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Service Push Social Media
Consulting Services
John M. Perez

www.service-push.com
www.socialcrmtools.com
Facts

  ► 3 of 4 Americans Utilize Social Media!
  ► 65% of Support and Brand Conversations will initiate
    in the cloud by the year 2012 – Gartner.
  ► Social Media and Communities Build Lifetime
    Customers.
  ► Sales & Marketing budgets have shifted to a Digital
    Strategy with Social Media as the Central tool for
    generating leads and gaining market interest on a
    product or service.
Opportunity
► Opportunity
  ►   Companies have an opportunity to enhance and optimize their existing
      Sales/Marketing and Service processes by incorporating Social Media into
      its business.



► The Solution
  ►   Service Push and its partners will conduct a systematic discovery approach
      to identify areas of opportunity, improvement, growth, and sustainability for
      integrating Social Media into a company's business process.


  ►   Deliver a strategic long term roadmap with actionable items that will
      position a company as best in breed in the Digital Space in their Industry.
The Social Media Vision


Your Company Twitter Site                                 Your Company YouTube
                             Community.YourCompany.com           Channel




                                Your Company
                                   Website

 Your Company LinkedIn.Com
                                                             Blog.YourCompany.Com




Your Company Fanbook Page
                               Support.Your Company.com    Your Company RSS Feed
Traditional Sales & Marketing (Outbound)
                                • TV & Radio Ads

                                • Cold Calling

                                • Buy Lists

                                • Direct Mail

                                • Offline Relationships.
Today’s Sales & Marketing (Inbound)
                                • Social Networks

                                • Online Expertise

                                • Value Selling

                                • Realtime Listening for
                                  Leads.

                                • Peer to Peer
                                  Recommendations.

                                • Realtime Customer
                                  Support.
A Social Media Roadmap
►   As Your Company continues to maintain and service the immediate needs of the
    business, it our is our recommendation that you establish a 1 to 3 year long term
    Social Media & Digital Plan.


►   The plan must take into account all aspects of the traditional, and digital channels.
    This includes and is not limited to Sales, Marketing, Service, Web Site Maintenance,
    eCommerce, Content Creation and Publishing, QA, Site Maintenance, and so on.


►   Long Term Tactics
    ►    Work with stakeholders to create a Vision/Strategy that covers 3 years.
    ►    Improve the Online Social Media Experience.
    ►    Make suggestions for SEO Optimization.
    ►    Recommend the right Social Media Channels to engage in.
    ►    Improve Brand Perception by deploying Social Channels
Gaining Insights - Discovery

        Discovery                   Architecture                          Production




           6 to 8 Weeks            Do You Have The Technology to Scale?   Begin Roadmap Implementation




Start                     6 – 8 Weeks                                                     6+ Months
Discovery Process (Steps 1 – 3)
►   Stakeholder Interviews – The Service Push team and its partners will conduct
    interviews with members of Your Company’s team from across the business, as well
    as talk to current customer to understand hot topics and pain points.


►   Social Monitoring & Reporting – Service Push will research various social channels
    and identify conversations, brand activity, blogs, communities, influencers, social
    measurements, and key findings related to the online activity of Your Company’s
    industry. We will establish baselines in this activity to ensure there are baseline
    measurements for current Online Chatter for your brand or industry.


►   Social Media ROI Matrix – Service Push will investigate all online channels and map
    Sales, Marketing, and Support processes to existing social media opportunities that
    exist within these areas. This will help to identify opportunities in the online space,
    while also ensuring there is prioritization and clear value on where the company
    should first focus when implementing a new Digital Channel.
Discovery Process (Steps 4 – 6)
►   Basic Heuristic Competitive Analysis – We will review competitor and best practice
    sites to assess opportunities, functionality, and best in class strategies for Online and
    Social Media Presence. The output of this activity will be a competitor matrix along
    with recommendations.


►   Tools & Technology Audit – Our team will learn about Your Company’s current
    capabilities, limitations, planned initiatives, and workflow issues that may impact the
    overall Social Media strategy in a technical gaps/requirements document. This
    includes and is not limited to Web assets, and internal tools and strategies like CRM.
    In addition, Service Push will recommend best in class tools that would assist in
    managing business processes when implementing a Social Media strategy.


►   Findings & Strategic Recommendations – All of the above would be synthesized
    into a discrete set of recommendations, a feature list, and an actionable project
    roadmap.
Discovery Steps & Timeline
         Stakeholder              Monitoring &            Social Media ROI                Competitive                Tools &                 Findings &
          Interviews               Reporting                   Matrix                      Analysis              Technology Audit         Recommendations



Actions:                   Actions:                  Actions:                     Actions:                  Actions:                 Actions:
                                                                        What We Do?

Interviews with            Monitor all Social        Evaluate all Relevant        Conduct an analysis of    Evaluation of current    Synthesize all
Stakeholders.              Channels for              Social Media                 what competitors are      Web Tools and CRM        materials and findings.
                           Conversations. See        Channels.                    doing online and in the   Infrastructure at Your
Assesses Business          Social Media Channel                                   Social Media Space.       Company.                 Document Findings in
Objectives & Priorities.   slide.                    Map Sales, Support,                                                             a PowerPoint.
                                                     and Marketing                Document Findings.        Evaluation of Best In
Speak/Survey               Establish Baseline        Processes to Specific                                  Class Social Media       Develop 1 – 3 year
Customer Perceptions.      Metrics for each Social   Social Media Actions &                                 Tools to Support a       Social Media
                           Media Channel.            Strategy.                                              Sales, Customer          Roadmap.
                                                                                                            Support, and Marketing
                                                     Assess Value of                                        Strategy.
                                                     Strategies.

                                                                       What You Get?

Business                   Social Media              Social Media Matrix          Competitive Matrix        Recommendations for      Power Point
Requirements               Scorecard for Your        with value prioritization.   evaluating how Your       Digital Tools for Web    Recommendations with
Documentation & Gap        Company.                                               Company stacks up         Content Management.      Findings.
Analysis.                                            Recommendations for          against Competition in
                           Baseline Metrics for      Optimizing Sales,            the Digital and Social    Tool recommendations     Social Media
Impact Analysis of         Social Media Chatter      Marketing, and Support       Media Space.              for managing Social      Roadmap.
Gaps.                      across Networks.          with Social Media.                                     Media across Sales,
                                                                                                            Marketing, and           Meeting to Review
Recommendations for                                  Content Strategy.                                      Support.                 Findings.
Bridging Gaps.
Email Us for More Information
  • Email: jperez@service-push.com

  • Company Website: www.service-push.com

  • Product Website: www.socialcrmtools.com

  • Facebook Fan Page:
    www.facebook.com/socialcrmtools

  • Twitter: www.twitter.com/socialcrmtools

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Service Push Discovery Framework

  • 1. Service Push Social Media Consulting Services John M. Perez www.service-push.com www.socialcrmtools.com
  • 2. Facts ► 3 of 4 Americans Utilize Social Media! ► 65% of Support and Brand Conversations will initiate in the cloud by the year 2012 – Gartner. ► Social Media and Communities Build Lifetime Customers. ► Sales & Marketing budgets have shifted to a Digital Strategy with Social Media as the Central tool for generating leads and gaining market interest on a product or service.
  • 3. Opportunity ► Opportunity ► Companies have an opportunity to enhance and optimize their existing Sales/Marketing and Service processes by incorporating Social Media into its business. ► The Solution ► Service Push and its partners will conduct a systematic discovery approach to identify areas of opportunity, improvement, growth, and sustainability for integrating Social Media into a company's business process. ► Deliver a strategic long term roadmap with actionable items that will position a company as best in breed in the Digital Space in their Industry.
  • 4. The Social Media Vision Your Company Twitter Site Your Company YouTube Community.YourCompany.com Channel Your Company Website Your Company LinkedIn.Com Blog.YourCompany.Com Your Company Fanbook Page Support.Your Company.com Your Company RSS Feed
  • 5. Traditional Sales & Marketing (Outbound) • TV & Radio Ads • Cold Calling • Buy Lists • Direct Mail • Offline Relationships.
  • 6. Today’s Sales & Marketing (Inbound) • Social Networks • Online Expertise • Value Selling • Realtime Listening for Leads. • Peer to Peer Recommendations. • Realtime Customer Support.
  • 7. A Social Media Roadmap ► As Your Company continues to maintain and service the immediate needs of the business, it our is our recommendation that you establish a 1 to 3 year long term Social Media & Digital Plan. ► The plan must take into account all aspects of the traditional, and digital channels. This includes and is not limited to Sales, Marketing, Service, Web Site Maintenance, eCommerce, Content Creation and Publishing, QA, Site Maintenance, and so on. ► Long Term Tactics ► Work with stakeholders to create a Vision/Strategy that covers 3 years. ► Improve the Online Social Media Experience. ► Make suggestions for SEO Optimization. ► Recommend the right Social Media Channels to engage in. ► Improve Brand Perception by deploying Social Channels
  • 8. Gaining Insights - Discovery Discovery Architecture Production 6 to 8 Weeks Do You Have The Technology to Scale? Begin Roadmap Implementation Start 6 – 8 Weeks 6+ Months
  • 9. Discovery Process (Steps 1 – 3) ► Stakeholder Interviews – The Service Push team and its partners will conduct interviews with members of Your Company’s team from across the business, as well as talk to current customer to understand hot topics and pain points. ► Social Monitoring & Reporting – Service Push will research various social channels and identify conversations, brand activity, blogs, communities, influencers, social measurements, and key findings related to the online activity of Your Company’s industry. We will establish baselines in this activity to ensure there are baseline measurements for current Online Chatter for your brand or industry. ► Social Media ROI Matrix – Service Push will investigate all online channels and map Sales, Marketing, and Support processes to existing social media opportunities that exist within these areas. This will help to identify opportunities in the online space, while also ensuring there is prioritization and clear value on where the company should first focus when implementing a new Digital Channel.
  • 10. Discovery Process (Steps 4 – 6) ► Basic Heuristic Competitive Analysis – We will review competitor and best practice sites to assess opportunities, functionality, and best in class strategies for Online and Social Media Presence. The output of this activity will be a competitor matrix along with recommendations. ► Tools & Technology Audit – Our team will learn about Your Company’s current capabilities, limitations, planned initiatives, and workflow issues that may impact the overall Social Media strategy in a technical gaps/requirements document. This includes and is not limited to Web assets, and internal tools and strategies like CRM. In addition, Service Push will recommend best in class tools that would assist in managing business processes when implementing a Social Media strategy. ► Findings & Strategic Recommendations – All of the above would be synthesized into a discrete set of recommendations, a feature list, and an actionable project roadmap.
  • 11. Discovery Steps & Timeline Stakeholder Monitoring & Social Media ROI Competitive Tools & Findings & Interviews Reporting Matrix Analysis Technology Audit Recommendations Actions: Actions: Actions: Actions: Actions: Actions: What We Do? Interviews with Monitor all Social Evaluate all Relevant Conduct an analysis of Evaluation of current Synthesize all Stakeholders. Channels for Social Media what competitors are Web Tools and CRM materials and findings. Conversations. See Channels. doing online and in the Infrastructure at Your Assesses Business Social Media Channel Social Media Space. Company. Document Findings in Objectives & Priorities. slide. Map Sales, Support, a PowerPoint. and Marketing Document Findings. Evaluation of Best In Speak/Survey Establish Baseline Processes to Specific Class Social Media Develop 1 – 3 year Customer Perceptions. Metrics for each Social Social Media Actions & Tools to Support a Social Media Media Channel. Strategy. Sales, Customer Roadmap. Support, and Marketing Assess Value of Strategy. Strategies. What You Get? Business Social Media Social Media Matrix Competitive Matrix Recommendations for Power Point Requirements Scorecard for Your with value prioritization. evaluating how Your Digital Tools for Web Recommendations with Documentation & Gap Company. Company stacks up Content Management. Findings. Analysis. Recommendations for against Competition in Baseline Metrics for Optimizing Sales, the Digital and Social Tool recommendations Social Media Impact Analysis of Social Media Chatter Marketing, and Support Media Space. for managing Social Roadmap. Gaps. across Networks. with Social Media. Media across Sales, Marketing, and Meeting to Review Recommendations for Content Strategy. Support. Findings. Bridging Gaps.
  • 12. Email Us for More Information • Email: jperez@service-push.com • Company Website: www.service-push.com • Product Website: www.socialcrmtools.com • Facebook Fan Page: www.facebook.com/socialcrmtools • Twitter: www.twitter.com/socialcrmtools