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c h a p t e r 9 : ╇ S ocial C R M╇ ■Review of the Main Points

                       The key points covered in Chapter 9 are summarized below. Review these and develop
                       your own vision and plan for a Social CRM program.

                       •	 Social CRM is less about a new form of CRM than it is a fusion of social tech-
                                nology—Web 2.0—and the business-centric analytical processes associated
                                with CRM.

                       •	 Social CRM connects external conversations and ideas to internal functions and
                                personnel who are able to act upon this information to improve the customer or
                                constituent experience.

                                Going back to the purchase funnel plus feedback concept that powers social-
                       media-based marketing, Social CRM is the primary set of technologies that draws this
                       feedback—measurably—down into the business. It is through CRM that a planned,
                       replicable program for managing the conversations that occur on the Social Web can
254 be implemented.

                    Hands-On: Social Business Fundamentals

                       Review both of the following and apply these to your business or organization as you
                       create your plan for integrating social technology into your fundamental processes.

                      1.	 Review the Sun Microsystems, SAS Institute, and IBM/Lotus products and
                                associated case studies: While these are all large organizations, the principles
                                of Social CRM are sufficiently well demonstrated that they can be applied to
                                almost any business.

                      2.	 Review the general toolsets in the tables in this chapter, and take note of the
                                order in which specific tools or technologies are applied. As with social-media-
                                based marketing in general, the implementation process begins not with technol-
                                ogy but rather with business objectives and strategy.

                    Hands-On: Apply What You’ve Learned

                       Apply what you’ve learned in this chapter through the following exercises:

                      1.	 If you haven’t done so already, look at the social computing policy examples at
                                the Altimeter site. In addition, visit the sites of firms or organizations like yours
                                to see what they have done. Imitation—followed with an in-house legal review—
                                is the sincerest form of … getting there faster!

                      2.	 Work with your IT or other applicable department to design a pilot program for
                                internal collaboration. The exercise will challenge your organization, so choose
                                a small project and recruit enthusiastic volunteers.

                      3.	 After completing the first two exercises, prepare and deliver a presentation to your
                                colleagues (or customers, if you are a consulting firm or agency) on Social CRM.
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