1. SocialCRM
[Spreading your influence beyond traditional CRM]
[add logos]

2. What will we talk
about today?

3. Four ways to increase your
influence and outreach
1. Map a 360 degree view of your
constituents
2. Integrate your CRM and social
media universes
3. Segment and Score constituents
4. Track and monitor the conversation

4. Why are you here?
• Organization Name
• Your role
• Do you have a CRM?
• Where is the conversation happening?
• Do you have a social media strategy?

5. What makes a
CRM “Social?”

6. '.. It’s the organization's [programmatic] response to the
constituent’s ownership of the conversation.'
-Paul Greenberg

7. Map:
Get a 360 degree
view of your
supporters

8. Who are my
people and
what do I know
about them?
Supporters
Advocates
Bloggers
Donors
Beneficiaries

9. Enriched Social Media Profiles
• Social Media Influencers
o Example: Attentive.ly shows Klout score
(screenshot)
• Fundraising
o Know more when you pick up the phone
o Track what donors are saying online
 Screenshot: Salsa donation page => Group in
Salsa
 Screenshot: Attentive.ly trending topics, just
showing donors
• Media
o Know when bloggers and journalists mention one of

10. How do they engage with us?
• Petitions..

11. •Newletters..

12. Online
Donations..

13. Integrate:
your CRM and
Social Media
Universes

14. 1) Converting
from Social
Media TO CRM
through merge
fields

15. Tell
Enable organic sharing:
your friends, please..

16. Appending social media onto our
CRM data
+ =

17. Segment:
Know and speak
to your audience
appropriately

18. Segmentation Variables
• Scoring (CRM algorithm, Klout, etc)
• Geography
• Source
• Behavior
o Actions taken
o Donation history (frequency, amount, etc)
o Events (attended, organized)
o Email Stats (opens, clicks, etc)
• Interests
• Keywords

19. Geographic and Behavioral Queries

20. Monitor Key List Segments
=>

21. How can we score our supporters?
• Klout scores
• Total social media followers
• Blog traffic
• Number of networks
• Total posts
• CRM Scoring
• Donations
• Event attendance
• Volunteer hours

22. Keyword Segmentation

23. Multi-Variable Segments

24. Track and
Monitor your
success

25. What should we track?
• Keywords and themes that trend as a result
of our campaigns
• Source and tracking codes (where did people
come to us from?)
• What are our high-score, key influencers
talking about?

26. Track Results in Multiple Places

27. Takeaways

28. Growing your sphere of influence