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VIPdesk Webinar Series                               April 6, 2010


         Cover Slide


  Incorporating Social Media and
Customer Service: How to Develop a
             Strategy
                          Presented by:
    Blake Cahill: SVP of Marketing, Visible Technologies

                           Hosted by:
                 Mary Naylor: CEO, VIPdesk
About The Host

    Mary Naylor
    CEO
    VIPdesk
•   Mary Naylor is the CEO and Co-founder of VIPdesk

•   VIPdesk provides concierge-quality contact center
    solutions for leading global brands through our
    nationwide network of home-based Brand
    Ambassadors, Concierge, and Customer Service
    Representatives.

•   VIPdesk provides its clients Concierge, Contact
    Center, and Social Media support services.

•   VIPdesk is continually recognized through numerous
    awards, including the Inc. 500, Inc. 5000, NCBEA
    Business Ethics Award, Stevie Awards for Women in
    Business and Smart CEO Future 50.



                    Confidential & Proprietary VIPdesk Information   2
About The Presenter

    Blake Cahill
    SVP of Marketing
    Visible Technologies


•   Blake is the SVP of Marketing with Visible Technologies

•   He develops and leads all of Visible Technologies’
    activities/programs related to sales, business
    development, brand development, market positioning
    press and analyst relations, lead development, and thought
    leadership.

•   Blake is passionate about the role of social media in corporate
    communications and is a frequent speaker on the influence of
    social media.

•   He is a member of WOMMA and MTIX.



                     Confidential & Proprietary VIPdesk Information   3
About Visible Technologies

• Visible Technologies
  Powered by the industry-leading truCAST technology platform, Visible
  Technologies helps clients successfully monitor, analyze, and participate in
  social media conversations, as well as protect their reputations online
    – Founded in 2005
    – Headquarter in Bellevue, WA with 95+ employees
    – Sample Customers: Microsoft, Xerox, Autodesk, Dr. Pepper


• Awards Won:
About VIPdesk

VIPdesk’s full suite of Brand Experience Management solutions include
Virtual Concierge and Contact Center Services, Social Media Management,
Experiential Programs, IVR Services and Voice of the Customer Surveying &
Analytics. Global industry leaders trust VIPdesk to enhance their brands
through our customer care and loyalty programs. Serving as a seamless
extension of their brands, our innovative Brand Experience Management
Solutions deliver memorable customer experiences, business insights and
actionable intelligence that generate customer advocacy and drive business
growth.
Agenda
●   Setting goals and objectives for your social media efforts


●   Getting buy-in


●   Resources required to successfully implement a social
    media plan


●   Tools to use


●   Measurement of success


●   And more!




              Confidential & Proprietary VIPdesk Information     6
Why is Social Media
Important to
Customer Service
Organizations?
Social
Media Has
Exploded
Incorporating Social Media and Customer Service Mary Naylor VIPdesk Blake Cahill Visible Technologies 040610
4 OUT OF 5 AMERICANS
USE SOCIAL MEDIA.




           Forrester, The Growth Of Social Technology Adoption, 2009
of bloggers post opinions about products & brands
of consumers trust peer recommendations
of those users blog or tweet daily
CONSUMERS
NOW CONTROL
THE (In other words)
CONVERSATION…
Incorporating Social Media and Customer Service Mary Naylor VIPdesk Blake Cahill Visible Technologies 040610
DON’T
PANIC
Incorporating Social Media and Customer Service Mary Naylor VIPdesk Blake Cahill Visible Technologies 040610
Social Strategy
Challenges &
Opportunities
Social Media Challenges for Organizations

• Overwhelming amounts of data—determining what to track
  and analyze
• Separating insights and issues from useless data—identifying
  who and what matters
• Communicating with your customers in an organized,
  effective manner
• Coordination of ownership/participation across the
  organization
• ROI measurements
Benefits of Driving & Engaging with Social Media




                       Reputation
                      Management


                       Customer
                        Service
                               Competitive
              Marketing
                               Intelligence
Adoption spans the enterprise from: Marketing,
Operations, Sales, and Customer Support
                                                                           Research and Innovation
                                                 Strategic
                                                                       Trade Promotion Management
                                                                  Product and Services Positioning
                                                              Customer Promotion Management
                                                          Customer Support
                                                       Customer Relationships
                                                  Enterprise Business Intelligence Integration
                                             Identify Consumer Segmentation
                                         Trend and Sentiment analysis
                                      Marketing Relationship Management
                                  Manage Crisis Communications
                               Reputation Management
  Tactical
                         Monitor Brand & Image

              Listen & Learn                                                         Engage & Respond

             Be a proactive part of the conversation            Adapt to Changing Market Conditions

  By Listening and Learning any organization will more effective Engage with and Respond to
        customer needs. Empower customers and create loyal and satisfied customers
Developing a
Customer Focused
Social Media
Strategy
Social Strategy Objectives
Objectives for Social programs need to be clearly outlined so that
team members understand the bigger picture surrounding their
individual roles.
Some common goals include:
• Changing customer service perceptions from negative to neutral or
  positive
• Providing ‘fence sitters’ (neutral and mixed sentiment) with technical
  information and guidance to promote educated purchasing decisions
  while increasing positive sentiment
• Driving traffic and technical discussions back to the company’s own
  forum and blogs
• Building relationships with key influencers (top authors)
• Building brand awareness
• Promoting special events

                                                                           23
Getting corporate buy-in

• It is necessary to have corporate buy-in in
  order for any customer-facing program to
  succeed
• Develop a plan and present hard data re: the
  benefits of social customer service to the
  corporate bottom line




                                                 24
The Do’s and Don’ts
of An Effective
Social Media
Strategy
Before Getting Started…Ask yourself…
• What do I want to know?
   – What customers think about my company, competitors, service
     levels, products, etc.?
   – Issues or problems with my company's’ offerings?
• Who needs to know?
   – Executive team, service and support staff, managers, sales and
     marketing department?
• What do I want to do with this info?
   – Improve my offerings, stay competitive, retain customers?
• Where are my relevant consumers online?
   – yelp, citysearch, community forums, twitter, review sites?
• What are the right topics to monitor?
   – What key words or phrases should you be monitoring?
• What tools should I use?
   – What’s available to monitor and measure social media?
Begin with a Framework



   1    Listen        2   Learn         3   Measure      4   Engage        5   Repeat!

   Listen to find     Learn from the    Measure the      Engage with
   the right          wisdom of the     impact on your   consumers and
   conversations,     crowd about       brand and        key influencers
   sites and online   customer          benchmark        to change
   communities        perceptions and   against your     negative
                      experiences       competitors to   perception and
                      with your         improve your     build brand
                      products and      business         loyalty
                      services and
                      competitors’
DON’T MARKET
CREATE
YOUR MESSAGE…
SOCIAL
EXPERIENCES
SOCIAL
CONVERSATIONS
MUST BE
ALL-INCLUSIVE
SOCIAL
CONVERSATIONS
MUST BE
VIBRANT
SOCIAL
CONVERSATIONS
MUST BE
AUTHENTIC
SOCIAL
CONVERSATIONS
MUST BE
TRANSPARENT
Scaling Social Programs

Scaling the Program                Pilot & Listen      Engagement             Strategy Expansion
•Involvement for engagement
will depend on the type:                                                        Program
marketing, crisis                                                             Development
management, customer
service, tech support
                                                               Direct
                                                              Outreach
•Full time engagers should be
able to respond to                               Indirect
approximately 20 – 60 threads                  Engagement
per day

•Most companies will start
with 1 – 3 part time, and ramp        Learn
up to 2 – 3 full time engagers
or more, depending on
volume and complexity of         Listen
content




                                      Strategy based on solid understanding of Influencer needs




                                                                                                   33
Defining Components
• Actionable Content
• It’s important to identify for engaging team members what content is considered
  to be actionable, or engagement-worthy, content. Examples of commonly flagged
  content appropriate for engagement include:
• Posts with positive, neutral, or mixed sentiment
• Posts written within the past 5 days, or still have active comments
• Posts where users are asking questions and requesting more information
• Posts that contain inaccurate information about your brand or product
• Blacklisted Content
• Sometimes users will need to refrain from responding to particular types of
  content or sites where corporations are strictly prohibited from participation
  without paid subscription. Examples of commonly blacklisted content include:
• Posts that are flaming, raging, or use excessive profanity
• Posts that are older than 5 days, or no longer have active comments
• Posts on sites ‘X’, ‘Y’, and ‘Z’ which prohibit corporate participation
• Pricing Discussions

                                                                                   34
Five Tips for Success

• Build strategy with scalability in mind
• Monitoring should answer business questions
• Execute ‘disciplined participation’
• Measure and modify
• Strategy + people + technology + services




                                                35
Be Where Customers Are

• Don’t just participate where your CEO thinks you
  should be
• Identify where your customers are and develop a
  presence where they can easily communicate with
  you
• Determining the forums in which to participate
  should be an early part of your research and
  planning




                                                     36
How to Measure
Success
Determine Success Metrics Early – Where’s the ROI?

• Conversation volume           • Author Influence
• Conversation Sentiment        • Relevance

  How big is                 What is
  the space?               the overall          Who’s
                           sentiment          important?
                                ?



                           How well are my
                            engagements
                               doing?        What sites are
  How much                                     they on?
      is
  relevant?



                                              What’s the
                                             overall topic
                                             breakdown?
Success Metrics - Sentiment Analysis

                                Tracking changes in
                                sentiment of conversations
                                overtime (in conjunction with
                                actions taken by marketers
                                or organizations to move this
                                indicator) is a KPI (Key
                                Performance Indicator) that
                                most best-in-class
                                organizations have adopted.


                                Note: Our client data
                                suggests that typically, less
                                than 25% of statements
                                made about any given topic
                                within the social media space
                                contain sentiment.
Case Study: DIRECTV
Listen  Act  Learn  Adapt
[ to immediate needs ]   [ to change best practices ]


                  Listen Again
                     [ for impact ]
Case Study #2
You Do Not Control The Message



                     Our Loyal Customer
Acting on LA LA over 30 days




   Listen     Act      Learn    Adapt
Listen  Act  Learn  Adapt

                Listen closely.
            Act on what you hear.
           Learn what is important.
          Adapt Business Practices.
                      =
               Loyal Customers
                      +
         Relevant Products & Services
Incorporating Social Media and Customer Service Mary Naylor VIPdesk Blake Cahill Visible Technologies 040610
Questions

Thank You…

  Blake Cahill
  SVP of Marketing, Visible Technologies
  blake@visibletechnologies.com
  On twitter at: @bcahill
  www.visibletechnologies.com




                                           46
Upcoming VIPdesk Webinars

 •   April 27: Learn how to improve your
     customer experience via a home-based team


 •   May 11: Social Media: How it Fits Into Your
     Customer Marketing and Retention Strategy


 •   May 25: Virtual Customer Care and the
     Financial Services Industry


     For more information or to register for the
            VIPdesk Webinar series, visit
                  www.vipdesk.com.



              Confidential & Proprietary VIPdesk Information   47
Connect With Us Online


 Website: http://www.vipdesk.com

 Blog: http://blog.vipdesk.com

 Twitter: http://twitter.com/vipdesk

 Facebook: http://facebook.com/vipdesk

 LinkedIn: http://linkedin.com/companies/vipdesk

 YouTube: http://youtube.com/user/vipdesk

 Via RSS: http://twitter.com/statuses/user_timeline/23095083.rss




             Confidential & Proprietary VIPdesk Information        48
Thank you!



      Blake Cahill
      SVP of Marketing
blake@visibletechnologies.com
   www.twitter.com/bcahill
 www.visibletechnologies.com




   Mary Naylor
         CEO
 mnaylor@vipdesk.com
www.twitter.com/vipdesk
  www.vipdesk.com
   (703) 837-3501




        Confidential & Proprietary VIPdesk Information   49

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Incorporating Social Media and Customer Service Mary Naylor VIPdesk Blake Cahill Visible Technologies 040610

  • 1. VIPdesk Webinar Series April 6, 2010 Cover Slide Incorporating Social Media and Customer Service: How to Develop a Strategy Presented by: Blake Cahill: SVP of Marketing, Visible Technologies Hosted by: Mary Naylor: CEO, VIPdesk
  • 2. About The Host Mary Naylor CEO VIPdesk • Mary Naylor is the CEO and Co-founder of VIPdesk • VIPdesk provides concierge-quality contact center solutions for leading global brands through our nationwide network of home-based Brand Ambassadors, Concierge, and Customer Service Representatives. • VIPdesk provides its clients Concierge, Contact Center, and Social Media support services. • VIPdesk is continually recognized through numerous awards, including the Inc. 500, Inc. 5000, NCBEA Business Ethics Award, Stevie Awards for Women in Business and Smart CEO Future 50. Confidential & Proprietary VIPdesk Information 2
  • 3. About The Presenter Blake Cahill SVP of Marketing Visible Technologies • Blake is the SVP of Marketing with Visible Technologies • He develops and leads all of Visible Technologies’ activities/programs related to sales, business development, brand development, market positioning press and analyst relations, lead development, and thought leadership. • Blake is passionate about the role of social media in corporate communications and is a frequent speaker on the influence of social media. • He is a member of WOMMA and MTIX. Confidential & Proprietary VIPdesk Information 3
  • 4. About Visible Technologies • Visible Technologies Powered by the industry-leading truCAST technology platform, Visible Technologies helps clients successfully monitor, analyze, and participate in social media conversations, as well as protect their reputations online – Founded in 2005 – Headquarter in Bellevue, WA with 95+ employees – Sample Customers: Microsoft, Xerox, Autodesk, Dr. Pepper • Awards Won:
  • 5. About VIPdesk VIPdesk’s full suite of Brand Experience Management solutions include Virtual Concierge and Contact Center Services, Social Media Management, Experiential Programs, IVR Services and Voice of the Customer Surveying & Analytics. Global industry leaders trust VIPdesk to enhance their brands through our customer care and loyalty programs. Serving as a seamless extension of their brands, our innovative Brand Experience Management Solutions deliver memorable customer experiences, business insights and actionable intelligence that generate customer advocacy and drive business growth.
  • 6. Agenda ● Setting goals and objectives for your social media efforts ● Getting buy-in ● Resources required to successfully implement a social media plan ● Tools to use ● Measurement of success ● And more! Confidential & Proprietary VIPdesk Information 6
  • 7. Why is Social Media Important to Customer Service Organizations?
  • 10. 4 OUT OF 5 AMERICANS USE SOCIAL MEDIA. Forrester, The Growth Of Social Technology Adoption, 2009
  • 11. of bloggers post opinions about products & brands
  • 12. of consumers trust peer recommendations
  • 13. of those users blog or tweet daily
  • 14. CONSUMERS NOW CONTROL THE (In other words) CONVERSATION…
  • 19. Social Media Challenges for Organizations • Overwhelming amounts of data—determining what to track and analyze • Separating insights and issues from useless data—identifying who and what matters • Communicating with your customers in an organized, effective manner • Coordination of ownership/participation across the organization • ROI measurements
  • 20. Benefits of Driving & Engaging with Social Media Reputation Management Customer Service Competitive Marketing Intelligence
  • 21. Adoption spans the enterprise from: Marketing, Operations, Sales, and Customer Support Research and Innovation Strategic Trade Promotion Management Product and Services Positioning Customer Promotion Management Customer Support Customer Relationships Enterprise Business Intelligence Integration Identify Consumer Segmentation Trend and Sentiment analysis Marketing Relationship Management Manage Crisis Communications Reputation Management Tactical Monitor Brand & Image Listen & Learn Engage & Respond Be a proactive part of the conversation Adapt to Changing Market Conditions By Listening and Learning any organization will more effective Engage with and Respond to customer needs. Empower customers and create loyal and satisfied customers
  • 23. Social Strategy Objectives Objectives for Social programs need to be clearly outlined so that team members understand the bigger picture surrounding their individual roles. Some common goals include: • Changing customer service perceptions from negative to neutral or positive • Providing ‘fence sitters’ (neutral and mixed sentiment) with technical information and guidance to promote educated purchasing decisions while increasing positive sentiment • Driving traffic and technical discussions back to the company’s own forum and blogs • Building relationships with key influencers (top authors) • Building brand awareness • Promoting special events 23
  • 24. Getting corporate buy-in • It is necessary to have corporate buy-in in order for any customer-facing program to succeed • Develop a plan and present hard data re: the benefits of social customer service to the corporate bottom line 24
  • 25. The Do’s and Don’ts of An Effective Social Media Strategy
  • 26. Before Getting Started…Ask yourself… • What do I want to know? – What customers think about my company, competitors, service levels, products, etc.? – Issues or problems with my company's’ offerings? • Who needs to know? – Executive team, service and support staff, managers, sales and marketing department? • What do I want to do with this info? – Improve my offerings, stay competitive, retain customers? • Where are my relevant consumers online? – yelp, citysearch, community forums, twitter, review sites? • What are the right topics to monitor? – What key words or phrases should you be monitoring? • What tools should I use? – What’s available to monitor and measure social media?
  • 27. Begin with a Framework 1 Listen 2 Learn 3 Measure 4 Engage 5 Repeat! Listen to find Learn from the Measure the Engage with the right wisdom of the impact on your consumers and conversations, crowd about brand and key influencers sites and online customer benchmark to change communities perceptions and against your negative experiences competitors to perception and with your improve your build brand products and business loyalty services and competitors’
  • 33. Scaling Social Programs Scaling the Program Pilot & Listen Engagement Strategy Expansion •Involvement for engagement will depend on the type: Program marketing, crisis Development management, customer service, tech support Direct Outreach •Full time engagers should be able to respond to Indirect approximately 20 – 60 threads Engagement per day •Most companies will start with 1 – 3 part time, and ramp Learn up to 2 – 3 full time engagers or more, depending on volume and complexity of Listen content Strategy based on solid understanding of Influencer needs 33
  • 34. Defining Components • Actionable Content • It’s important to identify for engaging team members what content is considered to be actionable, or engagement-worthy, content. Examples of commonly flagged content appropriate for engagement include: • Posts with positive, neutral, or mixed sentiment • Posts written within the past 5 days, or still have active comments • Posts where users are asking questions and requesting more information • Posts that contain inaccurate information about your brand or product • Blacklisted Content • Sometimes users will need to refrain from responding to particular types of content or sites where corporations are strictly prohibited from participation without paid subscription. Examples of commonly blacklisted content include: • Posts that are flaming, raging, or use excessive profanity • Posts that are older than 5 days, or no longer have active comments • Posts on sites ‘X’, ‘Y’, and ‘Z’ which prohibit corporate participation • Pricing Discussions 34
  • 35. Five Tips for Success • Build strategy with scalability in mind • Monitoring should answer business questions • Execute ‘disciplined participation’ • Measure and modify • Strategy + people + technology + services 35
  • 36. Be Where Customers Are • Don’t just participate where your CEO thinks you should be • Identify where your customers are and develop a presence where they can easily communicate with you • Determining the forums in which to participate should be an early part of your research and planning 36
  • 38. Determine Success Metrics Early – Where’s the ROI? • Conversation volume • Author Influence • Conversation Sentiment • Relevance How big is What is the space? the overall Who’s sentiment important? ? How well are my engagements doing? What sites are How much they on? is relevant? What’s the overall topic breakdown?
  • 39. Success Metrics - Sentiment Analysis Tracking changes in sentiment of conversations overtime (in conjunction with actions taken by marketers or organizations to move this indicator) is a KPI (Key Performance Indicator) that most best-in-class organizations have adopted. Note: Our client data suggests that typically, less than 25% of statements made about any given topic within the social media space contain sentiment.
  • 41. Listen  Act  Learn  Adapt [ to immediate needs ] [ to change best practices ] Listen Again [ for impact ]
  • 42. Case Study #2 You Do Not Control The Message Our Loyal Customer
  • 43. Acting on LA LA over 30 days Listen  Act  Learn  Adapt
  • 44. Listen  Act  Learn  Adapt Listen closely. Act on what you hear. Learn what is important. Adapt Business Practices. = Loyal Customers + Relevant Products & Services
  • 46. Questions Thank You… Blake Cahill SVP of Marketing, Visible Technologies blake@visibletechnologies.com On twitter at: @bcahill www.visibletechnologies.com 46
  • 47. Upcoming VIPdesk Webinars • April 27: Learn how to improve your customer experience via a home-based team • May 11: Social Media: How it Fits Into Your Customer Marketing and Retention Strategy • May 25: Virtual Customer Care and the Financial Services Industry For more information or to register for the VIPdesk Webinar series, visit www.vipdesk.com. Confidential & Proprietary VIPdesk Information 47
  • 48. Connect With Us Online Website: http://www.vipdesk.com Blog: http://blog.vipdesk.com Twitter: http://twitter.com/vipdesk Facebook: http://facebook.com/vipdesk LinkedIn: http://linkedin.com/companies/vipdesk YouTube: http://youtube.com/user/vipdesk Via RSS: http://twitter.com/statuses/user_timeline/23095083.rss Confidential & Proprietary VIPdesk Information 48
  • 49. Thank you! Blake Cahill SVP of Marketing blake@visibletechnologies.com www.twitter.com/bcahill www.visibletechnologies.com Mary Naylor CEO mnaylor@vipdesk.com www.twitter.com/vipdesk www.vipdesk.com (703) 837-3501 Confidential & Proprietary VIPdesk Information 49