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SIX WAYS TO BOOST SOCIAL BUSINESS
ADOPTION ACROSS YOUR ORGANIZATION
THE CHALLENGES ARE REAL. SO ARE THE SOLUTIONS.
Driving successful adoption of a social business program can sometimes feel like an uphill
battle. Even the most committed and sophisticated financial services firms using
technology to increase their advisors’ productivity and business often face “user adoption”
challenges. Here are six proven ways to increase social business usage over time.
Hearsay Social works with hundreds of leading financial services and insurance companies
globally to help drive social business adoption across their distributed sales teams. We've
seen hundreds of use cases and heard from many financial industry professionals who
have shared successful strategies to increase social business usage over time.
Download the full Hearsay Social Adoption Guide for more insights and real-life
examples behind this six-step framework at:
https://info.hearsaysocial.com/social-adoption-guide.html
Help advisors establish credibility by
providing useful suggested content on
a regular basis, while giving them the
flexibility to let their personalities shine.
HAVE A STRONG CONTENT STRATEGY
AND PIPELINE
Executive sponsors lead by example,
increase program visibility and help
clear roadblocks. One who is also
active on social media empowers
employees to do the same.
SECURE AND MAINTAIN EXECUTIVE
SPONSORSHIP CHAMPIONSHIP
1
BOSS
The more you increase the comfort level
of those in field offices, the more you
empower them to act on their
own accord.
ZEALOUSLY ADVOCATE THE PROGRAM
AT THE FIELD LEVEL
Your goal should be to create a systematic
and ongoing learning engine that delivers
insights, best practices and metrics
around social business success.
PROVIDE ONGOING TRAINING AND
ACCESS TO AMPLE EDUCATIONAL RESOURCES
Salespeople are generally highly competitive,
so why not tap into this natural tendency
by allowing them to engage in some
friendly competition?
USE GAMIFICATION
Peer-to-peer evangelism is a great way
to increase adoption by sharing success
stories from people who have already
found value and tangible ROI.
PROMOTE AND ENABLE ADVISOR
SUCCESS STORIES
80%
non-financial
content
20%
business-
related
content
AND
2
3
4
5
6

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  • 1. SIX WAYS TO BOOST SOCIAL BUSINESS ADOPTION ACROSS YOUR ORGANIZATION THE CHALLENGES ARE REAL. SO ARE THE SOLUTIONS. Driving successful adoption of a social business program can sometimes feel like an uphill battle. Even the most committed and sophisticated financial services firms using technology to increase their advisors’ productivity and business often face “user adoption” challenges. Here are six proven ways to increase social business usage over time. Hearsay Social works with hundreds of leading financial services and insurance companies globally to help drive social business adoption across their distributed sales teams. We've seen hundreds of use cases and heard from many financial industry professionals who have shared successful strategies to increase social business usage over time. Download the full Hearsay Social Adoption Guide for more insights and real-life examples behind this six-step framework at: https://info.hearsaysocial.com/social-adoption-guide.html Help advisors establish credibility by providing useful suggested content on a regular basis, while giving them the flexibility to let their personalities shine. HAVE A STRONG CONTENT STRATEGY AND PIPELINE Executive sponsors lead by example, increase program visibility and help clear roadblocks. One who is also active on social media empowers employees to do the same. SECURE AND MAINTAIN EXECUTIVE SPONSORSHIP CHAMPIONSHIP 1 BOSS The more you increase the comfort level of those in field offices, the more you empower them to act on their own accord. ZEALOUSLY ADVOCATE THE PROGRAM AT THE FIELD LEVEL Your goal should be to create a systematic and ongoing learning engine that delivers insights, best practices and metrics around social business success. PROVIDE ONGOING TRAINING AND ACCESS TO AMPLE EDUCATIONAL RESOURCES Salespeople are generally highly competitive, so why not tap into this natural tendency by allowing them to engage in some friendly competition? USE GAMIFICATION Peer-to-peer evangelism is a great way to increase adoption by sharing success stories from people who have already found value and tangible ROI. PROMOTE AND ENABLE ADVISOR SUCCESS STORIES 80% non-financial content 20% business- related content AND 2 3 4 5 6