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ENGAGEMENT 2.0
SOCIAL MEDIA MANAGEMENT
MEETS CRM




                     #AUDC12
www.Avectra.com


MEET YOUR
PRESENTERS
Brian Cheung           Ben Martin, CAE
SOCAP International    AVECTRA
Manager, Education &   Product & Community
Marketing              Manager
          @bdcheung                 @bkmcae




                                       #AUDC12
TWEET!
         www.Avectra.com




            #AUDC12
www.Avectra.com




   #AUDC12
www.Avectra.com


THEY’RE TALKING ABOUT YOU




                        #AUDC12
www.Avectra.com



  SOCIAL MEDIA MANAGEMENT

• A social media
  management system
  aggregates social media
  content in one location
  making it efficient and
  effective for an
  organization to monitor
  and participate in social
  media conversations


                                 #AUDC12
www.Avectra.com




   #AUDC12
www.Avectra.com




• Manage outgoing messaging to all sites – one
  message, all sites, all at once
• Track friends’, fans’ and followers’ updates as well as
  keywords on the web and in the social sphere
• Automate social updates, notifications and responses
• Constantly monitor all activity for multiple sites in one
  location
• Report on trends




                                                     #AUDC12
www.Avectra.com

WHY DOES AN ASSOCIATION
NEED THE SOCIAL CONSOLE?
• Members, prospects, and stakeholders in your
  profession or industry are influencing what
  other members, prospects and stakeholders
  believe about your association in conversations
  on social media outlets.




                                           #AUDC12
www.Avectra.com

     HOW DOES THE SOCIAL
       CONSOLE HELP?
• Avectra Social Console can help you become
  aware of those conversations by allowing
  association staff to listen in to keywords on
  social media outlets.




                                            #AUDC12
www.Avectra.com

WHY DOES AN ASSOCIATION
NEED THE SOCIAL CONSOLE?
• Your association needs to maintain a level of
  control over publishing to social media sites
  but not inhibit staff from working efficiently.




                                              #AUDC12
www.Avectra.com

     HOW DOES THE SOCIAL
       CONSOLE HELP?
• Avectra Social Console allows your association
  to set publishing permissions, giving
  administrators the ability to determine who on
  staff can post content immediately to the
  Association’s public social networks, and
  whose posts need to be approved by an editor
  before publishing.




                                           #AUDC12
www.Avectra.com

WHY DOES AN ASSOCIATION
NEED THE SOCIAL CONSOLE?
• Your association has multiple social media
  outlets for various programs, conferences, and
  initiatives.




                                           #AUDC12
www.Avectra.com

     HOW DOES THE SOCIAL
       CONSOLE HELP?
• Avectra Social Console allows associations to
  manage multiple social media accounts by
  setting up Properties, each of which can be
  independently configured and managed.




                                            #AUDC12
www.Avectra.com

WHY DOES AN ASSOCIATION
NEED THE SOCIAL CONSOLE?
• Your association wants to create a stronger
  affinity with its Twitter Followers without
  creating a lot more work.




                                            #AUDC12
www.Avectra.com

     HOW DOES THE SOCIAL
       CONSOLE HELP?
• Avectra Social Console has a Direct Message
  Responder to automate messages to members
  or prospects when they Follow your association
  on Twitter.




                                           #AUDC12
www.Avectra.com

WHY DOES AN ASSOCIATION
NEED THE SOCIAL CONSOLE?
• Your association doesn’t have a dedicated
  social media manager to constantly monitor
  social media.




                                          #AUDC12
www.Avectra.com

     HOW DOES THE SOCIAL
       CONSOLE HELP?
• Avectra Social Console has an e-mail digest
  feature that sends one or more staff scheduled
  summaries of social media posts on the sites
  and keywords being tracked.




                                           #AUDC12
www.Avectra.com

WHY DOES AN ASSOCIATION
NEED THE SOCIAL CONSOLE?
• Your association doesn’t have a dedicated
  social media manager to constantly publish
  content to social media.




                                          #AUDC12
www.Avectra.com

     HOW DOES THE SOCIAL
       CONSOLE HELP?
• Avectra Social Console has an auto pilot
  feature that allows staff to schedule out social
  media marketing and communications
  campaigns weeks or months in advance.




                                              #AUDC12
www.Avectra.com



    WHAT SHOULD WE MONITOR?
• Organization name      • Industry/Profession
    – Acronym              hashtags
•   Conferences          • Books/Magazines
•   Board Chair’s name   • Research/Surveys
•   CEO’s name           • Your organization’s
•   Legislative agenda     website
    – Bill numbers       • Certifications
• Influential speakers   • Competition
  & authors              • Other ideas?

                                          #AUDC12
www.Avectra.com



HOW SHOULD WE ENGAGE?
• It depends, but…
  – Participate, don’t
    dominate
  – Conversational tone
  – Be responsive
  – Be helpful
  – Be authentic
  – Set boundaries & give
    staff freedom to work
    within them


                               #AUDC12
www.Avectra.com




CASE STUDY


           #AUDC12
www.Avectra.com




DEMO TIME


          #AUDC12
www.Avectra.com



 BUT WAIT, THERE’S MORE!
• Social Profile Discovery
  – Social Console will compile a social media dossier
    for constituent records in netFORUM
• User-Centric Social Activity Tracking
  – Clip social content from the Web and attach it to
    constituent records in netFORUM
• Monitor and engage in MemberFuse
• Tighter integration with netFORUM



                                                   #AUDC12
www.Avectra.com
www.Avectra.com


WHICH IS MORE
IMPORTANT?

    WHAT’S      WHO’S
    BEING       SAYING
     SAID         IT
www.Avectra.com




IT DEPENDS
ON THE CONTEXT
www.Avectra.com




IMPORTANCE
IS IN THE EYE OF
THE BEHOLDER
www.Avectra.com


WHICH IS MORE
INFLUENTIAL?


  10,000     100
FOLLOWERS FOLLOWERS
www.Avectra.com




IT DEPENDS
ON THE CONTEXT
www.Avectra.com




INFLUENCE
IS IN THE EYE OF
THE BEHOLDER
CASE STUDY
                                         www.Avectra.com




The Communications Director approaches you
with a question: We have 10,000 members,
some percentage of which are active on the
various social networking sites. We only have
time to actively manage two social networking
sites. How can I decide which two I should invest
our time in?
CASE STUDY
                                        www.Avectra.com




The VP of Tradeshows asks you: I have a list of
1197 tweets from last week’s tradeshow. How
can I figure out who these people are, which
ones are members, and who, if any of them, are
people that I should invite to serve on the
tradeshow committee?
CASE STUDY
                                         www.Avectra.com




The Marketing Coordinator asks you: We have
4391 Twitter followers. I want to send an e-mail
blast to our members who are following us on
Twitter and who attended last year’s
conference. Can you help me?
www.Avectra.com




HOW DO I LEARN WHO’S
INFLUENTIAL?
www.Avectra.com




HOW DO I LEARN MORE
   ABOUT WHO’S
INFLUENTIAL?
www.Avectra.com




WHAT HAVE WE
LEARNED?
CASE STUDY
                                         www.Avectra.com




The Communications Director approaches you
with a question: We have 10,000 members,
some percentage of which are active on the
various social networking sites. We only have
time to actively manage two social networking
sites. How can I decide which two I should invest
our time in?
CASE STUDY
                                        www.Avectra.com




The VP of Tradeshows asks you: I have a list of
1197 tweets from last week’s tradeshow. How
can I figure out who these people are, which
ones are members, and who, if any of them, are
people that I should invite to serve on the
tradeshow committee?
CASE STUDY
                                         www.Avectra.com




The Marketing Coordinator asks you: We have
4391 Twitter followers. I want to send an e-mail
blast to our members who are following us on
Twitter and who attended last year’s
conference. Can you help me?
www.Avectra.com


WHERE IS ALL
OF THIS GOING?
• CRM/AMS Integration          • Automation
  – Tracking private comm-       – Social profile discovery
    unity activity               – Social activity tracking
  – Tracking social profiles     – Social marketing
  – Social activity records        acceleration
  – Report on social media       – Social topic discovery
    influencers
www.Avectra.com


QUESTIONS TO ASK
YOUR TECH VENDORS

• How are you incorporating social into your AMS?
• How are you making our web content social?
• How are you automating our social strategies?
THANK YOU




            #AUDC12

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Engagement 2.0: Social Media Management Meets CRM

  • 1. ENGAGEMENT 2.0 SOCIAL MEDIA MANAGEMENT MEETS CRM #AUDC12
  • 2. www.Avectra.com MEET YOUR PRESENTERS Brian Cheung Ben Martin, CAE SOCAP International AVECTRA Manager, Education & Product & Community Marketing Manager @bdcheung @bkmcae #AUDC12
  • 3. TWEET! www.Avectra.com #AUDC12
  • 4. www.Avectra.com #AUDC12
  • 6. www.Avectra.com SOCIAL MEDIA MANAGEMENT • A social media management system aggregates social media content in one location making it efficient and effective for an organization to monitor and participate in social media conversations #AUDC12
  • 7. www.Avectra.com #AUDC12
  • 8. www.Avectra.com • Manage outgoing messaging to all sites – one message, all sites, all at once • Track friends’, fans’ and followers’ updates as well as keywords on the web and in the social sphere • Automate social updates, notifications and responses • Constantly monitor all activity for multiple sites in one location • Report on trends #AUDC12
  • 9. www.Avectra.com WHY DOES AN ASSOCIATION NEED THE SOCIAL CONSOLE? • Members, prospects, and stakeholders in your profession or industry are influencing what other members, prospects and stakeholders believe about your association in conversations on social media outlets. #AUDC12
  • 10. www.Avectra.com HOW DOES THE SOCIAL CONSOLE HELP? • Avectra Social Console can help you become aware of those conversations by allowing association staff to listen in to keywords on social media outlets. #AUDC12
  • 11. www.Avectra.com WHY DOES AN ASSOCIATION NEED THE SOCIAL CONSOLE? • Your association needs to maintain a level of control over publishing to social media sites but not inhibit staff from working efficiently. #AUDC12
  • 12. www.Avectra.com HOW DOES THE SOCIAL CONSOLE HELP? • Avectra Social Console allows your association to set publishing permissions, giving administrators the ability to determine who on staff can post content immediately to the Association’s public social networks, and whose posts need to be approved by an editor before publishing. #AUDC12
  • 13. www.Avectra.com WHY DOES AN ASSOCIATION NEED THE SOCIAL CONSOLE? • Your association has multiple social media outlets for various programs, conferences, and initiatives. #AUDC12
  • 14. www.Avectra.com HOW DOES THE SOCIAL CONSOLE HELP? • Avectra Social Console allows associations to manage multiple social media accounts by setting up Properties, each of which can be independently configured and managed. #AUDC12
  • 15. www.Avectra.com WHY DOES AN ASSOCIATION NEED THE SOCIAL CONSOLE? • Your association wants to create a stronger affinity with its Twitter Followers without creating a lot more work. #AUDC12
  • 16. www.Avectra.com HOW DOES THE SOCIAL CONSOLE HELP? • Avectra Social Console has a Direct Message Responder to automate messages to members or prospects when they Follow your association on Twitter. #AUDC12
  • 17. www.Avectra.com WHY DOES AN ASSOCIATION NEED THE SOCIAL CONSOLE? • Your association doesn’t have a dedicated social media manager to constantly monitor social media. #AUDC12
  • 18. www.Avectra.com HOW DOES THE SOCIAL CONSOLE HELP? • Avectra Social Console has an e-mail digest feature that sends one or more staff scheduled summaries of social media posts on the sites and keywords being tracked. #AUDC12
  • 19. www.Avectra.com WHY DOES AN ASSOCIATION NEED THE SOCIAL CONSOLE? • Your association doesn’t have a dedicated social media manager to constantly publish content to social media. #AUDC12
  • 20. www.Avectra.com HOW DOES THE SOCIAL CONSOLE HELP? • Avectra Social Console has an auto pilot feature that allows staff to schedule out social media marketing and communications campaigns weeks or months in advance. #AUDC12
  • 21. www.Avectra.com WHAT SHOULD WE MONITOR? • Organization name • Industry/Profession – Acronym hashtags • Conferences • Books/Magazines • Board Chair’s name • Research/Surveys • CEO’s name • Your organization’s • Legislative agenda website – Bill numbers • Certifications • Influential speakers • Competition & authors • Other ideas? #AUDC12
  • 22. www.Avectra.com HOW SHOULD WE ENGAGE? • It depends, but… – Participate, don’t dominate – Conversational tone – Be responsive – Be helpful – Be authentic – Set boundaries & give staff freedom to work within them #AUDC12
  • 25. www.Avectra.com BUT WAIT, THERE’S MORE! • Social Profile Discovery – Social Console will compile a social media dossier for constituent records in netFORUM • User-Centric Social Activity Tracking – Clip social content from the Web and attach it to constituent records in netFORUM • Monitor and engage in MemberFuse • Tighter integration with netFORUM #AUDC12
  • 27. www.Avectra.com WHICH IS MORE IMPORTANT? WHAT’S WHO’S BEING SAYING SAID IT
  • 30. www.Avectra.com WHICH IS MORE INFLUENTIAL? 10,000 100 FOLLOWERS FOLLOWERS
  • 32. www.Avectra.com INFLUENCE IS IN THE EYE OF THE BEHOLDER
  • 33. CASE STUDY www.Avectra.com The Communications Director approaches you with a question: We have 10,000 members, some percentage of which are active on the various social networking sites. We only have time to actively manage two social networking sites. How can I decide which two I should invest our time in?
  • 34. CASE STUDY www.Avectra.com The VP of Tradeshows asks you: I have a list of 1197 tweets from last week’s tradeshow. How can I figure out who these people are, which ones are members, and who, if any of them, are people that I should invite to serve on the tradeshow committee?
  • 35. CASE STUDY www.Avectra.com The Marketing Coordinator asks you: We have 4391 Twitter followers. I want to send an e-mail blast to our members who are following us on Twitter and who attended last year’s conference. Can you help me?
  • 36. www.Avectra.com HOW DO I LEARN WHO’S INFLUENTIAL?
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  • 40. www.Avectra.com HOW DO I LEARN MORE ABOUT WHO’S INFLUENTIAL?
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  • 50. CASE STUDY www.Avectra.com The Communications Director approaches you with a question: We have 10,000 members, some percentage of which are active on the various social networking sites. We only have time to actively manage two social networking sites. How can I decide which two I should invest our time in?
  • 51. CASE STUDY www.Avectra.com The VP of Tradeshows asks you: I have a list of 1197 tweets from last week’s tradeshow. How can I figure out who these people are, which ones are members, and who, if any of them, are people that I should invite to serve on the tradeshow committee?
  • 52. CASE STUDY www.Avectra.com The Marketing Coordinator asks you: We have 4391 Twitter followers. I want to send an e-mail blast to our members who are following us on Twitter and who attended last year’s conference. Can you help me?
  • 53. www.Avectra.com WHERE IS ALL OF THIS GOING? • CRM/AMS Integration • Automation – Tracking private comm- – Social profile discovery unity activity – Social activity tracking – Tracking social profiles – Social marketing – Social activity records acceleration – Report on social media – Social topic discovery influencers
  • 54. www.Avectra.com QUESTIONS TO ASK YOUR TECH VENDORS • How are you incorporating social into your AMS? • How are you making our web content social? • How are you automating our social strategies?
  • 55. THANK YOU #AUDC12

Editor's Notes

  1. We encourage you to tweet
  2. Ben: Talks about the social CRM suite
  3. Brian:Your members, prospects, and other stakeholders ARE talking about your associationThis has always been a fact, but now the conversations are more publicAre you listening?Those who are talking are influencing what others believe about your organizationAre you involved in the conversation?When they talk in private, you can’t be part of the conversationWhen they talk on social media you CAN be part of the conversation
  4. Brian: Definitions
  5. Brian: Examples of commonly known Social Media Management Tools
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  21. Brian does his case study here
  22. Ben talks about roadmap for Social Console
  23. Anyone can post or tweet about your organization, but is what’s being said as important as who’s saying it?Members, former members, prospects, authors/speakers/analysts, vendors/suppliers,
  24. Sometimes, what’s being said is more important than who’s saying itSometimes, who’s saying it is more important than what’s being said
  25. What a member,
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  37. Ben - Rapportive
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