeesm.com/wendysoucie
                                           41
Partnerships | Strategic Alliances | Joint Venture

              • Wendy Soucie Consulting
                    • Founder/Principal
              • End Result Marketing
                    • Nurture marketing and research
              • Social Media Academy
                    • Certified Social Media Consultant
                    • Founding Member, Alumni, Faculty
                    • Black Diamond Consultant
              • Xeesm – Social CRM
                    • Business Partner – Wisconsin
              • AdzZoo Campaign Manager
              • Integrated Alliances Certified Trainer
                 – IA Certified Trainer
              • Images from IstockPhoto.com & WSC



                                                   42

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Social Media Strategy and Planning for Waukesha County Business Alliance

  • 1. Social Media Strategy and Planning Waukesha County Business Alliance | February 3, 2011 25 years + experience B2B Experience – Business development, sales and marketing Manufacturing, engineering, architecture, accounting, IT, pharmaceutical, financial service firms. Unique focus - complex sales, channel empowerment, scientific, technical products and engineering. Based in the Midwest with national reach. 1
  • 2. Who is Wendy Soucie? 25,000 reasons to speak with me Wendy Soucie 2
  • 3. The buying – selling disconnect
  • 4. Doing Business in 2010 and beyond
  • 5. In the recommendation chain? 78% trust recommendations from social graph 90% of B2b buyers trust peer reviews 70% trust online reviews.
  • 6. Figure out how to use social media for a competitive advantage… …Not a competitive disadvantage 6
  • 7. Many organizations are looking for the right tool? They are asking the wrong question
  • 8. A Process Assess Identify Execute Goals NCP Develop Model Strategy Measure & Brand the Track Message Select Identify Channels & Ways to Tools Engage SocialMedia-academy.com/methodologies/htm
  • 10. Free Listening Tools Technorati Search Google Alerts Compete.com Google Reader Search.Twitter.com Google Analytics Trendrr Google Keyword Addictomatic Socalmention Xeesm List of 26 tools http://www.socialmediatoday.com/SMC/155299 http://www.dreamgrow.com/46-free-social-media-monitoring-tools/ 10
  • 11. Identify Your Audience Source: Groundswellbook, Forrester.com, http:// www.flickr.com/photos/25131367@N05/2955726053/
  • 13. Identify Influencers FaceBook Blogs YouTube Yahoo, Delicious, other niche Twitter sites LinkedIn http://www.wendysoucie.com/social-media/citrixwebex-social-media-assessment-by-social-media- academy-alumni/ 13
  • 14. Objectives Social Media Landscape & Goal 16,000 ft Strategy Tools 14
  • 15. Build a cross functional team Business Brand Marketing • Clarify • Extend • Tools Include: Product Development Sales Marketing Customer Service Human Resources Legal 15
  • 16. Balance goals with strategy Be realistic – What resources? Make your team approachable Get training – Do you know how to be social when you apply the tools? Define success – Can you agree on measurement? Business Brand Marketing • Clarify • Extend • Tactics & Objectives Message Tools 16
  • 17. Clarify: What Business is Getting Done… Customer Service Sales Prospecting Marketing - Online Business Partnerships Product Crowdsourcing Staffing and Recruiting Channel Partner Relations Business Brand Marketing • Clarify • Extend • Tools 17
  • 18. Governance - Policy Create at least 2 policies – Employee boundaries/limits – Operational / job role Start with your email policy http://www.socialmedia-academy.com/blog/index.php/resources/social-media-guide- lines/ http://www.itbusinessedge.com/cm/docs/DOC-1257 Analysis of Social Media Policies: Lessons and Best Practices Chris Boudreaux
  • 19. Extend Your Brand Personal Company Business Brand Marketing • Clarify • Extend • Tools 19
  • 20. Content Development Strategy • Determine media you have • Identify media to share • Build editorial calendar • Integrate with Marketing, Customer Service, HR, Sales, Product Development 20
  • 21.
  • 22. http://bit.ly/hmCudD How to Leverage Social Media Optimization 22
  • 23. Time, tools and tactics Listening Participation Generate Buzz Share Content Social Networking Community building 30 23 15 8 0 Time Source: Beth Kantar
  • 24. A Facebook Fan has no value. Getting a Facebook Fan to do something does! Chase McMicheal, CEO Infinigraph 24
  • 25. Consider resources before tools Micro blog Easier adoption for SMB Social Networks Social Bookmarking Video /Photo Sharing Social Directory Search RSS Feeds Blogging / Forums / Content Generation Website as your home base Adapted from John Jantsch, Duct Tape Marketing, Microsoft Live Office 25
  • 26. Where is the ROI? 26
  • 27. Without engagement you won’t be moving the the needle on the metrics that really matter. Chase McMichael, CEO Infinigraph © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 27
  • 28. Considerations Source: HubSpot © Copyright 2009 Wendy Soucie Consulting LLC - All Rights Reserved 28
  • 29.
  • 30. Follow a model • Network - size matters, you must grow • Contribute – thru knowledge & value share • Participation – thru reaction and consumption Socialmedia-academy.com You can begin to measure ROI and social capital value 30
  • 31. What does success look like? Reach Engagement and • Traffic Influence • Interaction •Sharing and evangelism • Trust At the end of the day •Commenter authority and influence •Retention – connections, clients, etc – it needs to make Action and insight •Favorites, Friends, Fans, Connections money for the • Sales • Customer engagement • Customer satisfaction and company loyalty Source: Econsultancy – Chris Lake, Tactica and Digital Resource Group, Measuring the influence of social media
  • 32. Tools for Tracking • Lithium • Radian6 • Xeesm • Alterian 32
  • 33. Xeesm/Flights!™ Social Business Relationship Mgmt • Tracking engagements • Setting milestones • Following a process • See the touch points • Social capital progress 33
  • 35. Timken.com (B2B) Email Campaign 35
  • 40. Louis E. Page Fencing (B2B & B2C ) B 2 C & B2B 40
  • 41. We provide: Technical Product Expertise Manufacturing experience Social media assessments Your Marketing best practices Thought leadership strategies Social media building blocks Questions? Training on tools and strategy Implementation help and coaching Network . Contribute . Participate Social web links: http://xeesm.com/wendysoucie 41
  • 42. Partnerships | Strategic Alliances | Joint Venture • Wendy Soucie Consulting • Founder/Principal • End Result Marketing • Nurture marketing and research • Social Media Academy • Certified Social Media Consultant • Founding Member, Alumni, Faculty • Black Diamond Consultant • Xeesm – Social CRM • Business Partner – Wisconsin • AdzZoo Campaign Manager • Integrated Alliances Certified Trainer – IA Certified Trainer • Images from IstockPhoto.com & WSC 42