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1
It’s Not About Me,
It’s About You:
Guiding Principles for Customer Advocacy
Day 3 // March 9th, 2016
2
Okay, a little about me!
IT’S ABOUT
YOU…
Advocate
for the
advocates
Patience is a
virtue, but also
creates value
Think
enablement…
for the
customer
Invest in the
relationship
not just the
revenue
One size
does not
fit all
CUSTOMER
ADVOCACY
One size does not fit all
FLIP THE SCRIPT
FLIP
THE SCRIPT
• Use data and personas to
right size your effort
• Connect “birds of a feather”
• Build a portfolio - identify
opportunities for force
multiplication across different
channels or assets
• Figure out ways to automate
the process to report on
metrics and success
Invest in the
relationship
not just the revenue
FLIP THE SCRIPT
FLIP
THE SCRIPT
• Understand what motivates the
person, not just the company
• Some of your biggest
opportunities are from
customers with low share of
wallet
• Think beyond the current
relationship – would the
customer advocate for you in a
different part of the account or
in a new external role?
• Listen to and understand long
term challenges
Think enablement…
for the customer
FLIP
THE SCRIPT
• Enable your customers to be
the heroes
• Identify opportunities for
customers to cross sell/upsell
their own expertize internally
• Create opportunities for
customers to connect the
dots with peers
(internally/externally)
Advocate for the
Advocates
FLIP
THE SCRIPT
• Customer advocacy is a
muscle that needs to be
exercised
• Partnering with employee
communications and HR
crucial to capturing stories
and reinforcing desired
culture
• Showcase how improvements
in customer experience
create customer advocacy
and impact the business
Patience is a virtue, but
it also creates value
FLIP
THE SCRIPT
• Gain executive sponsorship
early and re-define what
success looks like
• Multi-level engagement
creates opportunity for short
and long term success
• Advocacy is not a spectator
sport – sales has to be a key
part of the success
• Net New Revenue
• Cross Sell Lines of Business
• Up Sell New Solutions
• Guide to Information Governance
• Guide to Benchmarking
• Guide to RIM Risk Controls
• Information Governance Webinar
• Information Economics Webinar
• RIM Risk Framework Webinar
• ARMA Conference
• Financial Services Roundtable
• New Analytics Dashboard
Key
Takeaways
Advocate
for the
advocates
Patience is a
virtue, but also
creates value
Think
enablement…
for the
customer
Invest in the
relationship
not just the
revenue
One size
does not
fit all
CUSTOMER
ADVOCACY
THANK YOU!
David Coates
Director, Customer Marketing | Iron Mountain
(p) 617-535-8509
(e) david.coates@ironmountain.com
David Coates CAMP Boston
17

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Advocamp: David Coates

  • 1. 1
  • 2. It’s Not About Me, It’s About You: Guiding Principles for Customer Advocacy Day 3 // March 9th, 2016 2
  • 3. Okay, a little about me!
  • 4. IT’S ABOUT YOU… Advocate for the advocates Patience is a virtue, but also creates value Think enablement… for the customer Invest in the relationship not just the revenue One size does not fit all CUSTOMER ADVOCACY
  • 5. One size does not fit all
  • 6. FLIP THE SCRIPT FLIP THE SCRIPT • Use data and personas to right size your effort • Connect “birds of a feather” • Build a portfolio - identify opportunities for force multiplication across different channels or assets • Figure out ways to automate the process to report on metrics and success
  • 8. FLIP THE SCRIPT FLIP THE SCRIPT • Understand what motivates the person, not just the company • Some of your biggest opportunities are from customers with low share of wallet • Think beyond the current relationship – would the customer advocate for you in a different part of the account or in a new external role? • Listen to and understand long term challenges
  • 10. FLIP THE SCRIPT • Enable your customers to be the heroes • Identify opportunities for customers to cross sell/upsell their own expertize internally • Create opportunities for customers to connect the dots with peers (internally/externally)
  • 12. FLIP THE SCRIPT • Customer advocacy is a muscle that needs to be exercised • Partnering with employee communications and HR crucial to capturing stories and reinforcing desired culture • Showcase how improvements in customer experience create customer advocacy and impact the business
  • 13. Patience is a virtue, but it also creates value
  • 14. FLIP THE SCRIPT • Gain executive sponsorship early and re-define what success looks like • Multi-level engagement creates opportunity for short and long term success • Advocacy is not a spectator sport – sales has to be a key part of the success • Net New Revenue • Cross Sell Lines of Business • Up Sell New Solutions • Guide to Information Governance • Guide to Benchmarking • Guide to RIM Risk Controls • Information Governance Webinar • Information Economics Webinar • RIM Risk Framework Webinar • ARMA Conference • Financial Services Roundtable • New Analytics Dashboard
  • 15. Key Takeaways Advocate for the advocates Patience is a virtue, but also creates value Think enablement… for the customer Invest in the relationship not just the revenue One size does not fit all CUSTOMER ADVOCACY
  • 16. THANK YOU! David Coates Director, Customer Marketing | Iron Mountain (p) 617-535-8509 (e) david.coates@ironmountain.com David Coates CAMP Boston
  • 17. 17