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Social Inside and Out
     Claire Carter
   Marketing Director
No wonder we’re confused




                           2
Social interaction
      External       Internal




                        ?
                                3
Warning – this might not be for you




                                      4
Market challenges




                    5
The internal vs external conundrum




              Build       and run




                a
                         business
            successful




                                     6
My organisation




    Peter - Sales             Lauren – Marketing               Amanda - PM

•   Customers                   •    Customers             •   Orders/Products
•   Product Information         •    Events                •   Suppliers/ Partners
•   Promotions                  •    Case studies          •   Customer feedback
•   Financial Data              •    References            •   Launches
•   Building Relationships      •    Issues                •   Pre-sales
•   Marketing                   •    Sales                 •   Staff ideas/skills
•   Competitors                 •    Partners              •   Competitors


Reduced Sales                       Inconsistent message       Increased Costs


                             Information & Collaboration

    CRM HR Finance Intranet Bookings Project Management CMS Databases

                                                                                     7
Lauren - marketing


•   Manager                             •   Reporting
•   Team                                •   Events
•   Product Development                 •   Collateral
•   Sales                               •   Launches
•   HR                                  •   Case studies
•   Customers                           •   References
•   Partners                            •   Campaigns
•   Competitors                         •   Tweets




                          Collaborate




                                                           8
• Email goes out to 5 Colleagues

• First user sends a direct reply
  but does not copy in other 4.

• Another user sends a different
  response but copies in
  everyone.
• Originator replies but does not
  copy everyone in.

• Another user replies to all but
  does not realise that someone
  else has said the same thing
  because they have not opened
  up that email yet.

• Originator sends direct email
  back to let them know they
  already have the answer.



                                    9
10
11
12
Push information




                   13
Search, identify and locate




                              14
Automated feeds




                  15
Automated feeds




                  16
Standard feeds - CRM
•   Opportunities – Within X days of Close Date
•   Opportunities – Lost
•   Opportunities – Won
•   Orders – Over £X,000 Value
•   Contracts – Cancelled Contracts
•   Contracts – New Contracts
•   Campaigns – Sign Up
•   Campaigns – Near Sign up Closure
•   Campaigns – Near full Capacity




                                                  17
Praise, reward and thank




                           18
19
So what ?
Building a business case
Lauren - marketing

                               Follow
                                          Staff Changes


                                          Key Customers

               Benefits:
•   Customer / Product knowledge base
•   Better informed about Staff Changes    Product Info
•   Real time updates from CRM
•   Company Brand / Messaging
•   Push Information – Reduce Queries
•   Reduced admin– 2 days admin time      Company Info
•   More time for value add e.g sector
    research
•   Less emails /meetings
                                              Sales


                                                          21
m-hance staff survey
 94 % improvement in connection to others
 87 % improvement in question response times means faster
  service on to the customer
 88% improvement in understanding the company and
  departmental objectives
 90 % improvement in breaking down knowledge silos
 88% improvement in ability to contribute to the business
 68% improvement in email noise
 16% improvement on deal closure



                                                             22
I heard there was a
 m-hance staff quotes                              price promotion so I
                                                  adjusted my quote and
                                                        won the deal

The recognition
I get pushes me
   to do more                                         I get responses
                      The competitive aspect of       quicker – so do
                     seeing deals published and        my customers
                     credited makes me want to
                              sell more




Resulted in me finding out                   I understand the pressures
a product I didn’t know we                      and priorities of other
  had resulting in a sales                     departments and how to
    worth £10k margin                              work with them


                                                                        23
Savings for m-hance
Productivity - (6% - avg wage 35k)    £966,000
Meetings saved - (10)                 £9,329
On-Boarding – (reduced by one week)   £65,158
Employee Engagement - (5%)            £23,000

Total                                 £1,063,486

Cost of software                      £17k
Hardware                              £10k
On-going yearly costs                 £9,660



                                                   24
How much could you save?

£300,000

£250,000

£200,000
                                   Engagement
£150,000                           Onboarding

£100,000                           Productivity


 £50,000

     £0
           Yr1   Yr2   Yr3   Yr4


                                              25
Summary




          26
Further reading




                  27
An offer for the audience

                              Pre-review
                             questionnaire



                           ½ day
                          workshop



                          recommendations
                               report




           marketing@m-hance.com Communications Review

                                                    28

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Social - inside and out

  • 1. Social Inside and Out Claire Carter Marketing Director
  • 2. No wonder we’re confused 2
  • 3. Social interaction External Internal ? 3
  • 4. Warning – this might not be for you 4
  • 6. The internal vs external conundrum Build and run a business successful 6
  • 7. My organisation Peter - Sales Lauren – Marketing Amanda - PM • Customers • Customers • Orders/Products • Product Information • Events • Suppliers/ Partners • Promotions • Case studies • Customer feedback • Financial Data • References • Launches • Building Relationships • Issues • Pre-sales • Marketing • Sales • Staff ideas/skills • Competitors • Partners • Competitors Reduced Sales Inconsistent message Increased Costs Information & Collaboration CRM HR Finance Intranet Bookings Project Management CMS Databases 7
  • 8. Lauren - marketing • Manager • Reporting • Team • Events • Product Development • Collateral • Sales • Launches • HR • Case studies • Customers • References • Partners • Campaigns • Competitors • Tweets Collaborate 8
  • 9. • Email goes out to 5 Colleagues • First user sends a direct reply but does not copy in other 4. • Another user sends a different response but copies in everyone. • Originator replies but does not copy everyone in. • Another user replies to all but does not realise that someone else has said the same thing because they have not opened up that email yet. • Originator sends direct email back to let them know they already have the answer. 9
  • 10. 10
  • 11. 11
  • 12. 12
  • 14. Search, identify and locate 14
  • 17. Standard feeds - CRM • Opportunities – Within X days of Close Date • Opportunities – Lost • Opportunities – Won • Orders – Over £X,000 Value • Contracts – Cancelled Contracts • Contracts – New Contracts • Campaigns – Sign Up • Campaigns – Near Sign up Closure • Campaigns – Near full Capacity 17
  • 18. Praise, reward and thank 18
  • 19. 19
  • 20. So what ? Building a business case
  • 21. Lauren - marketing Follow Staff Changes Key Customers Benefits: • Customer / Product knowledge base • Better informed about Staff Changes Product Info • Real time updates from CRM • Company Brand / Messaging • Push Information – Reduce Queries • Reduced admin– 2 days admin time Company Info • More time for value add e.g sector research • Less emails /meetings Sales 21
  • 22. m-hance staff survey  94 % improvement in connection to others  87 % improvement in question response times means faster service on to the customer  88% improvement in understanding the company and departmental objectives  90 % improvement in breaking down knowledge silos  88% improvement in ability to contribute to the business  68% improvement in email noise  16% improvement on deal closure 22
  • 23. I heard there was a m-hance staff quotes price promotion so I adjusted my quote and won the deal The recognition I get pushes me to do more I get responses The competitive aspect of quicker – so do seeing deals published and my customers credited makes me want to sell more Resulted in me finding out I understand the pressures a product I didn’t know we and priorities of other had resulting in a sales departments and how to worth £10k margin work with them 23
  • 24. Savings for m-hance Productivity - (6% - avg wage 35k) £966,000 Meetings saved - (10) £9,329 On-Boarding – (reduced by one week) £65,158 Employee Engagement - (5%) £23,000 Total £1,063,486 Cost of software £17k Hardware £10k On-going yearly costs £9,660 24
  • 25. How much could you save? £300,000 £250,000 £200,000 Engagement £150,000 Onboarding £100,000 Productivity £50,000 £0 Yr1 Yr2 Yr3 Yr4 25
  • 26. Summary 26
  • 28. An offer for the audience Pre-review questionnaire ½ day workshop recommendations report marketing@m-hance.com Communications Review 28

Notas del editor

  1. Good afternoon. I am Claire Carter, Marketing Director at m-hance. We are a UK based software company serving 2,500 customers from 8 locations including Ireland, Scotland, USA and IndiaToday I want to talk to you about three of the current marketing buzzwords social, mobile and big data and I want to talk to you not only as a provider but also as someone who has to get to grips with them myself for our organisation.How many people already have social projects in play ? What are they ? Why did you start them?Does anyone find social confusing – after all what does it really mean?
  2. No wonder we’re confused There are currently over 250 typesof social types of software or service available.But this isn’t a presentation about tools.This presentation is trying to understand what we are our communication objectives and then based on that deciding if social tools are relevant So where should we start ?
  3. For the purposes of today I am going to concentrate on internal social media tools or enterprise social networks and their role in sales and marketing and then the wider organisation
  4. Buzzwords and fashions come and go and if we’ve learned one thing in the course of our careersnot every fashion suits us all social may not be right for you especially if:You are a small company where you can still shout across the desks You don’t really want to share information in your business – culturally you have no senior sponsorshipYou don’t employ younger peopleYou don’t have a dynamic and mobile workforceYou don’t have a multi strand product setYou don’t have a fast paced environmentYou don’t have major competitionYou don’t have a communication issueLet’s look at it another way …………………………..
  5. Forbes says marketeers face 5 major challenges. Do these sound familiar ?By 2017 CMO’s will be buying more technology the IT function but have we really embraced our inner geek ?The people that we sell and market too are connected via tech to our brands and our competitors on a global basis – price and message But the biggest challenge is perhaps the structure of our own organisation Marketing needs to get control of the product, country, and functional silos to foster cooperation and communication rather than competition and isolation. Firms no longer have the luxury to see opportunities for consistency and synergy lost. In Lou Gerstners' classic turnaround of IBM one of his boldest moves was to attack the product and country silo culture. It is especially important to overcome functional silos to create integrated marketing programs where some functional areas accept a supporting rule even when that is not what they are accustomed to. Jim Stengel, former P&G CMO, made some progress by allowing the functional area with the best big idea to become the team leader, but the goal of integrated marketing has been long elusive.
  6. Investors and analysts, prospects and media, customers and employees we need to communicate to them allBut with budgets and departments stretched where do we really spend our money ?Let me then for example discuss my own company and dilemaI have a marketing budget of about £350k this yearWe have 40 people in the pre-sales, sales and marketing functionsIn reality that means for me, myself, a marketing manager, an exec, a digital/design resource, a PR resource and two TMs and we have a sister company with its own resource in scotlandBut we also have 210 other staff – all of whom are customers of marketing in a way from attending events with us, to collaborating on projects, to helping us reach our marketing and sales goals.With budgets tight how much of that can I afford both in time and £ to spend on internal communication?Does anyone have any ratios in the audience ?People always say communication could be better but in essence it’s not til you put a £ value on not communicating by loosing opportunities, or people that we tend to sit up and take notice.I think I realised that last week when I heard the CEO of HP say “If only HP knew what HP knows, we’d be three times more productive.”
  7. If you do face some of these challenges then it might look like this Sales are often out on the road and therefore would benefit from a mobile or tabletdevice to check ESNThey need to be kept informed ofproduct/service offerings, price promotions, stock nearing expiry or end of seasonAnything that is going on with or effects their customersThe local office newsCompany information – especially around key stats, brand, marketing messages, event to invite their customers toCompetitors – to keep abreast of what is ging on in the marketStill have email/phone calls – reduce to actionable emailUltimate aim for this worker = increase sales
  8. For her role Lauren needs to pull information from others in the business such as her line manager, her team, business partners and then she needs to push it out to others too in the form of campaign reporting, events, etc
  9. But also eshots sent, people signed up for events, products close to launch, the latest collateral, refences etc.Once the information is posted it can be is tagged and searchable and hot topics get presented in a tag cloud
  10. This is great for Amanda in products and also for our execs who can click on a word and find out why it is trending
  11. And importantly we have also reduced the admin in our roles by automating feeds – this example is twitter but you can use any RSS feed or take feeds from any sql based system
  12. It’s not on here but recently held innovation den results or business planning
  13. If you are going to embark on a social journey make sure you understand why before you start.Look at communication as a whole on all levels, inside and outside your organisationStart with the audiences, the messages and then the meansMeasure and get feedback and then and only then will you know if social is for you and where to start inside or out.
  14. Please take away our whitepaper on ESN which is at the back of the room and …..
  15. Thank you for your time today. We’d like to make an offer to you for a free communications review undertaken by Dr Andrea Corbett, Author of the ESN surgery blog Three stage process. Andrea will send you Pre-review informationAn initial document will be delivered in advance of the visit to give the customer some background information about what will be covered in the review and also to get them thinking about their organization’s communication profile.Workbook for gathering information – onsite ½ dayWork with the customer in a structured manner through a workbook of the Pre-review information. This will document and identify communication profiles, issues and gaps.Overview and recommendations reportA summary report will be provided which will include the customer’s communication profile, any issues, and recommendations on improvements that they can make.Value is £1800Valid on bookings made before 16th Nov email marketing@m-hance.com subject Communications Review