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Customer Relationship Experts

     Providing Tweetworthy Customer Service
              in the Social Media Age
                      Monday, March 11
                       #IDEAS13 ***




  Matthew D’Uva                           Brian Cheung
 President & CEO                      Director of Marketing
SOCAP International                   SOCAP International
    @MRDuva                                @bdcheung
What You’ll Learn
• What is customer care?
• The Evolution of Communication
• Role of Customer Care in Business Enterprise
  • Plus what that means to us as association
    executives
• Applying Lessons learned & Best Practices
     • Strategy: Setting up your organization for
       success
     • Tactics: Tools & techniques
• Looking Ahead
© 2013 SOCAP International.   #Ideas13 LC2          Slide 2
What Is
                  Customer Care?


© 2013 SOCAP International.   #Ideas13 LC2   Slide 3
Members




                         Others                               Stakeholders


                                           Customers




                                  Public                  Media



© 2013 SOCAP International.                #Ideas13 LC2                      Slide 4
• Products and
                               Information
                                                  Services
                                                • Government
                                                  Relations


          Customer                                 • Technical
           Care for                   Support
                                                   • Professional
         Associations




                              Engagement
                                                • Committees
                                                • Volunteers

© 2013 SOCAP International.   #Ideas13 LC2                          Slide 5
© 2013 SOCAP International.   #Ideas13 LC2   Slide 6
• Any time 2+ people
                                        are communicating,
                                        that is social
                                        media.
      WHAT IS                         • It is: Facebook,
      “SOCIAL                           Twitter, LinkedIn,
                                        G+, MySpace
      MEDIA”?                         • AND discussion
                                        boards, listservs,
                                        bulletin boards,
                                        YOUTUBE etc.
© 2013 SOCAP International.   #Ideas13 LC2              Slide 7
WE’RE
      FOLLOWING
      A PATH

© 2013 SOCAP International.   #Ideas13 LC2   Slide 8
• 84% of Fortune 1000
                                        companies actively
                                        monitor social media
      WHAT DO                         • 49% have a cross-
                                        functional team to
      MEMBERS/                          execute social
                                        strategy
      CUSTOMERS                       • 81% use specialized
                                        tools or software to
      EXPECT?                           monitor and engage
                                        via social media

© 2013 SOCAP International.   #Ideas13 LC2               Slide 9
WHAT DO                         100% of companies
      MEMBERS/                        engaged in social
                                      media have a target
      CUSTOMERS                       response time of one
                                      hour or less.
      EXPECT?

© 2013 SOCAP International.   #Ideas13 LC2             Slide 10
Social Media Benchmarking Study
 The Center for Client Retention


27,000+ Respondents
                                                60%
                                                Use Social
                                                Media Daily

         2x                     55%               1/3
More Likely                   Feel  when         Expect
to Post than                     brands          brands to
    Call
© 2013 SOCAP International.     respond
                                 #Ideas13 LC2
                                                 respondSlide 11
Elements of a Social Customer Care
Strategy

                 Leadership/Shared Vision/Strategy

                       Infrastructure

                       Social Voice

                 Staffing

© 2013 SOCAP International.      #Ideas13 LC2    Slide 12
Leadership/Shared Vision/Strategy
• Shared understanding of strategy and use of
  social channels

• Buy-in from key stakeholders
     • Board of Directors
     • Staff
     • Volunteer Leaders


• Understanding of and commitment of
  engagement channels
© 2013 SOCAP International.   #Ideas13 LC2       Slide 13
Infrastructure
• Social Media Policy – Develop a policy,
  continue to revise it and make it relevant.

• Rules of engagement – Understand what
  engagement means for your organization, how
  do you engage, what voice and when do you
  interject. Who is empowered?

• Consistency – Same messages and policies
  across all service channels
© 2013 SOCAP International.   #Ideas13 LC2      Slide 14
Social Voice
• Be Authentic – How will you communicate as
  an organization? How will your staff team
  “speak” for the association?

• Listening – Be committed to listening. How will
  you listen, monitor and evaluate?

• Empowerment – Who is allowed to speak on
  behalf of the association and in what voice?
© 2013 SOCAP International.   #Ideas13 LC2   Slide 15
Staffing
• Finding the right person/people – Social
  media enthusiasts, comfortable in the space.

• Flexibility – Access to social media sites (!),
  hours/response time, clear expectations.

• Training – Training resources, room to learn
  and experiment, tolerance for mistakes,


© 2013 SOCAP International.   #Ideas13 LC2          Slide 16
Benefits of Social
Customer Care to Your
    Organization

© 2013 SOCAP International.   #Ideas13 LC2   Slide 17
BREAK
      DOWN SILOS


© 2013 SOCAP International.   #Ideas13 LC2   Slide 18
BUILD
      CAPACITY


© 2013 SOCAP International.   #Ideas13 LC2   Slide 19
COMMUNITY
      INVOLVEMENT


© 2013 SOCAP International.   #Ideas13 LC2   Slide 20
TRANSPARENCY



© 2013 SOCAP International.   #Ideas13 LC2   Slide 21
And...
• Gap identification

• Relationship Building

• Engagement

• Content Curation

• Market Expansion

• Subject Matter Expert Identification
• Membership Growth
© 2013 SOCAP International.   #Ideas13 LC2   Slide 22
Risks of Social
Customer Care to Your
    Organization

© 2013 SOCAP International.   #Ideas13 LC2   Slide 23
CAPACITY


© 2013 SOCAP International.   #Ideas13 LC2   Slide 24
HIRING &
      STAFFING


© 2013 SOCAP International.   #Ideas13 LC2   Slide 25
TRUST &
      CONTROL


© 2013 SOCAP International.   #Ideas13 LC2   Slide 26
© 2013 SOCAP International.   #Ideas13 LC2   Slide 27
• Multiple users

                                      • Scheduling

                                      • Team Workflow
      WHAT TO                         • Total Number of
      LOOK FOR                               Social Accounts

                                      • Analytics, Metrics &
                                             Reporting
© 2013 SOCAP International.   #Ideas13 LC2                     Slide 28
Additional Resources and Readings
• Sample Social Media policies from Coca-Cola,
  Best Buy, AIA, & more

• Social Media Primer, a getting started guide



     http://bit.ly/ideas13-SOCAP


© 2013 SOCAP International.   #Ideas13 LC2       Slide 29
Customer Relationship Experts




Thank You!

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Providing Tweetworthy Customer Service in the Social Media Age

  • 1. Customer Relationship Experts Providing Tweetworthy Customer Service in the Social Media Age Monday, March 11 #IDEAS13 *** Matthew D’Uva Brian Cheung President & CEO Director of Marketing SOCAP International SOCAP International @MRDuva @bdcheung
  • 2. What You’ll Learn • What is customer care? • The Evolution of Communication • Role of Customer Care in Business Enterprise • Plus what that means to us as association executives • Applying Lessons learned & Best Practices • Strategy: Setting up your organization for success • Tactics: Tools & techniques • Looking Ahead © 2013 SOCAP International. #Ideas13 LC2 Slide 2
  • 3. What Is Customer Care? © 2013 SOCAP International. #Ideas13 LC2 Slide 3
  • 4. Members Others Stakeholders Customers Public Media © 2013 SOCAP International. #Ideas13 LC2 Slide 4
  • 5. • Products and Information Services • Government Relations Customer • Technical Care for Support • Professional Associations Engagement • Committees • Volunteers © 2013 SOCAP International. #Ideas13 LC2 Slide 5
  • 6. © 2013 SOCAP International. #Ideas13 LC2 Slide 6
  • 7. • Any time 2+ people are communicating, that is social media. WHAT IS • It is: Facebook, “SOCIAL Twitter, LinkedIn, G+, MySpace MEDIA”? • AND discussion boards, listservs, bulletin boards, YOUTUBE etc. © 2013 SOCAP International. #Ideas13 LC2 Slide 7
  • 8. WE’RE FOLLOWING A PATH © 2013 SOCAP International. #Ideas13 LC2 Slide 8
  • 9. • 84% of Fortune 1000 companies actively monitor social media WHAT DO • 49% have a cross- functional team to MEMBERS/ execute social strategy CUSTOMERS • 81% use specialized tools or software to EXPECT? monitor and engage via social media © 2013 SOCAP International. #Ideas13 LC2 Slide 9
  • 10. WHAT DO 100% of companies MEMBERS/ engaged in social media have a target CUSTOMERS response time of one hour or less. EXPECT? © 2013 SOCAP International. #Ideas13 LC2 Slide 10
  • 11. Social Media Benchmarking Study The Center for Client Retention 27,000+ Respondents 60% Use Social Media Daily 2x 55% 1/3 More Likely Feel  when Expect to Post than brands brands to Call © 2013 SOCAP International. respond #Ideas13 LC2 respondSlide 11
  • 12. Elements of a Social Customer Care Strategy Leadership/Shared Vision/Strategy Infrastructure Social Voice Staffing © 2013 SOCAP International. #Ideas13 LC2 Slide 12
  • 13. Leadership/Shared Vision/Strategy • Shared understanding of strategy and use of social channels • Buy-in from key stakeholders • Board of Directors • Staff • Volunteer Leaders • Understanding of and commitment of engagement channels © 2013 SOCAP International. #Ideas13 LC2 Slide 13
  • 14. Infrastructure • Social Media Policy – Develop a policy, continue to revise it and make it relevant. • Rules of engagement – Understand what engagement means for your organization, how do you engage, what voice and when do you interject. Who is empowered? • Consistency – Same messages and policies across all service channels © 2013 SOCAP International. #Ideas13 LC2 Slide 14
  • 15. Social Voice • Be Authentic – How will you communicate as an organization? How will your staff team “speak” for the association? • Listening – Be committed to listening. How will you listen, monitor and evaluate? • Empowerment – Who is allowed to speak on behalf of the association and in what voice? © 2013 SOCAP International. #Ideas13 LC2 Slide 15
  • 16. Staffing • Finding the right person/people – Social media enthusiasts, comfortable in the space. • Flexibility – Access to social media sites (!), hours/response time, clear expectations. • Training – Training resources, room to learn and experiment, tolerance for mistakes, © 2013 SOCAP International. #Ideas13 LC2 Slide 16
  • 17. Benefits of Social Customer Care to Your Organization © 2013 SOCAP International. #Ideas13 LC2 Slide 17
  • 18. BREAK DOWN SILOS © 2013 SOCAP International. #Ideas13 LC2 Slide 18
  • 19. BUILD CAPACITY © 2013 SOCAP International. #Ideas13 LC2 Slide 19
  • 20. COMMUNITY INVOLVEMENT © 2013 SOCAP International. #Ideas13 LC2 Slide 20
  • 21. TRANSPARENCY © 2013 SOCAP International. #Ideas13 LC2 Slide 21
  • 22. And... • Gap identification • Relationship Building • Engagement • Content Curation • Market Expansion • Subject Matter Expert Identification • Membership Growth © 2013 SOCAP International. #Ideas13 LC2 Slide 22
  • 23. Risks of Social Customer Care to Your Organization © 2013 SOCAP International. #Ideas13 LC2 Slide 23
  • 24. CAPACITY © 2013 SOCAP International. #Ideas13 LC2 Slide 24
  • 25. HIRING & STAFFING © 2013 SOCAP International. #Ideas13 LC2 Slide 25
  • 26. TRUST & CONTROL © 2013 SOCAP International. #Ideas13 LC2 Slide 26
  • 27. © 2013 SOCAP International. #Ideas13 LC2 Slide 27
  • 28. • Multiple users • Scheduling • Team Workflow WHAT TO • Total Number of LOOK FOR Social Accounts • Analytics, Metrics & Reporting © 2013 SOCAP International. #Ideas13 LC2 Slide 28
  • 29. Additional Resources and Readings • Sample Social Media policies from Coca-Cola, Best Buy, AIA, & more • Social Media Primer, a getting started guide http://bit.ly/ideas13-SOCAP © 2013 SOCAP International. #Ideas13 LC2 Slide 29

Notas del editor

  1. WHAT IS SOCAP?
  2. BRIAN
  3. BRIANASK for examplesHow do you define customer care?What is the difference between a good and a bad customer care experience?
  4. MRDWe are going to use the word customer today – two reasons – first, it is part of SOCAP’s vernacular but also because we are going to define customers in a more broad way – These are all groups that we are trying to influence in different ways and provide us with an opportunity to grow our business – we will not go through each group individually
  5. BRIANCustomer Care within the context of AssociationsDefined by how we interact with our customers, members, constituentsBroken up into these three broad categories that every association, to some extent, must support.
  6. BRIANFirst, a little backgroundCommunication started with face-to-face conversation. Sitting around a fire, sharing a meal, the origins of oral tradition.Evolved into paper letters as early as 108 A.D. Major breakthrough is the ability to communicate over large distances.Every subsequent evolution improved the speed of communication, the ease of access, or the amount of information that could be conveyed.The manner in which we communicate with each other continues to changeNew technology impacts the level of intimacy involved in communication.Face to face: very intimate.Twitter, not so intimate.Why is this relevant?How we communicate with customers dictates how we communicate with customers.What is effective and appropriate for face-to-face may not be effective or appropriate for other channels.We’ve shown one interpretation of how the level of intimacy changes for each of the channels here. But this isn’t an absolute.You need to know your members and know how this scale changes for you.Examples?
  7. MRDSOCAP Companies – our first session on social media and Social Customer Care was in the fall of 2007 – We have talking about this for a while Associations as a microcosmWe have the same customers
  8. MRD
  9. MRD
  10. BRIANSOCAP worked with The Center for Client Retention to survey tens of thousands of consumers on their social media usage habits.This survey was conducted in 2010, and since then every one of these figures has moved even more in favor of social media.Our takeaways as associations:It’s highly likely that a segment of our customer base is involved in social media.Social media adoption is significant in every major demographic segment: age, gender, level of education, race/ethnicity, etc.Your members who are engaged in social media represent an opportunity to improve member relations, improve member engagement, and increase satisfaction.They also represent a potential threat if you don’t have an effective strategy in place.
  11. 2:503 minutes per slide
  12. What is the strategy? Why? Steps? Decisions to engage? Tolerance Everyone needs to be on boardFish where the fish are – channels – There are lots of channels – Twitter, Facebook, Blogs,Google Plus, blah blahblah
  13. What is the strategy? Why? Steps? Decisions to engage? Tolerance Everyone needs to be on boardFish where the fish are – channels – There are lots of channels – Twitter, Facebook, Blogs,Google Plus, blah blahblah
  14. What is the strategy? Why? Steps? Decisions to engage? Tolerance Everyone needs to be on boardFish where the fish are – channels – There are lots of channels – Twitter, Facebook, Blogs,Google Plus, blah blahblah
  15. What is the strategy? Why? Steps? Decisions to engage? Tolerance Everyone needs to be on boardFish where the fish are – channels – There are lots of channels – Twitter, Facebook, Blogs,Google Plus, blah blahblahR
  16. BRIAN- Now that we know the elements of a good customer care program, let’s take a look at the potential ROI for implementing such a program.
  17. BRIANEffective social customer care requires great cross-department communication and collaboration.The best social customer care programs integrate cross-functional teamsMarketing, Customer Care, PR, Membership…WHO ELSE?Reality: Social media is instantaneous, permanent and viral.As a result, anything you say on social must be accurate. The only way to ensure accuracy of information is through a cross-functional team where anyone and everyone tasked with social media management is aware, at least on a general level, of the activities throughout the organization.
  18. In an era of constant competition…. We have to talk to customers where they are – this is either where they are or where they will be. Building a muscle in this area builds capacity to serve new audiences --- people want to connect, engage where they are – some people do not want to call you. More inquiries you can answer – you do get less inquiries – education – one to one many Diverse messages – diverse audiences – Innovation – Idea generating – Build fans
  19. BRIANSocial customer care helps you identify advocates for your organization.A strong and caring presence develops and builds loyaltyExtend networking opportunities beyond in-person meetings and events
  20. MRDKeeps the entire organization more open – at all levels, consistency, dialogueNot just with members but with all leaders of the organization – no longer need to reinforce messaging annually but consistant stream of discussionI will argue with myself in bit but social customer care allows you to show members your area of response.Going back to the for profit world, companies are getting great feedback when they engage in the social space – many examples of delighted consumers – just saying thanks for using or sending an idea to a consumer – again be authentic
  21. TOGETHER
  22. MRDOpening yourself up is scary for all stakeholders and there are risks
  23. BRIANIt’s one more thing that has to be done.The success of social care does not scale linearly.Putting out 50% effort does not mean 50% success.Any less than 100% dedication leads to a sharp dropoff in customer satisfaction.
  24. MRDYou cannot make people be social – need to integrate into hiring process – does the job need to be social --- but we hire people that at least have an interest and can communicate a desire to be social Make these duties clear to all stakeholders in organization – Brian’s job is to have a digital voice – this means that he is engaging on facebook etc. It also means that we probably have a bit more lax rules around social media broadly which is a bit of a riskThe youngest person on my team was not the most socially savy or interested but great at phone and care – need to ask
  25. Trust your staff – Need to give people room… they can disappoint. Or fall short or things can go terribly array. Try to create policies to help – so make it a rule that your team does not have a personal twitter feed open along with organizational feedWhat is expected of your staff if you expect more than you open up risk Controlling the messages – but huge opportunity to let the good come out – let people come to your defense! Keeps you honest when you are off, however! Control is tough or impossible with association leaders, volunteers etc. Example, Chapter Leaders complaining via social sites