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@megconley www.social-tribe.com/smmw18
Tools, Tech, and Processes
to Scale Your Enterprise Social
Media Programs
Megan Conley
CEO + Founder
@megconley www.social-tribe.com/smmw18@megconley www.social-tribe.com/smmw18
Disclaimer
• All knowledge, no pitch. I promise
• Use the hashtag #SMMW18, but please take good photos #kthanks
• Ask questions! I’m friendly 
• Get the goods www.social-tribe.com/smmw18
• Let’s be friends @megconley @socltribe
@megconley www.social-tribe.com/smmw18@megconley www.social-tribe.com/smmw18
Social is the foundation
for a great customer
experience
@megconley www.social-tribe.com/smmw18
Your customers don’t care
• How big your company is
• The complexities of your organization
• Where you are in the world
• What you want
@megconley www.social-tribe.com/smmw18
@megconley www.social-tribe.com/smmw18
Customers expect
• Seamless experiences
• Hyper-relevant information
• Personalized interactions
• Real-time communication
And that’s just the basics
@megconley www.social-tribe.com/smmw18
@megconley www.social-tribe.com/smmw18
80% of CEOs believe they deliver a
superior customer experience
Less than 10% of their customers
agree
@megconley www.social-tribe.com/smmw18@megconley www.social-tribe.com/smmw18
Over the next 3-5 years, 75% of
marketers say they will be responsible
for the end-to-end experience over a
customer’s lifetime
Marketers are the
heroes of today’s
customer experience
@megconley www.social-tribe.com/smmw18
Why do so many enterprise
brands fail to deliver the
experience customers expect?
@megconley www.social-tribe.com/smmw18
Scale
@megconley www.social-tribe.com/smmw18
The good guys of scaleThe good guys of scale
• Stakeholders
• Processes
• Workflow
• Technology
@megconley www.social-tribe.com/smmw18
• Data
@megconley www.social-tribe.com/smmw18
The good guys of scaleThe bad guys of scale
• Disjointed data
• Silo’d teams
• Disparate processes
• Point solution tools
@megconley www.social-tribe.com/smmw18
@megconley www.social-tribe.com/smmw18
Scaling is an inside job
1. Strategy
2. Infrastructure
3. Collaboration
Customer
journey
(Strategy)
Get rid of
silos
(Collaboration
)
Build the
team
(Infrastructure
)
Determine
the channels
+ platforms
(Strategy)
Develop the
process
(Collaboration
)
Find the right
tools
(Infrastructure
)
@megconley www.social-tribe.com/smmw18
Strategy: Flying Blind Ain’t Fun
@megconley www.social-tribe.com/smmw18
Know thy customers
If you don’t know who your customers are – stop. Do not pass go, do not collect 200 dollars.
@megconley www.social-tribe.com/smmw18
Do your homework
Age, gender, household income, location
Attitudes, interests, hobbies
Demographics
Psychographics
Buyer persona
WHO?
Pain points + challenges
Goals + Objectives
Industry trends
Where do they collect information?
Online conversations
Social buzz
Relevance
WHAT?
Social listening
Content strategy
Social strategy
Influencers
Digital ‘watering holes’
WHERE?
@megconley www.social-tribe.com/smmw18
Tactics + tools
• Demographics Pro– demographics +
competitive insights
• FollowerWonk– demographics + competitive
insights
• Audiences – demographics + psychographics +
competitive analysis
• Social Mention – social listening + sentiment
analysis
• MakeMyBuyerPersona – step-by-step online
wizard to create a buyer persona
@megconley www.social-tribe.com/smmw18
Obsess over your customers
ANDRE WILLIAMS
Online Retail Merchandiser
DEMOGRAPHIC INFO
Gender:
Age Group:
Location:
Income:
Marital Status:
Household Size:
Male
25-29
Major City
$30k - $39k / year
Single
2-3 people
ACTIVITIES & HOBBIES
Fashion, Music, Writing/Blogging, Going to
Clubs/Bars
WHERE TO FIND THEM
Social Media:
Websites:
Magazines:
Instagram, Snapchat
GQ, Genius, Hypebeast
Rolling Stone, Esquire
BUYING HABITS
Sole decision maker.
Researches and reads reviews.
Prefers quality over economy.
ATTITUDE & VALUES
Prefers to shop with ethical brands.
Values time spent with friends.
GOALS & CHALLENGES
Wants to be as informed as possible, but
short on free-time due to work.
@megconley www.social-tribe.com/smmw18
Collaborate: Build Windows
@megconley www.social-tribe.com/smmw18
If you want to go fast, go alone.
If you want to go far, go together. – African proverb
@megconley www.social-tribe.com/smmw18
Your job (at first)
@megconley www.social-tribe.com/smmw18
Global • Social governance
• Best practices
Regional • In country marketing leads
• Lead gen
Align key stakeholders
Immediate
• Product Marketing
• Sales
• Comms
• AR + PR
• Lead Gen
• Partners
@megconley www.social-tribe.com/smmw18
Build a collaboration hub
Team
Alignment
Campaign Tagging
Approval Process
Topic
Partner Ecosystem
Employee Advocacy
Amplification
Tracking
@megconley www.social-tribe.com/smmw18
Collaboration Tools
 Transparent
 Accessible
 Self-service
 Real-time
@megconley www.social-tribe.com/smmw18
Define the process
@megconley www.social-tribe.com/smmw18
Develop a repeatable, scalable process
Collaboration hub Community Management
Editorial +
social
management
system
Local
Regional
Global
Social
Promotion
Stakeholder alignment
Regular meetings
Content planning
Performance review
Transparent
Accessible
Self-service
Day-to-day execution
Local, regional + global
activation
Amplificatio
n
Employee
Advocacy
Regional
Activation
Influencer
Networks
@megconley www.social-tribe.com/smmw18
Key functionalities + tools
Multi-channel management
Best-in-class enterprise solutions
Cross-functional capabilities
Scalability
Social governance
Customized reporting
@megconley www.social-tribe.com/smmw18
Recap
The disconnect is real
Marketers are the hero’s of today’s customer
experience
Scaling is an inside job
Collaboration is key – don’t go it alone
Tech + tools to accelerate – not replace
@megconley www.social-tribe.com/smmw18
More goodies!
What more tools? Take our tailored online
assessment to find out which social, content +
influencer tools are right for your program
Expert guidance. After taking the assessment –
set up a 15 min chat more about how these tools
can work for your biz
Free collaboration template! Get a jump start
on scaling with our custom designed
collaboration template – ready for download
www.social-tribe.com/smmw18
@megconley www.social-tribe.com/smmw18
@megconley www.social-tribe.com/smmw18
Thank you!

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Tools, Tech, and Processes to Scale Your Enterprise Social Media Programs

Notas del editor

  1. Hi there! And thank you for attending my session!
  2. The early days of social marketing was just about being in the same boat as the customer, and the more people in the boat, the better. Things have changed dramatically. Now, customers expect more. They’re doing the paddling and they’re choosing who’s along for their ride. Stuck on a boat together, you better make the experience stellar. 66% of consumers say they are likely to switch brands if they are treated like a number instead of an individual (salesforce) CUT: a one-way conversation – from brands to consumers – and customers didn’t really have a voice. Things today have changed dramatically. Customers not only demand that brands – they expect a stellar customer experience.
  3. One of the biggest and most difficult challenges for marketers and brands to overcome is one simple reality: you’re customers don’t care how special you think you are. They expect the same level of experience from a large global company as they do from their favorite neighborhood café. In fact, often they expect more from you – you have the resources and expertise to provide it. Customers aren’t going to cut you a break because you can’t get headcount or have too much data to process [PAUSE] – that’s your problem. If you want to attract, convert and retain your customers in today’s marketplace, you have to figure out how to build and run a social program that is going to meet (and hopefully exceed) their expectations. CUT: to synthesize vast amounts of data
  4. And let’s great clear about what those expectations are – because, like the digital landscape, they’re constantly evolving. Keep your finger on the pulse. Today, customers expect: Seamless experiences: 75% of people now expect a consistent experience wherever they engage with brands. [salesforce] Hyper-relevant information: They want you addressing THEIR needs and wants (not yours) Personalized interactions: They expect an emotional connection. This is key to conversion and retention. Real-time responses: And they don’t want you wasting their time... In fact, 64% of consumers (B2C) and 80% of business buyers (B2B) expect real time communication with companies. (salesforce) CUT: - be it through social media, mobile, or even in person. The more you can personalize your relationship, the deeper and more loyal that relationship will be. Thanks to technology, we’re all trained to expect everything instantaneously – that includes responses
  5. Bottom line, customer expectations are high. But here’s the scary part – 80% of CEO’s believe they’re delivering a superior customer experience. But only 10% of their customers agree. That means there’s a HUGE disconnect.
  6. This isn’t just a business problem – it’s a marketing problem – and digital marketers are at the forefront of this shift – getting the chance to be the hero’s of today’s customer experience, if you do what’s right.
  7. So how do we do it right? If we know that customer make purchasing decisions based on their experiences, making customer experience the #1 competitive advantage for any business, why are so many brands falling short?
  8. The answer is simple: scale. Delivering a consistent customer experience across the board isn’t about adding more bells and whistles to your program – it’s about building a fully integrated, scalable engine
  9. Easier said than done – there are a lot of barriers that get in the way. Disjointed data: Data has to pull, integrate and analyzed from numerous, often disjointed, sources to be able to tell what’s working and what's not (and then you have to communicate everything up to your stakeholders?) Silo’d teams: How many of you are working with local, global and regional teams and campaigns that need to be aligned? Disparate processes: There are multiple editorial calendars, different collaboration hubs, misaligned workflows… the list goes on and on Point solutions: And then there’s the tendency to solve for specific projects – which don’t necessarily relate or integrate to any other parts of your program.
  10. If you walk away from this presentation with nothing else – leave with this. Scaling is an inside job. You’re ability to effectively grow your program – along side your business – is dependent on your ability to “get your house in order” and it starts with: Designing a strong strategy that is in lock step with the customer journey Building a strong infrastructure – to get the right resources, processes + workflows to ensure your program runs like a well oiled machine Collaborating – to ensure you and your stakeholders are bought into the same vision and understand what roles to play.
  11. So without further ado – let’s dive into strategy, and how to design it…
  12. [MONOPOLY GIF] How many of you have seen or been provided with a clearly articulated buyer / customer persona? If you have not – stop. Do not pass go, do not collect $200 dollars. I can’t tell you the number of times we’ve started working with clients on building their social strategy only to realize that we’ve got a big gaping hole – they don’t know who their customers are. If you don’t have a good handle on your customers, there’s no way you can deliver an exceptional customer experience on social or anywhere else. And when I talk about understanding your customers – I don’t just mean targeting demographics (although those are important). I’m talking about really understanding their values, behaviors, lifestyle preferences – the psychographics are key to designing your strategy to create a deeper, emotional connection to the audiences…that’s the stuff that stellar customer experience is made of.
  13. [FIX ANIMATION] Unlocking your customer persona is step one – but that’s just the beginning. Next you want to understand the “what”: What do they care about? What are their challenges or struggles? What are they trying to achieve?  This is where social listening comes in and gives you valuable insight into how to become more relevant to your audience. That should inform the foundation for your content strategy and gives your brand the opportunity to be a ‘hero’ to your audience. So once you understand what matters to your customers and why – now you’re primed to find them so you can start engaging with them. Where do they ‘live’ online? Where are they harvesting information? What conversations are they having? Who do they go to as credible, reliable resources for information? These are what we call the ”digital watering holes” – the places online were your customers congregate and interact with one another- exactly the place you’re brand needs and wants to be.
  14. At this point you’re probably wondering how you’re going to collect all these insights? Well, I’ve got you covered. Here are some tools that will give you the insights you need to make sure your social strategy is truly aligned with your customers. No enterprise social management platform is comprehensive – you’ll always need to supplement to get the deep level of customer insight we talked about earlier. Unfortunately, there really isn’t a one-size-fits all platform that will give you everything you need. Most every social media management tools will give you a few pieces of the puzzle, but in order to get the full picture you’re probably going to need to augment the info you already have with supplementary insights from tools like these.
  15. And in the end, you should end up with a buyer / customer persona that looks something like this. You should feel like you could go grab an organic micro-brew with Andre, anticipate how he spent his day, where he bought his hat and what’s stressing him out. Before he even asks for your help (because sometimes he hesitates to admit he needs it), you know exactly the right thing to say – giving him the resources to overcome his challenges -- and you’ve even got him laughing. Heck, the next round is on him.
  16. Now that you know who you’re targeting as the foundation of the social strategy you’ve built – you need to take that in-house and figure out how to execute it.
  17. ”If you want to go fast, go alone. If you want to go far, go together.” I love this quote, showing the importance of collaboration. Collaboration is essential to scale, period. There’s no way you can grow your program without buy-in and participation from other stakeholders in your business. But often, especially in enterprise businesses, that’s easier said than done.
  18. Let’s be honest, your job is gonna feel like this (at first)
  19. So, don’t go it alone. Get allies. First start with your immediate team of stakeholders – these are the people who: have direct touch points with customers do the product marketing, and other key players in your marketing / communications mix Then, look past your immediate circle to take into consideration those who are invested in the same outcomes from the regions. And the global teams. You want to think of them as your internal customers. But, before you start asking for their participation, make sure you understand: What’s in it for them? What are their goals? How can you help them? Knowing these answers helps you get their buy-in -- because you can create a win-win situation that helps them achieve their goals. And, with that, you’ve got something even better than a collaborator – you’ve got a partner. CUT: Partners are multipliers and the more multipliers you’ve got – the further your reach and the bigger your impact.
  20. The number one most effective way you can make collaboration a reality is by building a collaboration hub. This is an internal platform that gives all your relevant stakeholders line of sight into what’s happening and also acts as a “single source of truth” – ensuring everyone has access to the same information and is on the same page, no matter where they are. A lot of enterprise social management tools will boost that this part of the process can be managed within their technology platform – but in my experience you really need this piece to live outside so it can support a broader group of stakeholders (many of who won’t be social media experts). We use this to align inputs across many functions of the marketing / comms organization – local, regional and global. Key attributes Transparent Accessible Real time Self-service And, best of all, a process like this can save us all from one of our worst nightmares…
  21. The Excel Spreadsheet. Can we all agree to STOP the circulation of column-lined pit of despair?! Instead, there are a lot of tools that can help facilitate the process I just outlined – here are a few of my favorites. The key attributes to look for are: Transparent Accessible (cloud hosted) Self-service (permissions based) Real-time My favorite is Smartsheet -- an interactive, cloud hosted content calendar. And if you go to the url below you can download a template of our social – editorial collaboration hub to get you started. MUST STILL LINK URL.
  22. All the strategy in the world isn’t going to help if you can’t effectively execute.
  23. Tools are key to collaboration and scalability – but don’t forgot that we’re all humans! Organizing and leading regular meetings to drive alignment (and report back on results) are key to making sure your stakeholders are on the same page and see the value of their participation. Use the collaboration technology and processes to keep the engine running in between your meetings and to keep the execution pieces flowing together