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SHAWN G.
YOUR FRIENDS
   FROM _
SOCIAL CRM:
  RESPECT THE
     CLASSICS
       @eswayne
#SMCDALLAS #SCRM
BENOIT MANDELBROT
STAN RAPP
1. TARGETING
2. MEASUREMENT
3. REPORTING
4. ACCOUNTABILITY
Customer Touchpoints




                                Batch/Online Inbound Data
Interaction Processing




                         Information and Insights
Marketing Automation




                                                                                         sales_type_dim

                                                                                    PK   sales _type_dim_id

                                                                                         sales _type_id
                                                                                         sales _type_code
                                                                                         sales _type_descr                         basket_detail_fact
                                                                                                                      PK    basket _detail _fact _id

                                                                                                                      FK2   date_dim_id
                                                                                                                      FK3   hour _dim_id                                                                                              product _dim
                                                                                                                      FK5   product _dim_id
                                                                                                                      FK6   sales _type_dim_id                                                                                PK   product _dim_id
                                                                          location_dim                                FK4   location_dim_id
                                                                                                                      FK1   consumer _dim_id                                                                                       upc
                                                                  PK   location_dim_id                                      consumer _transaction _detail _id                                                                      item_descr
                                                                                                                            consumer _transaction _id                                                                              manufacturer _code
                                                                       location_id                                          line_num                                                                                               manufacturer _name
                                                                       location_num                                         actual _sales _price                                                                                   department _num
                                                                       location_name                                        weight                                                                                                 department _name
                                                                       market_name                                          item_qty                                                                                               sub_department _code
                                                                       active _ind                                          item_cost                                                                                              sub_department _name
                                                                       line_of_business _num                                discount _amt                                                                                          class _num
                                                                       line_of_business _name                               sales _category _num                                                                                   class _name
                                                                       district_num                                         pss_sub_department _num                                                                                commodity _num
                                                                       district_name                                                                                                                                               commodity _name
                                                                       region_num                                                                                                                                                  sub_commodity_code
                                                                       region_name                                                                                                                                                 sub_commodity _name
                                                                       address_line1                                                                                                                                               category _num
                                                                       address _line2                                                                                                                                              category _name
                                                                       address _line3                                                                                                                                              unit_of_measure
                                                                       city_locality                                                                                                                                               item_size
                                                                       state_region                                   hour _dim                                                                                                    own _brand _ind
                                                                       postal_code                                                                                                                          date_dim               rapp _own_brand _ind
                                                                       county_name                               PK   hour _dim_id                                                                                                 active _ind
                                                                       country_code                                                                                                                 PK   date_dim_id
                                                                       country_descr_short                            hour
                                                                       fips_code                                      time_of_day                                                                        calendar _date
                                                                       geo_latitude                                                                                                                      calendar _month
                                                                       geo_longitude                                                                                                                     calendar _day
                                                                       phone _num                                                                                                                        calendar _year
                                                                                                                                                                                                         calendar _quarter
                                                                                                                                                                                                         day_of_week
                                                                                                                                                                                                         day_of_year
                                                                                                                                                                                                         isholiday
                                                                                                                                                                                                         isweekend
                                                                                                                                                                                                         week_of_year
                                                                               basket _fact                                                                                                              fiscal_year_period
                                                                                                                                                                                                         fiscal_year_week
                                                            PK    basket _fact_id                                                                                                                        fiscal_year_year

                                                            FK2   date_dim_id
                                                            FK3   hour _dim_id                                                              consumer_dim
                                                            FK4   location _dim_id
                                                                                                                                  PK   consumer _dim_id
                                                            FK1   consumer_dim_id
                                                                  consumer _transaction _id
                                                                                                                                       consumer _id
                                                                  consumer_identifier
                                                                                                                                       household _id
                                                                  consumer_loyalty_account _id
                                                                                                                                       name _prefix
                                                                  primary _consumer_loyalty_account_id
                                                                                                                                       name _last
                                                                  order_num
                                                                                                                                       name _first
                                                                  order_total
                                                                                                                                       name _middle
                                                                  order_total _with_exclusions                                                                                       consumer_loyalty_account_fact
                                                                                                                                       birth_date
                                                                  tax_amt
                                                                                                                                       gender
                                                                  gasoline_total                                                                                              PK     consumer _loyalty _account_fact_id
                                                                                                                                       consumer _status _code
                                                                  gasoline_item _qty
                                                                                                                                       consumer _type _code
                                                                  market _total                                                                                               FK2    enrollment _date_dim_id
                                                                                                                                       consumer_type_descr
                                                                  market _item_qty                                                                                            FK3    enrollment _location_dim_id
                                                                                                                                       date_of_last_purchase
                                                                  bakery _total                                                                                               FK1    consumer_dim_id
                                                                                                                                       amount _of_last_purchase
                                                                  bakery _item_qty                                                                                                   consumer _loyalty _account_id
                                                                                                                                       location_of_last_purchase
                                                                  drug _store _total                                                                                                 loyalty_account_num
                                                                                                                                       ethnicity_code
                                                                  drug _store _item_qty                                                                                              primary _consumer _loyalty_account _id
                                                                                                                                       ethnicity_descr
                                                                  pharmacy _total                                                                                                    loyalty_account _status
                                                                                                                                       language _code
                                                                  pharmacy _item_qty                                                                                                 current _balance
                                                                                                                                       home _phone _num
                                                                  deli_total                                                                                                         household _income_level_descr
                                                                                                                                       work_phone _num
                                                                  deli_item_qty                                                                                                      loyalty_program _code
                                                                                                                                       mobile_phone_num
                                                                  grocery _total                                                                                                     loyalty_program _descr
                                                                                                                                       home _address _line1
                                                                  grocery _item_qty
                                                                                                                                       home _address _line2
                                                                  service _total
                                                                                                                                       home _address _line3
                                                                  service _item_qty
                                                                                                                                       home _city_locality
                                                                  produce _total
                                                                                                                                       home _state_region
                                                                  produce _item_qty
                                                                                                                                       home _postal _code
                                                                  general _mercha_total
                                                                                                                                       home _country_code
                                                                  general _mercha_item_qty
                                                                                                                                       home _fips_code
                                                                  greats_total
                                                                                                                                       home _geo_latitude
                                                                  greats_item _qty
                                                                                                                                       home _geo_longitude
                                                                  cm_chef_prep _total
                                                                                                                                       email _address
                                                                  cm_chef_prep _item_qty
                                                                                                                                       no_call_ind
                                                                  na_no_total
                                                                                                                                       no_mail _ind
                                                                  na_no_item _qty
                                                                                                                                       no_email _ind
                                                                  distinct_commodities
                                                                                                                                       no_name _rental _ind
                                                                  total_num_of_items
                                                                                                                                       member _access_only_ind                primary _consumer _loyalty_account_summary
                                                                  total _cash _eqv_amt
                                                                                                                                       send_all _mail_ind
                                                                  total _credit _card _amt
                                                                                                                                       no_ncoa_ind                      PK   primary_consumer _loyalty_account _summary_id
                                                                  total _food _stamps_amt
                                                                                                                                       control _group_status
                                                                  total _vendor _coupon _amt
                                                                                                                                       household _size_level                 primary _consumer_loyalty_account _id
                                                                  total _wic_amt
                                                                                                                                       household _number _of_adults          loyalty_account_num
                                                                  total _tyc_amt
                                                                                                                                       household _number _of_infants         consumer _id
                                                                  total _other _amt
                                                                                                                                       household _number _of_children        loyalty_program _code
                                                                  cash _back_amt
                                                                                                                                       household _number _of_teens           loyalty_program _descr
                                                                  instore_coupons
                                                                                                                                       household _income_level               enrollment _location_dim _id
                                                                  instore_coupons_amt
                                                                                                                                                                             enrollment _date_dim _id
                                                                  manufacturer _coupons
                                                                                                                                                                             loyalty_account_status
                                                                  manufacturer _coupons_amt
                                                                                                                                                                             current _balance
                                                                  free_offer _coupons
                                                                                                                                                                             household _size_level
                                                                  free_offer _coupons_amt
                                                                                                                                                                             household _income_level
                                                                  fixed_price_offer _coupons
                                                                                                                                                                             language _code
                                                                  fixed_price_offer _coupons_amt
                                                                                                                                                                             ethnicity_descr
                                                                  dollar_off_product _offer _coupons
                                                                                                                                                                             total _spend_with_exclusions
                                                                  dollar_off_product _offer _coupons _amt
                                                                                                                                                                             total _num _of_items
                                                                  dollar_off_basket _offer _coupons
                                                                                                                                                                             total _baskets
                                                                  dollar_off_basket _offer _coupons_amt
                                                                                                                                                                             primary _location_dim_id
                                                                  product _bonus_point_coupons
                                                                                                                                                                             secondary _location_dim_id
                                                                  product _bonus_point_coupons _val
                                                                                                                                                                             segment
                                                                  product _group _bonus_point_coupons
                                                                                                                                                                             segment _category
                                                                  product _group _bonus_point_coupons_val
                                                                                                                                                                             decile_total_spend
                                                                  basket _bonus_point_coupons
                                                                                                                                                                             tier
                                                                  basket _bonus_point_coupons_val
                                                                                                                                                                             start_date_dim_id
                                                                  restricted _product _bonus_point_offers
                                                                                                                                                                             end_date_dim_id
                                                                  restricted _product _bonus_point_offers _val
                                                                  basket _bonus_point_offers _val
                                                                  total _base _value_earned
                                                                  total _bonus_value_earned
                                                                  business_center _offer_value_earned
                                                                  created _date
1. TARGETING
2. MEASUREMENT
3. REPORTING
4. ACCOUNTABILITY
SOCIAL MEDIA ARE
      TARGETED:
 TARGETED TO MINDS, TO
IDEAS, AND TO PASSIONS.
• DELL IT EXPERT FORUM
RAPLEAF
SOCIAL MEDIA DOESN’T
HAVE AN R.O.I. PROBLEM
IT HAS AN ATTRIBUTION
       PROBLEM
REPORTING IS NOT JUST
ABOUT “THE NUMBERS”
 IT IS ABOUT PROVING
YOU’RE WORTH THE $$$
“We’ve left the world of K.P.I.s, and 
  entered the world of P.K.I.s…”
FINANCIAL          SOCIAL
    OUTCOMES           METRICS

•   Revenue      •   Friends
•   Sales        •   Followers
•   Customers    •   Fans
•   Renewals     •   Likes
•   Upsell       •   Comments
•   Cross-sell   •   ReTweets
                 •   Replys
FINANCIAL        BEHAVIORAL           ATTITUDINAL               SOCIAL
    OUTCOMES         OBJECTIVES           OBJECTIVES                METRICS

•   Revenue      •   Site Traffic       • Net Promoter        •   Friends
•   Sales        •   Store Traffic        Scores              •   Followers
•   Customers    •   Downloads          • Brand Recognition   •   Fans
•   Renewals     •   Signups            • Q Scores            •   Likes
•   Upsell       •   Send-to-a-friend   • Brand Affinity      •   Comments
•   Cross-sell   •   Referrals          • Ad Retention        •   ReTweets
                                        • Mindshare           •   Replys
FINANCIAL        BEHAVIORAL           ATTITUDINAL               SOCIAL
    OUTCOMES         OBJECTIVES           OBJECTIVES                METRICS

•   Revenue      •   Site Traffic       • Net Promoter        •   Friends
•   Sales        •   Store Traffic        Scores              •   Followers
•   Customers    •   Downloads          • Brand Recognition   •   Fans
•   Renewals     •   Signups            • Q Scores            •   Likes
•   Upsell       •   Send-to-a-friend   • Brand Affinity      •   Comments
•   Cross-sell   •   Referrals          • Ad Retention        •   ReTweets
                                        • Mindshare           •   Replys
ULTIMATELY, MARKETERS
 ARE RESPONSIBLE FOR
  CHANGING BEHAVIOR.
WATCHING FOR CHANGES
Let the users define
DEFINITION OF INSANITY
Social CRM insights for customer touchpoints
Social CRM insights for customer touchpoints
Social CRM insights for customer touchpoints
Social CRM insights for customer touchpoints
Social CRM insights for customer touchpoints
Social CRM insights for customer touchpoints
Social CRM insights for customer touchpoints

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Social CRM insights for customer touchpoints

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  • 6. YOUR FRIENDS FROM _
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  • 8. SOCIAL CRM: RESPECT THE CLASSICS @eswayne #SMCDALLAS #SCRM
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  • 22. 1. TARGETING 2. MEASUREMENT 3. REPORTING 4. ACCOUNTABILITY
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Customer Touchpoints Batch/Online Inbound Data Interaction Processing Information and Insights Marketing Automation sales_type_dim PK sales _type_dim_id sales _type_id sales _type_code sales _type_descr basket_detail_fact PK basket _detail _fact _id FK2 date_dim_id FK3 hour _dim_id product _dim FK5 product _dim_id FK6 sales _type_dim_id PK product _dim_id location_dim FK4 location_dim_id FK1 consumer _dim_id upc PK location_dim_id consumer _transaction _detail _id item_descr consumer _transaction _id manufacturer _code location_id line_num manufacturer _name location_num actual _sales _price department _num location_name weight department _name market_name item_qty sub_department _code active _ind item_cost sub_department _name line_of_business _num discount _amt class _num line_of_business _name sales _category _num class _name district_num pss_sub_department _num commodity _num district_name commodity _name region_num sub_commodity_code region_name sub_commodity _name address_line1 category _num address _line2 category _name address _line3 unit_of_measure city_locality item_size state_region hour _dim own _brand _ind postal_code date_dim rapp _own_brand _ind county_name PK hour _dim_id active _ind country_code PK date_dim_id country_descr_short hour fips_code time_of_day calendar _date geo_latitude calendar _month geo_longitude calendar _day phone _num calendar _year calendar _quarter day_of_week day_of_year isholiday isweekend week_of_year basket _fact fiscal_year_period fiscal_year_week PK basket _fact_id fiscal_year_year FK2 date_dim_id FK3 hour _dim_id consumer_dim FK4 location _dim_id PK consumer _dim_id FK1 consumer_dim_id consumer _transaction _id consumer _id consumer_identifier household _id consumer_loyalty_account _id name _prefix primary _consumer_loyalty_account_id name _last order_num name _first order_total name _middle order_total _with_exclusions consumer_loyalty_account_fact birth_date tax_amt gender gasoline_total PK consumer _loyalty _account_fact_id consumer _status _code gasoline_item _qty consumer _type _code market _total FK2 enrollment _date_dim_id consumer_type_descr market _item_qty FK3 enrollment _location_dim_id date_of_last_purchase bakery _total FK1 consumer_dim_id amount _of_last_purchase bakery _item_qty consumer _loyalty _account_id location_of_last_purchase drug _store _total loyalty_account_num ethnicity_code drug _store _item_qty primary _consumer _loyalty_account _id ethnicity_descr pharmacy _total loyalty_account _status language _code pharmacy _item_qty current _balance home _phone _num deli_total household _income_level_descr work_phone _num deli_item_qty loyalty_program _code mobile_phone_num grocery _total loyalty_program _descr home _address _line1 grocery _item_qty home _address _line2 service _total home _address _line3 service _item_qty home _city_locality produce _total home _state_region produce _item_qty home _postal _code general _mercha_total home _country_code general _mercha_item_qty home _fips_code greats_total home _geo_latitude greats_item _qty home _geo_longitude cm_chef_prep _total email _address cm_chef_prep _item_qty no_call_ind na_no_total no_mail _ind na_no_item _qty no_email _ind distinct_commodities no_name _rental _ind total_num_of_items member _access_only_ind primary _consumer _loyalty_account_summary total _cash _eqv_amt send_all _mail_ind total _credit _card _amt no_ncoa_ind PK primary_consumer _loyalty_account _summary_id total _food _stamps_amt control _group_status total _vendor _coupon _amt household _size_level primary _consumer_loyalty_account _id total _wic_amt household _number _of_adults loyalty_account_num total _tyc_amt household _number _of_infants consumer _id total _other _amt household _number _of_children loyalty_program _code cash _back_amt household _number _of_teens loyalty_program _descr instore_coupons household _income_level enrollment _location_dim _id instore_coupons_amt enrollment _date_dim _id manufacturer _coupons loyalty_account_status manufacturer _coupons_amt current _balance free_offer _coupons household _size_level free_offer _coupons_amt household _income_level fixed_price_offer _coupons language _code fixed_price_offer _coupons_amt ethnicity_descr dollar_off_product _offer _coupons total _spend_with_exclusions dollar_off_product _offer _coupons _amt total _num _of_items dollar_off_basket _offer _coupons total _baskets dollar_off_basket _offer _coupons_amt primary _location_dim_id product _bonus_point_coupons secondary _location_dim_id product _bonus_point_coupons _val segment product _group _bonus_point_coupons segment _category product _group _bonus_point_coupons_val decile_total_spend basket _bonus_point_coupons tier basket _bonus_point_coupons_val start_date_dim_id restricted _product _bonus_point_offers end_date_dim_id restricted _product _bonus_point_offers _val basket _bonus_point_offers _val total _base _value_earned total _bonus_value_earned business_center _offer_value_earned created _date
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  • 35. 1. TARGETING 2. MEASUREMENT 3. REPORTING 4. ACCOUNTABILITY
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  • 37. SOCIAL MEDIA ARE TARGETED: TARGETED TO MINDS, TO IDEAS, AND TO PASSIONS.
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  • 45. SOCIAL MEDIA DOESN’T HAVE AN R.O.I. PROBLEM IT HAS AN ATTRIBUTION PROBLEM
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  • 52. REPORTING IS NOT JUST ABOUT “THE NUMBERS” IT IS ABOUT PROVING YOU’RE WORTH THE $$$
  • 54. FINANCIAL SOCIAL OUTCOMES METRICS • Revenue • Friends • Sales • Followers • Customers • Fans • Renewals • Likes • Upsell • Comments • Cross-sell • ReTweets • Replys
  • 55. FINANCIAL BEHAVIORAL ATTITUDINAL SOCIAL OUTCOMES OBJECTIVES OBJECTIVES METRICS • Revenue • Site Traffic • Net Promoter • Friends • Sales • Store Traffic Scores • Followers • Customers • Downloads • Brand Recognition • Fans • Renewals • Signups • Q Scores • Likes • Upsell • Send-to-a-friend • Brand Affinity • Comments • Cross-sell • Referrals • Ad Retention • ReTweets • Mindshare • Replys
  • 56. FINANCIAL BEHAVIORAL ATTITUDINAL SOCIAL OUTCOMES OBJECTIVES OBJECTIVES METRICS • Revenue • Site Traffic • Net Promoter • Friends • Sales • Store Traffic Scores • Followers • Customers • Downloads • Brand Recognition • Fans • Renewals • Signups • Q Scores • Likes • Upsell • Send-to-a-friend • Brand Affinity • Comments • Cross-sell • Referrals • Ad Retention • ReTweets • Mindshare • Replys
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  • 58. ULTIMATELY, MARKETERS ARE RESPONSIBLE FOR CHANGING BEHAVIOR.
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