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SOCIAL MEDIA
    MEETS CRM

Reinventing Customer Service

         Hessie Jones
      September 28, 2011
Traditional Channels
                       The institutions traditionally defined and
                       controlled the Brand.




But traditional marketers are realizing that product sales were not
necessarily the result of messaging from the marketers to the
consumer….
New Paradigms
Traditional             SOCIAL NETWORKING
Conversations              Digital Conversations            Visit My Facebook
                                                                  Profile




                                                               Search for
                                                             Reviews I Wrote




                                                             Read My Tweets




                                                             Read My Blog




                                                             Participate in a
                                                              Community
       Ask Me                                                 Conversation
       Directly




  The game is changing…social computing has made it easier to amplify
  conversation and influence…..
Access proliferation has put
customers in control of how,
when and what kind of media
       they consume
Digital Evolution

                                         Old Media
Reach




        Mass Media                          Niche Media
Digital Evolution

                                         New Media
                                         Old Media
        Reach
Reach




            Mass Media                       Niche Media
         Mass Media                            Niche Media
Digital Evolution

                                         New Media
                                         Old Media
        Reach
Reach




            Mass Media                       Niche Media
         Mass Media                            Niche Media
Digital Evolution

                                         New Media
                                         Old Media




                                                             !"#$#%&%"'(
        Reach
Reach




            Mass Media                       Niche Media
         Mass Media                            Niche Media
Digital Evolution

                                         New Media
                                         Old Media




                                                             !"#$#%&%"'(
        Reach
Reach




            Mass Media                       Niche Media
         Mass Media                            Niche Media
How long does it take to reach 50
         million users?
                                    TV: 13 years
  Radio: 38 years




                    Internet:
                     4 years!

                                         iPod: 3 years


           Facebook added 200
            million users in less
            than a year
                                    !"#$%$&'((')*$'*$)*+$&)*,-
“Mind-bending” social media
               stats
  20 percent of searches on Google                             There are more than 3.5 billion
                                                               pieces of content (web links, news
  each day have NEVER been                                     stories, blog posts, etc.) shared
  searched for before.                                         each week on Facebook.

         43 percent of all online                                 56 percent of LinkedIn's 100
                                                                  million users are outside of the
         consumers are social media
                                                                  United States.
         fans or followers
                                                                                                 $3.08 billion will
                               Every day, 2,300 new Wikipedia                                    be spent to
                               articles are created, adding to its 17                            advertise on
                                                                                                 social networking
                             million articles, with contributions
                                                                                                 sites in 2011, a
                               from 91,000 active contributors.                                  55 percent
                                                                                                 increase over
There are more than 5 billion                                                                    2010.
photos on Flickr.

           http://blog.hubspot.com/blog/tabid/6307/bid/23865/13-Mind-Bending-Social-Media-Marketing-Statistics.aspx
News travels fast... Search and
   Social are connected




                     Increasingly,
                     product quality and
                     what a brand
                     stands for is
                     determined by
                     Google
TRUST is the New Currency...
 enter Cluetrain Manifesto
A radical change has occurred in
the World of advertising and
marketing

Consumers are listening less and
less…Interruptive Marketing has
seen its day.

                     The Audience is Creating…The Audience is Selecting…. The
                     Audience is Changing…and as a result the audience is telling
                     brands……

      “You want us to pay? We want you to pay attention. ”

        “ The Internet has become a place where people could talk to
        other people without constraint. Without filters or censorship or
        official sanction — and perhaps most significantly, without
        advertising ”	


                                             “Don't talk to us as if you've forgotten how to speak.
                                             Don't make us feel small. Remind us to be larger. Get a
                                             little of that human touch. ”
Social Media Model
                             A distinct opportunity in the Canadian
                             marketplace is created for companies who can
                             act as brand stewards …




… and influence consumer
perceptions, attitudes and
behaviours to create brand
advocates
The New Customer
   Relationship
           Social Marketing
Benefits are Clear
Media Defined in the New
   Customer World
Where Social Meets CRM
Social Media is evolving... did
               you know?
                            Online users in rapid-growth
                            regions like Latin America, the
                            Middle East and China are now
Smartphone shipments will   spending more time on social
outpace PCs by 2012?        networking sites than on email.


     globally, total minutes     Gartner Research predicts that
     spent on social networks
                                 social networking services will
     monthly saw a more than
                                 replace e-mail as the primary
     100% gain over the same
                                 communications vehicle for
     period last year.
                                 20% of business users by 2014.
Traditional CRM




http://thebrandbuilder.wordpress.com/
CRM Evolved




http://thebrandbuilder.wordpress.com/
The difference....




Social CRM combines the customers’
 transaction data with their social/
            lifestyle data
Defining Social CRM


• Source: the brandbuilder..... Olivier Blanchard....
  (note: work-in-progress)


   SOCIAL CRM IS A BUSINESS FUNCTION SUPPORTED BY A
      SYSTEM AND TECHNOLOGIES WHOSE AIMS ARE TO
     IMPROVE A COMPANY’S ABILITY TO DERIVE INSIGHTS
   INTO CUSTOMER NEEDS AND BEHAVIOURS BY ADDING
    TO THEIR TRANSACTIONAL DATA THE LIFESTYLE DATA
                   THEY SHARE ONLINE.
Customers have Evolved
The
Influence
of
Interaction
The Evolution from Traditional
            CRM
Case Study: Columbia House
Case Study: Columbia House

•  !"#$%&'(()*+),$$
   –  !"#$%&'($)"'*)$+"*,"&-"
      $./&0+1.2$)"0#&-)"'&##$)"03"
      21./*#3"*,")$4$(5%$"06.1-$.."
      (#&454$."-$$)$)"/*"*%$#4*'$"/21."
      26#)+$7"&-)"4*-%1-4$"46./*'$#."1/"
      42&-8$)"0$,*#$"/2$3"4*6+)"2*($"/*"
      )#1%$"/*"/2$"-$9"'*)$+:"

•  -./)012),$$
   –  ;-4#$&.$"4*-.6'$#"&9&#$-$.."*,"/2$"
      -$9"<="<&-&)&"921+$"$'(2&.1>1-8"
      )1?$#$-5&5*-",#*'"<*+6'01&"=*6.$"
   –  @21A"4*-.6'$#B."-$8&5%$"($#4$(5*-""
Case Study: Columbia House
Case Study: Columbia House
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Case Study: Columbia House
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Case Study: Columbia House
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Case Study: Columbia House
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Case Study: Columbia House
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Case Study: Columbia House
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 !"#$%&&'()*"!"#$%&'()"&%*+',%"-.&,%/0+'.&0"123"+&$"4%*5&"6."*."7%+$"6."
 7%+$"8567"$%6/+-6./09"-:+/5()";50<%/-%<'.&09"%+6"0.;%"-/.8"+&$"*+5&"0.;%"
 -/%$545:56)"(./"6=/&5&*"+/.=&$"67%"4=05&%00";.$%:"

 +#,#-(&$./01#/*#'$2'(3')45$>+::".&"06/.&*"+$,.-+6%0"(./">.:=;45+"?.=0%"
 4/+&$"6."7%:<">?"4=5:$",.5-%"85675&"67%"(./=;0@"
Case Study: Columbia House
              Stellar Results
   !"#$%#&'()"*
   •  !"#$%&'()*")"*+'&)            Just another vote FOR CH Canada.
      ,+%--'./0)12.3%*')%-()44!5)
      /",3%.)#'(3%)(&"6')           I've had no problem with numerous
      +,-+"./*012*'/*34*            orders from them, along with great
   •  789+&):&'')/+3$$3-;)"<'&/)
      =3'.('()3564*,()#"'."*        prices, occasional free shipping, and
      %7"#*'7"#'-"*8',9:*           bonus DVDs.
      %#8"#.>)
   •  ?"*%.)&'6'-@')A&"#)78):&'')             I’m amazed at how much they
      /+3$$3-;)"<'&/)'B@36%.'-*)              try to make everyone happy
      *")554*%$*#"7"(;"*                      & take in their input. They’re
      -"("#'/"8*$%#*'(*                       doing a great job at trying
      '7"#'-"*&%(/+<*
                                              to get everything right.!
                             while i haven’t ordered from chcanada in
….short version, I give a    quite some time, i still frequent the thread
thumbs-up to CH Canada…. I and certainly appreciate the comments and
have no complaints and would
easily recommend CHC. !      inititiave shown by the chcanada staff.
                             when is the last time you saw an amazon
                             or futureshop/BB rep come in and ask us
                             what we like? NEVER!!
CH Canada: the Discussion has
         Changed
CH Canada: the Testimonial
    “Social networking not only
    provided an open line of
    communication with customers, it
    also provided a product/offer
    testing arena, an ever-ready focus
    group, a source of testimonials,
    and for this business – our highest
    value customers.”

       Rob Weatherall, Director of Marketing
Benefits evolved...


•   Improved insights from consumers about products
    or services

•   Leveraged opportunities to listen and engage

•   Gain insights about competitors

•   Risk mitigation

•   Provision of early warning signs for PR

•   Reduce marketing spend

     http://socialmediatoday.com/pervarakapadia/164956/benefits-online-reputation-management-social-media
Social CRM: the Technologies
Extended Customer Mgt and
    Solutions Ecosystem
Customer Targeting
       Product Lifecycle Mgt.
               Enterprise Mgt Marketing
 Demographic
  Targeting
                                 Ecommerce
                                          Social media and
                                             networks


  solutions that support
  • defining and developing
  new prods and services
  • prioritizing the most
  appropriate target markets
  • communicating offers to
  best audiences for products
  and services.
Customer Acquisition
   Customer Targeting:
                                             Salesforce
              Product Lifecycle Mgt.         Product Lifecycle
                        Enterprise Mgt Marketing Mgt.
applications that support
• contacting customers to                        Partnership
                                           Ecommerce
                                               Relationship Mgt
                                                Social media and
solicit interest in products
                                                   networks
and services                                   Revenue Pricing
• configuring solutions                              Mgt
• setting prices
• quoting solutions that support defining and Order Mgt
• contracting developing new prods and Customer
              services, prioritizing the most Lifecycle Mgt.
• taking customer orders
               appropriate target markets,
              communicating offers toRatings and
                                         best
               audiences for products andReviews,
                                          Forums,
                         services.     Microblogging,
                                       Social Networks
Customer Retention
          technologies that support customers in
          pre & post sales scenarios
          • responding to queries pre purchase
          • scheduling installs, repairs
          • billing
          • diagnosing customer problems
          • routing customer queries
          • problem resolution

EBPP
  IVR
                                              Customer
     Contact
                                            Loyalty, Q&A
    structure   Field Service                 Platforms,
                     Mgt       Customer      Community
                              service and    integrations
                                support
Customer Collaboration

             technologies that support
             • working collaboratively with
Customer     customers
Community    • enabling customers to interact with
 Platforms   and support each other
 Customer
               •Both enable:
  forums          • stronger customer insight
                  • energizing brand advocacy
                  • self-service solutions
                  • direct to consumer feedback
                                 Customer
                               Loyalty, Q&A
                                 Platforms,
                                Community
                                integrations
Customer Insight
              solutions that support
              • collecting feedback from customers
              • analyzing/reporting customer info
              • maintaining up-to-date and accurate
              data about customers and interactions
              with the company


                   Enterprise Feedback Mgt
  Online               Customer Business Intelligence
 developer
communities                   Customer Data Management
                                      Listening Platforms
Are you ready?

•   Is your organization committed?

•   Can you put people before tools?

•   Are you willing to invest in your audience?

•   Can you spell INTEGRATION?

•   Can you accept failure?

•   Are ALL key departments in the game?

•   Can you handle the skeletons in the closet?
BUSINESSES THAT LEVERAGE SOCIAL TO
   SUCCESSFULLY TRANSFORM CUSTOMER
RELATIONSHIPS WILL DEEPEN CUSTOMER
RELATIONSHIPS, DRIVE OPERATIONAL
  EFFICIENCIES AND OPTIMIZE THE
            WORKFORCE.
in the words of @garyvee...
Gary Vaynerchuck
                                    When he was not yet 30,
                                    he grew his company
                                    from 2 million a year to
                                    over 50 million in 7 years




 “We are verging on the thank
you economy.... give a shit about
 your customers.... care about
           them”
Gary Vaynerchuck
We’re not really good at knowing
what we want, and we are very quick
to say “this sucks”. That’s where the
opportunity lies.

         It’s not about what you’re saying, it’s
         about how you listen. Customer service is
         the new business.

All marketing is going to get back to the way it used to be in the
Butcher Shop or Mom and Pop store where they knew your name,
your kids name and your dogs name. That’s the way humans like it
and this is what twitter and facebook can provide businesses today.
Gary Vaynerchuck

  I could care less about the platform. It's all
  about the message.
        Legacy is greater than currency. Your brand equity is
        everything and sustainable.
Don't cheese it up. People's bullshit radars
are insane. Marketing is about to get really,
really hard. If you're just doing social media
to keep up with the Joneses - don't

    We are massively underestimating this culture
    shift... We are in the era of the humanization of
    business. We're living by small town rules again.
Thank You



             twitter: @hessiejones
            g+: http://gplus.to/hessiej
linkedin: http://ca.linkedin.com/in/hessiejones1
  facebook: http://facebook.com/hessie.jones

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Social Media Meets CRM: Reinventing Customer Service

  • 1. SOCIAL MEDIA MEETS CRM Reinventing Customer Service Hessie Jones September 28, 2011
  • 2. Traditional Channels The institutions traditionally defined and controlled the Brand. But traditional marketers are realizing that product sales were not necessarily the result of messaging from the marketers to the consumer….
  • 3. New Paradigms Traditional SOCIAL NETWORKING Conversations Digital Conversations Visit My Facebook Profile Search for Reviews I Wrote Read My Tweets Read My Blog Participate in a Community Ask Me Conversation Directly The game is changing…social computing has made it easier to amplify conversation and influence…..
  • 4. Access proliferation has put customers in control of how, when and what kind of media they consume
  • 5. Digital Evolution Old Media Reach Mass Media Niche Media
  • 6. Digital Evolution New Media Old Media Reach Reach Mass Media Niche Media Mass Media Niche Media
  • 7. Digital Evolution New Media Old Media Reach Reach Mass Media Niche Media Mass Media Niche Media
  • 8. Digital Evolution New Media Old Media !"#$#%&%"'( Reach Reach Mass Media Niche Media Mass Media Niche Media
  • 9. Digital Evolution New Media Old Media !"#$#%&%"'( Reach Reach Mass Media Niche Media Mass Media Niche Media
  • 10. How long does it take to reach 50 million users? TV: 13 years Radio: 38 years Internet: 4 years! iPod: 3 years Facebook added 200 million users in less than a year !"#$%$&'((')*$'*$)*+$&)*,-
  • 11. “Mind-bending” social media stats 20 percent of searches on Google There are more than 3.5 billion pieces of content (web links, news each day have NEVER been stories, blog posts, etc.) shared searched for before. each week on Facebook. 43 percent of all online 56 percent of LinkedIn's 100 million users are outside of the consumers are social media United States. fans or followers $3.08 billion will Every day, 2,300 new Wikipedia be spent to articles are created, adding to its 17 advertise on social networking million articles, with contributions sites in 2011, a from 91,000 active contributors. 55 percent increase over There are more than 5 billion 2010. photos on Flickr. http://blog.hubspot.com/blog/tabid/6307/bid/23865/13-Mind-Bending-Social-Media-Marketing-Statistics.aspx
  • 12. News travels fast... Search and Social are connected Increasingly, product quality and what a brand stands for is determined by Google
  • 13. TRUST is the New Currency... enter Cluetrain Manifesto A radical change has occurred in the World of advertising and marketing Consumers are listening less and less…Interruptive Marketing has seen its day. The Audience is Creating…The Audience is Selecting…. The Audience is Changing…and as a result the audience is telling brands…… “You want us to pay? We want you to pay attention. ” “ The Internet has become a place where people could talk to other people without constraint. Without filters or censorship or official sanction — and perhaps most significantly, without advertising ” “Don't talk to us as if you've forgotten how to speak. Don't make us feel small. Remind us to be larger. Get a little of that human touch. ”
  • 14. Social Media Model A distinct opportunity in the Canadian marketplace is created for companies who can act as brand stewards … … and influence consumer perceptions, attitudes and behaviours to create brand advocates
  • 15. The New Customer Relationship Social Marketing
  • 17. Media Defined in the New Customer World
  • 19. Social Media is evolving... did you know? Online users in rapid-growth regions like Latin America, the Middle East and China are now Smartphone shipments will spending more time on social outpace PCs by 2012? networking sites than on email. globally, total minutes Gartner Research predicts that spent on social networks social networking services will monthly saw a more than replace e-mail as the primary 100% gain over the same communications vehicle for period last year. 20% of business users by 2014.
  • 20.
  • 21.
  • 24. The difference.... Social CRM combines the customers’ transaction data with their social/ lifestyle data
  • 25. Defining Social CRM • Source: the brandbuilder..... Olivier Blanchard.... (note: work-in-progress) SOCIAL CRM IS A BUSINESS FUNCTION SUPPORTED BY A SYSTEM AND TECHNOLOGIES WHOSE AIMS ARE TO IMPROVE A COMPANY’S ABILITY TO DERIVE INSIGHTS INTO CUSTOMER NEEDS AND BEHAVIOURS BY ADDING TO THEIR TRANSACTIONAL DATA THE LIFESTYLE DATA THEY SHARE ONLINE.
  • 28. The Evolution from Traditional CRM
  • 30. Case Study: Columbia House •  !"#$%&'(()*+),$$ –  !"#$%&'($)"'*)$+"*,"&-" $./&0+1.2$)"0#&-)"'&##$)"03" 21./*#3"*,")$4$(5%$"06.1-$.." (#&454$."-$$)$)"/*"*%$#4*'$"/21." 26#)+$7"&-)"4*-%1-4$"46./*'$#."1/" 42&-8$)"0$,*#$"/2$3"4*6+)"2*($"/*" )#1%$"/*"/2$"-$9"'*)$+:" •  -./)012),$$ –  ;-4#$&.$"4*-.6'$#"&9&#$-$.."*,"/2$" -$9"<="<&-&)&"921+$"$'(2&.1>1-8" )1?$#$-5&5*-",#*'"<*+6'01&"=*6.$" –  @21A"4*-.6'$#B."-$8&5%$"($#4$(5*-""
  • 32. Case Study: Columbia House Text
  • 33. Case Study: Columbia House Text Text
  • 34. Case Study: Columbia House Text Text Text
  • 35. Case Study: Columbia House Text Text Text
  • 36. Case Study: Columbia House Text Text Text
  • 37. Case Study: Columbia House Text Text Text !"#$%&&'()*"!"#$%&'()"&%*+',%"-.&,%/0+'.&0"123"+&$"4%*5&"6."*."7%+$"6." 7%+$"8567"$%6/+-6./09"-:+/5()";50<%/-%<'.&09"%+6"0.;%"-/.8"+&$"*+5&"0.;%" -/%$545:56)"(./"6=/&5&*"+/.=&$"67%"4=05&%00";.$%:" +#,#-(&$./01#/*#'$2'(3')45$>+::".&"06/.&*"+$,.-+6%0"(./">.:=;45+"?.=0%" 4/+&$"6."7%:<">?"4=5:$",.5-%"85675&"67%"(./=;0@"
  • 38. Case Study: Columbia House Stellar Results !"#$%#&'()"* •  !"#$%&'()*")"*+'&) Just another vote FOR CH Canada. ,+%--'./0)12.3%*')%-()44!5) /",3%.)#'(3%)(&"6') I've had no problem with numerous +,-+"./*012*'/*34* orders from them, along with great •  789+&):&'')/+3$$3-;)"<'&/) =3'.('()3564*,()#"'."* prices, occasional free shipping, and %7"#*'7"#'-"*8',9:* bonus DVDs. %#8"#.>) •  ?"*%.)&'6'-@')A&"#)78):&'') I’m amazed at how much they /+3$$3-;)"<'&/)'B@36%.'-*) try to make everyone happy *")554*%$*#"7"(;"* & take in their input. They’re -"("#'/"8*$%#*'(* doing a great job at trying '7"#'-"*&%(/+<* to get everything right.! while i haven’t ordered from chcanada in ….short version, I give a quite some time, i still frequent the thread thumbs-up to CH Canada…. I and certainly appreciate the comments and have no complaints and would easily recommend CHC. ! inititiave shown by the chcanada staff. when is the last time you saw an amazon or futureshop/BB rep come in and ask us what we like? NEVER!!
  • 39. CH Canada: the Discussion has Changed
  • 40. CH Canada: the Testimonial “Social networking not only provided an open line of communication with customers, it also provided a product/offer testing arena, an ever-ready focus group, a source of testimonials, and for this business – our highest value customers.” Rob Weatherall, Director of Marketing
  • 41. Benefits evolved... • Improved insights from consumers about products or services • Leveraged opportunities to listen and engage • Gain insights about competitors • Risk mitigation • Provision of early warning signs for PR • Reduce marketing spend http://socialmediatoday.com/pervarakapadia/164956/benefits-online-reputation-management-social-media
  • 42. Social CRM: the Technologies
  • 43. Extended Customer Mgt and Solutions Ecosystem
  • 44. Customer Targeting Product Lifecycle Mgt. Enterprise Mgt Marketing Demographic Targeting Ecommerce Social media and networks solutions that support • defining and developing new prods and services • prioritizing the most appropriate target markets • communicating offers to best audiences for products and services.
  • 45. Customer Acquisition Customer Targeting: Salesforce Product Lifecycle Mgt. Product Lifecycle Enterprise Mgt Marketing Mgt. applications that support • contacting customers to Partnership Ecommerce Relationship Mgt Social media and solicit interest in products networks and services Revenue Pricing • configuring solutions Mgt • setting prices • quoting solutions that support defining and Order Mgt • contracting developing new prods and Customer services, prioritizing the most Lifecycle Mgt. • taking customer orders appropriate target markets, communicating offers toRatings and best audiences for products andReviews, Forums, services. Microblogging, Social Networks
  • 46. Customer Retention technologies that support customers in pre & post sales scenarios • responding to queries pre purchase • scheduling installs, repairs • billing • diagnosing customer problems • routing customer queries • problem resolution EBPP IVR Customer Contact Loyalty, Q&A structure Field Service Platforms, Mgt Customer Community service and integrations support
  • 47. Customer Collaboration technologies that support • working collaboratively with Customer customers Community • enabling customers to interact with Platforms and support each other Customer •Both enable: forums • stronger customer insight • energizing brand advocacy • self-service solutions • direct to consumer feedback Customer Loyalty, Q&A Platforms, Community integrations
  • 48. Customer Insight solutions that support • collecting feedback from customers • analyzing/reporting customer info • maintaining up-to-date and accurate data about customers and interactions with the company Enterprise Feedback Mgt Online Customer Business Intelligence developer communities Customer Data Management Listening Platforms
  • 49. Are you ready? • Is your organization committed? • Can you put people before tools? • Are you willing to invest in your audience? • Can you spell INTEGRATION? • Can you accept failure? • Are ALL key departments in the game? • Can you handle the skeletons in the closet?
  • 50. BUSINESSES THAT LEVERAGE SOCIAL TO SUCCESSFULLY TRANSFORM CUSTOMER RELATIONSHIPS WILL DEEPEN CUSTOMER RELATIONSHIPS, DRIVE OPERATIONAL EFFICIENCIES AND OPTIMIZE THE WORKFORCE.
  • 51. in the words of @garyvee...
  • 52. Gary Vaynerchuck When he was not yet 30, he grew his company from 2 million a year to over 50 million in 7 years “We are verging on the thank you economy.... give a shit about your customers.... care about them”
  • 53. Gary Vaynerchuck We’re not really good at knowing what we want, and we are very quick to say “this sucks”. That’s where the opportunity lies. It’s not about what you’re saying, it’s about how you listen. Customer service is the new business. All marketing is going to get back to the way it used to be in the Butcher Shop or Mom and Pop store where they knew your name, your kids name and your dogs name. That’s the way humans like it and this is what twitter and facebook can provide businesses today.
  • 54. Gary Vaynerchuck I could care less about the platform. It's all about the message. Legacy is greater than currency. Your brand equity is everything and sustainable. Don't cheese it up. People's bullshit radars are insane. Marketing is about to get really, really hard. If you're just doing social media to keep up with the Joneses - don't We are massively underestimating this culture shift... We are in the era of the humanization of business. We're living by small town rules again.
  • 55. Thank You twitter: @hessiejones g+: http://gplus.to/hessiej linkedin: http://ca.linkedin.com/in/hessiejones1 facebook: http://facebook.com/hessie.jones