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Generating B2B leads using
social media
Heather Burnett
Marketing Program Manager
Large Enterprise | Public
Today’s discussion
• Justifying social media for business


• Building a community for IT Expert Forum


• Goals and metrics


• Best practices and key takeaways




                                             2
Justifying social media for
business




                              3
Social media
contributes to
customer
awareness, sales
support and
revenue.




                   4
Customer awareness
• Primary goal is always about audience

• Create a community where members can openly discuss the
  product/service and “expert” members can comment

• Great way to measure awareness and engage customer (surveys,
  contests, points system, etc.)

• Address public concern

• Be relevant and address customer pain points




                                                                 5
Can social media support sales?
• Lead generation – help Sales to
  “Always Be Closing”

• Augment pre-sales nurturing

• Establish and nurture the
  relationship between the customer
  and the organization

• Track lead generation in CRM tools
  (i.e., Salesforce.com)




                                       6
IT Expert Forum: a new
community for IT professionals




                                 7
How we got started
• Traditional generation activities drive sales engagements

   – Landing zones

   – Online events

   – Face-to-face events

   – Content syndication

   – Telemarketing




                                                              8
Evolving the model: developing a social
media hybrid




          Traditional        Social
         Landing Zone    Networking Site




     www.itexpertforum.com
                                           9
10
11
Create a
community
that’s ready to
grow and
prosper.




                  12
Building the community
•   Reached out to existing leads
•   Twitter, Facebook, LinkedIn, Paid Search
•   Rented a list for email blasts
•   Leveraged blog and other forum membership


• >100 Members on Day 1
• >350 Members after Month 1




                                                13
Leveraging other communities
   •     Integrated existing social media components
   •     Our blog (www.migrationexpertzoneblog.com/)
         and blogger has been consistently ranked in the
         Top 10 Windows 7 Influencers*




   •     We introduced our existing audience to
         IT Expert Forum




* Source: December 2009 Collective Intellect Report
                                                           14
Goals and metrics




                    15
Define specific
goals and
metrics to
measure
success.




                  16
Goal: growth
• Fresh content

• WidgeAds (via KickApps)

• Email blasts

• Paid search




Metric: Number of
members vs. goal




                            17
Goal: community engagement
• Email nurturing promotes
  fresh content

• Surveys that pique members’ interests

• Promote online events via the
  Spotlight section

• Integrate your SMEs into
  the community

Metric: Survey responses,
assets uploaded by
members, email blast
metrics


                                          18
Goal: member interaction
• Use “points” to encourage
  member interaction

• Contests, games and surveys

• Widgets help members push and
  upload content

• Evaluate data to understand customer



Metric: Email sharing, return
visits, number of groups
and community leaders,
site discussions, blog comments


                                         19
Goal: leads
• Identify which members fit the lead demographic

• Evaluate custom reporting to identify valid leads

• Conversations and threads can be captured in reporting

• Site-generated email nurturing

• “Points” help rank, prioritize and validate leads

• Telemarketing nurture and sales-ready leads


Metric: Number of leads generated for
nurturing, number of leads generated for
sales reception, revenue in pipeline


                                                           20
Lead lifecycle




                 21
Metrics
If you can’t measure it, you can’t
manage it.




                                     22
Metrics
                                                  Community Activity
• Basic Reporting                                 New Registrations
                                                  Total Site Discussions
                                                  Traffic - Pages
   – Metrics can be applied to specific goals     Total Page Views
                                                    Total Page Views
     and ROI                                        Home Page
                                                    My Home Pages
   – Site traffic  paid search or email blasts     Play Pages
                                                    Full Comments Pages
                                                    Profile Pages
   – Registration  email nurturing                 List Pages
                                                    Message Board Pages
                                                    Groups Pages
                                                    Chat Page
                                                    Member Join
                                                    Member Login
                                                  Content
                                                  Total Uploads
                                                    Media Files Approved
                                                    Photos Uploaded
                                                    Videos Uploaded
                                                    Text Blogs Posted
                                                    Audio Files Uploaded



                                                                           23
Metrics
                                               Custom Activity
• Custom Reporting                             Site Enhancements
                                               WidgeAd Activity
   – More robust
                                               Leads
   – Registered members may convert to leads   Email Nurturing
                                               Total Downloads
   – Total downloads  new content             Survey Activity
                                               Total Site Impressions
   – Confirm brand awareness                   Home Page Impressions
                                               Client Migration Impressions
   – Custom enhancements, surveys or
                                               Enterprise Virtualization Impressions
     WidgeAd activity (paid media)




                                                                                       24
Best practices and key
takeaways




                         25
Going beyond
the blog with a
social media
hybrid for lead
generation.




                  26
Value-add for marketing plans
• Social media  real results – not just a pretty, fun toy

• Consider the goals and the potential of the site
   – Become a thought leader in the industry
   – Gain and enhance customer loyalty
   – Track marketing media use and popularity
   – Build a community of experts
   – Lead generation potential

• Publicize messages in the community – promote products and
  messaging




                                                               27
Best practices and key takeaways
• Remember audience comes first

• Know that building the community is a main goal

• Carefully consider the goals for your site and plan early

• Create a marketing plan to include activities that build the site

• Set real and measurable goals that map to budget and track ROI

• Leverage knowledge and resources




                                                                      28
Best practices and key takeaways
• Encourage interaction and engagement

• Keep it simple; specific and strategic content - no “spray and pray”

• Utilize widgets to keep site fresh, dynamic and informational for you

• Allow organic dialog to take place on the site; don’t police it too much
  for reasons like damage control

• Identify your lead demographic and generate reports accordingly

• Track lead scoring (points) and be mindful of constant calibration

• Reward your members to build loyalty so they come back and share the
  site with their friends
                                                                             29
www.itexpertforum.com




                        30

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KickApps SF Summit - "Dell's thoughts on Social Leadgen", by Heather Bernett

  • 1. Generating B2B leads using social media Heather Burnett Marketing Program Manager Large Enterprise | Public
  • 2. Today’s discussion • Justifying social media for business • Building a community for IT Expert Forum • Goals and metrics • Best practices and key takeaways 2
  • 3. Justifying social media for business 3
  • 4. Social media contributes to customer awareness, sales support and revenue. 4
  • 5. Customer awareness • Primary goal is always about audience • Create a community where members can openly discuss the product/service and “expert” members can comment • Great way to measure awareness and engage customer (surveys, contests, points system, etc.) • Address public concern • Be relevant and address customer pain points 5
  • 6. Can social media support sales? • Lead generation – help Sales to “Always Be Closing” • Augment pre-sales nurturing • Establish and nurture the relationship between the customer and the organization • Track lead generation in CRM tools (i.e., Salesforce.com) 6
  • 7. IT Expert Forum: a new community for IT professionals 7
  • 8. How we got started • Traditional generation activities drive sales engagements – Landing zones – Online events – Face-to-face events – Content syndication – Telemarketing 8
  • 9. Evolving the model: developing a social media hybrid Traditional Social Landing Zone Networking Site www.itexpertforum.com 9
  • 10. 10
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  • 12. Create a community that’s ready to grow and prosper. 12
  • 13. Building the community • Reached out to existing leads • Twitter, Facebook, LinkedIn, Paid Search • Rented a list for email blasts • Leveraged blog and other forum membership • >100 Members on Day 1 • >350 Members after Month 1 13
  • 14. Leveraging other communities • Integrated existing social media components • Our blog (www.migrationexpertzoneblog.com/) and blogger has been consistently ranked in the Top 10 Windows 7 Influencers* • We introduced our existing audience to IT Expert Forum * Source: December 2009 Collective Intellect Report 14
  • 16. Define specific goals and metrics to measure success. 16
  • 17. Goal: growth • Fresh content • WidgeAds (via KickApps) • Email blasts • Paid search Metric: Number of members vs. goal 17
  • 18. Goal: community engagement • Email nurturing promotes fresh content • Surveys that pique members’ interests • Promote online events via the Spotlight section • Integrate your SMEs into the community Metric: Survey responses, assets uploaded by members, email blast metrics 18
  • 19. Goal: member interaction • Use “points” to encourage member interaction • Contests, games and surveys • Widgets help members push and upload content • Evaluate data to understand customer Metric: Email sharing, return visits, number of groups and community leaders, site discussions, blog comments 19
  • 20. Goal: leads • Identify which members fit the lead demographic • Evaluate custom reporting to identify valid leads • Conversations and threads can be captured in reporting • Site-generated email nurturing • “Points” help rank, prioritize and validate leads • Telemarketing nurture and sales-ready leads Metric: Number of leads generated for nurturing, number of leads generated for sales reception, revenue in pipeline 20
  • 22. Metrics If you can’t measure it, you can’t manage it. 22
  • 23. Metrics Community Activity • Basic Reporting New Registrations Total Site Discussions Traffic - Pages – Metrics can be applied to specific goals Total Page Views Total Page Views and ROI Home Page My Home Pages – Site traffic  paid search or email blasts Play Pages Full Comments Pages Profile Pages – Registration  email nurturing List Pages Message Board Pages Groups Pages Chat Page Member Join Member Login Content Total Uploads Media Files Approved Photos Uploaded Videos Uploaded Text Blogs Posted Audio Files Uploaded 23
  • 24. Metrics Custom Activity • Custom Reporting Site Enhancements WidgeAd Activity – More robust Leads – Registered members may convert to leads Email Nurturing Total Downloads – Total downloads  new content Survey Activity Total Site Impressions – Confirm brand awareness Home Page Impressions Client Migration Impressions – Custom enhancements, surveys or Enterprise Virtualization Impressions WidgeAd activity (paid media) 24
  • 25. Best practices and key takeaways 25
  • 26. Going beyond the blog with a social media hybrid for lead generation. 26
  • 27. Value-add for marketing plans • Social media  real results – not just a pretty, fun toy • Consider the goals and the potential of the site – Become a thought leader in the industry – Gain and enhance customer loyalty – Track marketing media use and popularity – Build a community of experts – Lead generation potential • Publicize messages in the community – promote products and messaging 27
  • 28. Best practices and key takeaways • Remember audience comes first • Know that building the community is a main goal • Carefully consider the goals for your site and plan early • Create a marketing plan to include activities that build the site • Set real and measurable goals that map to budget and track ROI • Leverage knowledge and resources 28
  • 29. Best practices and key takeaways • Encourage interaction and engagement • Keep it simple; specific and strategic content - no “spray and pray” • Utilize widgets to keep site fresh, dynamic and informational for you • Allow organic dialog to take place on the site; don’t police it too much for reasons like damage control • Identify your lead demographic and generate reports accordingly • Track lead scoring (points) and be mindful of constant calibration • Reward your members to build loyalty so they come back and share the site with their friends 29